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; 2019Q4: 4,369,404 shares; 2020Q1: 4,807,056 shares; 2020Q2: 4,666,920 shares; 2020Q3: 4,779,541 shares; 2020Q4: 5,087,523 shares; 2021Q1: 5,386,168 shares; 2021Q2: 5,644,477 shares; 2021Q3: 5,963,668 shares 5,963,668 $1.32B 29.66% +319,191 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; 2019Q4: 2,352,656 shares; 2020Q1: 2,627,913 shares; 2020Q2: 2,500,054 shares; 2020Q3: 2,554,488 shares; 2020Q4: 2,697,577 shares; 2021Q1: 2,867,888 shares; 2021Q2: 2,918,559 shares; 2021Q3: 2,988,024 shares 2,988,024 $459M 10.28% +69,465 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,823,552 shares; 2020Q1: 2,387,237 shares; 2020Q2: 2,797,528 shares; 2020Q3: 2,914,023 shares; 2020Q4: 3,232,345 shares; 2021Q1: 4,076,050 shares; 2021Q2: 4,506,612 shares; 2021Q3: 5,364,823 shares 5,364,823 $339M 7.6% +858,211 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 413,258 shares; 2020Q1: 87,948 shares; 2020Q2: 3,639,886 shares; 2020Q3: 4,523,327 shares; 2020Q4: 3,719,243 shares; 2021Q1: 4,281,004 shares; 2021Q2: 4,741,050 shares; 2021Q3: 4,686,421 shares 4,686,421 $238M 5.32% -54,629 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 694,038 shares; 2020Q1: 682,589 shares; 2020Q2: 666,432 shares; 2020Q3: 665,526 shares; 2020Q4: 2,681,148 shares; 2021Q1: 2,587,128 shares; 2021Q2: 2,581,353 shares; 2021Q3: 2,590,009 shares 2,590,009 $191M 4.29% +8,656 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; 2019Q4: 625,434 shares; 2020Q1: 898,809 shares; 2020Q2: 1,369,935 shares; 2020Q3: 1,544,772 shares; 2020Q4: 1,750,187 shares; 2021Q1: 2,100,617 shares; 2021Q2: 2,305,140 shares; 2021Q3: 2,546,899 shares 2,546,899 $163M 3.65% +241,759 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; 2019Q4: 458,626 shares; 2020Q1: 82,768 shares; 2020Q2: 1,687,098 shares; 2020Q3: 2,067,456 shares; 2020Q4: 1,824,816 shares; 2021Q1: 1,433,407 shares; 2021Q2: 1,380,515 shares; 2021Q3: 1,359,965 shares 1,359,965 $139M 3.11% -20,550 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 44,260 shares; 2020Q1: 89,977 shares; 2020Q2: 159,171 shares; 2020Q3: 171,470 shares; 2020Q4: 217,416 shares; 2021Q1: 226,214 shares; 2021Q2: 235,678 shares; 2021Q3: 258,828 shares 258,828 $111M 2.49% +23,150 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,341,673 shares; 2021Q1: 1,633,599 shares; 2021Q2: 1,873,941 shares; 2021Q3: 1,888,890 shares 1,888,890 $96.5M 2.16% +14,949 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; 2019Q4: 978,891 shares; 2020Q1: 976,814 shares; 2020Q2: 764,320 shares; 2020Q3: 750,300 shares; 2020Q4: 897,792 shares; 2021Q1: 886,597 shares; 2021Q2: 871,381 shares; 2021Q3: 866,393 shares 866,393 $90M 2.02% -4,988 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 93,099 shares; 2020Q1: 93,030 shares; 2020Q2: 90,349 shares; 2020Q3: 385,484 shares; 2020Q4: 460,151 shares; 2021Q1: 439,564 shares; 2021Q2: 443,608 shares; 2021Q3: 472,623 shares 472,623 $66.9M 1.5% +29,015 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 499,319 shares; 2020Q1: 439,696 shares; 2020Q2: 694,722 shares; 2020Q3: 683,475 shares; 2020Q4: 673,542 shares; 2021Q1: 674,724 shares; 2021Q2: 665,123 shares; 2021Q3: 657,074 shares 657,074 $64.6M 1.45% -8,049 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; 2019Q4: 165,963 shares; 2020Q1: 134,678 shares; 2020Q2: 93,410 shares; 2020Q3: 116,066 shares; 2020Q4: 155,861 shares; 2021Q1: 159,866 shares; 2021Q2: 163,462 shares; 2021Q3: 165,080 shares 165,080 $54.2M 1.21% +1,618 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 288,967 shares; 2020Q1: 476,582 shares; 2020Q2: 691,508 shares; 2020Q3: 685,419 shares; 2020Q4: 723,219 shares; 2021Q1: 723,775 shares; 2021Q2: 719,055 shares; 2021Q3: 723,019 shares 723,019 $44.1M 0.99% +3,964 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 95,299 shares; 2020Q1: 91,126 shares; 2020Q2: 97,955 shares; 2020Q3: 96,505 shares; 2020Q4: 104,520 shares; 2021Q1: 102,104 shares; 2021Q2: 103,404 shares; 2021Q3: 109,084 shares 109,084 $30.8M 0.69% +5,680 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; 2019Q4: 9,541 shares; 2020Q1: 33,535 shares; 2020Q2: 33,678 shares; 2020Q3: 46,699 shares; 2020Q4: 50,039 shares; 2021Q1: 66,300 shares; 2021Q2: 71,462 shares; 2021Q3: 75,023 shares 75,023 $29.6M 0.66% +3,561 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; 2019Q4: 100,224 shares; 2020Q1: 43,919 shares; 2020Q2: 47,026 shares; 2020Q3: 552,316 shares; 2020Q4: 608,416 shares; 2021Q1: 498,912 shares; 2021Q2: 281,430 shares; 2021Q3: 273,167 shares 273,167 $22.4M 0.5% -8,263 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,512 shares; 2020Q1: 6,341 shares; 2020Q2: 6,930 shares; 2020Q3: 99,737 shares; 2020Q4: 203,582 shares; 2021Q1: 204,607 shares; 2021Q2: 203,230 shares; 2021Q3: 203,129 shares 203,129 $21.1M 0.47% -101 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; 2019Q4: 634,451 shares; 2020Q1: 665,677 shares; 2020Q2: 800,884 shares; 2020Q3: 786,942 shares; 2020Q4: 785,108 shares; 2021Q1: 743,190 shares; 2021Q2: 731,367 shares; 2021Q3: 732,986 shares 732,986 $19.8M 0.44% +1,619 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; 2019Q4: 60,306 shares; 2020Q1: 59,177 shares; 2020Q2: 60,117 shares; 2020Q3: 57,786 shares; 2020Q4: 68,927 shares; 2021Q1: 69,183 shares; 2021Q2: 73,601 shares; 2021Q3: 72,511 shares 72,511 $19.8M 0.44% -1,090 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; 2019Q4: 273,615 shares; 2020Q1: 265,533 shares; 2020Q2: 261,370 shares; 2020Q3: 264,954 shares; 2020Q4: 260,336 shares; 2021Q1: 260,228 shares; 2021Q2: 258,744 shares; 2021Q3: 259,792 shares 259,792 $19.3M 0.43% +1,048 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; 2019Q4: 74,331 shares; 2020Q1: 84,428 shares; 2020Q2: 95,020 shares; 2020Q3: 96,219 shares; 2020Q4: 103,991 shares; 2021Q1: 105,767 shares; 2021Q2: 108,367 shares; 2021Q3: 115,611 shares 115,611 $16.2M 0.36% +7,244 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 34,100 shares; 2020Q1: 35,069 shares; 2020Q2: 28,680 shares; 2020Q3: 33,862 shares; 2020Q4: 33,330 shares; 2021Q1: 35,399 shares; 2021Q2: 34,345 shares; 2021Q3: 36,406 shares 36,406 $15.7M 0.35% +2,061 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; 2019Q4: 2,984 shares; 2020Q1: 3,149 shares; 2020Q2: 3,417 shares; 2020Q3: 3,615 shares; 2020Q4: 4,121 shares; 2021Q1: 4,088 shares; 2021Q2: 4,498 shares; 2021Q3: 4,655 shares 4,655 $15.3M 0.34% +157 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; 2019Q4: 58,249 shares; 2020Q1: 58,620 shares; 2020Q2: 57,164 shares; 2020Q3: 57,374 shares; 2020Q4: 93,021 shares; 2021Q1: 92,787 shares; 2021Q2: 90,289 shares; 2021Q3: 88,289 shares 88,289 $13.1M 0.29% -2,000 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; 2019Q4: 234,721 shares; 2020Q1: 218,468 shares; 2020Q2: 249,657 shares; 2020Q3: 226,100 shares; 2020Q4: 230,738 shares; 2021Q1: 244,750 shares; 2021Q2: 242,598 shares; 2021Q3: 242,863 shares 242,863 $12.7M 0.29% +265 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 53,551 shares; 2020Q1: 52,412 shares; 2020Q2: 61,224 shares; 2020Q3: 60,793 shares; 2020Q4: 63,819 shares; 2021Q1: 68,186 shares; 2021Q2: 80,846 shares; 2021Q3: 78,898 shares 78,898 $12.7M 0.29% -1,948 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; 2019Q4: 1,737 shares; 2020Q1: 1,750 shares; 2020Q2: 1,681 shares; 2020Q3: 47,458 shares; 2020Q4: 48,623 shares; 2021Q1: 48,474 shares; 2021Q2: 53,080 shares; 2021Q3: 53,735 shares 53,735 $12.6M 0.28% +655 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 289,553 shares; 2020Q1: 275,523 shares; 2020Q2: 242,991 shares; 2020Q3: 234,871 shares; 2020Q4: 225,814 shares; 2021Q1: 219,638 shares; 2021Q2: 214,939 shares; 2021Q3: 212,856 shares 212,856 $12.5M 0.28% -2,083 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 29,757 shares; 2020Q1: 29,796 shares; 2020Q2: 28,884 shares; 2020Q3: 33,948 shares; 2020Q4: 41,948 shares; 2021Q1: 45,152 shares; 2021Q2: 45,197 shares; 2021Q3: 45,353 shares 45,353 $12.4M 0.28% +156 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 161,880 shares; 2020Q1: 130,612 shares; 2020Q2: 146,929 shares; 2020Q3: 140,591 shares; 2020Q4: 136,603 shares; 2021Q1: 136,239 shares; 2021Q2: 132,057 shares; 2021Q3: 131,822 shares 131,822 $12.4M 0.28% -235 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,694 shares; 2020Q4: 15,943 shares; 2021Q1: 15,729 shares; 2021Q2: 14,767 shares; 2021Q3: 143,309 shares 143,309 $12.2M 0.27% +128,542 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; 2019Q4: 11,723 shares; 2020Q1: 12,091 shares; 2020Q2: 14,177 shares; 2020Q3: 13,979 shares; 2020Q4: 20,277 shares; 2021Q1: 36,671 shares; 2021Q2: 37,094 shares; 2021Q3: 37,781 shares 37,781 $12.1M 0.27% +687 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; 2019Q4: 29,927 shares; 2020Q1: 29,138 shares; 2020Q2: 29,167 shares; 2020Q3: 29,602 shares; 2020Q4: 35,252 shares; 2021Q1: 36,373 shares; 2021Q2: 41,480 shares; 2021Q3: 41,539 shares 41,539 $12.1M 0.27% +59 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; 2019Q4: 15,469 shares; 2020Q1: 10,014 shares; 2020Q2: 14,465 shares; 2020Q3: 26,069 shares; 2020Q4: 43,923 shares; 2021Q1: 44,795 shares; 2021Q2: 49,373 shares; 2021Q3: 54,273 shares 54,273 $11.9M 0.27% +4,900 Timeline VPL 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; 2019Q4: 57,365 shares; 2020Q1: 145,963 shares; 2020Q2: 149,688 shares; 2020Q3: 148,869 shares; 2020Q4: 147,116 shares; 2021Q1: 144,963 shares; 2021Q2: 142,760 shares; 2021Q3: 141,796 shares 141,796 $11.5M 0.26% -964 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; 2019Q4: 31 shares; 2020Q1: 32 shares; 2020Q2: 27 shares; 2020Q3: 27 shares; 2020Q4: 25 shares; 2021Q1: 22 shares; 2021Q2: 25 shares; 2021Q3: 25 shares 25 $10.3M 0.23% 0 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; 2019Q4: 381,006 shares; 2020Q1: 162,198 shares; 2020Q2: 93,307 shares; 2020Q3: 92,161 shares; 2020Q4: 255,250 shares; 2021Q1: 266,157 shares; 2021Q2: 265,579 shares; 2021Q3: 262,287 shares 262,287 $10.2M 0.23% -3,292 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; 2019Q4: 16,716 shares; 2020Q1: 21,592 shares; 2020Q2: 23,327 shares; 2020Q3: 24,186 shares; 2020Q4: 25,441 shares; 2021Q1: 26,430 shares; 2021Q2: 44,920 shares; 2021Q3: 44,305 shares 44,305 $9.4M 0.21% -615 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 404,394 shares; 2020Q1: 385,000 shares; 2020Q2: 264,052 shares; 2020Q3: 259,258 shares; 2020Q4: 259,055 shares; 2021Q1: 236,559 shares; 2021Q2: 226,532 shares; 2021Q3: 222,000 shares 222,000 $9.36M 0.21% -4,532 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; 2019Q4: 8,993 shares; 2020Q1: 13,912 shares; 2020Q2: 15,351 shares; 2020Q3: 16,757 shares; 2020Q4: 18,970 shares; 2021Q1: 20,158 shares; 2021Q2: 21,690 shares; 2021Q3: 22,940 shares 22,940 $8.96M 0.2% +1,250 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 104,785 shares; 2020Q1: 109,279 shares; 2020Q2: 144,005 shares; 2020Q3: 155,082 shares; 2020Q4: 157,545 shares; 2021Q1: 169,515 shares; 2021Q2: 203,399 shares; 2021Q3: 206,234 shares 206,234 $8.87M 0.2% +2,835 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 197,962 shares; 2020Q1: 195,413 shares; 2020Q2: 176,589 shares; 2020Q3: 177,506 shares; 2020Q4: 176,078 shares; 2021Q1: 176,490 shares; 2021Q2: 176,172 shares; 2021Q3: 173,085 shares 173,085 $8.7M 0.19% -3,087 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 15,792 shares; 2020Q1: 22,723 shares; 2020Q2: 26,845 shares; 2020Q3: 28,832 shares; 2020Q4: 29,611 shares; 2021Q1: 32,850 shares; 2021Q2: 33,673 shares; 2021Q3: 37,170 shares 37,170 $8.28M 0.19% +3,497 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 10,743 shares; 2020Q1: 9,923 shares; 2020Q2: 9,968 shares; 2020Q3: 10,705 shares; 2020Q4: 145,467 shares; 2021Q1: 156,817 shares; 2021Q2: 162,429 shares; 2021Q3: 165,560 shares 165,560 $8M 0.18% +3,131 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; 2019Q4: 32,807 shares; 2020Q1: 30,210 shares; 2020Q2: 41,039 shares; 2020Q3: 44,287 shares; 2020Q4: 140,421 shares; 2021Q1: 137,881 shares; 2021Q2: 137,422 shares; 2021Q3: 155,796 shares 155,796 $7.87M 0.18% +18,374 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 50,751 shares; 2020Q4: 50,751 shares; 2021Q1: 50,751 shares; 2021Q2: 50,751 shares; 2021Q3: 50,751 shares 50,751 $7.73M 0.17% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 30,812 shares; 2020Q1: 31,088 shares; 2020Q2: 36,042 shares; 2020Q3: 36,840 shares; 2020Q4: 40,447 shares; 2021Q1: 43,052 shares; 2021Q2: 46,550 shares; 2021Q3: 50,911 shares 50,911 $7.66M 0.17% +4,361 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 24,178 shares; 2020Q1: 14,508 shares; 2020Q2: 12,266 shares; 2020Q3: 13,128 shares; 2020Q4: 93,482 shares; 2021Q1: 94,387 shares; 2021Q2: 92,409 shares; 2021Q3: 96,674 shares 96,674 $7.54M 0.17% +4,265 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; 2019Q4: 85,225 shares; 2020Q1: 93,473 shares; 2020Q2: 118,721 shares; 2020Q3: 122,239 shares; 2020Q4: 120,529 shares; 2021Q1: 129,312 shares; 2021Q2: 130,685 shares; 2021Q3: 137,933 shares 137,933 $7.51M 0.17% +7,248 Timeline QQQM 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 14,082 shares; 2021Q2: 46,845 shares; 2021Q3: 49,336 shares 49,336 $7.26M 0.16% +2,491 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; 2019Q4: 40,095 shares; 2020Q1: 64,279 shares; 2020Q2: 84,833 shares; 2020Q3: 95,409 shares; 2020Q4: 99,762 shares; 2021Q1: 107,228 shares; 2021Q2: 119,854 shares; 2021Q3: 128,023 shares 128,023 $7.16M 0.16% +8,169 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 32,515 shares; 2020Q1: 25,849 shares; 2020Q2: 56,152 shares; 2020Q3: 28,750 shares; 2020Q4: 45,543 shares; 2021Q1: 44,604 shares; 2021Q2: 45,710 shares; 2021Q3: 45,610 shares 45,610 $7.14M 0.16% -100 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; 2019Q4: 3,840 shares; 2020Q1: 3,919 shares; 2020Q2: 4,141 shares; 2020Q3: 70,557 shares; 2020Q4: 72,481 shares; 2021Q1: 72,481 shares; 2021Q2: 72,382 shares; 2021Q3: 72,515 shares 72,515 $7.1M 0.16% +133 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 924 shares; 2020Q4: 6,324 shares; 2021Q1: 12,461 shares; 2021Q2: 16,605 shares; 2021Q3: 17,342 shares 17,342 $7M 0.16% +737 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; 2019Q4: 27,730 shares; 2020Q1: 26,417 shares; 2020Q2: 28,595 shares; 2020Q3: 29,390 shares; 2020Q4: 27,753 shares; 2021Q1: 28,052 shares; 2021Q2: 45,130 shares; 2021Q3: 42,629 shares 42,629 $6.98M 0.16% -2,501 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; 2019Q4: not reported; 2020Q1: 4,563 shares; 2020Q2: 4,118 shares; 2020Q3: not reported; 2020Q4: 116,873 shares; 2021Q1: 117,249 shares; 2021Q2: 115,275 shares; 2021Q3: 112,990 shares 112,990 $6.87M 0.15% -2,285 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,313 shares; 2020Q1: 1,309 shares; 2020Q2: 1,469 shares; 2020Q3: 1,646 shares; 2020Q4: 2,387 shares; 2021Q1: 2,439 shares; 2021Q2: 2,519 shares; 2021Q3: 2,566 shares 2,566 $6.84M 0.15% +47 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 337,529 shares; 2020Q1: 120,029 shares; 2020Q2: 99,043 shares; 2020Q3: 95,396 shares; 2020Q4: 92,778 shares; 2021Q1: 94,147 shares; 2021Q2: 92,773 shares; 2021Q3: 92,388 shares 92,388 $6.56M 0.15% -385 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 18,282 shares; 2020Q1: 17,687 shares; 2020Q2: 50,130 shares; 2020Q3: 56,190 shares; 2020Q4: 55,677 shares; 2021Q1: 56,698 shares; 2021Q2: 56,695 shares; 2021Q3: 56,808 shares 56,808 $6.52M 0.15% +113 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 55,572 shares; 2020Q1: 65,933 shares; 2020Q2: 41,300 shares; 2020Q3: 44,664 shares; 2020Q4: 48,151 shares; 2021Q1: 54,394 shares; 2021Q2: 54,447 shares; 2021Q3: 54,578 shares 54,578 $6.42M 0.14% +131 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 10,615 shares; 2020Q1: 20,374 shares; 2020Q2: 25,712 shares; 2020Q3: 28,275 shares; 2020Q4: 32,576 shares; 2021Q1: 36,358 shares; 2021Q2: 40,938 shares; 2021Q3: 44,144 shares 44,144 $6.15M 0.14% +3,206 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 9,842 shares; 2020Q1: 13,873 shares; 2020Q2: 17,668 shares; 2020Q3: 17,762 shares; 2020Q4: 20,464 shares; 2021Q1: 22,012 shares; 2021Q2: 24,049 shares; 2021Q3: 25,105 shares 25,105 $6.05M 0.14% +1,056 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 78,687 shares; 2020Q1: 79,615 shares; 2020Q2: 87,805 shares; 2020Q3: 96,077 shares; 2020Q4: 103,145 shares; 2021Q1: 112,047 shares; 2021Q2: 115,165 shares; 2021Q3: 113,037 shares 113,037 $6.02M 0.13% -2,128 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 92,902 shares; 2020Q1: 52,389 shares; 2020Q2: 59,159 shares; 2020Q3: 75,385 shares; 2020Q4: 80,407 shares; 2021Q1: 88,731 shares; 2021Q2: 91,296 shares; 2021Q3: 94,872 shares 94,872 $5.88M 0.13% +3,576 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; 2019Q4: 6,030 shares; 2020Q1: 6,412 shares; 2020Q2: 8,916 shares; 2020Q3: 10,393 shares; 2020Q4: 45,548 shares; 2021Q1: 56,280 shares; 2021Q2: 62,836 shares; 2021Q3: 73,931 shares 73,931 $5.8M 0.13% +11,095 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; 2019Q4: 16,948 shares; 2020Q1: 14,792 shares; 2020Q2: 18,747 shares; 2020Q3: 22,520 shares; 2020Q4: 26,053 shares; 2021Q1: 15,649 shares; 2021Q2: 15,921 shares; 2021Q3: 16,189 shares 16,189 $5.79M 0.13% +268 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; 2019Q4: 52,939 shares; 2020Q1: 51,878 shares; 2020Q2: 66,579 shares; 2020Q3: 79,006 shares; 2020Q4: 86,425 shares; 2021Q1: 95,234 shares; 2021Q2: 104,070 shares; 2021Q3: 106,936 shares 106,936 $5.78M 0.13% +2,866 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,525 shares; 2020Q1: 2,447 shares; 2020Q2: 3,450 shares; 2020Q3: 4,146 shares; 2020Q4: 5,074 shares; 2021Q1: 5,872 shares; 2021Q2: 6,541 shares; 2021Q3: 27,844 shares 27,844 $5.77M 0.13% +21,303 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,603 shares; 2020Q1: 1,685 shares; 2020Q2: 1,848 shares; 2020Q3: 1,950 shares; 2020Q4: 1,951 shares; 2021Q1: 1,971 shares; 2021Q2: 2,021 shares; 2021Q3: 2,134 shares 2,134 $5.71M 0.13% +113 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,495 shares; 2020Q1: 23,502 shares; 2020Q2: 34,724 shares; 2020Q3: 40,814 shares; 2020Q4: 47,660 shares; 2021Q1: 55,669 shares; 2021Q2: 65,408 shares; 2021Q3: 64,553 shares 64,553 $5.62M 0.13% -855 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 47,747 shares; 2020Q3: 45,582 shares; 2020Q4: 52,534 shares; 2021Q1: 60,317 shares; 2021Q2: 61,783 shares; 2021Q3: 63,631 shares 63,631 $5.47M 0.12% +1,848 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 62,301 shares; 2021Q2: 133,574 shares; 2021Q3: 177,953 shares 177,953 $5.36M 0.12% +44,379 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; 2019Q4: 17,572 shares; 2020Q1: 17,622 shares; 2020Q2: 19,804 shares; 2020Q3: 21,165 shares; 2020Q4: 22,717 shares; 2021Q1: 23,697 shares; 2021Q2: 25,756 shares; 2021Q3: 27,825 shares 27,825 $5.35M 0.12% +2,069 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; 2019Q4: 7,938 shares; 2020Q1: 8,280 shares; 2020Q2: 9,289 shares; 2020Q3: 9,674 shares; 2020Q4: 14,276 shares; 2021Q1: 14,799 shares; 2021Q2: 15,508 shares; 2021Q3: 15,700 shares 15,700 $5.33M 0.12% +192 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 26,936 shares; 2020Q1: 26,066 shares; 2020Q2: 27,496 shares; 2020Q3: 26,916 shares; 2020Q4: 27,009 shares; 2021Q1: 26,729 shares; 2021Q2: 26,729 shares; 2021Q3: 26,729 shares 26,729 $5.28M 0.12% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 43,438 shares; 2020Q1: 105,883 shares; 2020Q2: 104,623 shares; 2020Q3: 96,043 shares; 2020Q4: 88,855 shares; 2021Q1: 277,067 shares; 2021Q2: 329,290 shares; 2021Q3: 327,025 shares 327,025 $5.17M 0.12% -2,265 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; 2019Q4: 110,848 shares; 2020Q1: 82,129 shares; 2020Q2: 47,446 shares; 2020Q3: 65,488 shares; 2020Q4: 57,865 shares; 2021Q1: 63,258 shares; 2021Q2: 97,925 shares; 2021Q3: 113,542 shares 113,542 $4.82M 0.11% +15,617 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 19,789 shares; 2020Q1: 21,590 shares; 2020Q2: 17,721 shares; 2020Q3: 5,977 shares; 2020Q4: 38,392 shares; 2021Q1: 65,639 shares; 2021Q2: 37,485 shares; 2021Q3: 64,085 shares 64,085 $4.76M 0.11% +26,600 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; 2019Q4: 10,329 shares; 2020Q1: 12,464 shares; 2020Q2: 16,491 shares; 2020Q3: 18,562 shares; 2020Q4: 21,047 shares; 2021Q1: 21,500 shares; 2021Q2: 23,205 shares; 2021Q3: 24,071 shares 24,071 $4.72M 0.11% +866 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,481 shares; 2020Q1: 18,055 shares; 2020Q2: 22,473 shares; 2020Q3: 24,217 shares; 2020Q4: 25,975 shares; 2021Q1: 28,393 shares; 2021Q2: 30,164 shares; 2021Q3: 32,361 shares 32,361 $4.7M 0.11% +2,197 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,053 shares; 2020Q4: 69,623 shares; 2021Q1: 69,703 shares; 2021Q2: 69,544 shares; 2021Q3: 69,296 shares 69,296 $4.68M 0.1% -248 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,453 shares; 2020Q1: 13,180 shares; 2020Q2: 16,013 shares; 2020Q3: 13,925 shares; 2020Q4: 16,074 shares; 2021Q1: 15,919 shares; 2021Q2: 18,727 shares; 2021Q3: 18,728 shares 18,728 $4.53M 0.1% +1 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; 2019Q4: 1,986 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,147 shares; 2020Q4: 30,366 shares; 2021Q1: 30,461 shares; 2021Q2: 30,236 shares; 2021Q3: 29,536 shares 29,536 $4.42M 0.1% -700 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; 2019Q4: 12,860 shares; 2020Q1: 3,364 shares; 2020Q2: not reported; 2020Q3: 13,278 shares; 2020Q4: 13,585 shares; 2021Q1: 14,211 shares; 2021Q2: 33,953 shares; 2021Q3: 26,062 shares 26,062 $4.41M 0.1% -7,891 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 13,608 shares; 2020Q1: 13,486 shares; 2020Q2: 14,319 shares; 2020Q3: 15,751 shares; 2020Q4: 15,295 shares; 2021Q1: 16,136 shares; 2021Q2: 18,279 shares; 2021Q3: 30,299 shares 30,299 $4.41M 0.1% +12,020 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,829 shares; 2020Q1: 5,975 shares; 2020Q2: 13,679 shares; 2020Q3: 15,044 shares; 2020Q4: 16,330 shares; 2021Q1: 17,353 shares; 2021Q2: 18,145 shares; 2021Q3: 18,856 shares 18,856 $4.31M 0.1% +711 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; 2019Q4: 9,402 shares; 2020Q1: 12,475 shares; 2020Q2: 18,390 shares; 2020Q3: 16,368 shares; 2020Q4: 19,937 shares; 2021Q1: 22,420 shares; 2021Q2: 26,219 shares; 2021Q3: 30,851 shares 30,851 $4.29M 0.1% +4,632 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; 2019Q4: 13,482 shares; 2020Q1: 31,093 shares; 2020Q2: 20,351 shares; 2020Q3: 20,647 shares; 2020Q4: 21,509 shares; 2021Q1: 22,004 shares; 2021Q2: 27,255 shares; 2021Q3: 25,281 shares 25,281 $4.28M 0.1% -1,974 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; 2019Q4: 3,957 shares; 2020Q1: 8,405 shares; 2020Q2: 13,822 shares; 2020Q3: 15,975 shares; 2020Q4: 18,877 shares; 2021Q1: 20,837 shares; 2021Q2: 22,476 shares; 2021Q3: 24,611 shares 24,611 $4.12M 0.09% +2,135 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 22,055 shares; 2020Q4: 22,055 shares; 2021Q1: 22,095 shares; 2021Q2: 22,071 shares; 2021Q3: 22,071 shares 22,071 $4.12M 0.09% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 16,888 shares; 2020Q2: 26,541 shares; 2020Q3: 30,557 shares; 2020Q4: 29,030 shares; 2021Q1: 144,290 shares; 2021Q2: 205,200 shares; 2021Q3: 193,172 shares 193,172 $3.93M 0.09% -12,028 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,321 shares; 2020Q3: 16,364 shares; 2020Q4: 16,134 shares; 2021Q1: 16,267 shares; 2021Q2: 16,357 shares; 2021Q3: 16,381 shares 16,381 $3.87M 0.09% +24 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 15,753 shares; 2020Q1: 8,805 shares; 2020Q2: 8,402 shares; 2020Q3: 9,605 shares; 2020Q4: 48,542 shares; 2021Q1: 80,112 shares; 2021Q2: 66,293 shares; 2021Q3: 35,264 shares 35,264 $3.85M 0.09% -31,029 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; 2019Q4: 13,721 shares; 2020Q1: 13,547 shares; 2020Q2: 13,055 shares; 2020Q3: 13,462 shares; 2020Q4: 25,842 shares; 2021Q1: 26,879 shares; 2021Q2: 28,318 shares; 2021Q3: 28,359 shares 28,359 $3.84M 0.09% +41 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,602 shares; 2020Q1: 5,490 shares; 2020Q2: 16,199 shares; 2020Q3: 20,637 shares; 2020Q4: 21,879 shares; 2021Q1: 25,184 shares; 2021Q2: 26,895 shares; 2021Q3: 30,335 shares 30,335 $3.8M 0.09% +3,440 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,732 shares; 2020Q1: 4,583 shares; 2020Q2: 8,193 shares; 2020Q3: 9,389 shares; 2020Q4: 8,425 shares; 2021Q1: 12,371 shares; 2021Q2: 13,282 shares; 2021Q3: 14,272 shares 14,272 $3.79M 0.08% +990 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 28,492 shares; 2020Q1: 28,315 shares; 2020Q2: 30,607 shares; 2020Q3: 32,337 shares; 2020Q4: 32,313 shares; 2021Q1: 31,625 shares; 2021Q2: 34,707 shares; 2021Q3: 33,839 shares 33,839 $3.65M 0.08% -868 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,661 shares; 2020Q4: 14,270 shares; 2021Q1: 32,507 shares; 2021Q2: 36,235 shares; 2021Q3: 36,890 shares 36,890 $3.63M 0.08% +655 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,133 shares; 2020Q3: 3,946 shares; 2020Q4: 34,299 shares; 2021Q1: 36,271 shares; 2021Q2: 36,939 shares; 2021Q3: 36,166 shares 36,166 $3.62M 0.08% -773 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 26,487 shares; 2020Q1: 25,495 shares; 2020Q2: 25,547 shares; 2020Q3: 25,476 shares; 2020Q4: 26,385 shares; 2021Q1: 2,347 shares; 2021Q2: 27,693 shares; 2021Q3: 22,653 shares 22,653 $3.57M 0.08% -5,040 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; 2019Q4: 12,090 shares; 2020Q1: 13,194 shares; 2020Q2: 24,013 shares; 2020Q3: 22,643 shares; 2020Q4: 23,571 shares; 2021Q1: 30,906 shares; 2021Q2: 34,308 shares; 2021Q3: 36,480 shares 36,480 $3.56M 0.08% +2,172 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; 2019Q4: 46,056 shares; 2020Q1: 44,964 shares; 2020Q2: 36,964 shares; 2020Q3: 36,533 shares; 2020Q4: 46,483 shares; 2021Q1: 46,666 shares; 2021Q2: 46,192 shares; 2021Q3: 46,093 shares 46,093 $3.53M 0.08% -99 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 20,637 shares; 2020Q1: 18,914 shares; 2020Q2: 20,390 shares; 2020Q3: 20,344 shares; 2020Q4: 21,188 shares; 2021Q1: 21,485 shares; 2021Q2: 21,321 shares; 2021Q3: 21,283 shares 21,283 $3.41M 0.08% -38 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,904 shares; 2020Q1: 7,181 shares; 2020Q2: 9,065 shares; 2020Q3: 10,174 shares; 2020Q4: 11,578 shares; 2021Q1: 12,549 shares; 2021Q2: 14,613 shares; 2021Q3: 17,732 shares 17,732 $3.4M 0.08% +3,119 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; 2019Q4: 39,530 shares; 2020Q1: 40,378 shares; 2020Q2: 40,207 shares; 2020Q3: 40,612 shares; 2020Q4: 45,442 shares; 2021Q1: 44,612 shares; 2021Q2: 47,345 shares; 2021Q3: 45,000 shares 45,000 $3.38M 0.08% -2,345 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; 2019Q4: 6,062 shares; 2020Q1: 6,501 shares; 2020Q2: 8,342 shares; 2020Q3: 9,422 shares; 2020Q4: 11,111 shares; 2021Q1: 12,946 shares; 2021Q2: 14,340 shares; 2021Q3: 16,616 shares 16,616 $3.37M 0.08% +2,276 Timeline 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; 2019Q4: 17,157 shares; 2020Q1: 2,866 shares; 2020Q2: 2,421 shares; 2020Q3: 22,100 shares; 2020Q4: 22,053 shares; 2021Q1: 22,300 shares; 2021Q2: 22,906 shares; 2021Q3: 22,935 shares 22,935 $3.2M 0.07% +29 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 71,550 shares; 2020Q1: 71,400 shares; 2020Q2: 49,288 shares; 2020Q3: 48,936 shares; 2020Q4: 47,923 shares; 2021Q1: 47,960 shares; 2021Q2: 47,947 shares; 2021Q3: 51,206 shares 51,206 $3.19M 0.07% +3,259 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 28,918 shares; 2020Q1: 27,979 shares; 2020Q2: 38,517 shares; 2020Q3: 22,968 shares; 2020Q4: 37,359 shares; 2021Q1: 44,612 shares; 2021Q2: 47,307 shares; 2021Q3: 52,923 shares 52,923 $3.15M 0.07% +5,616 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; 2019Q4: 5,993 shares; 2020Q1: 6,117 shares; 2020Q2: 4,707 shares; 2020Q3: 4,700 shares; 2020Q4: 4,662 shares; 2021Q1: 4,938 shares; 2021Q2: 6,107 shares; 2021Q3: 6,499 shares 6,499 $3.12M 0.07% +392 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 10,075 shares; 2020Q1: 7,710 shares; 2020Q2: 11,228 shares; 2020Q3: 9,925 shares; 2020Q4: 8,830 shares; 2021Q1: 10,630 shares; 2021Q2: 10,632 shares; 2021Q3: 11,670 shares 11,670 $3.07M 0.07% +1,038 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,401 shares; 2020Q1: 1,926 shares; 2020Q2: 4,639 shares; 2020Q3: 6,410 shares; 2020Q4: 7,712 shares; 2021Q1: 13,281 shares; 2021Q2: 13,452 shares; 2021Q3: 14,320 shares 14,320 $3.04M 0.07% +868 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 956 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 855 shares; 2020Q4: 3,155 shares; 2021Q1: 4,067 shares; 2021Q2: 3,847 shares; 2021Q3: 3,870 shares 3,870 $3M 0.07% +23 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 15,367 shares; 2020Q1: 15,497 shares; 2020Q2: 7,724 shares; 2020Q3: 7,153 shares; 2020Q4: 6,939 shares; 2021Q1: 11,441 shares; 2021Q2: 14,472 shares; 2021Q3: 17,137 shares 17,137 $2.97M 0.07% +2,665 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; 2019Q4: 7,578 shares; 2020Q1: 8,172 shares; 2020Q2: 7,837 shares; 2020Q3: 7,807 shares; 2020Q4: 8,087 shares; 2021Q1: 8,660 shares; 2021Q2: 8,676 shares; 2021Q3: 8,758 shares 8,758 $2.96M 0.07% +82 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 37,792 shares; 2020Q1: 36,294 shares; 2020Q2: 36,041 shares; 2020Q3: 36,041 shares; 2020Q4: 59,953 shares; 2021Q1: 59,763 shares; 2021Q2: 57,860 shares; 2021Q3: 57,978 shares 57,978 $2.92M 0.07% +118 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; 2019Q4: not reported; 2020Q1: 32,902 shares; 2020Q2: 44,827 shares; 2020Q3: 67,687 shares; 2020Q4: 48,272 shares; 2021Q1: 194,774 shares; 2021Q2: 213,957 shares; 2021Q3: 205,605 shares 205,605 $2.9M 0.07% -8,352 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; 2019Q4: 12,474 shares; 2020Q1: 7,512 shares; 2020Q2: 6,664 shares; 2020Q3: 6,853 shares; 2020Q4: 7,637 shares; 2021Q1: 7,680 shares; 2021Q2: 8,059 shares; 2021Q3: 12,165 shares 12,165 $2.88M 0.06% +4,106 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; 2019Q4: 56,442 shares; 2020Q1: 59,431 shares; 2020Q2: 45,079 shares; 2020Q3: 39,223 shares; 2020Q4: 30,618 shares; 2021Q1: 34,540 shares; 2021Q2: 44,620 shares; 2021Q3: 48,192 shares 48,192 $2.83M 0.06% +3,572 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; 2019Q4: 2,382 shares; 2020Q1: 5,024 shares; 2020Q2: 7,045 shares; 2020Q3: 8,800 shares; 2020Q4: 9,907 shares; 2021Q1: 11,010 shares; 2021Q2: 11,981 shares; 2021Q3: 14,268 shares 14,268 $2.8M 0.06% +2,287 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; 2019Q4: 12,021 shares; 2020Q1: 8,759 shares; 2020Q2: 10,451 shares; 2020Q3: 17,668 shares; 2020Q4: 56,312 shares; 2021Q1: 57,820 shares; 2021Q2: 56,487 shares; 2021Q3: 55,858 shares 55,858 $2.79M 0.06% -629 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; 2019Q4: 13,597 shares; 2020Q1: 11,814 shares; 2020Q2: 13,839 shares; 2020Q3: 14,262 shares; 2020Q4: 15,927 shares; 2021Q1: 22,822 shares; 2021Q2: 32,850 shares; 2021Q3: 36,757 shares 36,757 $2.78M 0.06% +3,907 Timeline 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; 2019Q4: not reported; 2020Q1: 12,170 shares; 2020Q2: 22,764 shares; 2020Q3: 27,479 shares; 2020Q4: 22,830 shares; 2021Q1: 109,576 shares; 2021Q2: 155,386 shares; 2021Q3: 151,397 shares 151,397 $2.78M 0.06% -3,989 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,700 shares; 2020Q1: not reported; 2020Q2: 5,879 shares; 2020Q3: not reported; 2020Q4: 2,929 shares; 2021Q1: 25,460 shares; 2021Q2: 27,746 shares; 2021Q3: 27,583 shares 27,583 $2.68M 0.06% -163 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; 2019Q4: 15,350 shares; 2020Q1: 16,102 shares; 2020Q2: 15,702 shares; 2020Q3: 16,242 shares; 2020Q4: 17,124 shares; 2021Q1: 17,693 shares; 2021Q2: 17,736 shares; 2021Q3: 17,919 shares 17,919 $2.68M 0.06% +183 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,690 shares; 2020Q1: 8,611 shares; 2020Q2: 8,209 shares; 2020Q3: 8,209 shares; 2020Q4: 32,836 shares; 2021Q1: 32,836 shares; 2021Q2: 33,458 shares; 2021Q3: 33,458 shares 33,458 $2.65M 0.06% 0 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; 2019Q4: 11,267 shares; 2020Q1: 11,239 shares; 2020Q2: 11,636 shares; 2020Q3: 11,809 shares; 2020Q4: 12,377 shares; 2021Q1: 11,122 shares; 2021Q2: 11,219 shares; 2021Q3: 11,401 shares 11,401 $2.63M 0.06% +182 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 13,466 shares; 2020Q1: 10,373 shares; 2020Q2: 14,016 shares; 2020Q3: 15,092 shares; 2020Q4: 16,647 shares; 2021Q1: 16,785 shares; 2021Q2: 20,053 shares; 2021Q3: 22,140 shares 22,140 $2.62M 0.06% +2,087 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 8,561 shares; 2020Q1: 7,068 shares; 2020Q2: 6,842 shares; 2020Q3: 8,104 shares; 2020Q4: 11,436 shares; 2021Q1: 10,941 shares; 2021Q2: 11,145 shares; 2021Q3: 11,940 shares 11,940 $2.61M 0.06% +795 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; 2019Q4: 9,535 shares; 2020Q1: 8,118 shares; 2020Q2: 9,011 shares; 2020Q3: 10,714 shares; 2020Q4: 9,769 shares; 2021Q1: 9,833 shares; 2021Q2: 10,571 shares; 2021Q3: 17,490 shares 17,490 $2.61M 0.06% +6,919 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; 2019Q4: 3,218 shares; 2020Q1: not reported; 2020Q2: 11,621 shares; 2020Q3: 14,242 shares; 2020Q4: 19,662 shares; 2021Q1: 21,647 shares; 2021Q2: 23,682 shares; 2021Q3: 27,218 shares 27,218 $2.56M 0.06% +3,536 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,001 shares; 2020Q1: 3,934 shares; 2020Q2: 3,934 shares; 2020Q3: 3,934 shares; 2020Q4: 9,077 shares; 2021Q1: 12,258 shares; 2021Q2: 12,647 shares; 2021Q3: 12,598 shares 12,598 $2.53M 0.06% -49 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; 2019Q4: 2,319 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,739 shares; 2021Q2: 10,321 shares; 2021Q3: 12,930 shares 12,930 $2.53M 0.06% +2,609 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,837 shares; 2020Q1: 2,542 shares; 2020Q2: 3,400 shares; 2020Q3: 3,099 shares; 2020Q4: 3,156 shares; 2021Q1: 8,397 shares; 2021Q2: 8,482 shares; 2021Q3: 10,046 shares 10,046 $2.47M 0.06% +1,564 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 81,676 shares; 2021Q2: 109,077 shares; 2021Q3: 127,883 shares 127,883 $2.45M 0.05% +18,806 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 11,138 shares; 2020Q1: 10,434 shares; 2020Q2: 9,798 shares; 2020Q3: 9,808 shares; 2020Q4: 8,484 shares; 2021Q1: 8,118 shares; 2021Q2: 7,778 shares; 2021Q3: 7,139 shares 7,139 $2.39M 0.05% -639 Timeline 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; 2019Q4: 1,003 shares; 2020Q1: 1,019 shares; 2020Q2: 983 shares; 2020Q3: 799 shares; 2020Q4: 696 shares; 2021Q1: 4,430 shares; 2021Q2: 5,132 shares; 2021Q3: 6,254 shares 6,254 $2.33M 0.05% +1,122 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 22,073 shares; 2020Q1: 22,073 shares; 2020Q2: 21,475 shares; 2020Q3: 22,288 shares; 2020Q4: 22,757 shares; 2021Q1: 22,758 shares; 2021Q2: 22,760 shares; 2021Q3: 22,762 shares 22,762 $2.33M 0.05% +2 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,776 shares; 2021Q2: 16,139 shares; 2021Q3: 20,160 shares 20,160 $2.31M 0.05% +4,021 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; 2019Q4: 31,132 shares; 2020Q1: 46,845 shares; 2020Q2: 53,576 shares; 2020Q3: 53,998 shares; 2020Q4: 46,714 shares; 2021Q1: 53,504 shares; 2021Q2: 56,192 shares; 2021Q3: 53,698 shares 53,698 $2.29M 0.05% -2,494 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,929 shares; 2020Q4: 7,128 shares; 2021Q1: 7,162 shares; 2021Q2: 8,011 shares; 2021Q3: 8,114 shares 8,114 $2.27M 0.05% +103 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; 2019Q4: 21,722 shares; 2020Q1: 13,130 shares; 2020Q2: 14,836 shares; 2020Q3: 11,224 shares; 2020Q4: 11,614 shares; 2021Q1: 11,512 shares; 2021Q2: 11,755 shares; 2021Q3: 12,266 shares 12,266 $2.23M 0.05% +511 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 57,268 shares; 2021Q1: 56,394 shares; 2021Q2: 53,766 shares; 2021Q3: 53,766 shares 53,766 $2.19M 0.05% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 21,870 shares; 2020Q1: 19,551 shares; 2020Q2: 19,248 shares; 2020Q3: 16,374 shares; 2020Q4: 16,489 shares; 2021Q1: 17,756 shares; 2021Q2: 18,352 shares; 2021Q3: 21,411 shares 21,411 $2.17M 0.05% +3,059 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 20,692 shares; 2020Q1: 21,017 shares; 2020Q2: 20,850 shares; 2020Q3: 20,413 shares; 2020Q4: 21,496 shares; 2021Q1: 19,572 shares; 2021Q2: 19,131 shares; 2021Q3: 19,648 shares 19,648 $2.17M 0.05% +517 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 274 shares; 2021Q1: 1,848 shares; 2021Q2: 6,754 shares; 2021Q3: 7,715 shares 7,715 $2.16M 0.05% +961 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; 2019Q4: 100,756 shares; 2020Q1: 110,014 shares; 2020Q2: 112,284 shares; 2020Q3: 112,428 shares; 2020Q4: 113,567 shares; 2021Q1: 118,446 shares; 2021Q2: 113,757 shares; 2021Q3: 100,006 shares 100,006 $2.11M 0.05% -13,751 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,782 shares; 2020Q1: 3,527 shares; 2020Q2: 3,631 shares; 2020Q3: 3,684 shares; 2020Q4: 4,983 shares; 2021Q1: 5,730 shares; 2021Q2: 5,776 shares; 2021Q3: 6,062 shares 6,062 $2.11M 0.05% +286 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; 2019Q4: 3,368 shares; 2020Q1: 3,311 shares; 2020Q2: 3,349 shares; 2020Q3: 3,252 shares; 2020Q4: 3,438 shares; 2021Q1: 3,561 shares; 2021Q2: 3,571 shares; 2021Q3: 3,573 shares 3,573 $2.04M 0.05% +2 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; 2019Q4: 96,364 shares; 2020Q1: 97,988 shares; 2020Q2: 98,129 shares; 2020Q3: 93,511 shares; 2020Q4: 92,507 shares; 2021Q1: 92,474 shares; 2021Q2: 101,975 shares; 2021Q3: 93,858 shares 93,858 $2.03M 0.05% -8,117 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 76,903 shares; 2021Q1: 80,371 shares; 2021Q2: 76,744 shares; 2021Q3: 66,053 shares 66,053 $2.01M 0.05% -10,691 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,728 shares; 2020Q1: 5,121 shares; 2020Q2: 6,787 shares; 2020Q3: 6,187 shares; 2020Q4: 6,482 shares; 2021Q1: 7,129 shares; 2021Q2: 7,819 shares; 2021Q3: 9,176 shares 9,176 $2.01M 0.05% +1,357 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,810 shares; 2020Q1: 1,323 shares; 2020Q2: 1,836 shares; 2020Q3: 1,863 shares; 2020Q4: 3,502 shares; 2021Q1: 3,308 shares; 2021Q2: 3,310 shares; 2021Q3: 3,295 shares 3,295 $2.01M 0.05% -15 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; 2019Q4: 6,301 shares; 2020Q1: 7,981 shares; 2020Q2: 8,243 shares; 2020Q3: 8,721 shares; 2020Q4: 12,405 shares; 2021Q1: 12,156 shares; 2021Q2: 11,969 shares; 2021Q3: 11,846 shares 11,846 $1.95M 0.04% -123 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 17,681 shares; 2020Q1: 10,750 shares; 2020Q2: 11,659 shares; 2020Q3: 11,137 shares; 2020Q4: 9,923 shares; 2021Q1: 10,305 shares; 2021Q2: 10,735 shares; 2021Q3: 11,004 shares 11,004 $1.93M 0.04% +269 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,633 shares; 2020Q1: 7,486 shares; 2020Q2: 10,176 shares; 2020Q3: 11,530 shares; 2020Q4: 14,555 shares; 2021Q1: 6,768 shares; 2021Q2: 9,516 shares; 2021Q3: 15,084 shares 15,084 $1.92M 0.04% +5,568 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,708 shares; 2020Q1: 9,421 shares; 2020Q2: 9,641 shares; 2020Q3: 10,525 shares; 2020Q4: 20,609 shares; 2021Q1: 20,424 shares; 2021Q2: 20,170 shares; 2021Q3: 19,670 shares 19,670 $1.89M 0.04% -500 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 14,840 shares; 2020Q1: 14,840 shares; 2020Q2: 7,070 shares; 2020Q3: 7,100 shares; 2020Q4: 7,113 shares; 2021Q1: 7,083 shares; 2021Q2: 7,083 shares; 2021Q3: 7,083 shares 7,083 $1.81M 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,127 shares; 2020Q1: 3,903 shares; 2020Q2: 5,045 shares; 2020Q3: 5,761 shares; 2020Q4: 5,920 shares; 2021Q1: 5,860 shares; 2021Q2: 76,537 shares; 2021Q3: 60,738 shares 60,738 $1.81M 0.04% -15,799 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,284 shares; 2021Q1: 10,658 shares; 2021Q2: 10,552 shares; 2021Q3: 10,120 shares 10,120 $1.78M 0.04% -432 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 20,564 shares; 2020Q1: 20,560 shares; 2020Q2: 20,560 shares; 2020Q3: 20,560 shares; 2020Q4: 20,560 shares; 2021Q1: 20,560 shares; 2021Q2: 20,560 shares; 2021Q3: 20,560 shares 20,560 $1.76M 0.04% 0 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; 2019Q4: 29,192 shares; 2020Q1: 26,340 shares; 2020Q2: 28,991 shares; 2020Q3: 34,090 shares; 2020Q4: 32,009 shares; 2021Q1: 30,050 shares; 2021Q2: 31,161 shares; 2021Q3: 29,667 shares 29,667 $1.75M 0.04% -1,494 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; 2019Q4: 7,012 shares; 2020Q1: 6,511 shares; 2020Q2: 7,940 shares; 2020Q3: 6,765 shares; 2020Q4: 6,783 shares; 2021Q1: 6,965 shares; 2021Q2: 6,920 shares; 2021Q3: 8,695 shares 8,695 $1.74M 0.04% +1,775 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; 2019Q4: 45,809 shares; 2020Q1: 26,050 shares; 2020Q2: 24,364 shares; 2020Q3: 27,244 shares; 2020Q4: 23,864 shares; 2021Q1: 27,146 shares; 2021Q2: 34,733 shares; 2021Q3: 37,435 shares 37,435 $1.74M 0.04% +2,702 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 89,246 shares; 2020Q1: 87,991 shares; 2020Q2: 87,404 shares; 2020Q3: 86,294 shares; 2020Q4: 83,767 shares; 2021Q1: 83,873 shares; 2021Q2: 82,674 shares; 2021Q3: 81,090 shares 81,090 $1.73M 0.04% -1,584 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; 2019Q4: 5,933 shares; 2020Q1: 3,975 shares; 2020Q2: 4,975 shares; 2020Q3: 4,459 shares; 2020Q4: 6,445 shares; 2021Q1: 6,102 shares; 2021Q2: 6,297 shares; 2021Q3: 6,596 shares 6,596 $1.72M 0.04% +299 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; 2019Q4: 8,983 shares; 2020Q1: 5,897 shares; 2020Q2: 6,016 shares; 2020Q3: 5,357 shares; 2020Q4: 5,293 shares; 2021Q1: 4,967 shares; 2021Q2: 5,149 shares; 2021Q3: 4,971 shares 4,971 $1.72M 0.04% -178 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 65,880 shares; 2021Q1: 74,720 shares; 2021Q2: 92,370 shares; 2021Q3: 97,357 shares 97,357 $1.67M 0.04% +4,987 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; 2019Q4: 36,956 shares; 2020Q1: 35,952 shares; 2020Q2: 3,420 shares; 2020Q3: 3,420 shares; 2020Q4: 3,840 shares; 2021Q1: 8,848 shares; 2021Q2: 15,507 shares; 2021Q3: 16,070 shares 16,070 $1.66M 0.04% +563 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,381 shares; 2020Q1: 5,831 shares; 2020Q2: 6,127 shares; 2020Q3: 6,365 shares; 2020Q4: 6,587 shares; 2021Q1: 6,712 shares; 2021Q2: 6,920 shares; 2021Q3: 6,920 shares 6,920 $1.66M 0.04% 0 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; 2019Q4: 2,927 shares; 2020Q1: 2,878 shares; 2020Q2: 2,844 shares; 2020Q3: 2,932 shares; 2020Q4: 3,459 shares; 2021Q1: 3,521 shares; 2021Q2: 3,880 shares; 2021Q3: 3,673 shares 3,673 $1.65M 0.04% -207 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; 2019Q4: 4,223 shares; 2020Q1: 4,443 shares; 2020Q2: 7,213 shares; 2020Q3: 11,705 shares; 2020Q4: 10,797 shares; 2021Q1: 15,705 shares; 2021Q2: 16,115 shares; 2021Q3: 16,067 shares 16,067 $1.64M 0.04% -48 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8,204 shares; 2021Q3: 9,973 shares 9,973 $1.61M 0.04% +1,769 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 62,367 shares 62,367 $1.58M 0.04% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,519 shares; 2021Q3: 900 shares 900 $1.53M 0.03% -619 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 13,395 shares; 2020Q1: 14,034 shares; 2020Q2: 14,031 shares; 2020Q3: 9,518 shares; 2020Q4: 8,319 shares; 2021Q1: 8,334 shares; 2021Q2: 8,338 shares; 2021Q3: 13,885 shares 13,885 $1.51M 0.03% +5,547 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 15,289 shares; 2020Q1: 9,885 shares; 2020Q2: 9,780 shares; 2020Q3: 11,109 shares; 2020Q4: 12,808 shares; 2021Q1: 12,474 shares; 2021Q2: 12,185 shares; 2021Q3: 13,114 shares 13,114 $1.51M 0.03% +929 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; 2019Q4: 30,738 shares; 2020Q1: 30,051 shares; 2020Q2: 29,750 shares; 2020Q3: 28,858 shares; 2020Q4: 30,092 shares; 2021Q1: 30,778 shares; 2021Q2: 30,931 shares; 2021Q3: 32,894 shares 32,894 $1.5M 0.03% +1,963 WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 17,742 shares; 2020Q1: 17,603 shares; 2020Q2: 48,417 shares; 2020Q3: 47,963 shares; 2020Q4: 48,000 shares; 2021Q1: 46,068 shares; 2021Q2: 46,068 shares; 2021Q3: 45,837 shares 45,837 $1.49M 0.03% -231 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 34,826 shares; 2020Q1: 34,527 shares; 2020Q2: 34,532 shares; 2020Q3: 34,449 shares; 2020Q4: 34,446 shares; 2021Q1: 34,509 shares; 2021Q2: 34,418 shares; 2021Q3: 34,422 shares 34,422 $1.49M 0.03% +4 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,757 shares; 2020Q1: 7,716 shares; 2020Q2: 6,565 shares; 2020Q3: 6,503 shares; 2020Q4: 6,488 shares; 2021Q1: 5,737 shares; 2021Q2: 5,128 shares; 2021Q3: 4,865 shares 4,865 $1.43M 0.03% -263 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 32,840 shares; 2020Q1: 18,287 shares; 2020Q2: 56,945 shares; 2020Q3: 66,914 shares; 2020Q4: 63,452 shares; 2021Q1: 39,350 shares; 2021Q2: 14,114 shares; 2021Q3: 22,890 shares 22,890 $1.41M 0.03% +8,776 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,068 shares; 2020Q4: 3,510 shares; 2021Q1: 3,305 shares; 2021Q2: 3,750 shares; 2021Q3: 3,518 shares 3,518 $1.41M 0.03% -232 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,910 shares; 2020Q1: 11,242 shares; 2020Q2: 15,134 shares; 2020Q3: 15,562 shares; 2020Q4: 11,027 shares; 2021Q1: 10,739 shares; 2021Q2: 15,530 shares; 2021Q3: 20,049 shares 20,049 $1.41M 0.03% +4,519 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,460 shares; 2020Q1: 4,426 shares; 2020Q2: 4,404 shares; 2020Q3: 4,404 shares; 2020Q4: 4,511 shares; 2021Q1: 4,815 shares; 2021Q2: 4,815 shares; 2021Q3: 4,792 shares 4,792 $1.41M 0.03% -23 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5,052 shares; 2021Q3: 23,759 shares 23,759 $1.4M 0.03% +18,707 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; 2019Q4: 13,695 shares; 2020Q1: 25,709 shares; 2020Q2: 25,287 shares; 2020Q3: 20,511 shares; 2020Q4: 20,375 shares; 2021Q1: 20,780 shares; 2021Q2: 23,177 shares; 2021Q3: 23,339 shares 23,339 $1.37M 0.03% +162 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; 2019Q4: 21,116 shares; 2020Q1: not reported; 2020Q2: 4,382 shares; 2020Q3: 2,016 shares; 2020Q4: 19,847 shares; 2021Q1: not reported; 2021Q2: 10,163 shares; 2021Q3: 12,313 shares 12,313 $1.35M 0.03% +2,150 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 31,161 shares; 2021Q1: 28,903 shares; 2021Q2: 26,272 shares; 2021Q3: 23,639 shares 23,639 $1.34M 0.03% -2,633 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,325 shares; 2020Q1: 5,324 shares; 2020Q2: 5,328 shares; 2020Q3: 5,328 shares; 2020Q4: 5,384 shares; 2021Q1: 5,360 shares; 2021Q2: 5,406 shares; 2021Q3: 5,368 shares 5,368 $1.34M 0.03% -38 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 762 shares; 2020Q3: not reported; 2020Q4: 8,768 shares; 2021Q1: 13,754 shares; 2021Q2: 13,694 shares; 2021Q3: 13,233 shares 13,233 $1.34M 0.03% -461 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; 2019Q4: 5,935 shares; 2020Q1: 5,467 shares; 2020Q2: 5,574 shares; 2020Q3: 5,385 shares; 2020Q4: 4,897 shares; 2021Q1: 5,222 shares; 2021Q2: 5,239 shares; 2021Q3: 5,568 shares 5,568 $1.33M 0.03% +329 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5,194 shares; 2021Q3: 23,348 shares 23,348 $1.33M 0.03% +18,154 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; 2019Q4: 34,109 shares; 2020Q1: 29,743 shares; 2020Q2: 28,780 shares; 2020Q3: 28,710 shares; 2020Q4: 28,954 shares; 2021Q1: 29,680 shares; 2021Q2: 28,375 shares; 2021Q3: 27,891 shares 27,891 $1.27M 0.03% -484 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 16,673 shares; 2020Q1: 11,733 shares; 2020Q2: 16,824 shares; 2020Q3: 6,539 shares; 2020Q4: 11,174 shares; 2021Q1: 3,458 shares; 2021Q2: 8,666 shares; 2021Q3: 9,450 shares 9,450 $1.26M 0.03% +784 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,997 shares; 2021Q1: 4,999 shares; 2021Q2: 5,438 shares; 2021Q3: 5,073 shares 5,073 $1.25M 0.03% -365 Timeline ATLANTIC CAP BANCSHARES INC ATLANTIC CAP BANCSHARES INC More: the full row for ATLANTIC CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 17,311 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,690 shares; 2021Q1: 15,690 shares; 2021Q2: 15,690 shares; 2021Q3: 45,490 shares 45,490 $1.21M 0.03% +29,800 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,453 shares; 2020Q1: not reported; 2020Q2: 5,442 shares; 2020Q3: not reported; 2020Q4: 5,052 shares; 2021Q1: 4,924 shares; 2021Q2: 14,050 shares; 2021Q3: 17,763 shares 17,763 $1.2M 0.03% +3,713 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,520 shares; 2021Q1: 3,755 shares; 2021Q2: 4,418 shares; 2021Q3: 4,690 shares 4,690 $1.2M 0.03% +272 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 33,437 shares; 2020Q1: 31,735 shares; 2020Q2: 31,735 shares; 2020Q3: 49,725 shares; 2020Q4: 20,330 shares; 2021Q1: 22,706 shares; 2021Q2: 22,591 shares; 2021Q3: 22,591 shares 22,591 $1.2M 0.03% 0 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 13,607 shares; 2021Q3: 26,655 shares 26,655 $1.19M 0.03% +13,048 TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,898 shares; 2020Q1: 5,342 shares; 2020Q2: 6,800 shares; 2020Q3: 9,806 shares; 2020Q4: 10,878 shares; 2021Q1: 11,136 shares; 2021Q2: 10,701 shares; 2021Q3: 9,263 shares 9,263 $1.18M 0.03% -1,438 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,628 shares; 2021Q1: 10,534 shares; 2021Q2: 11,323 shares; 2021Q3: 11,555 shares 11,555 $1.18M 0.03% +232 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,637 shares; 2020Q1: 4,592 shares; 2020Q2: 4,607 shares; 2020Q3: 4,602 shares; 2020Q4: 4,715 shares; 2021Q1: 4,715 shares; 2021Q2: 4,607 shares; 2021Q3: 4,607 shares 4,607 $1.17M 0.03% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,528 shares; 2020Q1: 3,723 shares; 2020Q2: 2,072 shares; 2020Q3: 1,484 shares; 2020Q4: 1,338 shares; 2021Q1: 1,427 shares; 2021Q2: 1,316 shares; 2021Q3: 1,385 shares 1,385 $1.16M 0.03% +69 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,730 shares; 2020Q1: 2,022 shares; 2020Q2: 2,000 shares; 2020Q3: 2,042 shares; 2020Q4: 2,637 shares; 2021Q1: 2,124 shares; 2021Q2: 2,016 shares; 2021Q3: 2,006 shares 2,006 $1.16M 0.03% -10 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; 2019Q4: 9,810 shares; 2020Q1: 9,770 shares; 2020Q2: 9,899 shares; 2020Q3: 11,176 shares; 2020Q4: 12,907 shares; 2021Q1: 9,970 shares; 2021Q2: 10,370 shares; 2021Q3: 10,265 shares 10,265 $1.15M 0.03% -105 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; 2019Q4: 5,323 shares; 2020Q1: 5,073 shares; 2020Q2: 5,000 shares; 2020Q3: 4,688 shares; 2020Q4: 5,001 shares; 2021Q1: 5,158 shares; 2021Q2: 5,650 shares; 2021Q3: 5,458 shares 5,458 $1.13M 0.03% -192 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,152 shares; 2020Q1: 5,794 shares; 2020Q2: 4,316 shares; 2020Q3: 4,152 shares; 2020Q4: 4,857 shares; 2021Q1: 5,225 shares; 2021Q2: 5,077 shares; 2021Q3: 5,031 shares 5,031 $1.11M 0.02% -46 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,290 shares; 2021Q1: 3,436 shares; 2021Q2: 3,253 shares; 2021Q3: 3,546 shares 3,546 $1.1M 0.02% +293 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 32,099 shares; 2021Q3: 32,669 shares 32,669 $1.09M 0.02% +570 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 3,860 shares; 2020Q2: 3,861 shares; 2020Q3: 4,921 shares; 2020Q4: 7,489 shares; 2021Q1: 9,394 shares; 2021Q2: 12,397 shares; 2021Q3: 13,730 shares 13,730 $1.08M 0.02% +1,333 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; 2019Q4: 1,620 shares; 2020Q1: 1,575 shares; 2020Q2: 5,010 shares; 2020Q3: 4,766 shares; 2020Q4: 5,213 shares; 2021Q1: 5,498 shares; 2021Q2: 9,345 shares; 2021Q3: 9,325 shares 9,325 $1.06M 0.02% -20 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; 2019Q4: 3,988 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,003 shares; 2021Q1: 6,452 shares; 2021Q2: 6,798 shares; 2021Q3: 8,119 shares 8,119 $1.04M 0.02% +1,321 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; 2019Q4: 13,195 shares; 2020Q1: 12,457 shares; 2020Q2: 12,279 shares; 2020Q3: 10,749 shares; 2020Q4: 8,873 shares; 2021Q1: 9,062 shares; 2021Q2: 11,247 shares; 2021Q3: 11,003 shares 11,003 $1.04M 0.02% -244 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,641 shares; 2021Q3: 7,238 shares 7,238 $1.03M 0.02% +5,597 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 8,591 shares; 2020Q1: 8,428 shares; 2020Q2: 8,856 shares; 2020Q3: 8,858 shares; 2020Q4: 8,549 shares; 2021Q1: 8,570 shares; 2021Q2: 8,416 shares; 2021Q3: 8,416 shares 8,416 $1.01M 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,811 shares 2,811 $998K 0.02% 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; 2019Q4: 3,280 shares; 2020Q1: 2,997 shares; 2020Q2: 3,181 shares; 2020Q3: 2,900 shares; 2020Q4: 3,306 shares; 2021Q1: 3,311 shares; 2021Q2: 3,573 shares; 2021Q3: 3,609 shares 3,609 $979K 0.02% +36 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; 2019Q4: 3,820 shares; 2020Q1: 3,820 shares; 2020Q2: 3,910 shares; 2020Q3: 4,018 shares; 2020Q4: 5,607 shares; 2021Q1: 5,483 shares; 2021Q2: 5,502 shares; 2021Q3: 5,448 shares 5,448 $978K 0.02% -54 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,230 shares; 2020Q1: 984 shares; 2020Q2: 1,228 shares; 2020Q3: 1,719 shares; 2020Q4: 1,716 shares; 2021Q1: 1,720 shares; 2021Q2: 2,082 shares; 2021Q3: 2,009 shares 2,009 $974K 0.02% -73 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,889 shares; 2020Q4: 13,291 shares; 2021Q1: 12,473 shares; 2021Q2: 11,289 shares; 2021Q3: 10,797 shares 10,797 $966K 0.02% -492 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,419 shares; 2020Q1: 2,312 shares; 2020Q2: 2,360 shares; 2020Q3: 2,294 shares; 2020Q4: 2,351 shares; 2021Q1: 2,351 shares; 2021Q2: 2,840 shares; 2021Q3: 2,848 shares 2,848 $954K 0.02% +8 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 8,479 shares; 2020Q1: 4,903 shares; 2020Q2: 4,347 shares; 2020Q3: 4,375 shares; 2020Q4: 4,342 shares; 2021Q1: 3,499 shares; 2021Q2: 3,269 shares; 2021Q3: 3,240 shares 3,240 $953K 0.02% -29 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,014 shares; 2021Q2: 17,908 shares; 2021Q3: 28,683 shares 28,683 $924K 0.02% +10,775 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; 2019Q4: 23,288 shares; 2020Q1: 21,737 shares; 2020Q2: 22,421 shares; 2020Q3: 23,290 shares; 2020Q4: 21,008 shares; 2021Q1: 13,633 shares; 2021Q2: 11,017 shares; 2021Q3: 11,342 shares 11,342 $921K 0.02% +325 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 34,744 shares; 2020Q3: 34,354 shares; 2020Q4: 34,354 shares; 2021Q1: 33,500 shares; 2021Q2: 31,859 shares; 2021Q3: 31,347 shares 31,347 $910K 0.02% -512 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 38,123 shares; 2020Q1: 46,305 shares; 2020Q2: 46,076 shares; 2020Q3: 46,116 shares; 2020Q4: 49,594 shares; 2021Q1: 49,642 shares; 2021Q2: 49,672 shares; 2021Q3: 42,053 shares 42,053 $905K 0.02% -7,619 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; 2019Q4: 3,766 shares; 2020Q1: 3,766 shares; 2020Q2: 3,766 shares; 2020Q3: 4,709 shares; 2020Q4: 4,333 shares; 2021Q1: 4,908 shares; 2021Q2: 4,908 shares; 2021Q3: 4,908 shares 4,908 $895K 0.02% 0 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; 2019Q4: 4,257 shares; 2020Q1: 2,958 shares; 2020Q2: 2,355 shares; 2020Q3: 2,355 shares; 2020Q4: 2,891 shares; 2021Q1: 2,892 shares; 2021Q2: 2,910 shares; 2021Q3: 2,889 shares 2,889 $880K 0.02% -21 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 14,649 shares; 2020Q1: 14,642 shares; 2020Q2: 15,044 shares; 2020Q3: 15,059 shares; 2020Q4: 14,769 shares; 2021Q1: 14,792 shares; 2021Q2: 15,326 shares; 2021Q3: 14,646 shares 14,646 $875K 0.02% -680 Timeline FEX 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; 2019Q4: 12,321 shares; 2020Q1: 12,321 shares; 2020Q2: 12,321 shares; 2020Q3: 12,321 shares; 2020Q4: 10,246 shares; 2021Q1: 10,246 shares; 2021Q2: 10,246 shares; 2021Q3: 10,246 shares 10,246 $874K 0.02% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 47,729 shares; 2020Q1: 46,221 shares; 2020Q2: 54,343 shares; 2020Q3: 54,519 shares; 2020Q4: 54,691 shares; 2021Q1: 54,854 shares; 2021Q2: 52,207 shares; 2021Q3: 47,221 shares 47,221 $864K 0.02% -4,986 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,169 shares; 2020Q1: 5,980 shares; 2020Q2: 6,441 shares; 2020Q3: 6,445 shares; 2020Q4: 7,484 shares; 2021Q1: 7,289 shares; 2021Q2: 7,148 shares; 2021Q3: 7,342 shares 7,342 $854K 0.02% +194 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 13,272 shares 13,272 $835K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,411 shares; 2021Q1: 3,959 shares; 2021Q2: 4,500 shares; 2021Q3: 4,435 shares 4,435 $833K 0.02% -65 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,132 shares; 2020Q1: 2,138 shares; 2020Q2: 2,176 shares; 2020Q3: 2,133 shares; 2020Q4: 2,116 shares; 2021Q1: 2,118 shares; 2021Q2: 2,119 shares; 2021Q3: 2,117 shares 2,117 $824K 0.02% -2 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,096 shares; 2020Q1: 6,976 shares; 2020Q2: 6,976 shares; 2020Q3: 6,976 shares; 2020Q4: 6,976 shares; 2021Q1: 6,976 shares; 2021Q2: 6,976 shares; 2021Q3: 6,976 shares 6,976 $819K 0.02% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,622 shares; 2021Q1: 6,372 shares; 2021Q2: 12,744 shares; 2021Q3: 12,744 shares 12,744 $811K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,484 shares; 2020Q1: 4,510 shares; 2020Q2: 4,756 shares; 2020Q3: 3,772 shares; 2020Q4: 4,073 shares; 2021Q1: 3,792 shares; 2021Q2: 3,793 shares; 2021Q3: 3,793 shares 3,793 $805K 0.02% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,920 shares; 2020Q1: 4,412 shares; 2020Q2: 3,740 shares; 2020Q3: not reported; 2020Q4: 11,286 shares; 2021Q1: 11,513 shares; 2021Q2: 11,958 shares; 2021Q3: 10,596 shares 10,596 $798K 0.02% -1,362 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; 2019Q4: 1,028 shares; 2020Q1: not reported; 2020Q2: 1,172 shares; 2020Q3: 1,276 shares; 2020Q4: 1,543 shares; 2021Q1: 1,872 shares; 2021Q2: 3,978 shares; 2021Q3: 3,967 shares 3,967 $794K 0.02% -11 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,751 shares; 2020Q1: 2,747 shares; 2020Q2: 2,648 shares; 2020Q3: 2,648 shares; 2020Q4: 4,375 shares; 2021Q1: 4,387 shares; 2021Q2: 4,360 shares; 2021Q3: 4,543 shares 4,543 $788K 0.02% +183 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,975 shares; 2021Q1: 13,975 shares; 2021Q2: 13,975 shares; 2021Q3: 12,475 shares 12,475 $783K 0.02% -1,500 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; 2019Q4: 33,029 shares; 2020Q1: 10,142 shares; 2020Q2: 11,937 shares; 2020Q3: 10,751 shares; 2020Q4: 8,272 shares; 2021Q1: 8,195 shares; 2021Q2: 12,143 shares; 2021Q3: 9,111 shares 9,111 $773K 0.02% -3,032 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; 2019Q4: 62,645 shares; 2020Q1: 62,671 shares; 2020Q2: 62,645 shares; 2020Q3: 62,645 shares; 2020Q4: 62,645 shares; 2021Q1: 63,145 shares; 2021Q2: 62,645 shares; 2021Q3: 62,645 shares 62,645 $766K 0.02% 0 VRP 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; 2019Q4: 36,539 shares; 2020Q1: 33,560 shares; 2020Q2: 33,219 shares; 2020Q3: 33,307 shares; 2020Q4: 33,397 shares; 2021Q1: 28,732 shares; 2021Q2: 28,822 shares; 2021Q3: 29,001 shares 29,001 $760K 0.02% +179 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,205 shares; 2020Q1: 3,130 shares; 2020Q2: 1,355 shares; 2020Q3: not reported; 2020Q4: 2,296 shares; 2021Q1: 2,310 shares; 2021Q2: 1,990 shares; 2021Q3: 1,976 shares 1,976 $747K 0.02% -14 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; 2019Q4: 5,638 shares; 2020Q1: 13,999 shares; 2020Q2: 7,893 shares; 2020Q3: 9,499 shares; 2020Q4: 25,324 shares; 2021Q1: 18,101 shares; 2021Q2: 15,606 shares; 2021Q3: 13,087 shares 13,087 $745K 0.02% -2,519 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; 2019Q4: 1,413 shares; 2020Q1: 1,408 shares; 2020Q2: 1,406 shares; 2020Q3: 1,366 shares; 2020Q4: 1,463 shares; 2021Q1: 1,578 shares; 2021Q2: 1,646 shares; 2021Q3: 1,646 shares 1,646 $734K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 23,419 shares; 2020Q1: 22,104 shares; 2020Q2: 21,359 shares; 2020Q3: 21,713 shares; 2020Q4: 21,198 shares; 2021Q1: 22,319 shares; 2021Q2: 22,603 shares; 2021Q3: 25,784 shares 25,784 $734K 0.02% +3,181 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,530 shares; 2020Q1: 5,304 shares; 2020Q2: 5,408 shares; 2020Q3: 5,138 shares; 2020Q4: 6,273 shares; 2021Q1: 6,396 shares; 2021Q2: 6,396 shares; 2021Q3: 6,396 shares 6,396 $724K 0.02% 0 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,314 shares; 2020Q3: 3,314 shares; 2020Q4: 3,314 shares; 2021Q1: 3,314 shares; 2021Q2: 8,559 shares; 2021Q3: 8,384 shares 8,384 $716K 0.02% -175 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,873 shares; 2020Q1: 3,563 shares; 2020Q2: 3,571 shares; 2020Q3: 3,180 shares; 2020Q4: 2,508 shares; 2021Q1: 2,483 shares; 2021Q2: 2,474 shares; 2021Q3: 2,476 shares 2,476 $714K 0.02% +2 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 39,330 shares; 2020Q1: 66,028 shares; 2020Q2: 67,335 shares; 2020Q3: 68,569 shares; 2020Q4: 69,910 shares; 2021Q1: 71,032 shares; 2021Q2: 70,509 shares; 2021Q3: 71,474 shares 71,474 $700K 0.02% +965 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,665 shares; 2020Q1: 4,047 shares; 2020Q2: 3,636 shares; 2020Q3: not reported; 2020Q4: 5,042 shares; 2021Q1: 4,530 shares; 2021Q2: 9,212 shares; 2021Q3: 9,818 shares 9,818 $688K 0.02% +606 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,306 shares; 2021Q2: 3,293 shares; 2021Q3: 3,293 shares 3,293 $682K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 13,443 shares; 2020Q1: 9,829 shares; 2020Q2: 9,129 shares; 2020Q3: 9,130 shares; 2020Q4: 8,748 shares; 2021Q1: 8,568 shares; 2021Q2: 8,596 shares; 2021Q3: 8,632 shares 8,632 $678K 0.02% +36 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; 2019Q4: 1,352 shares; 2020Q1: 1,160 shares; 2020Q2: 1,165 shares; 2020Q3: 1,411 shares; 2020Q4: 1,530 shares; 2021Q1: 1,530 shares; 2021Q2: 1,533 shares; 2021Q3: 1,594 shares 1,594 $677K 0.02% +61 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 18,222 shares; 2020Q1: 18,222 shares; 2020Q2: 18,222 shares; 2020Q3: 16,474 shares; 2020Q4: 12,621 shares; 2021Q1: 12,621 shares; 2021Q2: 12,621 shares; 2021Q3: 12,621 shares 12,621 $676K 0.02% 0 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,699 shares; 2021Q2: 7,948 shares; 2021Q3: 10,737 shares 10,737 $672K 0.02% +2,789 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,445 shares; 2021Q1: 4,559 shares; 2021Q2: 6,825 shares; 2021Q3: 7,215 shares 7,215 $668K 0.01% +390 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; 2019Q4: 3,700 shares; 2020Q1: 3,450 shares; 2020Q2: 4,052 shares; 2020Q3: 4,170 shares; 2020Q4: 6,374 shares; 2021Q1: 7,089 shares; 2021Q2: 7,248 shares; 2021Q3: 5,219 shares 5,219 $664K 0.01% -2,029 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,737 shares; 2020Q1: 37,411 shares; 2020Q2: 12,235 shares; 2020Q3: 11,537 shares; 2020Q4: 10,909 shares; 2021Q1: 4,161 shares; 2021Q2: 5,022 shares; 2021Q3: 7,706 shares 7,706 $664K 0.01% +2,684 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,595 shares; 2020Q1: not reported; 2020Q2: 2,603 shares; 2020Q3: 2,469 shares; 2020Q4: 5,355 shares; 2021Q1: 5,294 shares; 2021Q2: 5,261 shares; 2021Q3: 4,716 shares 4,716 $664K 0.01% -545 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 181 shares; 2021Q2: 193 shares; 2021Q3: 485 shares 485 $658K 0.01% +292 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 35,347 shares; 2020Q1: 9,149 shares; 2020Q2: 7,070 shares; 2020Q3: 6,138 shares; 2020Q4: 6,394 shares; 2021Q1: 6,019 shares; 2021Q2: 10,974 shares; 2021Q3: 10,967 shares 10,967 $658K 0.01% -7 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,346 shares; 2020Q3: 1,256 shares; 2020Q4: 1,407 shares; 2021Q1: 1,230 shares; 2021Q2: 2,514 shares; 2021Q3: 2,425 shares 2,425 $640K 0.01% -89 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 56,470 shares; 2020Q1: 52,615 shares; 2020Q2: 55,496 shares; 2020Q3: 46,541 shares; 2020Q4: 47,680 shares; 2021Q1: 46,080 shares; 2021Q2: 57,199 shares; 2021Q3: 66,452 shares 66,452 $637K 0.01% +9,253 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,638 shares; 2020Q1: 3,095 shares; 2020Q2: 6,202 shares; 2020Q3: 5,436 shares; 2020Q4: 5,645 shares; 2021Q1: 5,249 shares; 2021Q2: 4,882 shares; 2021Q3: 4,860 shares 4,860 $627K 0.01% -22 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; 2019Q4: 18,475 shares; 2020Q1: 12,995 shares; 2020Q2: 15,603 shares; 2020Q3: 15,549 shares; 2020Q4: 22,040 shares; 2021Q1: 18,436 shares; 2021Q2: 13,113 shares; 2021Q3: 11,539 shares 11,539 $626K 0.01% -1,574 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,090 shares; 2020Q1: 6,101 shares; 2020Q2: 6,109 shares; 2020Q3: 5,472 shares; 2020Q4: 5,549 shares; 2021Q1: 5,945 shares; 2021Q2: 6,542 shares; 2021Q3: 6,399 shares 6,399 $626K 0.01% -143 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 8,087 shares; 2020Q3: 9,521 shares; 2020Q4: 12,749 shares; 2021Q1: 13,655 shares; 2021Q2: 14,269 shares; 2021Q3: 14,769 shares 14,769 $612K 0.01% +500 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,922 shares; 2021Q1: 2,842 shares; 2021Q2: 3,322 shares; 2021Q3: 5,002 shares 5,002 $612K 0.01% +1,680 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; 2019Q4: 14,605 shares; 2020Q1: 13,797 shares; 2020Q2: 12,009 shares; 2020Q3: 12,452 shares; 2020Q4: 10,403 shares; 2021Q1: 5,258 shares; 2021Q2: 4,834 shares; 2021Q3: 4,616 shares 4,616 $611K 0.01% -218 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,234 shares; 2021Q3: 1,688 shares 1,688 $608K 0.01% +454 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 26,313 shares; 2020Q1: 26,347 shares; 2020Q2: 23,966 shares; 2020Q3: 23,981 shares; 2020Q4: 27,368 shares; 2021Q1: 27,381 shares; 2021Q2: 27,394 shares; 2021Q3: 27,405 shares 27,405 $606K 0.01% +11 SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 8,672 shares; 2021Q2: 12,742 shares; 2021Q3: 13,123 shares 13,123 $604K 0.01% +381 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,028 shares; 2021Q1: 5,245 shares; 2021Q2: 4,999 shares; 2021Q3: 4,284 shares 4,284 $596K 0.01% -715 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,818 shares; 2021Q1: 1,818 shares; 2021Q2: 9,090 shares; 2021Q3: 9,090 shares 9,090 $596K 0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 31,095 shares; 2020Q1: 31,129 shares; 2020Q2: 28,747 shares; 2020Q3: 28,761 shares; 2020Q4: 32,207 shares; 2021Q1: 32,219 shares; 2021Q2: 32,229 shares; 2021Q3: 27,424 shares 27,424 $594K 0.01% -4,805 ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 13,104 shares; 2020Q1: 12,547 shares; 2020Q2: 12,328 shares; 2020Q3: 11,792 shares; 2020Q4: 11,542 shares; 2021Q1: 11,542 shares; 2021Q2: 11,542 shares; 2021Q3: 11,542 shares 11,542 $589K 0.01% 0 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; 2019Q4: 7,604 shares; 2020Q1: 8,052 shares; 2020Q2: 8,866 shares; 2020Q3: 8,537 shares; 2020Q4: 9,442 shares; 2021Q1: 9,261 shares; 2021Q2: 8,903 shares; 2021Q3: 10,081 shares 10,081 $587K 0.01% +1,178 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,674 shares; 2021Q1: 5,674 shares; 2021Q2: 5,674 shares; 2021Q3: 5,674 shares 5,674 $585K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,292 shares; 2020Q1: 5,643 shares; 2020Q2: 4,830 shares; 2020Q3: 4,286 shares; 2020Q4: 7,933 shares; 2021Q1: 8,879 shares; 2021Q2: 8,765 shares; 2021Q3: 7,913 shares 7,913 $582K 0.01% -852 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,266 shares; 2021Q1: 5,525 shares; 2021Q2: 4,388 shares; 2021Q3: 4,388 shares 4,388 $578K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,505 shares; 2021Q1: 6,973 shares; 2021Q2: 5,988 shares; 2021Q3: 5,560 shares 5,560 $569K 0.01% -428 Timeline FDN 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; 2019Q4: 1,977 shares; 2020Q1: 1,977 shares; 2020Q2: 2,004 shares; 2020Q3: 1,977 shares; 2020Q4: 2,187 shares; 2021Q1: 2,187 shares; 2021Q2: 2,187 shares; 2021Q3: 2,398 shares 2,398 $566K 0.01% +211 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,061 shares; 2021Q1: 15,721 shares; 2021Q2: 12,221 shares; 2021Q3: 11,072 shares 11,072 $559K 0.01% -1,149 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 22,032 shares; 2021Q3: 12,672 shares 12,672 $556K 0.01% -9,360 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 36,143 shares; 2021Q2: 36,672 shares; 2021Q3: 37,206 shares 37,206 $552K 0.01% +534 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,729 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,652 shares; 2021Q1: 7,535 shares; 2021Q2: 6,709 shares; 2021Q3: 7,395 shares 7,395 $546K 0.01% +686 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,476 shares; 2021Q2: 2,476 shares; 2021Q3: 3,772 shares 3,772 $546K 0.01% +1,296 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10,035 shares 10,035 $544K 0.01% 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; 2019Q4: 5,321 shares; 2020Q1: 3,775 shares; 2020Q2: 6,685 shares; 2020Q3: 5,886 shares; 2020Q4: 8,128 shares; 2021Q1: 7,857 shares; 2021Q2: 7,875 shares; 2021Q3: 7,343 shares 7,343 $536K 0.01% -532 Timeline BROOKFIELD ASSET MANAGEMENT… BROOKFIELD ASSET MANAGEMENT IN More: the full row for BROOKFIELD ASSET MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 8,169 shares; 2020Q1: 6,282 shares; 2020Q2: 11,955 shares; 2020Q3: 9,114 shares; 2020Q4: 9,705 shares; 2021Q1: 9,705 shares; 2021Q2: 9,705 shares; 2021Q3: 9,705 shares 9,705 $519K 0.01% 0 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; 2019Q4: 13,497 shares; 2020Q1: 5,308 shares; 2020Q2: 4,390 shares; 2020Q3: 3,891 shares; 2020Q4: 3,725 shares; 2021Q1: 3,151 shares; 2021Q2: 2,834 shares; 2021Q3: 2,579 shares 2,579 $507K 0.01% -255 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,500 shares; 2020Q1: 4,500 shares; 2020Q2: 4,500 shares; 2020Q3: 4,500 shares; 2020Q4: 4,513 shares; 2021Q1: 4,938 shares; 2021Q2: 4,513 shares; 2021Q3: 4,513 shares 4,513 $507K 0.01% 0 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; 2019Q4: 14,771 shares; 2020Q1: 3,329 shares; 2020Q2: 2,366 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,514 shares; 2021Q2: 4,792 shares; 2021Q3: 4,124 shares 4,124 $500K 0.01% -668 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,567 shares; 2020Q1: 1,567 shares; 2020Q2: 1,941 shares; 2020Q3: 1,645 shares; 2020Q4: 1,798 shares; 2021Q1: 1,880 shares; 2021Q2: 1,798 shares; 2021Q3: 1,798 shares 1,798 $496K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 945 shares; 2020Q1: 965 shares; 2020Q2: 944 shares; 2020Q3: 954 shares; 2020Q4: 763 shares; 2021Q1: 876 shares; 2021Q2: 872 shares; 2021Q3: 912 shares 912 $492K 0.01% +40 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,059 shares; 2020Q1: 4,420 shares; 2020Q2: 3,313 shares; 2020Q3: 3,245 shares; 2020Q4: 3,303 shares; 2021Q1: 2,997 shares; 2021Q2: 3,554 shares; 2021Q3: 3,251 shares 3,251 $492K 0.01% -303 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,108 shares; 2021Q1: 3,068 shares; 2021Q2: not reported; 2021Q3: 6,195 shares 6,195 $485K 0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 18,602 shares; 2020Q2: 5,408 shares; 2020Q3: 3,927 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,753 shares; 2021Q3: 3,344 shares 3,344 $483K 0.01% -409 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,007 shares; 2020Q1: 2,007 shares; 2020Q2: 2,457 shares; 2020Q3: 3,946 shares; 2020Q4: 5,517 shares; 2021Q1: 4,603 shares; 2021Q2: 4,603 shares; 2021Q3: 4,300 shares 4,300 $482K 0.01% -303 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,310 shares; 2021Q1: 12,363 shares; 2021Q2: 13,132 shares; 2021Q3: 13,159 shares 13,159 $478K 0.01% +27 Timeline 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 91,072 shares; 2021Q1: 86,974 shares; 2021Q2: 28,050 shares; 2021Q3: 28,050 shares 28,050 $473K 0.01% 0 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; 2019Q4: 164,305 shares; 2020Q1: 88,377 shares; 2020Q2: 14,579 shares; 2020Q3: 10,843 shares; 2020Q4: 10,394 shares; 2021Q1: 10,935 shares; 2021Q2: 10,935 shares; 2021Q3: 8,866 shares 8,866 $470K 0.01% -2,069 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,820 shares; 2021Q1: 1,820 shares; 2021Q2: 1,785 shares; 2021Q3: 1,765 shares 1,765 $452K 0.01% -20 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,956 shares; 2020Q1: 7,726 shares; 2020Q2: 7,704 shares; 2020Q3: 7,546 shares; 2020Q4: 7,573 shares; 2021Q1: 8,050 shares; 2021Q2: 8,409 shares; 2021Q3: 8,631 shares 8,631 $450K 0.01% +222 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,841 shares; 2021Q1: 12,112 shares; 2021Q2: 12,761 shares; 2021Q3: 12,453 shares 12,453 $440K 0.01% -308 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,635 shares; 2020Q1: 3,579 shares; 2020Q2: 3,092 shares; 2020Q3: 2,882 shares; 2020Q4: 2,866 shares; 2021Q1: 2,886 shares; 2021Q2: 2,789 shares; 2021Q3: 2,831 shares 2,831 $430K 0.01% +42 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,667 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,709 shares; 2020Q4: 3,159 shares; 2021Q1: 3,248 shares; 2021Q2: 4,777 shares; 2021Q3: 4,533 shares 4,533 $428K 0.01% -244 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,749 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 9,634 shares; 2021Q3: 9,634 shares 9,634 $426K 0.01% 0 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; 2019Q4: 7,937 shares; 2020Q1: 7,937 shares; 2020Q2: 7,937 shares; 2020Q3: 7,937 shares; 2020Q4: 10,032 shares; 2021Q1: 10,045 shares; 2021Q2: 10,045 shares; 2021Q3: 10,045 shares 10,045 $425K 0.01% 0 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5,721 shares; 2021Q3: 8,747 shares 8,747 $419K 0.01% +3,026 LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 868 shares; 2020Q3: 868 shares; 2020Q4: 985 shares; 2021Q1: 1,078 shares; 2021Q2: 1,041 shares; 2021Q3: 1,020 shares 1,020 $413K 0.01% -21 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,020 shares; 2020Q1: 1,038 shares; 2020Q2: 1,038 shares; 2020Q3: 958 shares; 2020Q4: 940 shares; 2021Q1: 940 shares; 2021Q2: 940 shares; 2021Q3: 940 shares 940 $408K 0.01% 0 Timeline IFLN 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; 2019Q4: 20,895 shares; 2020Q1: 20,917 shares; 2020Q2: 20,615 shares; 2020Q3: 20,783 shares; 2020Q4: 20,805 shares; 2021Q1: 19,109 shares; 2021Q2: 19,127 shares; 2021Q3: 20,889 shares 20,889 $407K 0.01% +1,762 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,887 shares; 2021Q3: 3,798 shares 3,798 $404K 0.01% -89 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,381 shares; 2020Q1: 3,343 shares; 2020Q2: 3,064 shares; 2020Q3: 3,059 shares; 2020Q4: 3,006 shares; 2021Q1: 1,952 shares; 2021Q2: 2,021 shares; 2021Q3: 1,908 shares 1,908 $398K 0.01% -113 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; 2019Q4: 15,260 shares; 2020Q1: not reported; 2020Q2: 4,023 shares; 2020Q3: 4,023 shares; 2020Q4: 7,593 shares; 2021Q1: 6,894 shares; 2021Q2: 7,993 shares; 2021Q3: 7,935 shares 7,935 $398K 0.01% -58 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 9,556 shares; 2020Q1: 9,556 shares; 2020Q2: 9,850 shares; 2020Q3: 9,850 shares; 2020Q4: 9,556 shares; 2021Q1: 12,756 shares; 2021Q2: 12,756 shares; 2021Q3: 12,756 shares 12,756 $397K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,919 shares; 2020Q1: not reported; 2020Q2: 1,496 shares; 2020Q3: 1,453 shares; 2020Q4: 2,034 shares; 2021Q1: 2,049 shares; 2021Q2: 2,052 shares; 2021Q3: 2,042 shares 2,042 $396K 0.01% -10 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 10,033 shares; 2020Q1: 10,033 shares; 2020Q2: 9,509 shares; 2020Q3: 8,684 shares; 2020Q4: 8,684 shares; 2021Q1: 8,684 shares; 2021Q2: 8,684 shares; 2021Q3: 8,684 shares 8,684 $393K 0.01% 0 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,300 shares; 2021Q1: 10,652 shares; 2021Q2: 9,538 shares; 2021Q3: 8,472 shares 8,472 $387K 0.01% -1,066 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 9,696 shares; 2021Q1: 10,721 shares; 2021Q2: 10,721 shares; 2021Q3: 10,721 shares 10,721 $384K 0.01% 0 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; 2019Q4: 2,379 shares; 2020Q1: 2,069 shares; 2020Q2: 1,908 shares; 2020Q3: 2,167 shares; 2020Q4: 2,723 shares; 2021Q1: 2,226 shares; 2021Q2: 2,952 shares; 2021Q3: 2,572 shares 2,572 $381K 0.01% -380 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 378 shares; 2021Q1: 378 shares; 2021Q2: 382 shares; 2021Q3: 378 shares 378 $376K 0.01% -4 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,753 shares; 2021Q1: 1,853 shares; 2021Q2: 1,794 shares; 2021Q3: 1,794 shares 1,794 $373K 0.01% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,566 shares; 2020Q1: 6,210 shares; 2020Q2: not reported; 2020Q3: 5,830 shares; 2020Q4: 5,939 shares; 2021Q1: 5,945 shares; 2021Q2: 5,986 shares; 2021Q3: 6,949 shares 6,949 $372K 0.01% +963 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 8,429 shares; 2020Q1: 5,521 shares; 2020Q2: 5,436 shares; 2020Q3: 5,436 shares; 2020Q4: 5,816 shares; 2021Q1: 5,916 shares; 2021Q2: 5,859 shares; 2021Q3: 5,865 shares 5,865 $370K 0.01% +6 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 14,886 shares; 2021Q3: 14,886 shares 14,886 $366K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 15,465 shares; 2020Q1: not reported; 2020Q2: 6,466 shares; 2020Q3: not reported; 2020Q4: 14,778 shares; 2021Q1: not reported; 2021Q2: 9,907 shares; 2021Q3: 3,314 shares 3,314 $365K 0.01% -6,593 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,240 shares 1,240 $362K 0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,559 shares; 2021Q1: 10,890 shares; 2021Q2: 9,638 shares; 2021Q3: 8,726 shares 8,726 $362K 0.01% -912 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,093 shares; 2020Q1: 5,173 shares; 2020Q2: 6,071 shares; 2020Q3: 5,029 shares; 2020Q4: 5,029 shares; 2021Q1: 4,849 shares; 2021Q2: 4,923 shares; 2021Q3: 5,943 shares 5,943 $357K 0.01% +1,020 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; 2019Q4: 9,089 shares; 2020Q1: 13,409 shares; 2020Q2: 20,479 shares; 2020Q3: 24,253 shares; 2020Q4: 19,260 shares; 2021Q1: 7,248 shares; 2021Q2: 5,224 shares; 2021Q3: 5,041 shares 5,041 $352K 0.01% -183 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; 2019Q4: 48,372 shares; 2020Q1: 39,812 shares; 2020Q2: 39,845 shares; 2020Q3: 39,871 shares; 2020Q4: 39,896 shares; 2021Q1: 38,179 shares; 2021Q2: 38,186 shares; 2021Q3: 14,886 shares 14,886 $342K 0.01% -23,300 DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 101,626 shares; 2020Q1: 49,184 shares; 2020Q2: 11,708 shares; 2020Q3: 11,708 shares; 2020Q4: 8,718 shares; 2021Q1: 8,718 shares; 2021Q2: 8,718 shares; 2021Q3: 8,961 shares 8,961 $338K 0.01% +243 Timeline VSS 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,503 shares; 2021Q2: 2,503 shares; 2021Q3: 2,503 shares 2,503 $335K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8,494 shares; 2021Q3: 8,494 shares 8,494 $330K 0.01% 0 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 187,290 shares; 2020Q4: 187,290 shares; 2021Q1: 187,290 shares; 2021Q2: 6,308 shares; 2021Q3: 5,338 shares 5,338 $328K 0.01% -970 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,075 shares; 2021Q3: 2,075 shares 2,075 $327K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,524 shares; 2020Q1: not reported; 2020Q2: 1,646 shares; 2020Q3: 1,497 shares; 2020Q4: 1,632 shares; 2021Q1: 1,639 shares; 2021Q2: 1,670 shares; 2021Q3: 1,687 shares 1,687 $326K 0.01% +17 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 394 shares; 2020Q3: 360 shares; 2020Q4: 364 shares; 2021Q1: 364 shares; 2021Q2: 445 shares; 2021Q3: 445 shares 445 $324K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,242 shares; 2021Q1: 1,242 shares; 2021Q2: 1,252 shares; 2021Q3: 1,336 shares 1,336 $324K 0.01% +84 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 13,880 shares; 2020Q1: 13,880 shares; 2020Q2: 13,880 shares; 2020Q3: 13,880 shares; 2020Q4: 10,203 shares; 2021Q1: 8,142 shares; 2021Q2: 12,916 shares; 2021Q3: 12,916 shares 12,916 $324K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,378 shares; 2020Q1: 3,116 shares; 2020Q2: 3,116 shares; 2020Q3: 3,141 shares; 2020Q4: 3,176 shares; 2021Q1: 2,951 shares; 2021Q2: 3,598 shares; 2021Q3: 2,746 shares 2,746 $319K 0.01% -852 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,335 shares; 2021Q2: 4,269 shares; 2021Q3: 4,269 shares 4,269 $318K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,309 shares; 2021Q2: 3,270 shares; 2021Q3: 3,270 shares 3,270 $318K 0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,024 shares; 2021Q2: 6,417 shares; 2021Q3: 6,458 shares 6,458 $315K 0.01% +41 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,171 shares; 2021Q1: 13,419 shares; 2021Q2: 11,790 shares; 2021Q3: 8,875 shares 8,875 $315K 0.01% -2,915 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,039 shares; 2020Q1: 3,555 shares; 2020Q2: 4,176 shares; 2020Q3: 3,902 shares; 2020Q4: 3,617 shares; 2021Q1: 3,457 shares; 2021Q2: 3,465 shares; 2021Q3: 3,461 shares 3,461 $313K 0.01% -4 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,025 shares; 2021Q1: 1,025 shares; 2021Q2: 1,037 shares; 2021Q3: 1,037 shares 1,037 $313K 0.01% 0 Timeline ATLASSIAN CORP ATLASSIAN CORP More: the full row for ATLASSIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 797 shares; 2021Q3: 797 shares 797 $312K 0.01% 0 MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,541 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5,006 shares; 2021Q3: 5,036 shares 5,036 $311K 0.01% +30 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; 2019Q4: 17,376 shares; 2020Q1: 4,673 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,461 shares; 2021Q3: 4,404 shares 4,404 $311K 0.01% -57 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,987 shares; 2021Q1: 1,955 shares; 2021Q2: 1,825 shares; 2021Q3: 1,711 shares 1,711 $307K 0.01% -114 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,855 shares; 2021Q2: 2,674 shares; 2021Q3: 2,774 shares 2,774 $307K 0.01% +100 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,337 shares; 2020Q3: 2,138 shares; 2020Q4: 1,744 shares; 2021Q1: 1,919 shares; 2021Q2: 1,857 shares; 2021Q3: 2,051 shares 2,051 $306K 0.01% +194 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,474 shares; 2021Q2: 1,395 shares; 2021Q3: 1,389 shares 1,389 $306K 0.01% -6 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,100 shares; 2020Q1: not reported; 2020Q2: 2,100 shares; 2020Q3: 2,320 shares; 2020Q4: 5,550 shares; 2021Q1: 5,550 shares; 2021Q2: 4,712 shares; 2021Q3: 4,640 shares 4,640 $304K 0.01% -72 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,082 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 7,547 shares 7,547 $300K 0.01% 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; 2019Q4: 27,044 shares; 2020Q1: 27,569 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,240 shares; 2021Q3: 7,973 shares 7,973 $299K 0.01% +733 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8,743 shares; 2021Q3: 13,792 shares 13,792 $299K 0.01% +5,049 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,983 shares; 2021Q1: 1,935 shares; 2021Q2: 2,018 shares; 2021Q3: 1,947 shares 1,947 $299K 0.01% -71 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 9,950 shares; 2021Q3: 9,950 shares 9,950 $294K 0.01% 0 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; 2019Q4: 1,015 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,001 shares; 2020Q4: 1,226 shares; 2021Q1: 1,034 shares; 2021Q2: 970 shares; 2021Q3: 977 shares 977 $293K 0.01% +7 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 237 shares; 2021Q2: 237 shares; 2021Q3: 237 shares 237 $287K 0.01% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,007 shares; 2020Q1: not reported; 2020Q2: 4,007 shares; 2020Q3: 3,845 shares; 2020Q4: 3,733 shares; 2021Q1: 3,878 shares; 2021Q2: 3,803 shares; 2021Q3: 3,803 shares 3,803 $287K 0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 17,300 shares; 2020Q1: 16,148 shares; 2020Q2: 18,085 shares; 2020Q3: 14,629 shares; 2020Q4: 14,699 shares; 2021Q1: 14,751 shares; 2021Q2: 13,334 shares; 2021Q3: 13,381 shares 13,381 $280K 0.01% +47 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,926 shares; 2021Q3: 6,248 shares 6,248 $277K 0.01% -678 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,020 shares; 2021Q1: 969 shares; 2021Q2: 993 shares; 2021Q3: 963 shares 963 $275K 0.01% -30 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 10,131 shares; 2021Q3: 10,131 shares 10,131 $272K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,150 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 6,377 shares 6,377 $271K 0.01% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares 2,000 $268K 0.01% 0 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,738 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,342 shares; 2020Q4: 4,811 shares; 2021Q1: 4,811 shares; 2021Q2: 4,905 shares; 2021Q3: 5,191 shares 5,191 $267K 0.01% +286 Timeline HOLLYFRONTIER CORP HOLLYFRONTIER CORP More: the full row for HOLLYFRONTIER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,209 shares; 2021Q3: 7,985 shares 7,985 $265K 0.01% +1,776 ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 885 shares; 2021Q1: 890 shares; 2021Q2: 864 shares; 2021Q3: 839 shares 839 $263K 0.01% -25 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,731 shares; 2020Q1: 5,598 shares; 2020Q2: 5,298 shares; 2020Q3: 5,310 shares; 2020Q4: 4,342 shares; 2021Q1: 4,342 shares; 2021Q2: 4,342 shares; 2021Q3: 4,330 shares 4,330 $261K 0.01% -12 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,177 shares; 2021Q3: 2,644 shares 2,644 $260K 0.01% +467 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,690 shares 3,690 $259K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,920 shares; 2020Q1: not reported; 2020Q2: 1,766 shares; 2020Q3: not reported; 2020Q4: 1,275 shares; 2021Q1: 1,297 shares; 2021Q2: 1,388 shares; 2021Q3: 1,320 shares 1,320 $259K 0.01% -68 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 11,987 shares; 2021Q3: 11,765 shares 11,765 $259K 0.01% -222 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,052 shares; 2020Q4: not reported; 2021Q1: 2,782 shares; 2021Q2: 3,504 shares; 2021Q3: 3,504 shares 3,504 $259K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,205 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,734 shares; 2020Q4: not reported; 2021Q1: 3,136 shares; 2021Q2: 3,892 shares; 2021Q3: 3,255 shares 3,255 $257K 0.01% -637 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 348 shares; 2021Q2: 360 shares; 2021Q3: 342 shares 342 $255K 0.01% -18 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8,184 shares; 2021Q3: 9,814 shares 9,814 $255K 0.01% +1,630 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 165,420 shares; 2020Q4: 174,346 shares; 2021Q1: 141,762 shares; 2021Q2: 140,894 shares; 2021Q3: 4,959 shares 4,959 $254K 0.01% -135,935 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,025 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,916 shares; 2021Q3: 4,372 shares 4,372 $254K 0.01% -544 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 941 shares; 2020Q1: not reported; 2020Q2: 721 shares; 2020Q3: 660 shares; 2020Q4: 656 shares; 2021Q1: 616 shares; 2021Q2: 745 shares; 2021Q3: 625 shares 625 $254K 0.01% -120 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,106 shares; 2021Q1: 5,277 shares; 2021Q2: 5,220 shares; 2021Q3: 4,860 shares 4,860 $252K 0.01% -360 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 209 shares 209 $250K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,121 shares; 2021Q3: 4,121 shares 4,121 $249K 0.01% 0 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; 2019Q4: 4,613 shares; 2020Q1: 4,883 shares; 2020Q2: 6,121 shares; 2020Q3: 5,640 shares; 2020Q4: 4,203 shares; 2021Q1: 4,644 shares; 2021Q2: 5,913 shares; 2021Q3: 3,765 shares 3,765 $248K 0.01% -2,148 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,291 shares; 2021Q2: 6,303 shares; 2021Q3: 6,315 shares 6,315 $248K 0.01% +12 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,959 shares; 2021Q3: 4,205 shares 4,205 $244K 0.01% +246 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 8,604 shares; 2020Q1: not reported; 2020Q2: 7,440 shares; 2020Q3: not reported; 2020Q4: 6,422 shares; 2021Q1: 6,422 shares; 2021Q2: 6,422 shares; 2021Q3: 6,422 shares 6,422 $243K 0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,583 shares; 2021Q2: 5,583 shares; 2021Q3: 5,583 shares 5,583 $240K 0.01% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 14,970 shares; 2020Q1: 14,433 shares; 2020Q2: 14,433 shares; 2020Q3: 14,433 shares; 2020Q4: 14,433 shares; 2021Q1: 14,433 shares; 2021Q2: 14,433 shares; 2021Q3: 14,433 shares 14,433 $240K 0.01% 0 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,523 shares; 2021Q2: 10,523 shares; 2021Q3: 10,523 shares 10,523 $239K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,529 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,400 shares; 2021Q3: 1,475 shares 1,475 $238K 0.01% +75 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,713 shares; 2020Q1: 2,571 shares; 2020Q2: 2,594 shares; 2020Q3: 2,801 shares; 2020Q4: 2,574 shares; 2021Q1: 1,846 shares; 2021Q2: 1,540 shares; 2021Q3: 1,408 shares 1,408 $238K 0.01% -132 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,295 shares 2,295 $236K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,136 shares; 2020Q1: not reported; 2020Q2: 4,460 shares; 2020Q3: 4,389 shares; 2020Q4: 5,044 shares; 2021Q1: 3,986 shares; 2021Q2: 5,450 shares; 2021Q3: 3,466 shares 3,466 $236K 0.01% -1,984 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,616 shares; 2020Q4: 1,630 shares; 2021Q1: 2,040 shares; 2021Q2: 1,827 shares; 2021Q3: 1,605 shares 1,605 $235K 0.01% -222 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 12,873 shares; 2020Q1: 12,912 shares; 2020Q2: 12,971 shares; 2020Q3: 13,022 shares; 2020Q4: 13,075 shares; 2021Q1: 13,113 shares; 2021Q2: 13,148 shares; 2021Q3: 13,185 shares 13,185 $234K 0.01% +37 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,116 shares; 2020Q1: 6,151 shares; 2020Q2: 6,154 shares; 2020Q3: 5,231 shares; 2020Q4: 5,375 shares; 2021Q1: 2,283 shares; 2021Q2: 1,852 shares; 2021Q3: 1,847 shares 1,847 $234K 0.01% -5 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,504 shares; 2021Q3: 4,943 shares 4,943 $233K 0.01% +439 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,383 shares; 2020Q3: not reported; 2020Q4: 1,307 shares; 2021Q1: not reported; 2021Q2: 1,235 shares; 2021Q3: 1,335 shares 1,335 $231K 0.01% +100 Timeline 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 343 shares; 2021Q3: 343 shares 343 $228K 0.01% 0 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,961 shares; 2021Q3: 3,963 shares 3,963 $228K 0.01% +2 Timeline CITRIX SYSTEMS INC CITRIX SYSTEMS INC More: the full row for CITRIX SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,025 shares; 2021Q1: 1,997 shares; 2021Q2: 2,260 shares; 2021Q3: 2,121 shares 2,121 $228K 0.01% -139 LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,700 shares; 2021Q2: 3,700 shares; 2021Q3: 3,700 shares 3,700 $227K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 8,405 shares; 2020Q1: 6,008 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,202 shares; 2021Q1: 3,973 shares; 2021Q2: 3,096 shares; 2021Q3: 3,096 shares 3,096 $226K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 7,023 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 967 shares; 2021Q3: 967 shares 967 $225K 0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,672 shares; 2021Q2: 2,672 shares; 2021Q3: 2,672 shares 2,672 $224K 0.01% 0 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,069 shares; 2021Q1: 5,637 shares; 2021Q2: 10,427 shares; 2021Q3: 4,990 shares 4,990 $224K 0.01% -5,437 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 12,207 shares; 2020Q1: 8,405 shares; 2020Q2: 7,554 shares; 2020Q3: 4,199 shares; 2020Q4: not reported; 2021Q1: 3,098 shares; 2021Q2: 2,945 shares; 2021Q3: 2,948 shares 2,948 $224K 0.01% +3 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,058 shares 1,058 $223K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 248 shares; 2020Q4: 257 shares; 2021Q1: 256 shares; 2021Q2: 2,560 shares; 2021Q3: 2,560 shares 2,560 $220K <0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,332 shares; 2021Q1: not reported; 2021Q2: 1,276 shares; 2021Q3: 1,276 shares 1,276 $220K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,766 shares; 2021Q3: 1,766 shares 1,766 $219K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,661 shares; 2020Q1: 4,597 shares; 2020Q2: 4,410 shares; 2020Q3: 4,483 shares; 2020Q4: 4,596 shares; 2021Q1: 4,514 shares; 2021Q2: 5,205 shares; 2021Q3: 4,042 shares 4,042 $219K <0.01% -1,163 VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,851 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,273 shares; 2020Q4: 3,260 shares; 2021Q1: 3,393 shares; 2021Q2: 3,285 shares; 2021Q3: 3,260 shares 3,260 $218K <0.01% -25 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,373 shares; 2021Q3: 1,373 shares 1,373 $217K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,119 shares; 2021Q3: 2,053 shares 2,053 $216K <0.01% -66 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 24,077 shares; 2020Q1: 23,146 shares; 2020Q2: 23,146 shares; 2020Q3: 23,146 shares; 2020Q4: 22,415 shares; 2021Q1: 22,415 shares; 2021Q2: 21,244 shares; 2021Q3: 21,244 shares 21,244 $216K <0.01% 0 Timeline NUANCE COMMUNICATIONS INC NUANCE COMMUNICATIONS INC More: the full row for NUANCE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,882 shares; 2021Q3: 3,882 shares 3,882 $214K <0.01% 0 ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8,176 shares; 2021Q3: 8,176 shares 8,176 $213K <0.01% 0 ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 5,015 shares 5,015 $212K <0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 10,555 shares; 2021Q3: 9,775 shares 9,775 $212K <0.01% -780 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,980 shares; 2021Q1: 5,191 shares; 2021Q2: 4,576 shares; 2021Q3: 3,756 shares 3,756 $212K <0.01% -820 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10,543 shares 10,543 $212K <0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 5,329 shares; 2020Q1: 5,329 shares; 2020Q2: 5,329 shares; 2020Q3: 5,329 shares; 2020Q4: 5,329 shares; 2021Q1: 4,075 shares; 2021Q2: 4,075 shares; 2021Q3: 3,690 shares 3,690 $212K <0.01% -385 Timeline QQEW 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,898 shares; 2021Q3: 1,898 shares 1,898 $211K <0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,086 shares; 2021Q2: 3,101 shares; 2021Q3: 2,776 shares 2,776 $211K <0.01% -325 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,004 shares; 2021Q3: 3,004 shares 3,004 $210K <0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,545 shares; 2021Q2: 4,545 shares; 2021Q3: 4,545 shares 4,545 $209K <0.01% 0 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,517 shares 1,517 $208K <0.01% new ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8,169 shares; 2021Q3: 8,169 shares 8,169 $207K <0.01% 0 ISHARES TR IBONDS DEC2023 ISHARES TR IBONDS DEC2023 More: the full row for ISHARES TR IBONDS DEC2023 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,958 shares; 2021Q3: 7,958 shares 7,958 $207K <0.01% 0 NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,324 shares 2,324 $206K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,081 shares; 2021Q1: 1,191 shares; 2021Q2: 691 shares; 2021Q3: 713 shares 713 $205K <0.01% +22 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,127 shares; 2021Q2: 2,304 shares; 2021Q3: 2,304 shares 2,304 $204K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,928 shares; 2020Q4: 2,372 shares; 2021Q1: 1,940 shares; 2021Q2: 1,957 shares; 2021Q3: 1,932 shares 1,932 $204K <0.01% -25 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,800 shares; 2021Q3: 3,790 shares 3,790 $204K <0.01% -1,010 Timeline DRAFTKINGS INC DRAFTKINGS INC More: the full row for DRAFTKINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,230 shares; 2021Q3: 4,230 shares 4,230 $204K <0.01% 0 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,795 shares; 2021Q3: 7,795 shares 7,795 $204K <0.01% 0 PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 423 shares 423 $203K <0.01% new Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,500 shares 2,500 $203K <0.01% new Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 345 shares; 2021Q3: 356 shares 356 $203K <0.01% +11 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; 2019Q4: 3,167 shares; 2020Q1: 2,831 shares; 2020Q2: 2,675 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,417 shares; 2021Q2: 3,895 shares; 2021Q3: 2,517 shares 2,517 $202K <0.01% -1,378 Timeline Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8,183 shares; 2021Q3: 8,183 shares 8,183 $202K <0.01% 0 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; 2019Q4: 11,097 shares; 2020Q1: 4,983 shares; 2020Q2: 4,767 shares; 2020Q3: 3,772 shares; 2020Q4: 3,835 shares; 2021Q1: 2,744 shares; 2021Q2: 1,220 shares; 2021Q3: 1,216 shares 1,216 $201K <0.01% -4 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,555 shares; 2021Q1: 1,974 shares; 2021Q2: 1,931 shares; 2021Q3: 1,919 shares 1,919 $201K <0.01% -12 Timeline ISHARES IBONDS DEC 2021 TER… ISHARES IBONDS DEC 2021 TERM MUNI… More: the full row for ISHARES IBONDS DEC 2021 TERM MUNI BD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,846 shares; 2021Q3: 7,846 shares 7,846 $201K <0.01% 0 PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 4,795 shares 4,795 $189K <0.01% new FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10,942 shares 10,942 $178K <0.01% new Timeline MRC GLOBAL INC MRC GLOBAL INC More: the full row for MRC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 20,084 shares; 2020Q1: 20,228 shares; 2020Q2: 20,084 shares; 2020Q3: 20,084 shares; 2020Q4: 20,084 shares; 2021Q1: 20,084 shares; 2021Q2: 20,084 shares; 2021Q3: 20,084 shares 20,084 $147K <0.01% 0 CARROLS RESTAURANT GROUP INC CARROLS RESTAURANT GROUP INC More: the full row for CARROLS RESTAURANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 40,000 shares; 2020Q2: 40,000 shares; 2020Q3: 40,000 shares; 2020Q4: 40,000 shares; 2021Q1: 40,000 shares; 2021Q2: 40,000 shares; 2021Q3: 40,000 shares 40,000 $146K <0.01% 0 GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 19,690 shares; 2021Q3: 19,690 shares 19,690 $131K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,500 shares; 2021Q1: not reported; 2021Q2: 13,000 shares; 2021Q3: 10,500 shares 10,500 $104K <0.01% -2,500 Timeline SHARECARE INC SHARECARE INC More: the full row for SHARECARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10,445 shares 10,445 $86K <0.01% new ALYAF ALITHYA GROUP INC CL A SUB VTG More: the full row for ALITHYA GROUP INC CL A SUB VTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 24,432 shares; 2020Q1: 24,432 shares; 2020Q2: 24,432 shares; 2020Q3: 24,432 shares; 2020Q4: 24,432 shares; 2021Q1: 24,432 shares; 2021Q2: 24,432 shares; 2021Q3: 24,432 shares 24,432 $64K <0.01% 0 Timeline YAMANA GOLD INC YAMANA GOLD INC More: the full row for YAMANA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 340,100 shares; 2021Q2: 31,300 shares; 2021Q3: 11,600 shares 11,600 $46K <0.01% -19,700 AAME ATLANTIC AMERN CORP More: the full row for ATLANTIC AMERN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 10,000 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares 10,000 $42K <0.01% 0 Timeline CHENIERE ENERGY INC CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 46,000 shares; 2020Q1: 46,000 shares; 2020Q2: 46,000 shares; 2020Q3: 46,000 shares; 2020Q4: 46,000 shares; 2021Q1: 46,000 shares; 2021Q2: 46,000 shares; 2021Q3: 46,000 shares 46,000 $40K <0.01% 0 REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 10,000 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares; 2021Q1: 11,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares 10,000 $26K <0.01% 0 Timeline DIFFUSION PHARMACEUTICALS IN DIFFUSION PHARMACEUTICALS IN More: the full row for DIFFUSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares 10,000 $5K <0.01% 0