IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 416,907 shares; 2018Q3: 402,905 shares; 2018Q4: 440,726 shares; 2019Q1: 419,479 shares; 2019Q2: 415,411 shares; 2019Q3: 406,745 shares; 2019Q4: 390,968 shares; 2020Q1: 465,243 shares 465,243 $46.1M 15.36% +74,275 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; 2018Q2: 637,201 shares; 2018Q3: 645,591 shares; 2018Q4: 563,280 shares; 2019Q1: 573,045 shares; 2019Q2: 574,922 shares; 2019Q3: 565,408 shares; 2019Q4: 549,000 shares; 2020Q1: 436,958 shares 436,958 $38.9M 12.95% -112,042 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; 2018Q2: 305,751 shares; 2018Q3: 308,564 shares; 2018Q4: 283,955 shares; 2019Q1: 279,285 shares; 2019Q2: 258,343 shares; 2019Q3: 252,487 shares; 2019Q4: 247,756 shares; 2020Q1: 206,142 shares 206,142 $32.3M 10.75% -41,614 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 249,443 shares; 2018Q3: 243,674 shares; 2018Q4: 263,319 shares; 2019Q1: 252,612 shares; 2019Q2: 240,175 shares; 2019Q3: 233,943 shares; 2019Q4: 218,544 shares; 2020Q1: 210,995 shares 210,995 $31.8M 10.58% -7,549 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 298,128 shares; 2018Q3: 301,884 shares; 2018Q4: 273,792 shares; 2019Q1: 280,334 shares; 2019Q2: 295,767 shares; 2019Q3: 287,682 shares; 2019Q4: 279,221 shares; 2020Q1: 224,618 shares 224,618 $18.4M 6.13% -54,603 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 398,086 shares; 2018Q3: 419,331 shares; 2018Q4: 337,568 shares; 2019Q1: 364,632 shares; 2019Q2: 472,415 shares; 2019Q3: 492,569 shares; 2019Q4: 475,348 shares; 2020Q1: 455,404 shares 455,404 $17.8M 5.94% -19,944 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 606,140 shares; 2018Q3: 1,211,820 shares; 2018Q4: 1,162,272 shares; 2019Q1: 1,157,557 shares; 2019Q2: 1,119,336 shares; 2019Q3: 1,211,436 shares; 2019Q4: 1,172,289 shares; 2020Q1: 311,535 shares 311,535 $15.5M 5.17% -860,754 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 124,760 shares; 2018Q3: 125,212 shares; 2018Q4: 119,412 shares; 2019Q1: 119,711 shares; 2019Q2: 121,199 shares; 2019Q3: 119,594 shares; 2019Q4: 116,192 shares; 2020Q1: 92,247 shares 92,247 $14.6M 4.86% -23,945 Timeline VNQI 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; 2018Q2: 340,545 shares; 2018Q3: 316,224 shares; 2018Q4: 306,551 shares; 2019Q1: 315,242 shares; 2019Q2: 382,110 shares; 2019Q3: 392,813 shares; 2019Q4: 380,413 shares; 2020Q1: 302,321 shares 302,321 $13M 4.32% -78,092 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; 2018Q2: 2,173 shares; 2018Q3: 2,173 shares; 2018Q4: 28,161 shares; 2019Q1: 28,646 shares; 2019Q2: 29,239 shares; 2019Q3: 37,135 shares; 2019Q4: 37,581 shares; 2020Q1: 85,635 shares 85,635 $7.6M 2.53% +48,054 Timeline RWX 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; 2018Q2: not reported; 2018Q3: 7,791 shares; 2018Q4: 6,077 shares; 2019Q1: 7,712 shares; 2019Q2: 8,365 shares; 2019Q3: 11,505 shares; 2019Q4: 22,958 shares; 2020Q1: 222,165 shares 222,165 $5.95M 1.98% +199,207 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; 2018Q2: 126 shares; 2018Q3: 126 shares; 2018Q4: 11,529 shares; 2019Q1: 11,443 shares; 2019Q2: 12,024 shares; 2019Q3: 12,437 shares; 2019Q4: 12,362 shares; 2020Q1: 31,224 shares 31,224 $4.69M 1.56% +18,862 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 18,052 shares; 2018Q3: 18,823 shares; 2018Q4: 20,142 shares; 2019Q1: 12,245 shares; 2019Q2: 22,555 shares; 2019Q3: 14,182 shares; 2019Q4: 10,014 shares; 2020Q1: 15,093 shares 15,093 $3.84M 1.28% +5,079 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 20,728 shares; 2018Q3: 19,535 shares; 2018Q4: 18,369 shares; 2019Q1: 13,301 shares; 2019Q2: 19,202 shares; 2019Q3: 15,091 shares; 2019Q4: 14,705 shares; 2020Q1: 19,052 shares 19,052 $3M 1% +4,347 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; 2018Q2: 48,239 shares; 2018Q3: 49,660 shares; 2018Q4: 71,378 shares; 2019Q1: 83,658 shares; 2019Q2: 81,431 shares; 2019Q3: 79,658 shares; 2019Q4: 79,375 shares; 2020Q1: 74,152 shares 74,152 $2.49M 0.83% -5,223 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 66,245 shares; 2018Q3: 64,849 shares; 2018Q4: 60,662 shares; 2019Q1: 52,139 shares; 2019Q2: 56,154 shares; 2019Q3: 46,644 shares; 2019Q4: 44,361 shares; 2020Q1: 37,413 shares 37,413 $2M 0.67% -6,948 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; 2018Q2: 11,212 shares; 2018Q3: 10,707 shares; 2018Q4: 9,697 shares; 2019Q1: 4,359 shares; 2019Q2: 9,718 shares; 2019Q3: 4,666 shares; 2019Q4: 4,612 shares; 2020Q1: 9,305 shares 9,305 $1.74M 0.58% +4,693 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; 2018Q2: 683 shares; 2018Q3: 719 shares; 2018Q4: 777 shares; 2019Q1: 633 shares; 2019Q2: 788 shares; 2019Q3: 649 shares; 2019Q4: 681 shares; 2020Q1: 732 shares 732 $1.43M 0.47% +51 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; 2018Q2: 6,790 shares; 2018Q3: 6,819 shares; 2018Q4: 5,828 shares; 2019Q1: 4,472 shares; 2019Q2: 5,125 shares; 2019Q3: 4,700 shares; 2019Q4: 5,231 shares; 2020Q1: 7,490 shares 7,490 $1.37M 0.46% +2,259 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 26 shares; 2018Q3: 26 shares; 2018Q4: 26 shares; 2019Q1: 5,200 shares; 2019Q2: 18,895 shares; 2019Q3: 18,010 shares; 2019Q4: 18,485 shares; 2020Q1: 19,788 shares 19,788 $1.24M 0.41% +1,303 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 10,405 shares; 2018Q3: 10,609 shares; 2018Q4: 10,610 shares; 2019Q1: 6,163 shares; 2019Q2: 11,189 shares; 2019Q3: 6,727 shares; 2019Q4: 6,930 shares; 2020Q1: 8,160 shares 8,160 $1.07M 0.36% +1,230 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 7,797 shares; 2018Q3: 7,783 shares; 2018Q4: 8,352 shares; 2019Q1: 1,238 shares; 2019Q2: 7,343 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 7,812 shares 7,812 $1.07M 0.35% new 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; 2018Q2: 6,470 shares; 2018Q3: 8,200 shares; 2018Q4: 8,758 shares; 2019Q1: 5,916 shares; 2019Q2: 8,793 shares; 2019Q3: 6,451 shares; 2019Q4: 6,393 shares; 2020Q1: 8,549 shares 8,549 $940K 0.31% +2,156 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; 2018Q2: 16,480 shares; 2018Q3: 16,549 shares; 2018Q4: 15,994 shares; 2019Q1: 14,563 shares; 2019Q2: 15,725 shares; 2019Q3: 14,864 shares; 2019Q4: 16,336 shares; 2020Q1: 17,379 shares 17,379 $934K 0.31% +1,043 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; 2018Q2: 52,640 shares; 2018Q3: 49,097 shares; 2018Q4: 44,045 shares; 2019Q1: 36,827 shares; 2019Q2: 22,031 shares; 2019Q3: 19,889 shares; 2019Q4: 19,324 shares; 2020Q1: 13,002 shares 13,002 $908K 0.3% -6,322 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 785 shares; 2018Q3: 785 shares; 2018Q4: 790 shares; 2019Q1: 724 shares; 2019Q2: 769 shares; 2019Q3: 736 shares; 2019Q4: 732 shares; 2020Q1: 748 shares 748 $869K 0.29% +16 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; 2018Q2: 21,678 shares; 2018Q3: 23,726 shares; 2018Q4: 23,830 shares; 2019Q1: 18,086 shares; 2019Q2: 27,570 shares; 2019Q3: 25,357 shares; 2019Q4: 25,712 shares; 2020Q1: 28,806 shares 28,806 $840K 0.28% +3,094 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; 2018Q2: 3 shares; 2018Q3: 3 shares; 2018Q4: 3 shares; 2019Q1: not reported; 2019Q2: 3 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 3 shares 3 $816K 0.27% new 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; 2018Q2: 10,957 shares; 2018Q3: 10,991 shares; 2018Q4: 10,268 shares; 2019Q1: 8,106 shares; 2019Q2: 10,638 shares; 2019Q3: 8,621 shares; 2019Q4: 8,495 shares; 2020Q1: 8,956 shares 8,956 $806K 0.27% +461 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 13,854 shares; 2018Q3: 12,569 shares; 2018Q4: 15,301 shares; 2019Q1: 15,535 shares; 2019Q2: 14,597 shares; 2019Q3: 15,396 shares; 2019Q4: 15,088 shares; 2020Q1: 14,656 shares 14,656 $793K 0.26% -432 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 5,166 shares; 2018Q3: 4,666 shares; 2018Q4: 13,906 shares; 2019Q1: 13,913 shares; 2019Q2: 12,710 shares; 2019Q3: 12,645 shares; 2019Q4: 12,123 shares; 2020Q1: 8,036 shares 8,036 $773K 0.26% -4,087 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: 277 shares; 2018Q4: 277 shares; 2019Q1: not reported; 2019Q2: 21,371 shares; 2019Q3: 21,026 shares; 2019Q4: 21,026 shares; 2020Q1: 26,749 shares 26,749 $740K 0.25% +5,723 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; 2018Q2: 5,129 shares; 2018Q3: 4,063 shares; 2018Q4: 4,137 shares; 2019Q1: 2,740 shares; 2019Q2: 4,496 shares; 2019Q3: 3,518 shares; 2019Q4: 3,601 shares; 2020Q1: 4,343 shares 4,343 $724K 0.24% +742 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; 2018Q2: 6,087 shares; 2018Q3: 6,254 shares; 2018Q4: 7,156 shares; 2019Q1: 5,720 shares; 2019Q2: 7,201 shares; 2019Q3: 6,081 shares; 2019Q4: 6,225 shares; 2020Q1: 9,232 shares 9,232 $710K 0.24% +3,007 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; 2018Q2: 18,453 shares; 2018Q3: 18,106 shares; 2018Q4: 18,127 shares; 2019Q1: 9,918 shares; 2019Q2: 17,840 shares; 2019Q3: 10,914 shares; 2019Q4: 10,664 shares; 2020Q1: 15,460 shares 15,460 $684K 0.23% +4,796 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; 2018Q2: 1,905 shares; 2018Q3: 1,818 shares; 2018Q4: 2,568 shares; 2019Q1: 2,124 shares; 2019Q2: 2,570 shares; 2019Q3: 2,590 shares; 2019Q4: 2,490 shares; 2020Q1: 2,638 shares 2,638 $658K 0.22% +148 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 5,338 shares; 2018Q3: 4,997 shares; 2018Q4: 4,151 shares; 2019Q1: 4,078 shares; 2019Q2: 3,950 shares; 2019Q3: 4,069 shares; 2019Q4: 4,067 shares; 2020Q1: 4,057 shares 4,057 $654K 0.22% -10 Timeline NUVEEN INTERMEDIATE DURATIO… NUVEEN INTERMEDIATE DURATION M More: the full row for NUVEEN INTERMEDIATE DURATION M Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 21,616 shares; 2018Q3: 21,616 shares; 2018Q4: 49,916 shares; 2019Q1: 49,916 shares; 2019Q2: 49,916 shares; 2019Q3: 49,916 shares; 2019Q4: 49,916 shares; 2020Q1: 49,916 shares 49,916 $648K 0.22% 0 NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 18,707 shares; 2018Q3: 18,707 shares; 2018Q4: 43,907 shares; 2019Q1: 43,907 shares; 2019Q2: 43,907 shares; 2019Q3: 43,907 shares; 2019Q4: 43,907 shares; 2020Q1: 43,907 shares 43,907 $645K 0.21% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 26,013 shares; 2018Q3: 26,810 shares; 2018Q4: 26,919 shares; 2019Q1: 26,898 shares; 2019Q2: 13,629 shares; 2019Q3: 7,046 shares; 2019Q4: 6,601 shares; 2020Q1: 13,010 shares 13,010 $629K 0.21% +6,409 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; 2018Q2: 72,663 shares; 2018Q3: 156,164 shares; 2018Q4: 164,458 shares; 2019Q1: 158,537 shares; 2019Q2: 153,515 shares; 2019Q3: 150,207 shares; 2019Q4: 138,587 shares; 2020Q1: 17,974 shares 17,974 $599K 0.2% -120,613 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 318 shares; 2018Q3: 308 shares; 2018Q4: 339 shares; 2019Q1: 297 shares; 2019Q2: 334 shares; 2019Q3: 348 shares; 2019Q4: 344 shares; 2020Q1: 505 shares 505 $587K 0.2% +161 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; 2018Q2: 6,380 shares; 2018Q3: 6,823 shares; 2018Q4: 7,390 shares; 2019Q1: 4,386 shares; 2019Q2: 7,664 shares; 2019Q3: 4,572 shares; 2019Q4: 4,467 shares; 2020Q1: 5,725 shares 5,725 $553K 0.18% +1,258 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; 2018Q2: 21,392 shares; 2018Q3: 21,768 shares; 2018Q4: 20,838 shares; 2019Q1: 21,638 shares; 2019Q2: 24,009 shares; 2019Q3: 25,416 shares; 2019Q4: 25,497 shares; 2020Q1: 25,321 shares 25,321 $538K 0.18% -176 Timeline AARONS INC AARONS INC More: the full row for AARONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 24,164 shares; 2018Q3: 23,862 shares; 2018Q4: not reported; 2019Q1: 23,689 shares; 2019Q2: 23,692 shares; 2019Q3: 23,738 shares; 2019Q4: 23,628 shares; 2020Q1: 23,151 shares 23,151 $527K 0.18% -477 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; 2018Q2: not reported; 2018Q3: 1,285 shares; 2018Q4: 1,285 shares; 2019Q1: 1,293 shares; 2019Q2: 1,383 shares; 2019Q3: 1,321 shares; 2019Q4: 1,329 shares; 2020Q1: 2,202 shares 2,202 $521K 0.17% +873 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 3,332 shares; 2018Q3: 3,383 shares; 2018Q4: 3,285 shares; 2019Q1: 3,586 shares; 2019Q2: 3,913 shares; 2019Q3: 4,212 shares; 2019Q4: 4,197 shares; 2020Q1: 4,564 shares 4,564 $519K 0.17% +367 Timeline CENTERSTATE BK CORP CENTERSTATE BK CORP More: the full row for CENTERSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 53,030 shares; 2019Q3: 17,415 shares; 2019Q4: 17,415 shares; 2020Q1: 29,287 shares 29,287 $505K 0.17% +11,872 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; 2018Q2: 1,145 shares; 2018Q3: 1,205 shares; 2018Q4: 1,319 shares; 2019Q1: not reported; 2019Q2: 1,512 shares; 2019Q3: 820 shares; 2019Q4: 824 shares; 2020Q1: 1,654 shares 1,654 $472K 0.16% +830 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 3,061 shares; 2018Q3: 3,359 shares; 2018Q4: 3,960 shares; 2019Q1: 3,631 shares; 2019Q2: 4,197 shares; 2019Q3: 3,911 shares; 2019Q4: 3,865 shares; 2020Q1: 3,925 shares 3,925 $471K 0.16% +60 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; 2018Q2: 2,368 shares; 2018Q3: 2,830 shares; 2018Q4: 3,156 shares; 2019Q1: 2,326 shares; 2019Q2: 3,575 shares; 2019Q3: 2,647 shares; 2019Q4: 3,803 shares; 2020Q1: 4,208 shares 4,208 $467K 0.16% +405 Timeline PGF 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; 2018Q2: 25,080 shares; 2018Q3: 25,080 shares; 2018Q4: 23,278 shares; 2019Q1: 23,278 shares; 2019Q2: 23,278 shares; 2019Q3: 23,278 shares; 2019Q4: 27,451 shares; 2020Q1: 27,262 shares 27,262 $460K 0.15% -189 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; 2018Q2: 25,120 shares; 2018Q3: 25,364 shares; 2018Q4: 20,267 shares; 2019Q1: 6,755 shares; 2019Q2: 20,792 shares; 2019Q3: 7,388 shares; 2019Q4: 7,502 shares; 2020Q1: 15,956 shares 15,956 $458K 0.15% +8,454 Timeline FPE 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; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 11,716 shares; 2020Q1: 27,312 shares 27,312 $448K 0.15% +15,596 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 1,334 shares; 2018Q3: 1,404 shares; 2018Q4: 1,684 shares; 2019Q1: 1,416 shares; 2019Q2: 1,780 shares; 2019Q3: 1,594 shares; 2019Q4: 1,589 shares; 2020Q1: 1,815 shares 1,815 $439K 0.15% +226 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 16,026 shares; 2018Q3: 15,632 shares; 2018Q4: 15,947 shares; 2019Q1: 12,941 shares; 2019Q2: 13,270 shares; 2019Q3: 11,512 shares; 2019Q4: 15,360 shares; 2020Q1: 12,730 shares 12,730 $416K 0.14% -2,630 Timeline 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; 2018Q2: 8,499 shares; 2018Q3: 8,499 shares; 2018Q4: 8,499 shares; 2019Q1: 8,499 shares; 2019Q2: 9,299 shares; 2019Q3: 9,299 shares; 2019Q4: 9,262 shares; 2020Q1: 8,499 shares 8,499 $399K 0.13% -763 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; 2018Q2: 8,411 shares; 2018Q3: 9,225 shares; 2018Q4: 10,475 shares; 2019Q1: 9,992 shares; 2019Q2: 10,576 shares; 2019Q3: 11,502 shares; 2019Q4: 11,181 shares; 2020Q1: 11,409 shares 11,409 $392K 0.13% +228 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 9,282 shares; 2018Q3: 9,017 shares; 2018Q4: 9,044 shares; 2019Q1: not reported; 2019Q2: 9,117 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 9,379 shares 9,379 $352K 0.12% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 2,313 shares; 2018Q3: 2,403 shares; 2018Q4: 2,019 shares; 2019Q1: 1,946 shares; 2019Q2: 1,896 shares; 2019Q3: 1,927 shares; 2019Q4: 1,853 shares; 2020Q1: 2,108 shares 2,108 $349K 0.12% +255 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 1,817 shares; 2018Q3: 1,985 shares; 2018Q4: 1,986 shares; 2019Q1: 1,661 shares; 2019Q2: 1,877 shares; 2019Q3: 1,671 shares; 2019Q4: 1,652 shares; 2020Q1: 1,675 shares 1,675 $340K 0.11% +23 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 950 shares; 2018Q3: 904 shares; 2018Q4: 851 shares; 2019Q1: not reported; 2019Q2: 867 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,069 shares 1,069 $336K 0.11% new 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; 2018Q2: 1,984 shares; 2018Q3: 1,984 shares; 2018Q4: 1,762 shares; 2019Q1: 1,894 shares; 2019Q2: 2,059 shares; 2019Q3: 2,333 shares; 2019Q4: 2,883 shares; 2020Q1: 2,558 shares 2,558 $330K 0.11% -325 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; 2018Q2: 1,457 shares; 2018Q3: 1,509 shares; 2018Q4: 2,474 shares; 2019Q1: 2,316 shares; 2019Q2: 2,427 shares; 2019Q3: 2,347 shares; 2019Q4: 2,336 shares; 2020Q1: 2,325 shares 2,325 $323K 0.11% -11 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; 2018Q2: 3,309 shares; 2018Q3: 4,611 shares; 2018Q4: 2,373 shares; 2019Q1: 2,889 shares; 2019Q2: 3,326 shares; 2019Q3: 2,834 shares; 2019Q4: 4,680 shares; 2020Q1: 4,418 shares 4,418 $322K 0.11% -262 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; 2018Q2: 4,186 shares; 2018Q3: 4,325 shares; 2018Q4: 3,901 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,865 shares; 2020Q1: 5,750 shares 5,750 $321K 0.11% +885 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 2,159 shares; 2018Q3: 2,434 shares; 2018Q4: 3,592 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 2,817 shares; 2020Q1: 4,181 shares 4,181 $319K 0.11% +1,364 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 686 shares; 2018Q3: 692 shares; 2018Q4: 641 shares; 2019Q1: 642 shares; 2019Q2: 707 shares; 2019Q3: not reported; 2019Q4: 778 shares; 2020Q1: 847 shares 847 $318K 0.11% +69 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; 2018Q2: 2,265 shares; 2018Q3: 2,076 shares; 2018Q4: 1,960 shares; 2019Q1: 1,718 shares; 2019Q2: 2,316 shares; 2019Q3: 2,154 shares; 2019Q4: 2,090 shares; 2020Q1: 2,366 shares 2,366 $317K 0.11% +276 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 775 shares; 2018Q3: 930 shares; 2018Q4: 811 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,226 shares; 2019Q4: 1,220 shares; 2020Q1: 1,189 shares 1,189 $314K 0.1% -31 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; 2018Q2: 15,768 shares; 2018Q3: 15,522 shares; 2018Q4: 11,352 shares; 2019Q1: 6,307 shares; 2019Q2: 11,021 shares; 2019Q3: 5,866 shares; 2019Q4: 7,653 shares; 2020Q1: 8,158 shares 8,158 $310K 0.1% +505 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; 2018Q2: 8,567 shares; 2018Q3: 8,462 shares; 2018Q4: 8,481 shares; 2019Q1: not reported; 2019Q2: 8,356 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 10,809 shares 10,809 $308K 0.1% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 3,857 shares; 2018Q3: 3,684 shares; 2018Q4: 2,904 shares; 2019Q1: not reported; 2019Q2: 3,328 shares; 2019Q3: 3,402 shares; 2019Q4: 3,607 shares; 2020Q1: 4,109 shares 4,109 $307K 0.1% +502 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; 2018Q2: 3,822 shares; 2018Q3: 3,714 shares; 2018Q4: 3,356 shares; 2019Q1: 3,037 shares; 2019Q2: 3,122 shares; 2019Q3: 2,959 shares; 2019Q4: 2,874 shares; 2020Q1: 3,203 shares 3,203 $307K 0.1% +329 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: 3,500 shares; 2018Q4: 3,500 shares; 2019Q1: not reported; 2019Q2: 3,500 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 3,500 shares 3,500 $300K 0.1% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 5,049 shares; 2018Q3: 5,928 shares; 2018Q4: 6,499 shares; 2019Q1: 6,518 shares; 2019Q2: 6,733 shares; 2019Q3: 7,077 shares; 2019Q4: 7,330 shares; 2020Q1: 7,576 shares 7,576 $298K 0.1% +246 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 3,383 shares; 2018Q3: 3,214 shares; 2018Q4: 3,145 shares; 2019Q1: 2,780 shares; 2019Q2: 2,771 shares; 2019Q3: 2,951 shares; 2019Q4: 3,013 shares; 2020Q1: 3,270 shares 3,270 $295K 0.1% +257 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 989 shares; 2018Q3: 1,155 shares; 2018Q4: 2,038 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,440 shares; 2019Q4: 2,451 shares; 2020Q1: 3,523 shares 3,523 $292K 0.1% +1,072 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 1,951 shares; 2018Q3: 2,031 shares; 2018Q4: not reported; 2019Q1: 2,849 shares; 2019Q2: 2,769 shares; 2019Q3: 3,050 shares; 2019Q4: 2,943 shares; 2020Q1: 3,676 shares 3,676 $290K 0.1% +733 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 2,712 shares; 2018Q3: 2,470 shares; 2018Q4: 2,189 shares; 2019Q1: 2,039 shares; 2019Q2: 2,134 shares; 2019Q3: 2,126 shares; 2019Q4: 2,014 shares; 2020Q1: 1,874 shares 1,874 $279K 0.09% -140 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; 2018Q2: 3,945 shares; 2018Q3: 4,652 shares; 2018Q4: 5,496 shares; 2019Q1: 5,578 shares; 2019Q2: 5,717 shares; 2019Q3: 6,111 shares; 2019Q4: 5,258 shares; 2020Q1: 5,442 shares 5,442 $273K 0.09% +184 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; 2018Q2: 2,223 shares; 2018Q3: 2,743 shares; 2018Q4: 3,434 shares; 2019Q1: not reported; 2019Q2: 3,896 shares; 2019Q3: 3,913 shares; 2019Q4: 3,944 shares; 2020Q1: 4,195 shares 4,195 $249K 0.08% +251 Timeline FEDERAL REALTY INVESTMENT T… FEDERAL REALTY INVESTMENT TRUS More: the full row for FEDERAL REALTY INVESTMENT TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 3,183 shares; 2018Q3: 3,190 shares; 2018Q4: 3,187 shares; 2019Q1: 3,180 shares; 2019Q2: 3,180 shares; 2019Q3: 3,174 shares; 2019Q4: 3,171 shares; 2020Q1: 3,300 shares 3,300 $246K 0.08% +129 USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 8,278 shares; 2018Q3: 8,551 shares; 2018Q4: 6,982 shares; 2019Q1: 6,985 shares; 2019Q2: 7,055 shares; 2019Q3: 7,316 shares; 2019Q4: 7,332 shares; 2020Q1: 7,017 shares 7,017 $242K 0.08% -315 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 4,514 shares; 2018Q3: 4,236 shares; 2018Q4: 5,022 shares; 2019Q1: 4,016 shares; 2019Q2: 4,692 shares; 2019Q3: 4,342 shares; 2019Q4: 4,351 shares; 2020Q1: 4,440 shares 4,440 $240K 0.08% +89 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 2,253 shares; 2019Q1: 4,093 shares; 2019Q2: not reported; 2019Q3: 4,093 shares; 2019Q4: not reported; 2020Q1: 2,580 shares 2,580 $238K 0.08% 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; 2018Q2: 4,494 shares; 2018Q3: 4,541 shares; 2018Q4: 3,342 shares; 2019Q1: 2,893 shares; 2019Q2: 3,816 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,505 shares 2,505 $234K 0.08% new 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; 2018Q2: 1,819 shares; 2018Q3: 1,907 shares; 2018Q4: 2,032 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,640 shares; 2019Q4: 2,614 shares; 2020Q1: 3,211 shares 3,211 $232K 0.08% +597 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; 2018Q2: 3,912 shares; 2018Q3: 3,981 shares; 2018Q4: 2,914 shares; 2019Q1: 2,373 shares; 2019Q2: 2,841 shares; 2019Q3: 2,670 shares; 2019Q4: 2,770 shares; 2020Q1: 2,828 shares 2,828 $229K 0.08% +58 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 1,368 shares; 2018Q3: 579 shares; 2018Q4: 622 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 651 shares; 2020Q1: 706 shares 706 $225K 0.07% +55 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 957 shares; 2018Q3: 957 shares; 2018Q4: 1,318 shares; 2019Q1: not reported; 2019Q2: 3,804 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 3,804 shares 3,804 $221K 0.07% new 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; 2018Q2: 438 shares; 2018Q3: 467 shares; 2018Q4: 586 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 915 shares 915 $220K 0.07% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 395 shares; 2018Q3: 426 shares; 2018Q4: 584 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 737 shares; 2019Q4: 743 shares; 2020Q1: 772 shares 772 $219K 0.07% +29 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 14,092 shares; 2018Q3: 13,601 shares; 2018Q4: 11,180 shares; 2019Q1: 7,826 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,875 shares 1,875 $216K 0.07% 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; 2018Q2: 818 shares; 2018Q3: 933 shares; 2018Q4: 1,226 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,550 shares 1,550 $215K 0.07% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 1,311 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,180 shares 1,180 $209K 0.07% 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; 2018Q2: 5,522 shares; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,688 shares; 2020Q1: 2,222 shares 2,222 $207K 0.07% +534 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 4,298 shares; 2018Q3: 4,814 shares; 2018Q4: 4,814 shares; 2019Q1: 3,678 shares; 2019Q2: 4,902 shares; 2019Q3: 3,471 shares; 2019Q4: 3,383 shares; 2020Q1: 3,655 shares 3,655 $205K 0.07% +272 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 6,494 shares; 2018Q3: 6,058 shares; 2018Q4: 4,698 shares; 2019Q1: not reported; 2019Q2: 3,294 shares; 2019Q3: 3,598 shares; 2019Q4: 3,526 shares; 2020Q1: 3,010 shares 3,010 $204K 0.07% -516 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 18,408 shares; 2018Q3: 18,453 shares; 2018Q4: 21,367 shares; 2019Q1: 24,361 shares; 2019Q2: 26,801 shares; 2019Q3: 24,290 shares; 2019Q4: 27,068 shares; 2020Q1: 23,084 shares 23,084 $183K 0.06% -3,984 GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 12,000 shares; 2018Q3: 12,000 shares; 2018Q4: 12,000 shares; 2019Q1: 12,000 shares; 2019Q2: 12,000 shares; 2019Q3: 12,000 shares; 2019Q4: 12,907 shares; 2020Q1: 12,907 shares 12,907 $159K 0.05% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 11,932 shares; 2018Q3: 11,853 shares; 2018Q4: 11,710 shares; 2019Q1: 11,732 shares; 2019Q2: 11,692 shares; 2019Q3: 11,841 shares; 2019Q4: 11,832 shares; 2020Q1: 12,121 shares 12,121 $117K 0.04% +289 Timeline PREFERRED APT CMNTYS INC PREFERRED APT CMNTYS INC More: the full row for PREFERRED APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 6,372 shares; 2018Q3: 6,372 shares; 2018Q4: 7,854 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 11,387 shares; 2020Q1: 11,387 shares 11,387 $82K 0.03% 0 ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 275,780 shares; 2018Q3: 246,263 shares; 2018Q4: 245,992 shares; 2019Q1: 205,725 shares; 2019Q2: 186,015 shares; 2019Q3: 235,673 shares; 2019Q4: 10,305 shares; 2020Q1: 11,630 shares 11,630 $40K 0.01% +1,325 GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 12,796 shares; 2018Q3: 12,796 shares; 2018Q4: 12,796 shares; 2019Q1: 12,796 shares; 2019Q2: 12,796 shares; 2019Q3: 12,796 shares; 2019Q4: 12,796 shares; 2020Q1: 12,796 shares 12,796 $25K 0.01% 0 Timeline AILERON THERAPEUTICS INC CO… AILERON THERAPEUTICS INC COM NEW More: the full row for AILERON THERAPEUTICS INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: 30,000 shares; 2018Q4: 30,000 shares; 2019Q1: 30,000 shares; 2019Q2: 30,000 shares; 2019Q3: 30,000 shares; 2019Q4: 30,000 shares; 2020Q1: 30,000 shares 30,000 $10K <0.01% 0 PENNEY J C INC PENNEY J C INC More: the full row for PENNEY J C INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 115 shares; 2018Q3: 81 shares; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 10,000 shares 10,000 $4K <0.01% new