VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 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 5,087,523 $990M 28.12% +307,982 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 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 2,697,577 $381M 10.81% +143,089 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 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 3,232,345 $194M 5.52% +318,322 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 413,258 shares; 2020Q1: 87,948 shares; 2020Q2: 3,639,886 shares; 2020Q3: 4,523,327 shares; 2020Q4: 3,719,243 shares 3,719,243 $189M 5.36% -804,084 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 458,626 shares; 2020Q1: 82,768 shares; 2020Q2: 1,687,098 shares; 2020Q3: 2,067,456 shares; 2020Q4: 1,824,816 shares 1,824,816 $186M 5.29% -242,640 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 694,038 shares; 2020Q1: 682,589 shares; 2020Q2: 666,432 shares; 2020Q3: 665,526 shares; 2020Q4: 2,681,148 shares 2,681,148 $171M 4.86% +2,015,622 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 625,434 shares; 2020Q1: 898,809 shares; 2020Q2: 1,369,935 shares; 2020Q3: 1,544,772 shares; 2020Q4: 1,750,187 shares 1,750,187 $96.8M 2.75% +205,415 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 978,891 shares; 2020Q1: 976,814 shares; 2020Q2: 764,320 shares; 2020Q3: 750,300 shares; 2020Q4: 897,792 shares 897,792 $81.7M 2.32% +147,492 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 44,260 shares; 2020Q1: 89,977 shares; 2020Q2: 159,171 shares; 2020Q3: 171,470 shares; 2020Q4: 217,416 shares 217,416 $81.3M 2.31% +45,946 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,341,673 shares 1,341,673 $68.5M 1.94% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 93,099 shares; 2020Q1: 93,030 shares; 2020Q2: 90,349 shares; 2020Q3: 385,484 shares; 2020Q4: 460,151 shares 460,151 $61.1M 1.73% +74,667 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 499,319 shares; 2020Q1: 439,696 shares; 2020Q2: 694,722 shares; 2020Q3: 683,475 shares; 2020Q4: 673,542 shares 673,542 $58.1M 1.65% -9,933 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 100,224 shares; 2020Q1: 43,919 shares; 2020Q2: 47,026 shares; 2020Q3: 552,316 shares; 2020Q4: 608,416 shares 608,416 $50.4M 1.43% +56,100 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 288,967 shares; 2020Q1: 476,582 shares; 2020Q2: 691,508 shares; 2020Q3: 685,419 shares; 2020Q4: 723,219 shares 723,219 $42.2M 1.2% +37,800 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 165,963 shares; 2020Q1: 134,678 shares; 2020Q2: 93,410 shares; 2020Q3: 116,066 shares; 2020Q4: 155,861 shares 155,861 $41.4M 1.18% +39,795 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 95,299 shares; 2020Q1: 91,126 shares; 2020Q2: 97,955 shares; 2020Q3: 96,505 shares; 2020Q4: 104,520 shares 104,520 $23.2M 0.66% +8,015 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 634,451 shares; 2020Q1: 665,677 shares; 2020Q2: 800,884 shares; 2020Q3: 786,942 shares; 2020Q4: 785,108 shares 785,108 $22.6M 0.64% -1,834 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,512 shares; 2020Q1: 6,341 shares; 2020Q2: 6,930 shares; 2020Q3: 99,737 shares; 2020Q4: 203,582 shares 203,582 $18.5M 0.53% +103,845 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,541 shares; 2020Q1: 33,535 shares; 2020Q2: 33,678 shares; 2020Q3: 46,699 shares; 2020Q4: 50,039 shares 50,039 $17.2M 0.49% +3,340 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 273,615 shares; 2020Q1: 265,533 shares; 2020Q2: 261,370 shares; 2020Q3: 264,954 shares; 2020Q4: 260,336 shares 260,336 $16.7M 0.47% -4,618 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 60,306 shares; 2020Q1: 59,177 shares; 2020Q2: 60,117 shares; 2020Q3: 57,786 shares; 2020Q4: 68,927 shares 68,927 $16M 0.45% +11,141 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 74,331 shares; 2020Q1: 84,428 shares; 2020Q2: 95,020 shares; 2020Q3: 96,219 shares; 2020Q4: 103,991 shares 103,991 $14.5M 0.41% +7,772 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,984 shares; 2020Q1: 3,149 shares; 2020Q2: 3,417 shares; 2020Q3: 3,615 shares; 2020Q4: 4,121 shares 4,121 $13.4M 0.38% +506 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 234,721 shares; 2020Q1: 218,468 shares; 2020Q2: 249,657 shares; 2020Q3: 226,100 shares; 2020Q4: 230,738 shares 230,738 $12.7M 0.36% +4,638 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 34,100 shares; 2020Q1: 35,069 shares; 2020Q2: 28,680 shares; 2020Q3: 33,862 shares; 2020Q4: 33,330 shares 33,330 $12.5M 0.36% -532 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 289,553 shares; 2020Q1: 275,523 shares; 2020Q2: 242,991 shares; 2020Q3: 234,871 shares; 2020Q4: 225,814 shares 225,814 $12.2M 0.35% -9,057 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 161,880 shares; 2020Q1: 130,612 shares; 2020Q2: 146,929 shares; 2020Q3: 140,591 shares; 2020Q4: 136,603 shares 136,603 $12M 0.34% -3,988 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 58,249 shares; 2020Q1: 58,620 shares; 2020Q2: 57,164 shares; 2020Q3: 57,374 shares; 2020Q4: 93,021 shares 93,021 $11.9M 0.34% +35,647 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 57,365 shares; 2020Q1: 145,963 shares; 2020Q2: 149,688 shares; 2020Q3: 148,869 shares; 2020Q4: 147,116 shares 147,116 $11.7M 0.33% -1,753 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 187,290 shares; 2020Q4: 187,290 shares 187,290 $11.5M 0.33% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,757 shares; 2020Q1: 29,796 shares; 2020Q2: 28,884 shares; 2020Q3: 33,948 shares; 2020Q4: 41,948 shares 41,948 $10.1M 0.29% +8,000 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 53,551 shares; 2020Q1: 52,412 shares; 2020Q2: 61,224 shares; 2020Q3: 60,793 shares; 2020Q4: 63,819 shares 63,819 $10M 0.29% +3,026 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,737 shares; 2020Q1: 1,750 shares; 2020Q2: 1,681 shares; 2020Q3: 47,458 shares; 2020Q4: 48,623 shares 48,623 $9.91M 0.28% +1,165 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 404,394 shares; 2020Q1: 385,000 shares; 2020Q2: 264,052 shares; 2020Q3: 259,258 shares; 2020Q4: 259,055 shares 259,055 $9.76M 0.28% -203 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 381,006 shares; 2020Q1: 162,198 shares; 2020Q2: 93,307 shares; 2020Q3: 92,161 shares; 2020Q4: 255,250 shares 255,250 $9.19M 0.26% +163,089 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 165,420 shares; 2020Q4: 174,346 shares 174,346 $8.96M 0.25% +8,926 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,927 shares; 2020Q1: 29,138 shares; 2020Q2: 29,167 shares; 2020Q3: 29,602 shares; 2020Q4: 35,252 shares 35,252 $8.93M 0.25% +5,650 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31 shares; 2020Q1: 32 shares; 2020Q2: 27 shares; 2020Q3: 27 shares; 2020Q4: 25 shares 25 $8.7M 0.25% -2 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,469 shares; 2020Q1: 10,014 shares; 2020Q2: 14,465 shares; 2020Q3: 26,069 shares; 2020Q4: 43,923 shares 43,923 $8.55M 0.24% +17,854 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,948 shares; 2020Q1: 14,792 shares; 2020Q2: 18,747 shares; 2020Q3: 22,520 shares; 2020Q4: 26,053 shares 26,053 $8.17M 0.23% +3,533 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 197,962 shares; 2020Q1: 195,413 shares; 2020Q2: 176,589 shares; 2020Q3: 177,506 shares; 2020Q4: 176,078 shares 176,078 $7.89M 0.22% -1,428 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,743 shares; 2020Q1: 9,923 shares; 2020Q2: 9,968 shares; 2020Q3: 10,705 shares; 2020Q4: 145,467 shares 145,467 $7.17M 0.2% +134,762 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,178 shares; 2020Q1: 14,508 shares; 2020Q2: 12,266 shares; 2020Q3: 13,128 shares; 2020Q4: 93,482 shares 93,482 $6.82M 0.19% +80,354 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 50,751 shares; 2020Q4: 50,751 shares 50,751 $6.77M 0.19% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,993 shares; 2020Q1: 13,912 shares; 2020Q2: 15,351 shares; 2020Q3: 16,757 shares; 2020Q4: 18,970 shares 18,970 $6.65M 0.19% +2,213 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 32,807 shares; 2020Q1: 30,210 shares; 2020Q2: 41,039 shares; 2020Q3: 44,287 shares; 2020Q4: 140,421 shares 140,421 $6.63M 0.19% +96,134 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 4,563 shares; 2020Q2: 4,118 shares; 2020Q3: not reported; 2020Q4: 116,873 shares 116,873 $6.57M 0.19% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,792 shares; 2020Q1: 22,723 shares; 2020Q2: 26,845 shares; 2020Q3: 28,832 shares; 2020Q4: 29,611 shares 29,611 $6.48M 0.18% +779 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,840 shares; 2020Q1: 3,919 shares; 2020Q2: 4,141 shares; 2020Q3: 70,557 shares; 2020Q4: 72,481 shares 72,481 $6.29M 0.18% +1,924 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 337,529 shares; 2020Q1: 120,029 shares; 2020Q2: 99,043 shares; 2020Q3: 95,396 shares; 2020Q4: 92,778 shares 92,778 $6.23M 0.18% -2,618 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 32,515 shares; 2020Q1: 25,849 shares; 2020Q2: 56,152 shares; 2020Q3: 28,750 shares; 2020Q4: 45,543 shares 45,543 $6.23M 0.18% +16,793 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 30,812 shares; 2020Q1: 31,088 shares; 2020Q2: 36,042 shares; 2020Q3: 36,840 shares; 2020Q4: 40,447 shares 40,447 $6M 0.17% +3,607 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 104,785 shares; 2020Q1: 109,279 shares; 2020Q2: 144,005 shares; 2020Q3: 155,082 shares; 2020Q4: 157,545 shares 157,545 $5.8M 0.16% +2,463 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 26,487 shares; 2020Q1: 25,495 shares; 2020Q2: 25,547 shares; 2020Q3: 25,476 shares; 2020Q4: 26,385 shares 26,385 $5.68M 0.16% +909 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,716 shares; 2020Q1: 21,592 shares; 2020Q2: 23,327 shares; 2020Q3: 24,186 shares; 2020Q4: 25,441 shares 25,441 $5.41M 0.15% +1,255 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 85,225 shares; 2020Q1: 93,473 shares; 2020Q2: 118,721 shares; 2020Q3: 122,239 shares; 2020Q4: 120,529 shares 120,529 $5.39M 0.15% -1,710 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,282 shares; 2020Q1: 17,687 shares; 2020Q2: 50,130 shares; 2020Q3: 56,190 shares; 2020Q4: 55,677 shares 55,677 $5.36M 0.15% -513 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,723 shares; 2020Q1: 12,091 shares; 2020Q2: 14,177 shares; 2020Q3: 13,979 shares; 2020Q4: 20,277 shares 20,277 $5.3M 0.15% +6,298 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 40,095 shares; 2020Q1: 64,279 shares; 2020Q2: 84,833 shares; 2020Q3: 95,409 shares; 2020Q4: 99,762 shares 99,762 $5.23M 0.15% +4,353 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 78,687 shares; 2020Q1: 79,615 shares; 2020Q2: 87,805 shares; 2020Q3: 96,077 shares; 2020Q4: 103,145 shares 103,145 $5.14M 0.15% +7,068 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 55,572 shares; 2020Q1: 65,933 shares; 2020Q2: 41,300 shares; 2020Q3: 44,664 shares; 2020Q4: 48,151 shares 48,151 $5.1M 0.14% +3,487 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 52,939 shares; 2020Q1: 51,878 shares; 2020Q2: 66,579 shares; 2020Q3: 79,006 shares; 2020Q4: 86,425 shares 86,425 $5.08M 0.14% +7,419 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 92,902 shares; 2020Q1: 52,389 shares; 2020Q2: 59,159 shares; 2020Q3: 75,385 shares; 2020Q4: 80,407 shares 80,407 $4.94M 0.14% +5,022 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,615 shares; 2020Q1: 20,374 shares; 2020Q2: 25,712 shares; 2020Q3: 28,275 shares; 2020Q4: 32,576 shares 32,576 $4.7M 0.13% +4,301 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 26,936 shares; 2020Q1: 26,066 shares; 2020Q2: 27,496 shares; 2020Q3: 26,916 shares; 2020Q4: 27,009 shares 27,009 $4.64M 0.13% +93 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,753 shares; 2020Q1: 8,805 shares; 2020Q2: 8,402 shares; 2020Q3: 9,605 shares; 2020Q4: 48,542 shares 48,542 $4.46M 0.13% +38,937 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,842 shares; 2020Q1: 13,873 shares; 2020Q2: 17,668 shares; 2020Q3: 17,762 shares; 2020Q4: 20,464 shares 20,464 $4.39M 0.12% +2,702 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,329 shares; 2020Q1: 12,464 shares; 2020Q2: 16,491 shares; 2020Q3: 18,562 shares; 2020Q4: 21,047 shares 21,047 $4.38M 0.12% +2,485 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,313 shares; 2020Q1: 1,309 shares; 2020Q2: 1,469 shares; 2020Q3: 1,646 shares; 2020Q4: 2,387 shares 2,387 $4.18M 0.12% +741 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,053 shares; 2020Q4: 69,623 shares 69,623 $4.14M 0.12% +64,570 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 32,840 shares; 2020Q1: 18,287 shares; 2020Q2: 56,945 shares; 2020Q3: 66,914 shares; 2020Q4: 63,452 shares 63,452 $3.94M 0.11% -3,462 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,938 shares; 2020Q1: 8,280 shares; 2020Q2: 9,289 shares; 2020Q3: 9,674 shares; 2020Q4: 14,276 shares 14,276 $3.9M 0.11% +4,602 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,482 shares; 2020Q1: 31,093 shares; 2020Q2: 20,351 shares; 2020Q3: 20,647 shares; 2020Q4: 21,509 shares 21,509 $3.9M 0.11% +862 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,986 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,147 shares; 2020Q4: 30,366 shares 30,366 $3.87M 0.11% +25,219 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 47,747 shares; 2020Q3: 45,582 shares; 2020Q4: 52,534 shares 52,534 $3.76M 0.11% +6,952 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,572 shares; 2020Q1: 17,622 shares; 2020Q2: 19,804 shares; 2020Q3: 21,165 shares; 2020Q4: 22,717 shares 22,717 $3.73M 0.11% +1,552 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 39,530 shares; 2020Q1: 40,378 shares; 2020Q2: 40,207 shares; 2020Q3: 40,612 shares; 2020Q4: 45,442 shares 45,442 $3.72M 0.11% +4,830 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,481 shares; 2020Q1: 18,055 shares; 2020Q2: 22,473 shares; 2020Q3: 24,217 shares; 2020Q4: 25,975 shares 25,975 $3.67M 0.1% +1,758 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27,730 shares; 2020Q1: 26,417 shares; 2020Q2: 28,595 shares; 2020Q3: 29,390 shares; 2020Q4: 27,753 shares 27,753 $3.53M 0.1% -1,637 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,030 shares; 2020Q1: 6,412 shares; 2020Q2: 8,916 shares; 2020Q3: 10,393 shares; 2020Q4: 45,548 shares 45,548 $3.51M 0.1% +35,155 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 28,492 shares; 2020Q1: 28,315 shares; 2020Q2: 30,607 shares; 2020Q3: 32,337 shares; 2020Q4: 32,313 shares 32,313 $3.46M 0.1% -24 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,321 shares; 2020Q3: 16,364 shares; 2020Q4: 16,134 shares 16,134 $3.42M 0.1% -230 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,603 shares; 2020Q1: 1,685 shares; 2020Q2: 1,848 shares; 2020Q3: 1,950 shares; 2020Q4: 1,951 shares 1,951 $3.42M 0.1% +1 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,453 shares; 2020Q1: 13,180 shares; 2020Q2: 16,013 shares; 2020Q3: 13,925 shares; 2020Q4: 16,074 shares 16,074 $3.4M 0.1% +2,149 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 46,056 shares; 2020Q1: 44,964 shares; 2020Q2: 36,964 shares; 2020Q3: 36,533 shares; 2020Q4: 46,483 shares 46,483 $3.17M 0.09% +9,950 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 37,792 shares; 2020Q1: 36,294 shares; 2020Q2: 36,041 shares; 2020Q3: 36,041 shares; 2020Q4: 59,953 shares 59,953 $3.1M 0.09% +23,912 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,495 shares; 2020Q1: 23,502 shares; 2020Q2: 34,724 shares; 2020Q3: 40,814 shares; 2020Q4: 47,660 shares 47,660 $3.08M 0.09% +6,846 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,721 shares; 2020Q1: 13,547 shares; 2020Q2: 13,055 shares; 2020Q3: 13,462 shares; 2020Q4: 25,842 shares 25,842 $3.07M 0.09% +12,380 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,133 shares; 2020Q3: 3,946 shares; 2020Q4: 34,299 shares 34,299 $3.05M 0.09% +30,353 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,829 shares; 2020Q1: 5,975 shares; 2020Q2: 13,679 shares; 2020Q3: 15,044 shares; 2020Q4: 16,330 shares 16,330 $2.88M 0.08% +1,286 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 71,550 shares; 2020Q1: 71,400 shares; 2020Q2: 49,288 shares; 2020Q3: 48,936 shares; 2020Q4: 47,923 shares 47,923 $2.88M 0.08% -1,013 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,021 shares; 2020Q1: 8,759 shares; 2020Q2: 10,451 shares; 2020Q3: 17,668 shares; 2020Q4: 56,312 shares 56,312 $2.82M 0.08% +38,644 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 22,055 shares; 2020Q4: 22,055 shares 22,055 $2.79M 0.08% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,637 shares; 2020Q1: 18,914 shares; 2020Q2: 20,390 shares; 2020Q3: 20,344 shares; 2020Q4: 21,188 shares 21,188 $2.79M 0.08% +844 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 19,789 shares; 2020Q1: 21,590 shares; 2020Q2: 17,721 shares; 2020Q3: 5,977 shares; 2020Q4: 38,392 shares 38,392 $2.65M 0.08% +32,415 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,525 shares; 2020Q1: 2,447 shares; 2020Q2: 3,450 shares; 2020Q3: 4,146 shares; 2020Q4: 5,074 shares 5,074 $2.65M 0.08% +928 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,157 shares; 2020Q1: 2,866 shares; 2020Q2: 2,421 shares; 2020Q3: 22,100 shares; 2020Q4: 22,053 shares 22,053 $2.62M 0.07% -47 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,602 shares; 2020Q1: 5,490 shares; 2020Q2: 16,199 shares; 2020Q3: 20,637 shares; 2020Q4: 21,879 shares 21,879 $2.56M 0.07% +1,242 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,402 shares; 2020Q1: 12,475 shares; 2020Q2: 18,390 shares; 2020Q3: 16,368 shares; 2020Q4: 19,937 shares 19,937 $2.51M 0.07% +3,569 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,578 shares; 2020Q1: 8,172 shares; 2020Q2: 7,837 shares; 2020Q3: 7,807 shares; 2020Q4: 8,087 shares 8,087 $2.47M 0.07% +280 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 100,756 shares; 2020Q1: 110,014 shares; 2020Q2: 112,284 shares; 2020Q3: 112,428 shares; 2020Q4: 113,567 shares 113,567 $2.41M 0.07% +1,139 IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,690 shares; 2020Q1: 8,611 shares; 2020Q2: 8,209 shares; 2020Q3: 8,209 shares; 2020Q4: 32,836 shares 32,836 $2.37M 0.07% +24,627 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 76,903 shares 76,903 $2.36M 0.07% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,692 shares; 2020Q1: 21,017 shares; 2020Q2: 20,850 shares; 2020Q3: 20,413 shares; 2020Q4: 21,496 shares 21,496 $2.3M 0.07% +1,083 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,957 shares; 2020Q1: 8,405 shares; 2020Q2: 13,822 shares; 2020Q3: 15,975 shares; 2020Q4: 18,877 shares 18,877 $2.28M 0.06% +2,902 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,561 shares; 2020Q1: 7,068 shares; 2020Q2: 6,842 shares; 2020Q3: 8,104 shares; 2020Q4: 11,436 shares 11,436 $2.24M 0.06% +3,332 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,350 shares; 2020Q1: 16,102 shares; 2020Q2: 15,702 shares; 2020Q3: 16,242 shares; 2020Q4: 17,124 shares 17,124 $2.23M 0.06% +882 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 956 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 855 shares; 2020Q4: 3,155 shares 3,155 $2.23M 0.06% +2,300 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,301 shares; 2020Q1: 7,981 shares; 2020Q2: 8,243 shares; 2020Q3: 8,721 shares; 2020Q4: 12,405 shares 12,405 $2.21M 0.06% +3,684 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 924 shares; 2020Q4: 6,324 shares 6,324 $2.21M 0.06% +5,400 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,138 shares; 2020Q1: 10,434 shares; 2020Q2: 9,798 shares; 2020Q3: 9,808 shares; 2020Q4: 8,484 shares 8,484 $2.2M 0.06% -1,324 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,116 shares; 2020Q1: not reported; 2020Q2: 4,382 shares; 2020Q3: 2,016 shares; 2020Q4: 19,847 shares 19,847 $2.16M 0.06% +17,831 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,090 shares; 2020Q1: 13,194 shares; 2020Q2: 24,013 shares; 2020Q3: 22,643 shares; 2020Q4: 23,571 shares 23,571 $2.16M 0.06% +928 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,904 shares; 2020Q1: 7,181 shares; 2020Q2: 9,065 shares; 2020Q3: 10,174 shares; 2020Q4: 11,578 shares 11,578 $2.11M 0.06% +1,404 Timeline EATON VANCE CORP EATON VANCE CORP More: the full row for EATON VANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,206 shares; 2020Q1: 14,131 shares; 2020Q2: 13,954 shares; 2020Q3: 13,954 shares; 2020Q4: 30,888 shares 30,888 $2.1M 0.06% +16,934 NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 57,268 shares 57,268 $2.1M 0.06% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,267 shares; 2020Q1: 11,239 shares; 2020Q2: 11,636 shares; 2020Q3: 11,809 shares; 2020Q4: 12,377 shares 12,377 $2.09M 0.06% +568 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,075 shares; 2020Q1: 7,710 shares; 2020Q2: 11,228 shares; 2020Q3: 9,925 shares; 2020Q4: 8,830 shares 8,830 $2.03M 0.06% -1,095 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,073 shares; 2020Q1: 22,073 shares; 2020Q2: 21,475 shares; 2020Q3: 22,288 shares; 2020Q4: 22,757 shares 22,757 $2.02M 0.06% +469 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,192 shares; 2020Q1: 26,340 shares; 2020Q2: 28,991 shares; 2020Q3: 34,090 shares; 2020Q4: 32,009 shares 32,009 $1.99M 0.06% -2,081 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 21,577 shares 21,577 $1.98M 0.06% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,608 shares; 2020Q1: 13,486 shares; 2020Q2: 14,319 shares; 2020Q3: 15,751 shares; 2020Q4: 15,295 shares 15,295 $1.96M 0.06% -456 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,993 shares; 2020Q1: 6,117 shares; 2020Q2: 4,707 shares; 2020Q3: 4,700 shares; 2020Q4: 4,662 shares 4,662 $1.96M 0.06% -38 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,722 shares; 2020Q1: 13,130 shares; 2020Q2: 14,836 shares; 2020Q3: 11,224 shares; 2020Q4: 11,614 shares 11,614 $1.96M 0.06% +390 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,564 shares; 2020Q1: 20,560 shares; 2020Q2: 20,560 shares; 2020Q3: 20,560 shares; 2020Q4: 20,560 shares 20,560 $1.95M 0.06% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,860 shares; 2020Q1: 3,364 shares; 2020Q2: not reported; 2020Q3: 13,278 shares; 2020Q4: 13,585 shares 13,585 $1.93M 0.05% +307 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,929 shares; 2020Q4: 7,128 shares 7,128 $1.91M 0.05% +199 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,810 shares; 2020Q1: 1,323 shares; 2020Q2: 1,836 shares; 2020Q3: 1,863 shares; 2020Q4: 3,502 shares 3,502 $1.89M 0.05% +1,639 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,732 shares; 2020Q1: 4,583 shares; 2020Q2: 8,193 shares; 2020Q3: 9,389 shares; 2020Q4: 8,425 shares 8,425 $1.89M 0.05% -964 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,983 shares; 2020Q1: 5,897 shares; 2020Q2: 6,016 shares; 2020Q3: 5,357 shares; 2020Q4: 5,293 shares 5,293 $1.88M 0.05% -64 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31,132 shares; 2020Q1: 46,845 shares; 2020Q2: 53,576 shares; 2020Q3: 53,998 shares; 2020Q4: 46,714 shares 46,714 $1.88M 0.05% -7,284 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,466 shares; 2020Q1: 10,373 shares; 2020Q2: 14,016 shares; 2020Q3: 15,092 shares; 2020Q4: 16,647 shares 16,647 $1.82M 0.05% +1,555 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 31,161 shares 31,161 $1.81M 0.05% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 96,364 shares; 2020Q1: 97,988 shares; 2020Q2: 98,129 shares; 2020Q3: 93,511 shares; 2020Q4: 92,507 shares 92,507 $1.81M 0.05% -1,004 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,062 shares; 2020Q1: 6,501 shares; 2020Q2: 8,342 shares; 2020Q3: 9,422 shares; 2020Q4: 11,111 shares 11,111 $1.78M 0.05% +1,689 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,782 shares; 2020Q1: 3,527 shares; 2020Q2: 3,631 shares; 2020Q3: 3,684 shares; 2020Q4: 4,983 shares 4,983 $1.78M 0.05% +1,299 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,401 shares; 2020Q1: 1,926 shares; 2020Q2: 4,639 shares; 2020Q3: 6,410 shares; 2020Q4: 7,712 shares 7,712 $1.77M 0.05% +1,302 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 110,848 shares; 2020Q1: 82,129 shares; 2020Q2: 47,446 shares; 2020Q3: 65,488 shares; 2020Q4: 57,865 shares 57,865 $1.75M 0.05% -7,623 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,288 shares; 2020Q1: 21,737 shares; 2020Q2: 22,421 shares; 2020Q3: 23,290 shares; 2020Q4: 21,008 shares 21,008 $1.75M 0.05% -2,282 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 28,918 shares; 2020Q1: 27,979 shares; 2020Q2: 38,517 shares; 2020Q3: 22,968 shares; 2020Q4: 37,359 shares 37,359 $1.74M 0.05% +14,391 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,681 shares; 2020Q1: 10,750 shares; 2020Q2: 11,659 shares; 2020Q3: 11,137 shares; 2020Q4: 9,923 shares 9,923 $1.73M 0.05% -1,214 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,465 shares; 2020Q1: not reported; 2020Q2: 6,466 shares; 2020Q3: not reported; 2020Q4: 14,778 shares 14,778 $1.71M 0.05% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,757 shares; 2020Q1: 7,716 shares; 2020Q2: 6,565 shares; 2020Q3: 6,503 shares; 2020Q4: 6,488 shares 6,488 $1.71M 0.05% -15 SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,708 shares; 2020Q1: 9,421 shares; 2020Q2: 9,641 shares; 2020Q3: 10,525 shares; 2020Q4: 20,609 shares 20,609 $1.7M 0.05% +10,084 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,728 shares; 2020Q1: 5,121 shares; 2020Q2: 6,787 shares; 2020Q3: 6,187 shares; 2020Q4: 6,482 shares 6,482 $1.68M 0.05% +295 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 91,072 shares 91,072 $1.67M 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,284 shares 10,284 $1.66M 0.05% new Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,840 shares; 2020Q1: 14,840 shares; 2020Q2: 7,070 shares; 2020Q3: 7,100 shares; 2020Q4: 7,113 shares 7,113 $1.61M 0.05% +13 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,368 shares; 2020Q1: 3,311 shares; 2020Q2: 3,349 shares; 2020Q3: 3,252 shares; 2020Q4: 3,438 shares 3,438 $1.6M 0.05% +186 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,633 shares; 2020Q1: 7,486 shares; 2020Q2: 10,176 shares; 2020Q3: 11,530 shares; 2020Q4: 14,555 shares 14,555 $1.6M 0.05% +3,025 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,001 shares; 2020Q1: 3,934 shares; 2020Q2: 3,934 shares; 2020Q3: 3,934 shares; 2020Q4: 9,077 shares 9,077 $1.59M 0.05% +5,143 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,218 shares; 2020Q1: not reported; 2020Q2: 11,621 shares; 2020Q3: 14,242 shares; 2020Q4: 19,662 shares 19,662 $1.58M 0.04% +5,420 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,474 shares; 2020Q1: 7,512 shares; 2020Q2: 6,664 shares; 2020Q3: 6,853 shares; 2020Q4: 7,637 shares 7,637 $1.58M 0.04% +784 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,673 shares; 2020Q1: 11,733 shares; 2020Q2: 16,824 shares; 2020Q3: 6,539 shares; 2020Q4: 11,174 shares 11,174 $1.54M 0.04% +4,635 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,289 shares; 2020Q1: 9,885 shares; 2020Q2: 9,780 shares; 2020Q3: 11,109 shares; 2020Q4: 12,808 shares 12,808 $1.51M 0.04% +1,699 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,933 shares; 2020Q1: 3,975 shares; 2020Q2: 4,975 shares; 2020Q3: 4,459 shares; 2020Q4: 6,445 shares 6,445 $1.51M 0.04% +1,986 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,638 shares; 2020Q1: 13,999 shares; 2020Q2: 7,893 shares; 2020Q3: 9,499 shares; 2020Q4: 25,324 shares 25,324 $1.48M 0.04% +15,825 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,382 shares; 2020Q1: 5,024 shares; 2020Q2: 7,045 shares; 2020Q3: 8,800 shares; 2020Q4: 9,907 shares 9,907 $1.47M 0.04% +1,107 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,381 shares; 2020Q1: 5,831 shares; 2020Q2: 6,127 shares; 2020Q3: 6,365 shares; 2020Q4: 6,587 shares 6,587 $1.43M 0.04% +222 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,810 shares; 2020Q1: 9,770 shares; 2020Q2: 9,899 shares; 2020Q3: 11,176 shares; 2020Q4: 12,907 shares 12,907 $1.41M 0.04% +1,731 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,694 shares; 2020Q4: 15,943 shares 15,943 $1.41M 0.04% +11,249 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,605 shares; 2020Q1: 13,797 shares; 2020Q2: 12,009 shares; 2020Q3: 12,452 shares; 2020Q4: 10,403 shares 10,403 $1.4M 0.04% -2,049 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,870 shares; 2020Q1: 19,551 shares; 2020Q2: 19,248 shares; 2020Q3: 16,374 shares; 2020Q4: 16,489 shares 16,489 $1.39M 0.04% +115 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,898 shares; 2020Q1: 5,342 shares; 2020Q2: 6,800 shares; 2020Q3: 9,806 shares; 2020Q4: 10,878 shares 10,878 $1.39M 0.04% +1,072 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,742 shares; 2020Q1: 17,603 shares; 2020Q2: 48,417 shares; 2020Q3: 47,963 shares; 2020Q4: 48,000 shares 48,000 $1.37M 0.04% +37 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,597 shares; 2020Q1: 11,814 shares; 2020Q2: 13,839 shares; 2020Q3: 14,262 shares; 2020Q4: 15,927 shares 15,927 $1.36M 0.04% +1,665 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 89,246 shares; 2020Q1: 87,991 shares; 2020Q2: 87,404 shares; 2020Q3: 86,294 shares; 2020Q4: 83,767 shares 83,767 $1.35M 0.04% -2,527 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 34,826 shares; 2020Q1: 34,527 shares; 2020Q2: 34,532 shares; 2020Q3: 34,449 shares; 2020Q4: 34,446 shares 34,446 $1.33M 0.04% -3 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,730 shares; 2020Q1: 2,022 shares; 2020Q2: 2,000 shares; 2020Q3: 2,042 shares; 2020Q4: 2,637 shares 2,637 $1.32M 0.04% +595 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,927 shares; 2020Q1: 2,878 shares; 2020Q2: 2,844 shares; 2020Q3: 2,932 shares; 2020Q4: 3,459 shares 3,459 $1.3M 0.04% +527 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,460 shares; 2020Q1: 4,426 shares; 2020Q2: 4,404 shares; 2020Q3: 4,404 shares; 2020Q4: 4,511 shares 4,511 $1.29M 0.04% +107 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,325 shares; 2020Q1: 5,324 shares; 2020Q2: 5,328 shares; 2020Q3: 5,328 shares; 2020Q4: 5,384 shares 5,384 $1.29M 0.04% +56 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 30,738 shares; 2020Q1: 30,051 shares; 2020Q2: 29,750 shares; 2020Q3: 28,858 shares; 2020Q4: 30,092 shares 30,092 $1.28M 0.04% +1,234 XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 56,442 shares; 2020Q1: 59,431 shares; 2020Q2: 45,079 shares; 2020Q3: 39,223 shares; 2020Q4: 30,618 shares 30,618 $1.26M 0.04% -8,605 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 43,438 shares; 2020Q1: 105,883 shares; 2020Q2: 104,623 shares; 2020Q3: 96,043 shares; 2020Q4: 88,855 shares 88,855 $1.26M 0.04% -7,188 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 56,869 shares; 2020Q4: 56,869 shares 56,869 $1.25M 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,068 shares; 2020Q4: 3,510 shares 3,510 $1.24M 0.04% +2,442 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,475 shares; 2020Q1: 12,995 shares; 2020Q2: 15,603 shares; 2020Q3: 15,549 shares; 2020Q4: 22,040 shares 22,040 $1.24M 0.04% +6,491 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,889 shares; 2020Q4: 13,291 shares 13,291 $1.23M 0.04% +10,402 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,661 shares; 2020Q4: 14,270 shares 14,270 $1.23M 0.03% +11,609 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,012 shares; 2020Q1: 6,511 shares; 2020Q2: 7,940 shares; 2020Q3: 6,765 shares; 2020Q4: 6,783 shares 6,783 $1.2M 0.03% +18 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 34,109 shares; 2020Q1: 29,743 shares; 2020Q2: 28,780 shares; 2020Q3: 28,710 shares; 2020Q4: 28,954 shares 28,954 $1.19M 0.03% +244 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,935 shares; 2020Q1: 5,467 shares; 2020Q2: 5,574 shares; 2020Q3: 5,385 shares; 2020Q4: 4,897 shares 4,897 $1.16M 0.03% -488 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,535 shares; 2020Q1: 8,118 shares; 2020Q2: 9,011 shares; 2020Q3: 10,714 shares; 2020Q4: 9,769 shares 9,769 $1.15M 0.03% -945 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,089 shares; 2020Q1: 13,409 shares; 2020Q2: 20,479 shares; 2020Q3: 24,253 shares; 2020Q4: 19,260 shares 19,260 $1.12M 0.03% -4,993 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,997 shares 4,997 $1.12M 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,706 shares; 2020Q1: 17,500 shares; 2020Q2: 16,073 shares; 2020Q3: 16,338 shares; 2020Q4: 16,751 shares 16,751 $1.12M 0.03% +413 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,360 shares; 2020Q1: 12,233 shares; 2020Q2: 12,111 shares; 2020Q3: 12,008 shares; 2020Q4: 11,926 shares 11,926 $1.1M 0.03% -82 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 55,297 shares; 2020Q1: 55,297 shares; 2020Q2: 55,921 shares; 2020Q3: 55,297 shares; 2020Q4: 60,410 shares 60,410 $1.09M 0.03% +5,113 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,479 shares; 2020Q1: 4,903 shares; 2020Q2: 4,347 shares; 2020Q3: 4,375 shares; 2020Q4: 4,342 shares 4,342 $1.09M 0.03% -33 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 38,123 shares; 2020Q1: 46,305 shares; 2020Q2: 46,076 shares; 2020Q3: 46,116 shares; 2020Q4: 49,594 shares 49,594 $1.08M 0.03% +3,478 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,116 shares; 2020Q1: 6,151 shares; 2020Q2: 6,154 shares; 2020Q3: 5,231 shares; 2020Q4: 5,375 shares 5,375 $1.07M 0.03% +144 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,367 shares; 2020Q1: 15,497 shares; 2020Q2: 7,724 shares; 2020Q3: 7,153 shares; 2020Q4: 6,939 shares 6,939 $1.07M 0.03% -214 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,152 shares; 2020Q1: 5,794 shares; 2020Q2: 4,316 shares; 2020Q3: 4,152 shares; 2020Q4: 4,857 shares 4,857 $1.04M 0.03% +705 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,323 shares; 2020Q1: 5,073 shares; 2020Q2: 5,000 shares; 2020Q3: 4,688 shares; 2020Q4: 5,001 shares 5,001 $1.02M 0.03% +313 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,223 shares; 2020Q1: 4,443 shares; 2020Q2: 7,213 shares; 2020Q3: 11,705 shares; 2020Q4: 10,797 shares 10,797 $1M 0.03% -908 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,695 shares; 2020Q1: 25,709 shares; 2020Q2: 25,287 shares; 2020Q3: 20,511 shares; 2020Q4: 20,375 shares 20,375 $977K 0.03% -136 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 47,729 shares; 2020Q1: 46,221 shares; 2020Q2: 54,343 shares; 2020Q3: 54,519 shares; 2020Q4: 54,691 shares 54,691 $976K 0.03% +172 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,528 shares; 2020Q1: 3,723 shares; 2020Q2: 2,072 shares; 2020Q3: 1,484 shares; 2020Q4: 1,338 shares 1,338 $965K 0.03% -146 FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,395 shares; 2020Q1: 14,034 shares; 2020Q2: 14,031 shares; 2020Q3: 9,518 shares; 2020Q4: 8,319 shares 8,319 $947K 0.03% -1,199 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,737 shares; 2020Q1: 37,411 shares; 2020Q2: 12,235 shares; 2020Q3: 11,537 shares; 2020Q4: 10,909 shares 10,909 $942K 0.03% -628 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 34,744 shares; 2020Q3: 34,354 shares; 2020Q4: 34,354 shares 34,354 $934K 0.03% 0 Timeline INVESCO BULLETSHARES 2021 H… INVESCO BULLETSHARES 2021 HIGH More: the full row for INVESCO BULLETSHARES 2021 HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 48,372 shares; 2020Q1: 39,812 shares; 2020Q2: 39,845 shares; 2020Q3: 39,871 shares; 2020Q4: 39,896 shares 39,896 $922K 0.03% +25 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,061 shares 18,061 $914K 0.03% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,637 shares; 2020Q1: 4,592 shares; 2020Q2: 4,607 shares; 2020Q3: 4,602 shares; 2020Q4: 4,715 shares 4,715 $909K 0.03% +113 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,290 shares 3,290 $905K 0.03% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 65,880 shares 65,880 $905K 0.03% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,628 shares 10,628 $903K 0.03% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,820 shares; 2020Q1: 3,820 shares; 2020Q2: 3,910 shares; 2020Q3: 4,018 shares; 2020Q4: 5,607 shares 5,607 $902K 0.03% +1,589 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,649 shares; 2020Q1: 14,642 shares; 2020Q2: 15,044 shares; 2020Q3: 15,059 shares; 2020Q4: 14,769 shares 14,769 $901K 0.03% -290 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,523 shares; 2020Q1: 4,895 shares; 2020Q2: 6,176 shares; 2020Q3: 10,210 shares; 2020Q4: 10,480 shares 10,480 $872K 0.02% +270 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,132 shares; 2020Q1: 2,138 shares; 2020Q2: 2,176 shares; 2020Q3: 2,133 shares; 2020Q4: 2,116 shares 2,116 $868K 0.02% -17 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 36,539 shares; 2020Q1: 33,560 shares; 2020Q2: 33,219 shares; 2020Q3: 33,307 shares; 2020Q4: 33,397 shares 33,397 $867K 0.02% +90 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,638 shares; 2020Q1: 3,095 shares; 2020Q2: 6,202 shares; 2020Q3: 5,436 shares; 2020Q4: 5,645 shares 5,645 $860K 0.02% +209 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,484 shares; 2020Q1: 4,510 shares; 2020Q2: 4,756 shares; 2020Q3: 3,772 shares; 2020Q4: 4,073 shares 4,073 $857K 0.02% +301 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 33,437 shares; 2020Q1: 31,735 shares; 2020Q2: 31,735 shares; 2020Q3: 49,725 shares; 2020Q4: 20,330 shares 20,330 $850K 0.02% -29,395 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,920 shares; 2020Q1: 4,412 shares; 2020Q2: 3,740 shares; 2020Q3: not reported; 2020Q4: 11,286 shares 11,286 $829K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,591 shares; 2020Q1: 8,428 shares; 2020Q2: 8,856 shares; 2020Q3: 8,858 shares; 2020Q4: 8,549 shares 8,549 $823K 0.02% -309 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,975 shares 13,975 $800K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,837 shares; 2020Q1: 2,542 shares; 2020Q2: 3,400 shares; 2020Q3: 3,099 shares; 2020Q4: 3,156 shares 3,156 $790K 0.02% +57 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,520 shares 3,520 $787K 0.02% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,097 shares; 2020Q1: 4,983 shares; 2020Q2: 4,767 shares; 2020Q3: 3,772 shares; 2020Q4: 3,835 shares 3,835 $774K 0.02% +63 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,321 shares; 2020Q1: 12,321 shares; 2020Q2: 12,321 shares; 2020Q3: 12,321 shares; 2020Q4: 10,246 shares 10,246 $752K 0.02% -2,075 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,230 shares; 2020Q1: 984 shares; 2020Q2: 1,228 shares; 2020Q3: 1,719 shares; 2020Q4: 1,716 shares 1,716 $751K 0.02% -3 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 762 shares; 2020Q3: not reported; 2020Q4: 8,768 shares 8,768 $746K 0.02% new Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,622 shares 6,622 $743K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,280 shares; 2020Q1: 2,997 shares; 2020Q2: 3,181 shares; 2020Q3: 2,900 shares; 2020Q4: 3,306 shares 3,306 $736K 0.02% +406 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,195 shares; 2020Q1: 12,457 shares; 2020Q2: 12,279 shares; 2020Q3: 10,749 shares; 2020Q4: 8,873 shares 8,873 $735K 0.02% -1,876 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,096 shares; 2020Q1: 6,976 shares; 2020Q2: 6,976 shares; 2020Q3: 6,976 shares; 2020Q4: 6,976 shares 6,976 $731K 0.02% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,505 shares 8,505 $728K 0.02% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,700 shares; 2020Q1: 3,450 shares; 2020Q2: 4,052 shares; 2020Q3: 4,170 shares; 2020Q4: 6,374 shares 6,374 $723K 0.02% +2,204 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 45,809 shares; 2020Q1: 26,050 shares; 2020Q2: 24,364 shares; 2020Q3: 27,244 shares; 2020Q4: 23,864 shares 23,864 $720K 0.02% -3,380 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,766 shares; 2020Q1: 3,766 shares; 2020Q2: 3,766 shares; 2020Q3: 4,709 shares; 2020Q4: 4,333 shares 4,333 $714K 0.02% -376 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31,095 shares; 2020Q1: 31,129 shares; 2020Q2: 28,747 shares; 2020Q3: 28,761 shares; 2020Q4: 32,207 shares 32,207 $705K 0.02% +3,446 VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,028 shares 5,028 $690K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,910 shares; 2020Q1: 11,242 shares; 2020Q2: 15,134 shares; 2020Q3: 15,562 shares; 2020Q4: 11,027 shares 11,027 $680K 0.02% -4,535 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,443 shares; 2020Q1: 9,829 shares; 2020Q2: 9,129 shares; 2020Q3: 9,130 shares; 2020Q4: 8,748 shares 8,748 $650K 0.02% -382 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,381 shares; 2020Q1: 3,343 shares; 2020Q2: 3,064 shares; 2020Q3: 3,059 shares; 2020Q4: 3,006 shares 3,006 $650K 0.02% -53 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,595 shares; 2020Q1: not reported; 2020Q2: 2,603 shares; 2020Q3: 2,469 shares; 2020Q4: 5,355 shares 5,355 $644K 0.02% +2,886 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,257 shares; 2020Q1: 2,958 shares; 2020Q2: 2,355 shares; 2020Q3: 2,355 shares; 2020Q4: 2,891 shares 2,891 $642K 0.02% +536 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,873 shares; 2020Q1: 3,563 shares; 2020Q2: 3,571 shares; 2020Q3: 3,180 shares; 2020Q4: 2,508 shares 2,508 $636K 0.02% -672 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,379 shares; 2020Q1: 2,069 shares; 2020Q2: 1,908 shares; 2020Q3: 2,167 shares; 2020Q4: 2,723 shares 2,723 $634K 0.02% +556 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,419 shares; 2020Q1: 2,312 shares; 2020Q2: 2,360 shares; 2020Q3: 2,294 shares; 2020Q4: 2,351 shares 2,351 $633K 0.02% +57 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,413 shares; 2020Q1: 1,408 shares; 2020Q2: 1,406 shares; 2020Q3: 1,366 shares; 2020Q4: 1,463 shares 1,463 $631K 0.02% +97 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 26,313 shares; 2020Q1: 26,347 shares; 2020Q2: 23,966 shares; 2020Q3: 23,981 shares; 2020Q4: 27,368 shares 27,368 $613K 0.02% +3,387 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,321 shares; 2020Q1: 3,775 shares; 2020Q2: 6,685 shares; 2020Q3: 5,886 shares; 2020Q4: 8,128 shares 8,128 $611K 0.02% +2,242 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 32,902 shares; 2020Q2: 44,827 shares; 2020Q3: 67,687 shares; 2020Q4: 48,272 shares 48,272 $611K 0.02% -19,415 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,530 shares; 2020Q1: 5,304 shares; 2020Q2: 5,408 shares; 2020Q3: 5,138 shares; 2020Q4: 6,273 shares 6,273 $608K 0.02% +1,135 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,205 shares; 2020Q1: 3,130 shares; 2020Q2: 1,355 shares; 2020Q3: not reported; 2020Q4: 2,296 shares 2,296 $606K 0.02% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,104 shares; 2020Q1: 12,547 shares; 2020Q2: 12,328 shares; 2020Q3: 11,792 shares; 2020Q4: 11,542 shares 11,542 $596K 0.02% -250 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 39,330 shares; 2020Q1: 66,028 shares; 2020Q2: 67,335 shares; 2020Q3: 68,569 shares; 2020Q4: 69,910 shares 69,910 $592K 0.02% +1,341 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,960 shares; 2020Q1: 24,990 shares; 2020Q2: 25,022 shares; 2020Q3: 25,049 shares; 2020Q4: 25,077 shares 25,077 $585K 0.02% +28 SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,300 shares 15,300 $581K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,411 shares 3,411 $580K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,222 shares; 2020Q1: 18,222 shares; 2020Q2: 18,222 shares; 2020Q3: 16,474 shares; 2020Q4: 12,621 shares 12,621 $567K 0.02% -3,853 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,007 shares; 2020Q1: 2,007 shares; 2020Q2: 2,457 shares; 2020Q3: 3,946 shares; 2020Q4: 5,517 shares 5,517 $566K 0.02% +1,571 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 33,029 shares; 2020Q1: 10,142 shares; 2020Q2: 11,937 shares; 2020Q3: 10,751 shares; 2020Q4: 8,272 shares 8,272 $565K 0.02% -2,479 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,497 shares; 2020Q1: 5,308 shares; 2020Q2: 4,390 shares; 2020Q3: 3,891 shares; 2020Q4: 3,725 shares 3,725 $564K 0.02% -166 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,604 shares; 2020Q1: 8,052 shares; 2020Q2: 8,866 shares; 2020Q3: 8,537 shares; 2020Q4: 9,442 shares 9,442 $552K 0.02% +905 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,983 shares; 2020Q3: 6,270 shares; 2020Q4: 4,984 shares 4,984 $549K 0.02% -1,286 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 3,860 shares; 2020Q2: 3,861 shares; 2020Q3: 4,921 shares; 2020Q4: 7,489 shares 7,489 $547K 0.02% +2,568 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,292 shares; 2020Q1: 5,643 shares; 2020Q2: 4,830 shares; 2020Q3: 4,286 shares; 2020Q4: 7,933 shares 7,933 $538K 0.02% +3,647 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,127 shares; 2020Q1: 3,903 shares; 2020Q2: 5,045 shares; 2020Q3: 5,761 shares; 2020Q4: 5,920 shares 5,920 $537K 0.02% +159 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 8,087 shares; 2020Q3: 9,521 shares; 2020Q4: 12,749 shares 12,749 $535K 0.02% +3,228 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,751 shares; 2020Q1: 2,747 shares; 2020Q2: 2,648 shares; 2020Q3: 2,648 shares; 2020Q4: 4,375 shares 4,375 $530K 0.02% +1,727 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,818 shares 1,818 $527K 0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,988 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,003 shares 6,003 $518K 0.01% new Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,674 shares 5,674 $512K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,352 shares; 2020Q1: 1,160 shares; 2020Q2: 1,165 shares; 2020Q3: 1,411 shares; 2020Q4: 1,530 shares 1,530 $503K 0.01% +119 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,266 shares 4,266 $496K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,090 shares; 2020Q1: 6,101 shares; 2020Q2: 6,109 shares; 2020Q3: 5,472 shares; 2020Q4: 5,549 shares 5,549 $491K 0.01% +77 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 16,888 shares; 2020Q2: 26,541 shares; 2020Q3: 30,557 shares; 2020Q4: 29,030 shares 29,030 $490K 0.01% -1,527 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,169 shares; 2020Q1: 5,980 shares; 2020Q2: 6,441 shares; 2020Q3: 6,445 shares; 2020Q4: 7,484 shares 7,484 $485K 0.01% +1,039 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,171 shares 14,171 $483K 0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 164,305 shares; 2020Q1: 88,377 shares; 2020Q2: 14,579 shares; 2020Q3: 10,843 shares; 2020Q4: 10,394 shares 10,394 $479K 0.01% -449 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,620 shares; 2020Q1: 1,575 shares; 2020Q2: 5,010 shares; 2020Q3: 4,766 shares; 2020Q4: 5,213 shares 5,213 $476K 0.01% +447 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,559 shares 12,559 $473K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,977 shares; 2020Q1: 1,977 shares; 2020Q2: 2,004 shares; 2020Q3: 1,977 shares; 2020Q4: 2,187 shares 2,187 $464K 0.01% +210 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 62,645 shares; 2020Q1: 62,671 shares; 2020Q2: 62,645 shares; 2020Q3: 62,645 shares; 2020Q4: 62,645 shares 62,645 $464K 0.01% 0 ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,841 shares 11,841 $463K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,419 shares; 2020Q1: 22,104 shares; 2020Q2: 21,359 shares; 2020Q3: 21,713 shares; 2020Q4: 21,198 shares 21,198 $459K 0.01% -515 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,500 shares; 2020Q1: 4,500 shares; 2020Q2: 4,500 shares; 2020Q3: 4,500 shares; 2020Q4: 4,513 shares 4,513 $448K 0.01% +13 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,567 shares; 2020Q1: 1,567 shares; 2020Q2: 1,941 shares; 2020Q3: 1,645 shares; 2020Q4: 1,798 shares 1,798 $442K 0.01% +153 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 12,170 shares; 2020Q2: 22,764 shares; 2020Q3: 27,479 shares; 2020Q4: 22,830 shares 22,830 $437K 0.01% -4,649 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,310 shares 12,310 $414K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,895 shares; 2020Q1: 20,917 shares; 2020Q2: 20,615 shares; 2020Q3: 20,783 shares; 2020Q4: 20,805 shares 20,805 $404K 0.01% +22 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,635 shares; 2020Q1: 3,579 shares; 2020Q2: 3,092 shares; 2020Q3: 2,882 shares; 2020Q4: 2,866 shares 2,866 $402K 0.01% -16 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,169 shares; 2020Q1: 6,282 shares; 2020Q2: 11,955 shares; 2020Q3: 9,114 shares; 2020Q4: 9,705 shares 9,705 $401K 0.01% +591 SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,820 shares 1,820 $398K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,729 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,652 shares 7,652 $397K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,713 shares; 2020Q1: 2,571 shares; 2020Q2: 2,594 shares; 2020Q3: 2,801 shares; 2020Q4: 2,574 shares 2,574 $395K 0.01% -227 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,059 shares; 2020Q1: 4,420 shares; 2020Q2: 3,313 shares; 2020Q3: 3,245 shares; 2020Q4: 3,303 shares 3,303 $386K 0.01% +58 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,260 shares; 2020Q1: not reported; 2020Q2: 4,023 shares; 2020Q3: 4,023 shares; 2020Q4: 7,593 shares 7,593 $381K 0.01% +3,570 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,937 shares; 2020Q1: 7,937 shares; 2020Q2: 7,937 shares; 2020Q3: 7,937 shares; 2020Q4: 10,032 shares 10,032 $377K 0.01% +2,095 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,378 shares; 2020Q1: 3,116 shares; 2020Q2: 3,116 shares; 2020Q3: 3,141 shares; 2020Q4: 3,176 shares 3,176 $372K 0.01% +35 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,136 shares; 2020Q1: not reported; 2020Q2: 4,460 shares; 2020Q3: 4,389 shares; 2020Q4: 5,044 shares 5,044 $359K 0.01% +655 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,039 shares; 2020Q1: 3,555 shares; 2020Q2: 4,176 shares; 2020Q3: 3,902 shares; 2020Q4: 3,617 shares 3,617 $358K 0.01% -285 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,665 shares; 2020Q1: 4,047 shares; 2020Q2: 3,636 shares; 2020Q3: not reported; 2020Q4: 5,042 shares 5,042 $353K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 36,956 shares; 2020Q1: 35,952 shares; 2020Q2: 3,420 shares; 2020Q3: 3,420 shares; 2020Q4: 3,840 shares 3,840 $351K 0.01% +420 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,020 shares; 2020Q1: 1,038 shares; 2020Q2: 1,038 shares; 2020Q3: 958 shares; 2020Q4: 940 shares 940 $350K 0.01% -18 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,209 shares 2,209 $347K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,987 shares 1,987 $346K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,346 shares; 2020Q3: 1,256 shares; 2020Q4: 1,407 shares 1,407 $345K 0.01% +151 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 868 shares; 2020Q3: 868 shares; 2020Q4: 985 shares 985 $343K 0.01% +117 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,919 shares; 2020Q1: not reported; 2020Q2: 1,496 shares; 2020Q3: 1,453 shares; 2020Q4: 2,034 shares 2,034 $337K 0.01% +581 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,956 shares; 2020Q1: 7,726 shares; 2020Q2: 7,704 shares; 2020Q3: 7,546 shares; 2020Q4: 7,573 shares 7,573 $337K 0.01% +27 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,311 shares; 2020Q3: 8,811 shares; 2020Q4: 8,811 shares 8,811 $329K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,015 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,001 shares; 2020Q4: 1,226 shares 1,226 $326K 0.01% +225 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,980 shares 5,980 $325K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 35,347 shares; 2020Q1: 9,149 shares; 2020Q2: 7,070 shares; 2020Q3: 6,138 shares; 2020Q4: 6,394 shares 6,394 $322K 0.01% +256 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,028 shares; 2020Q1: not reported; 2020Q2: 1,172 shares; 2020Q3: 1,276 shares; 2020Q4: 1,543 shares 1,543 $321K 0.01% +267 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,922 shares 2,922 $317K 0.01% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,429 shares; 2020Q1: 5,521 shares; 2020Q2: 5,436 shares; 2020Q3: 5,436 shares; 2020Q4: 5,816 shares 5,816 $317K 0.01% +380 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,753 shares 1,753 $312K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,020 shares 1,020 $311K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 378 shares 378 $309K 0.01% new Timeline FS KKR CAP CORP II FS KKR CAP CORP II More: the full row for FS KKR CAP CORP II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 24,974 shares; 2020Q4: 18,861 shares 18,861 $309K 0.01% -6,113 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,667 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,709 shares; 2020Q4: 3,159 shares 3,159 $307K 0.01% -1,550 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,100 shares; 2020Q1: not reported; 2020Q2: 2,100 shares; 2020Q3: 2,320 shares; 2020Q4: 5,550 shares 5,550 $299K 0.01% +3,230 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,329 shares; 2020Q1: 5,329 shares; 2020Q2: 5,329 shares; 2020Q3: 5,329 shares; 2020Q4: 5,329 shares 5,329 $298K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,556 shares; 2020Q1: 9,556 shares; 2020Q2: 9,850 shares; 2020Q3: 9,850 shares; 2020Q4: 9,556 shares 9,556 $298K 0.01% -294 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 56,470 shares; 2020Q1: 52,615 shares; 2020Q2: 55,496 shares; 2020Q3: 46,541 shares; 2020Q4: 47,680 shares 47,680 $295K 0.01% +1,139 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 885 shares 885 $294K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,081 shares 1,081 $294K 0.01% new Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 101,626 shares; 2020Q1: 49,184 shares; 2020Q2: 11,708 shares; 2020Q3: 11,708 shares; 2020Q4: 8,718 shares 8,718 $293K 0.01% -2,990 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 945 shares; 2020Q1: 965 shares; 2020Q2: 944 shares; 2020Q3: 954 shares; 2020Q4: 763 shares 763 $290K 0.01% -191 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,613 shares; 2020Q1: 4,883 shares; 2020Q2: 6,121 shares; 2020Q3: 5,640 shares; 2020Q4: 4,203 shares 4,203 $287K 0.01% -1,437 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,566 shares; 2020Q1: 6,210 shares; 2020Q2: not reported; 2020Q3: 5,830 shares; 2020Q4: 5,939 shares 5,939 $283K 0.01% +109 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,851 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,273 shares; 2020Q4: 3,260 shares 3,260 $278K 0.01% -13 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,033 shares; 2020Q1: 10,033 shares; 2020Q2: 9,509 shares; 2020Q3: 8,684 shares; 2020Q4: 8,684 shares 8,684 $278K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,661 shares; 2020Q1: 4,597 shares; 2020Q2: 4,410 shares; 2020Q3: 4,483 shares; 2020Q4: 4,596 shares 4,596 $277K 0.01% +113 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,405 shares; 2020Q1: 6,008 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,202 shares 5,202 $276K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,983 shares 1,983 $274K 0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,314 shares; 2020Q3: 3,314 shares; 2020Q4: 3,314 shares 3,314 $274K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,555 shares 2,555 $268K 0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,750 shares 1,750 $268K 0.01% new Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,738 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,342 shares; 2020Q4: 4,811 shares 4,811 $268K 0.01% +469 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,829 shares; 2020Q4: 2,413 shares 2,413 $265K 0.01% +584 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,025 shares 2,025 $263K 0.01% new NAUTILUS INC NAUTILUS INC More: the full row for NAUTILUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 28,236 shares; 2020Q4: 14,422 shares 14,422 $262K 0.01% -13,814 SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,415 shares 2,415 $261K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,069 shares 5,069 $259K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,524 shares; 2020Q1: not reported; 2020Q2: 1,646 shares; 2020Q3: 1,497 shares; 2020Q4: 1,632 shares 1,632 $259K 0.01% +135 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 9,696 shares 9,696 $259K 0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,166 shares 5,166 $257K 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,232 shares 1,232 $256K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,880 shares; 2020Q1: 13,880 shares; 2020Q2: 13,880 shares; 2020Q3: 13,880 shares; 2020Q4: 10,203 shares 10,203 $253K 0.01% -3,677 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,616 shares; 2020Q4: 1,630 shares 1,630 $251K 0.01% +14 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,093 shares; 2020Q1: 5,173 shares; 2020Q2: 6,071 shares; 2020Q3: 5,029 shares; 2020Q4: 5,029 shares 5,029 $251K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,445 shares 3,445 $251K 0.01% new Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 40,000 shares; 2020Q2: 40,000 shares; 2020Q3: 40,000 shares; 2020Q4: 40,000 shares 40,000 $251K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,007 shares; 2020Q1: not reported; 2020Q2: 4,007 shares; 2020Q3: 3,845 shares; 2020Q4: 3,733 shares 3,733 $250K 0.01% -112 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,834 shares 4,834 $247K 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,025 shares 1,025 $246K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 941 shares; 2020Q1: not reported; 2020Q2: 721 shares; 2020Q3: 660 shares; 2020Q4: 656 shares 656 $243K 0.01% -4 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 394 shares; 2020Q3: 360 shares; 2020Q4: 364 shares 364 $241K 0.01% +4 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 248 shares; 2020Q4: 257 shares 257 $238K 0.01% +9 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,928 shares; 2020Q4: 2,372 shares 2,372 $237K 0.01% +444 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,106 shares 6,106 $230K 0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31,810 shares; 2020Q1: 28,670 shares; 2020Q2: 30,657 shares; 2020Q3: 32,207 shares; 2020Q4: 6,230 shares 6,230 $224K 0.01% -25,977 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,003 shares; 2020Q1: 1,019 shares; 2020Q2: 983 shares; 2020Q3: 799 shares; 2020Q4: 696 shares 696 $223K 0.01% -103 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,303 shares 5,303 $221K 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 595 shares 595 $220K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,873 shares; 2020Q1: 12,912 shares; 2020Q2: 12,971 shares; 2020Q3: 13,022 shares; 2020Q4: 13,075 shares 13,075 $217K 0.01% +53 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,604 shares; 2020Q1: not reported; 2020Q2: 7,440 shares; 2020Q3: not reported; 2020Q4: 6,422 shares 6,422 $216K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,108 shares 3,108 $213K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,731 shares; 2020Q1: 5,598 shares; 2020Q2: 5,298 shares; 2020Q3: 5,310 shares; 2020Q4: 4,342 shares 4,342 $213K 0.01% -968 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,332 shares 1,332 $211K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,217 shares 11,217 $210K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,337 shares; 2020Q3: 2,138 shares; 2020Q4: 1,744 shares 1,744 $209K 0.01% -394 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,383 shares; 2020Q3: not reported; 2020Q4: 1,307 shares 1,307 $208K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,970 shares; 2020Q1: 14,433 shares; 2020Q2: 14,433 shares; 2020Q3: 14,433 shares; 2020Q4: 14,433 shares 14,433 $205K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,242 shares 1,242 $204K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,557 shares; 2020Q1: not reported; 2020Q2: 6,110 shares; 2020Q3: 5,810 shares; 2020Q4: 5,613 shares 5,613 $204K 0.01% -197 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,920 shares; 2020Q1: not reported; 2020Q2: 1,766 shares; 2020Q3: not reported; 2020Q4: 1,275 shares 1,275 $203K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,300 shares; 2020Q1: 16,148 shares; 2020Q2: 18,085 shares; 2020Q3: 14,629 shares; 2020Q4: 14,699 shares 14,699 $203K 0.01% +70 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,453 shares; 2020Q1: not reported; 2020Q2: 5,442 shares; 2020Q3: not reported; 2020Q4: 5,052 shares 5,052 $202K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 530 shares 530 $201K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,700 shares; 2020Q1: not reported; 2020Q2: 5,879 shares; 2020Q3: not reported; 2020Q4: 2,929 shares 2,929 $201K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 274 shares 274 $201K 0.01% new Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 40,779 shares; 2020Q1: 29,315 shares; 2020Q2: 31,196 shares; 2020Q3: 18,990 shares; 2020Q4: 18,388 shares 18,388 $199K 0.01% -602 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,077 shares; 2020Q1: 23,146 shares; 2020Q2: 23,146 shares; 2020Q3: 23,146 shares; 2020Q4: 22,415 shares 22,415 $185K 0.01% -731 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,311 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,690 shares 10,690 $170K <0.01% +690 DASEKE INC DASEKE INC More: the full row for DASEKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 24,000 shares 24,000 $139K <0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,084 shares; 2020Q1: 20,228 shares; 2020Q2: 20,084 shares; 2020Q3: 20,084 shares; 2020Q4: 20,084 shares 20,084 $133K <0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,500 shares 10,500 $100K <0.01% new Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,432 shares; 2020Q1: 24,432 shares; 2020Q2: 24,432 shares; 2020Q3: 24,432 shares; 2020Q4: 24,432 shares 24,432 $51K <0.01% 0 Timeline PROSPECT CAP CORP PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 50,000 shares; 2020Q4: 50,000 shares 50,000 $51K <0.01% 0 CASTLIGHT HEALTH INC CL B CASTLIGHT HEALTH INC CL B More: the full row for CASTLIGHT HEALTH INC CL B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 37,500 shares 37,500 $49K <0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 46,000 shares; 2020Q1: 46,000 shares; 2020Q2: 46,000 shares; 2020Q3: 46,000 shares; 2020Q4: 46,000 shares 46,000 $36K <0.01% 0 AMERICAS GOLD AND SILVER COR AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,000 shares 10,000 $32K <0.01% new TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,500 shares 15,500 $31K <0.01% new Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,000 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares 10,000 $28K <0.01% 0 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,000 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares 10,000 $21K <0.01% 0 Timeline