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; 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; 2021Q1: 5,386,168 shares 5,386,168 $1.11B 28.8% +298,645 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; 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; 2021Q1: 2,867,888 shares 2,867,888 $422M 10.91% +170,311 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; 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; 2021Q1: 4,076,050 shares 4,076,050 $256M 6.61% +843,705 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; 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; 2021Q1: 4,281,004 shares 4,281,004 $217M 5.62% +561,761 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q1: 2,587,128 shares 2,587,128 $168M 4.36% -94,020 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; 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; 2021Q1: 1,433,407 shares 1,433,407 $146M 3.78% -391,409 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; 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; 2021Q1: 2,100,617 shares 2,100,617 $118M 3.06% +350,430 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 44,260 shares; 2020Q1: 89,977 shares; 2020Q2: 159,171 shares; 2020Q3: 171,470 shares; 2020Q4: 217,416 shares; 2021Q1: 226,214 shares 226,214 $89.7M 2.32% +8,798 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 978,891 shares; 2020Q1: 976,814 shares; 2020Q2: 764,320 shares; 2020Q3: 750,300 shares; 2020Q4: 897,792 shares; 2021Q1: 886,597 shares 886,597 $85.7M 2.22% -11,195 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,341,673 shares; 2021Q1: 1,633,599 shares 1,633,599 $83.4M 2.16% +291,926 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 499,319 shares; 2020Q1: 439,696 shares; 2020Q2: 694,722 shares; 2020Q3: 683,475 shares; 2020Q4: 673,542 shares; 2021Q1: 674,724 shares 674,724 $61.8M 1.6% +1,182 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 93,099 shares; 2020Q1: 93,030 shares; 2020Q2: 90,349 shares; 2020Q3: 385,484 shares; 2020Q4: 460,151 shares; 2021Q1: 439,564 shares 439,564 $53.7M 1.39% -20,587 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 165,963 shares; 2020Q1: 134,678 shares; 2020Q2: 93,410 shares; 2020Q3: 116,066 shares; 2020Q4: 155,861 shares; 2021Q1: 159,866 shares 159,866 $48.8M 1.26% +4,005 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 288,967 shares; 2020Q1: 476,582 shares; 2020Q2: 691,508 shares; 2020Q3: 685,419 shares; 2020Q4: 723,219 shares; 2021Q1: 723,775 shares 723,775 $43.9M 1.14% +556 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 100,224 shares; 2020Q1: 43,919 shares; 2020Q2: 47,026 shares; 2020Q3: 552,316 shares; 2020Q4: 608,416 shares; 2021Q1: 498,912 shares 498,912 $41M 1.06% -109,504 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,541 shares; 2020Q1: 33,535 shares; 2020Q2: 33,678 shares; 2020Q3: 46,699 shares; 2020Q4: 50,039 shares; 2021Q1: 66,300 shares 66,300 $24.2M 0.62% +16,261 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 95,299 shares; 2020Q1: 91,126 shares; 2020Q2: 97,955 shares; 2020Q3: 96,505 shares; 2020Q4: 104,520 shares; 2021Q1: 102,104 shares 102,104 $24.1M 0.62% -2,416 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 634,451 shares; 2020Q1: 665,677 shares; 2020Q2: 800,884 shares; 2020Q3: 786,942 shares; 2020Q4: 785,108 shares; 2021Q1: 743,190 shares 743,190 $22.5M 0.58% -41,918 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,512 shares; 2020Q1: 6,341 shares; 2020Q2: 6,930 shares; 2020Q3: 99,737 shares; 2020Q4: 203,582 shares; 2021Q1: 204,607 shares 204,607 $19.6M 0.51% +1,025 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 273,615 shares; 2020Q1: 265,533 shares; 2020Q2: 261,370 shares; 2020Q3: 264,954 shares; 2020Q4: 260,336 shares; 2021Q1: 260,228 shares 260,228 $19M 0.49% -108 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 60,306 shares; 2020Q1: 59,177 shares; 2020Q2: 60,117 shares; 2020Q3: 57,786 shares; 2020Q4: 68,927 shares; 2021Q1: 69,183 shares 69,183 $17.7M 0.46% +256 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 74,331 shares; 2020Q1: 84,428 shares; 2020Q2: 95,020 shares; 2020Q3: 96,219 shares; 2020Q4: 103,991 shares; 2021Q1: 105,767 shares 105,767 $14.3M 0.37% +1,776 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 34,100 shares; 2020Q1: 35,069 shares; 2020Q2: 28,680 shares; 2020Q3: 33,862 shares; 2020Q4: 33,330 shares; 2021Q1: 35,399 shares 35,399 $14.1M 0.36% +2,069 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 161,880 shares; 2020Q1: 130,612 shares; 2020Q2: 146,929 shares; 2020Q3: 140,591 shares; 2020Q4: 136,603 shares; 2021Q1: 136,239 shares 136,239 $12.9M 0.33% -364 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 234,721 shares; 2020Q1: 218,468 shares; 2020Q2: 249,657 shares; 2020Q3: 226,100 shares; 2020Q4: 230,738 shares; 2021Q1: 244,750 shares 244,750 $12.9M 0.33% +14,012 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,984 shares; 2020Q1: 3,149 shares; 2020Q2: 3,417 shares; 2020Q3: 3,615 shares; 2020Q4: 4,121 shares; 2021Q1: 4,088 shares 4,088 $12.6M 0.33% -33 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 289,553 shares; 2020Q1: 275,523 shares; 2020Q2: 242,991 shares; 2020Q3: 234,871 shares; 2020Q4: 225,814 shares; 2021Q1: 219,638 shares 219,638 $12.6M 0.32% -6,176 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 58,249 shares; 2020Q1: 58,620 shares; 2020Q2: 57,164 shares; 2020Q3: 57,374 shares; 2020Q4: 93,021 shares; 2021Q1: 92,787 shares 92,787 $12M 0.31% -234 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 57,365 shares; 2020Q1: 145,963 shares; 2020Q2: 149,688 shares; 2020Q3: 148,869 shares; 2020Q4: 147,116 shares; 2021Q1: 144,963 shares 144,963 $11.8M 0.31% -2,153 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 187,290 shares; 2020Q4: 187,290 shares; 2021Q1: 187,290 shares 187,290 $11.5M 0.3% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 53,551 shares; 2020Q1: 52,412 shares; 2020Q2: 61,224 shares; 2020Q3: 60,793 shares; 2020Q4: 63,819 shares; 2021Q1: 68,186 shares 68,186 $11.2M 0.29% +4,367 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,757 shares; 2020Q1: 29,796 shares; 2020Q2: 28,884 shares; 2020Q3: 33,948 shares; 2020Q4: 41,948 shares; 2021Q1: 45,152 shares 45,152 $11M 0.28% +3,204 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,723 shares; 2020Q1: 12,091 shares; 2020Q2: 14,177 shares; 2020Q3: 13,979 shares; 2020Q4: 20,277 shares; 2021Q1: 36,671 shares 36,671 $10.1M 0.26% +16,394 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,737 shares; 2020Q1: 1,750 shares; 2020Q2: 1,681 shares; 2020Q3: 47,458 shares; 2020Q4: 48,623 shares; 2021Q1: 48,474 shares 48,474 $10M 0.26% -149 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 381,006 shares; 2020Q1: 162,198 shares; 2020Q2: 93,307 shares; 2020Q3: 92,161 shares; 2020Q4: 255,250 shares; 2021Q1: 266,157 shares 266,157 $10M 0.26% +10,907 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 404,394 shares; 2020Q1: 385,000 shares; 2020Q2: 264,052 shares; 2020Q3: 259,258 shares; 2020Q4: 259,055 shares; 2021Q1: 236,559 shares 236,559 $9.61M 0.25% -22,496 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,469 shares; 2020Q1: 10,014 shares; 2020Q2: 14,465 shares; 2020Q3: 26,069 shares; 2020Q4: 43,923 shares; 2021Q1: 44,795 shares 44,795 $9.59M 0.25% +872 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,927 shares; 2020Q1: 29,138 shares; 2020Q2: 29,167 shares; 2020Q3: 29,602 shares; 2020Q4: 35,252 shares; 2021Q1: 36,373 shares 36,373 $9.35M 0.24% +1,121 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,753 shares; 2020Q1: 8,805 shares; 2020Q2: 8,402 shares; 2020Q3: 9,605 shares; 2020Q4: 48,542 shares; 2021Q1: 80,112 shares 80,112 $8.7M 0.22% +31,570 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 197,962 shares; 2020Q1: 195,413 shares; 2020Q2: 176,589 shares; 2020Q3: 177,506 shares; 2020Q4: 176,078 shares; 2021Q1: 176,490 shares 176,490 $8.52M 0.22% +412 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31 shares; 2020Q1: 32 shares; 2020Q2: 27 shares; 2020Q3: 27 shares; 2020Q4: 25 shares; 2021Q1: 22 shares 22 $8.48M 0.22% -3 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,743 shares; 2020Q1: 9,923 shares; 2020Q2: 9,968 shares; 2020Q3: 10,705 shares; 2020Q4: 145,467 shares; 2021Q1: 156,817 shares 156,817 $7.56M 0.2% +11,350 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,993 shares; 2020Q1: 13,912 shares; 2020Q2: 15,351 shares; 2020Q3: 16,757 shares; 2020Q4: 18,970 shares; 2021Q1: 20,158 shares 20,158 $7.5M 0.19% +1,188 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 165,420 shares; 2020Q4: 174,346 shares; 2021Q1: 141,762 shares 141,762 $7.27M 0.19% -32,584 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 78,687 shares; 2020Q1: 79,615 shares; 2020Q2: 87,805 shares; 2020Q3: 96,077 shares; 2020Q4: 103,145 shares; 2021Q1: 112,047 shares 112,047 $7.17M 0.19% +8,902 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,178 shares; 2020Q1: 14,508 shares; 2020Q2: 12,266 shares; 2020Q3: 13,128 shares; 2020Q4: 93,482 shares; 2021Q1: 94,387 shares 94,387 $7.16M 0.19% +905 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 50,751 shares; 2020Q4: 50,751 shares; 2021Q1: 50,751 shares 50,751 $7.12M 0.18% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,792 shares; 2020Q1: 22,723 shares; 2020Q2: 26,845 shares; 2020Q3: 28,832 shares; 2020Q4: 29,611 shares; 2021Q1: 32,850 shares 32,850 $6.96M 0.18% +3,239 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,840 shares; 2020Q1: 3,919 shares; 2020Q2: 4,141 shares; 2020Q3: 70,557 shares; 2020Q4: 72,481 shares; 2021Q1: 72,481 shares 72,481 $6.9M 0.18% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 4,563 shares; 2020Q2: 4,118 shares; 2020Q3: not reported; 2020Q4: 116,873 shares; 2021Q1: 117,249 shares 117,249 $6.82M 0.18% +376 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 32,807 shares; 2020Q1: 30,210 shares; 2020Q2: 41,039 shares; 2020Q3: 44,287 shares; 2020Q4: 140,421 shares; 2021Q1: 137,881 shares 137,881 $6.77M 0.18% -2,540 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 32,515 shares; 2020Q1: 25,849 shares; 2020Q2: 56,152 shares; 2020Q3: 28,750 shares; 2020Q4: 45,543 shares; 2021Q1: 44,604 shares 44,604 $6.76M 0.17% -939 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 85,225 shares; 2020Q1: 93,473 shares; 2020Q2: 118,721 shares; 2020Q3: 122,239 shares; 2020Q4: 120,529 shares; 2021Q1: 129,312 shares 129,312 $6.69M 0.17% +8,783 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 337,529 shares; 2020Q1: 120,029 shares; 2020Q2: 99,043 shares; 2020Q3: 95,396 shares; 2020Q4: 92,778 shares; 2021Q1: 94,147 shares 94,147 $6.62M 0.17% +1,369 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,282 shares; 2020Q1: 17,687 shares; 2020Q2: 50,130 shares; 2020Q3: 56,190 shares; 2020Q4: 55,677 shares; 2021Q1: 56,698 shares 56,698 $6.47M 0.17% +1,021 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 55,572 shares; 2020Q1: 65,933 shares; 2020Q2: 41,300 shares; 2020Q3: 44,664 shares; 2020Q4: 48,151 shares; 2021Q1: 54,394 shares 54,394 $6.42M 0.17% +6,243 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 104,785 shares; 2020Q1: 109,279 shares; 2020Q2: 144,005 shares; 2020Q3: 155,082 shares; 2020Q4: 157,545 shares; 2021Q1: 169,515 shares 169,515 $6.14M 0.16% +11,970 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 30,812 shares; 2020Q1: 31,088 shares; 2020Q2: 36,042 shares; 2020Q3: 36,840 shares; 2020Q4: 40,447 shares; 2021Q1: 43,052 shares 43,052 $6.09M 0.16% +2,605 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 40,095 shares; 2020Q1: 64,279 shares; 2020Q2: 84,833 shares; 2020Q3: 95,409 shares; 2020Q4: 99,762 shares; 2021Q1: 107,228 shares 107,228 $5.8M 0.15% +7,466 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,716 shares; 2020Q1: 21,592 shares; 2020Q2: 23,327 shares; 2020Q3: 24,186 shares; 2020Q4: 25,441 shares; 2021Q1: 26,430 shares 26,430 $5.74M 0.15% +989 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 52,939 shares; 2020Q1: 51,878 shares; 2020Q2: 66,579 shares; 2020Q3: 79,006 shares; 2020Q4: 86,425 shares; 2021Q1: 95,234 shares 95,234 $5.54M 0.14% +8,809 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 92,902 shares; 2020Q1: 52,389 shares; 2020Q2: 59,159 shares; 2020Q3: 75,385 shares; 2020Q4: 80,407 shares; 2021Q1: 88,731 shares 88,731 $5.52M 0.14% +8,324 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,313 shares; 2020Q1: 1,309 shares; 2020Q2: 1,469 shares; 2020Q3: 1,646 shares; 2020Q4: 2,387 shares; 2021Q1: 2,439 shares 2,439 $5.04M 0.13% +52 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,948 shares; 2020Q1: 14,792 shares; 2020Q2: 18,747 shares; 2020Q3: 22,520 shares; 2020Q4: 26,053 shares; 2021Q1: 15,649 shares 15,649 $4.99M 0.13% -10,404 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,615 shares; 2020Q1: 20,374 shares; 2020Q2: 25,712 shares; 2020Q3: 28,275 shares; 2020Q4: 32,576 shares; 2021Q1: 36,358 shares 36,358 $4.94M 0.13% +3,782 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,842 shares; 2020Q1: 13,873 shares; 2020Q2: 17,668 shares; 2020Q3: 17,762 shares; 2020Q4: 20,464 shares; 2021Q1: 22,012 shares 22,012 $4.93M 0.13% +1,548 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 26,936 shares; 2020Q1: 26,066 shares; 2020Q2: 27,496 shares; 2020Q3: 26,916 shares; 2020Q4: 27,009 shares; 2021Q1: 26,729 shares 26,729 $4.81M 0.12% -280 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,329 shares; 2020Q1: 12,464 shares; 2020Q2: 16,491 shares; 2020Q3: 18,562 shares; 2020Q4: 21,047 shares; 2021Q1: 21,500 shares 21,500 $4.74M 0.12% +453 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 19,789 shares; 2020Q1: 21,590 shares; 2020Q2: 17,721 shares; 2020Q3: 5,977 shares; 2020Q4: 38,392 shares; 2021Q1: 65,639 shares 65,639 $4.73M 0.12% +27,247 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 47,747 shares; 2020Q3: 45,582 shares; 2020Q4: 52,534 shares; 2021Q1: 60,317 shares 60,317 $4.66M 0.12% +7,783 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,053 shares; 2020Q4: 69,623 shares; 2021Q1: 69,703 shares 69,703 $4.55M 0.12% +80 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 924 shares; 2020Q4: 6,324 shares; 2021Q1: 12,461 shares 12,461 $4.5M 0.12% +6,137 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,572 shares; 2020Q1: 17,622 shares; 2020Q2: 19,804 shares; 2020Q3: 21,165 shares; 2020Q4: 22,717 shares; 2021Q1: 23,697 shares 23,697 $4.48M 0.12% +980 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,938 shares; 2020Q1: 8,280 shares; 2020Q2: 9,289 shares; 2020Q3: 9,674 shares; 2020Q4: 14,276 shares; 2021Q1: 14,799 shares 14,799 $4.36M 0.11% +523 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,986 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,147 shares; 2020Q4: 30,366 shares; 2021Q1: 30,461 shares 30,461 $4.32M 0.11% +95 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27,730 shares; 2020Q1: 26,417 shares; 2020Q2: 28,595 shares; 2020Q3: 29,390 shares; 2020Q4: 27,753 shares; 2021Q1: 28,052 shares 28,052 $4.27M 0.11% +299 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,030 shares; 2020Q1: 6,412 shares; 2020Q2: 8,916 shares; 2020Q3: 10,393 shares; 2020Q4: 45,548 shares; 2021Q1: 56,280 shares 56,280 $4.25M 0.11% +10,732 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,603 shares; 2020Q1: 1,685 shares; 2020Q2: 1,848 shares; 2020Q3: 1,950 shares; 2020Q4: 1,951 shares; 2021Q1: 1,971 shares 1,971 $4.07M 0.11% +20 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,482 shares; 2020Q1: 31,093 shares; 2020Q2: 20,351 shares; 2020Q3: 20,647 shares; 2020Q4: 21,509 shares; 2021Q1: 22,004 shares 22,004 $4.06M 0.11% +495 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 43,438 shares; 2020Q1: 105,883 shares; 2020Q2: 104,623 shares; 2020Q3: 96,043 shares; 2020Q4: 88,855 shares; 2021Q1: 277,067 shares 277,067 $4.05M 0.1% +188,212 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,495 shares; 2020Q1: 23,502 shares; 2020Q2: 34,724 shares; 2020Q3: 40,814 shares; 2020Q4: 47,660 shares; 2021Q1: 55,669 shares 55,669 $3.91M 0.1% +8,009 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,481 shares; 2020Q1: 18,055 shares; 2020Q2: 22,473 shares; 2020Q3: 24,217 shares; 2020Q4: 25,975 shares; 2021Q1: 28,393 shares 28,393 $3.77M 0.1% +2,418 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,133 shares; 2020Q3: 3,946 shares; 2020Q4: 34,299 shares; 2021Q1: 36,271 shares 36,271 $3.62M 0.09% +1,972 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,453 shares; 2020Q1: 13,180 shares; 2020Q2: 16,013 shares; 2020Q3: 13,925 shares; 2020Q4: 16,074 shares; 2021Q1: 15,919 shares 15,919 $3.56M 0.09% -155 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,721 shares; 2020Q1: 13,547 shares; 2020Q2: 13,055 shares; 2020Q3: 13,462 shares; 2020Q4: 25,842 shares; 2021Q1: 26,879 shares 26,879 $3.53M 0.09% +1,037 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,321 shares; 2020Q3: 16,364 shares; 2020Q4: 16,134 shares; 2021Q1: 16,267 shares 16,267 $3.49M 0.09% +133 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 46,056 shares; 2020Q1: 44,964 shares; 2020Q2: 36,964 shares; 2020Q3: 36,533 shares; 2020Q4: 46,483 shares; 2021Q1: 46,666 shares 46,666 $3.47M 0.09% +183 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 39,530 shares; 2020Q1: 40,378 shares; 2020Q2: 40,207 shares; 2020Q3: 40,612 shares; 2020Q4: 45,442 shares; 2021Q1: 44,612 shares 44,612 $3.44M 0.09% -830 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,829 shares; 2020Q1: 5,975 shares; 2020Q2: 13,679 shares; 2020Q3: 15,044 shares; 2020Q4: 16,330 shares; 2021Q1: 17,353 shares 17,353 $3.44M 0.09% +1,023 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,637 shares; 2020Q1: 18,914 shares; 2020Q2: 20,390 shares; 2020Q3: 20,344 shares; 2020Q4: 21,188 shares; 2021Q1: 21,485 shares 21,485 $3.43M 0.09% +297 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 28,492 shares; 2020Q1: 28,315 shares; 2020Q2: 30,607 shares; 2020Q3: 32,337 shares; 2020Q4: 32,313 shares; 2021Q1: 31,625 shares 31,625 $3.42M 0.09% -688 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,401 shares; 2020Q1: 1,926 shares; 2020Q2: 4,639 shares; 2020Q3: 6,410 shares; 2020Q4: 7,712 shares; 2021Q1: 13,281 shares 13,281 $3.3M 0.09% +5,569 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 22,055 shares; 2020Q4: 22,055 shares; 2021Q1: 22,095 shares 22,095 $3.19M 0.08% +40 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 37,792 shares; 2020Q1: 36,294 shares; 2020Q2: 36,041 shares; 2020Q3: 36,041 shares; 2020Q4: 59,953 shares; 2021Q1: 59,763 shares 59,763 $3.19M 0.08% -190 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,525 shares; 2020Q1: 2,447 shares; 2020Q2: 3,450 shares; 2020Q3: 4,146 shares; 2020Q4: 5,074 shares; 2021Q1: 5,872 shares 5,872 $3.13M 0.08% +798 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 71,550 shares; 2020Q1: 71,400 shares; 2020Q2: 49,288 shares; 2020Q3: 48,936 shares; 2020Q4: 47,923 shares; 2021Q1: 47,960 shares 47,960 $3.06M 0.08% +37 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,021 shares; 2020Q1: 8,759 shares; 2020Q2: 10,451 shares; 2020Q3: 17,668 shares; 2020Q4: 56,312 shares; 2021Q1: 57,820 shares 57,820 $3.01M 0.08% +1,508 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,157 shares; 2020Q1: 2,866 shares; 2020Q2: 2,421 shares; 2020Q3: 22,100 shares; 2020Q4: 22,053 shares; 2021Q1: 22,300 shares 22,300 $3.01M 0.08% +247 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,402 shares; 2020Q1: 12,475 shares; 2020Q2: 18,390 shares; 2020Q3: 16,368 shares; 2020Q4: 19,937 shares; 2021Q1: 22,420 shares 22,420 $2.99M 0.08% +2,483 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,090 shares; 2020Q1: 13,194 shares; 2020Q2: 24,013 shares; 2020Q3: 22,643 shares; 2020Q4: 23,571 shares; 2021Q1: 30,906 shares 30,906 $2.98M 0.08% +7,335 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,602 shares; 2020Q1: 5,490 shares; 2020Q2: 16,199 shares; 2020Q3: 20,637 shares; 2020Q4: 21,879 shares; 2021Q1: 25,184 shares 25,184 $2.98M 0.08% +3,305 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,732 shares; 2020Q1: 4,583 shares; 2020Q2: 8,193 shares; 2020Q3: 9,389 shares; 2020Q4: 8,425 shares; 2021Q1: 12,371 shares 12,371 $2.96M 0.08% +3,946 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,661 shares; 2020Q4: 14,270 shares; 2021Q1: 32,507 shares 32,507 $2.95M 0.08% +18,237 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,957 shares; 2020Q1: 8,405 shares; 2020Q2: 13,822 shares; 2020Q3: 15,975 shares; 2020Q4: 18,877 shares; 2021Q1: 20,837 shares 20,837 $2.95M 0.08% +1,960 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,904 shares; 2020Q1: 7,181 shares; 2020Q2: 9,065 shares; 2020Q3: 10,174 shares; 2020Q4: 11,578 shares; 2021Q1: 12,549 shares 12,549 $2.91M 0.08% +971 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,578 shares; 2020Q1: 8,172 shares; 2020Q2: 7,837 shares; 2020Q3: 7,807 shares; 2020Q4: 8,087 shares; 2021Q1: 8,660 shares 8,660 $2.86M 0.07% +573 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,075 shares; 2020Q1: 7,710 shares; 2020Q2: 11,228 shares; 2020Q3: 9,925 shares; 2020Q4: 8,830 shares; 2021Q1: 10,630 shares 10,630 $2.77M 0.07% +1,800 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 956 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 855 shares; 2020Q4: 3,155 shares; 2021Q1: 4,067 shares 4,067 $2.72M 0.07% +912 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 16,888 shares; 2020Q2: 26,541 shares; 2020Q3: 30,557 shares; 2020Q4: 29,030 shares; 2021Q1: 144,290 shares 144,290 $2.7M 0.07% +115,260 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,138 shares; 2020Q1: 10,434 shares; 2020Q2: 9,798 shares; 2020Q3: 9,808 shares; 2020Q4: 8,484 shares; 2021Q1: 8,118 shares 8,118 $2.68M 0.07% -366 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 32,902 shares; 2020Q2: 44,827 shares; 2020Q3: 67,687 shares; 2020Q4: 48,272 shares; 2021Q1: 194,774 shares 194,774 $2.68M 0.07% +146,502 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31,132 shares; 2020Q1: 46,845 shares; 2020Q2: 53,576 shares; 2020Q3: 53,998 shares; 2020Q4: 46,714 shares; 2021Q1: 53,504 shares 53,504 $2.58M 0.07% +6,790 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,690 shares; 2020Q1: 8,611 shares; 2020Q2: 8,209 shares; 2020Q3: 8,209 shares; 2020Q4: 32,836 shares; 2021Q1: 32,836 shares 32,836 $2.57M 0.07% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 76,903 shares; 2021Q1: 80,371 shares 80,371 $2.55M 0.07% +3,468 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 32,840 shares; 2020Q1: 18,287 shares; 2020Q2: 56,945 shares; 2020Q3: 66,914 shares; 2020Q4: 63,452 shares; 2021Q1: 39,350 shares 39,350 $2.53M 0.07% -24,102 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 100,756 shares; 2020Q1: 110,014 shares; 2020Q2: 112,284 shares; 2020Q3: 112,428 shares; 2020Q4: 113,567 shares; 2021Q1: 118,446 shares 118,446 $2.5M 0.06% +4,879 USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 28,918 shares; 2020Q1: 27,979 shares; 2020Q2: 38,517 shares; 2020Q3: 22,968 shares; 2020Q4: 37,359 shares; 2021Q1: 44,612 shares 44,612 $2.47M 0.06% +7,253 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,062 shares; 2020Q1: 6,501 shares; 2020Q2: 8,342 shares; 2020Q3: 9,422 shares; 2020Q4: 11,111 shares; 2021Q1: 12,946 shares 12,946 $2.46M 0.06% +1,835 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 110,848 shares; 2020Q1: 82,129 shares; 2020Q2: 47,446 shares; 2020Q3: 65,488 shares; 2020Q4: 57,865 shares; 2021Q1: 63,258 shares 63,258 $2.45M 0.06% +5,393 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,561 shares; 2020Q1: 7,068 shares; 2020Q2: 6,842 shares; 2020Q3: 8,104 shares; 2020Q4: 11,436 shares; 2021Q1: 10,941 shares 10,941 $2.42M 0.06% -495 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,860 shares; 2020Q1: 3,364 shares; 2020Q2: not reported; 2020Q3: 13,278 shares; 2020Q4: 13,585 shares; 2021Q1: 14,211 shares 14,211 $2.35M 0.06% +626 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,993 shares; 2020Q1: 6,117 shares; 2020Q2: 4,707 shares; 2020Q3: 4,700 shares; 2020Q4: 4,662 shares; 2021Q1: 4,938 shares 4,938 $2.35M 0.06% +276 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,350 shares; 2020Q1: 16,102 shares; 2020Q2: 15,702 shares; 2020Q3: 16,242 shares; 2020Q4: 17,124 shares; 2021Q1: 17,693 shares 17,693 $2.35M 0.06% +569 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,608 shares; 2020Q1: 13,486 shares; 2020Q2: 14,319 shares; 2020Q3: 15,751 shares; 2020Q4: 15,295 shares; 2021Q1: 16,136 shares 16,136 $2.28M 0.06% +841 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,001 shares; 2020Q1: 3,934 shares; 2020Q2: 3,934 shares; 2020Q3: 3,934 shares; 2020Q4: 9,077 shares; 2021Q1: 12,258 shares 12,258 $2.27M 0.06% +3,181 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,840 shares; 2020Q1: 14,840 shares; 2020Q2: 7,070 shares; 2020Q3: 7,100 shares; 2020Q4: 7,113 shares; 2021Q1: 7,083 shares 7,083 $2.23M 0.06% -30 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,692 shares; 2020Q1: 21,017 shares; 2020Q2: 20,850 shares; 2020Q3: 20,413 shares; 2020Q4: 21,496 shares; 2021Q1: 19,572 shares 19,572 $2.14M 0.06% -1,924 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 12,170 shares; 2020Q2: 22,764 shares; 2020Q3: 27,479 shares; 2020Q4: 22,830 shares; 2021Q1: 109,576 shares 109,576 $2.12M 0.05% +86,746 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 57,268 shares; 2021Q1: 56,394 shares 56,394 $2.1M 0.05% -874 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,267 shares; 2020Q1: 11,239 shares; 2020Q2: 11,636 shares; 2020Q3: 11,809 shares; 2020Q4: 12,377 shares; 2021Q1: 11,122 shares 11,122 $2.08M 0.05% -1,255 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,073 shares; 2020Q1: 22,073 shares; 2020Q2: 21,475 shares; 2020Q3: 22,288 shares; 2020Q4: 22,757 shares; 2021Q1: 22,758 shares 22,758 $2.07M 0.05% +1 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,837 shares; 2020Q1: 2,542 shares; 2020Q2: 3,400 shares; 2020Q3: 3,099 shares; 2020Q4: 3,156 shares; 2021Q1: 8,397 shares 8,397 $2.04M 0.05% +5,241 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,782 shares; 2020Q1: 3,527 shares; 2020Q2: 3,631 shares; 2020Q3: 3,684 shares; 2020Q4: 4,983 shares; 2021Q1: 5,730 shares 5,730 $2.04M 0.05% +747 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 96,364 shares; 2020Q1: 97,988 shares; 2020Q2: 98,129 shares; 2020Q3: 93,511 shares; 2020Q4: 92,507 shares; 2021Q1: 92,474 shares 92,474 $2.04M 0.05% -33 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,728 shares; 2020Q1: 5,121 shares; 2020Q2: 6,787 shares; 2020Q3: 6,187 shares; 2020Q4: 6,482 shares; 2021Q1: 7,129 shares 7,129 $2.02M 0.05% +647 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,466 shares; 2020Q1: 10,373 shares; 2020Q2: 14,016 shares; 2020Q3: 15,092 shares; 2020Q4: 16,647 shares; 2021Q1: 16,785 shares 16,785 $2.01M 0.05% +138 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,382 shares; 2020Q1: 5,024 shares; 2020Q2: 7,045 shares; 2020Q3: 8,800 shares; 2020Q4: 9,907 shares; 2021Q1: 11,010 shares 11,010 $2M 0.05% +1,103 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,681 shares; 2020Q1: 10,750 shares; 2020Q2: 11,659 shares; 2020Q3: 11,137 shares; 2020Q4: 9,923 shares; 2021Q1: 10,305 shares 10,305 $1.99M 0.05% +382 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,700 shares; 2020Q1: not reported; 2020Q2: 5,879 shares; 2020Q3: not reported; 2020Q4: 2,929 shares; 2021Q1: 25,460 shares 25,460 $1.98M 0.05% +22,531 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,929 shares; 2020Q4: 7,128 shares; 2021Q1: 7,162 shares 7,162 $1.97M 0.05% +34 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,722 shares; 2020Q1: 13,130 shares; 2020Q2: 14,836 shares; 2020Q3: 11,224 shares; 2020Q4: 11,614 shares; 2021Q1: 11,512 shares 11,512 $1.96M 0.05% -102 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,218 shares; 2020Q1: not reported; 2020Q2: 11,621 shares; 2020Q3: 14,242 shares; 2020Q4: 19,662 shares; 2021Q1: 21,647 shares 21,647 $1.95M 0.05% +1,985 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,301 shares; 2020Q1: 7,981 shares; 2020Q2: 8,243 shares; 2020Q3: 8,721 shares; 2020Q4: 12,405 shares; 2021Q1: 12,156 shares 12,156 $1.94M 0.05% -249 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 56,442 shares; 2020Q1: 59,431 shares; 2020Q2: 45,079 shares; 2020Q3: 39,223 shares; 2020Q4: 30,618 shares; 2021Q1: 34,540 shares 34,540 $1.93M 0.05% +3,922 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,192 shares; 2020Q1: 26,340 shares; 2020Q2: 28,991 shares; 2020Q3: 34,090 shares; 2020Q4: 32,009 shares; 2021Q1: 30,050 shares 30,050 $1.9M 0.05% -1,959 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,870 shares; 2020Q1: 19,551 shares; 2020Q2: 19,248 shares; 2020Q3: 16,374 shares; 2020Q4: 16,489 shares; 2021Q1: 17,756 shares 17,756 $1.86M 0.05% +1,267 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 14,082 shares 14,082 $1.85M 0.05% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,983 shares; 2020Q1: 5,897 shares; 2020Q2: 6,016 shares; 2020Q3: 5,357 shares; 2020Q4: 5,293 shares; 2021Q1: 4,967 shares 4,967 $1.83M 0.05% -326 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,367 shares; 2020Q1: 15,497 shares; 2020Q2: 7,724 shares; 2020Q3: 7,153 shares; 2020Q4: 6,939 shares; 2021Q1: 11,441 shares 11,441 $1.81M 0.05% +4,502 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,597 shares; 2020Q1: 11,814 shares; 2020Q2: 13,839 shares; 2020Q3: 14,262 shares; 2020Q4: 15,927 shares; 2021Q1: 22,822 shares 22,822 $1.8M 0.05% +6,895 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,708 shares; 2020Q1: 9,421 shares; 2020Q2: 9,641 shares; 2020Q3: 10,525 shares; 2020Q4: 20,609 shares; 2021Q1: 20,424 shares 20,424 $1.79M 0.05% -185 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 62,301 shares 62,301 $1.76M 0.05% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 89,246 shares; 2020Q1: 87,991 shares; 2020Q2: 87,404 shares; 2020Q3: 86,294 shares; 2020Q4: 83,767 shares; 2021Q1: 83,873 shares 83,873 $1.73M 0.04% +106 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,810 shares; 2020Q1: 1,323 shares; 2020Q2: 1,836 shares; 2020Q3: 1,863 shares; 2020Q4: 3,502 shares; 2021Q1: 3,308 shares 3,308 $1.73M 0.04% -194 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,564 shares; 2020Q1: 20,560 shares; 2020Q2: 20,560 shares; 2020Q3: 20,560 shares; 2020Q4: 20,560 shares; 2021Q1: 20,560 shares 20,560 $1.72M 0.04% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,284 shares; 2021Q1: 10,658 shares 10,658 $1.71M 0.04% +374 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,474 shares; 2020Q1: 7,512 shares; 2020Q2: 6,664 shares; 2020Q3: 6,853 shares; 2020Q4: 7,637 shares; 2021Q1: 7,680 shares 7,680 $1.7M 0.04% +43 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 31,161 shares; 2021Q1: 28,903 shares 28,903 $1.63M 0.04% -2,258 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,368 shares; 2020Q1: 3,311 shares; 2020Q2: 3,349 shares; 2020Q3: 3,252 shares; 2020Q4: 3,438 shares; 2021Q1: 3,561 shares 3,561 $1.62M 0.04% +123 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,757 shares; 2020Q1: 7,716 shares; 2020Q2: 6,565 shares; 2020Q3: 6,503 shares; 2020Q4: 6,488 shares; 2021Q1: 5,737 shares 5,737 $1.61M 0.04% -751 BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 34,826 shares; 2020Q1: 34,527 shares; 2020Q2: 34,532 shares; 2020Q3: 34,449 shares; 2020Q4: 34,446 shares; 2021Q1: 34,509 shares 34,509 $1.6M 0.04% +63 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,003 shares; 2020Q1: 1,019 shares; 2020Q2: 983 shares; 2020Q3: 799 shares; 2020Q4: 696 shares; 2021Q1: 4,430 shares 4,430 $1.59M 0.04% +3,734 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,223 shares; 2020Q1: 4,443 shares; 2020Q2: 7,213 shares; 2020Q3: 11,705 shares; 2020Q4: 10,797 shares; 2021Q1: 15,705 shares 15,705 $1.53M 0.04% +4,908 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,381 shares; 2020Q1: 5,831 shares; 2020Q2: 6,127 shares; 2020Q3: 6,365 shares; 2020Q4: 6,587 shares; 2021Q1: 6,712 shares 6,712 $1.52M 0.04% +125 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 34,109 shares; 2020Q1: 29,743 shares; 2020Q2: 28,780 shares; 2020Q3: 28,710 shares; 2020Q4: 28,954 shares; 2021Q1: 29,680 shares 29,680 $1.52M 0.04% +726 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,933 shares; 2020Q1: 3,975 shares; 2020Q2: 4,975 shares; 2020Q3: 4,459 shares; 2020Q4: 6,445 shares; 2021Q1: 6,102 shares 6,102 $1.48M 0.04% -343 Timeline YAMANA GOLD INC YAMANA GOLD INC More: the full row for YAMANA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 340,100 shares 340,100 $1.48M 0.04% new SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 81,676 shares 81,676 $1.45M 0.04% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,460 shares; 2020Q1: 4,426 shares; 2020Q2: 4,404 shares; 2020Q3: 4,404 shares; 2020Q4: 4,511 shares; 2021Q1: 4,815 shares 4,815 $1.45M 0.04% +304 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,776 shares 12,776 $1.43M 0.04% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 91,072 shares; 2021Q1: 86,974 shares 86,974 $1.43M 0.04% -4,098 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,289 shares; 2020Q1: 9,885 shares; 2020Q2: 9,780 shares; 2020Q3: 11,109 shares; 2020Q4: 12,808 shares; 2021Q1: 12,474 shares 12,474 $1.42M 0.04% -334 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,935 shares; 2020Q1: 5,467 shares; 2020Q2: 5,574 shares; 2020Q3: 5,385 shares; 2020Q4: 4,897 shares; 2021Q1: 5,222 shares 5,222 $1.4M 0.04% +325 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,898 shares; 2020Q1: 5,342 shares; 2020Q2: 6,800 shares; 2020Q3: 9,806 shares; 2020Q4: 10,878 shares; 2021Q1: 11,136 shares 11,136 $1.4M 0.04% +258 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,742 shares; 2020Q1: 17,603 shares; 2020Q2: 48,417 shares; 2020Q3: 47,963 shares; 2020Q4: 48,000 shares; 2021Q1: 46,068 shares 46,068 $1.39M 0.04% -1,932 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 274 shares; 2021Q1: 1,848 shares 1,848 $1.36M 0.04% +1,574 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,319 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,739 shares 7,739 $1.36M 0.04% new Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 30,738 shares; 2020Q1: 30,051 shares; 2020Q2: 29,750 shares; 2020Q3: 28,858 shares; 2020Q4: 30,092 shares; 2021Q1: 30,778 shares 30,778 $1.33M 0.03% +686 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,694 shares; 2020Q4: 15,943 shares; 2021Q1: 15,729 shares 15,729 $1.33M 0.03% -214 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,325 shares; 2020Q1: 5,324 shares; 2020Q2: 5,328 shares; 2020Q3: 5,328 shares; 2020Q4: 5,384 shares; 2021Q1: 5,360 shares 5,360 $1.33M 0.03% -24 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,152 shares; 2020Q1: 5,794 shares; 2020Q2: 4,316 shares; 2020Q3: 4,152 shares; 2020Q4: 4,857 shares; 2021Q1: 5,225 shares 5,225 $1.33M 0.03% +368 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 56,869 shares; 2020Q4: 56,869 shares; 2021Q1: 56,869 shares 56,869 $1.32M 0.03% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,012 shares; 2020Q1: 6,511 shares; 2020Q2: 7,940 shares; 2020Q3: 6,765 shares; 2020Q4: 6,783 shares; 2021Q1: 6,965 shares 6,965 $1.31M 0.03% +182 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,535 shares; 2020Q1: 8,118 shares; 2020Q2: 9,011 shares; 2020Q3: 10,714 shares; 2020Q4: 9,769 shares; 2021Q1: 9,833 shares 9,833 $1.27M 0.03% +64 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,927 shares; 2020Q1: 2,878 shares; 2020Q2: 2,844 shares; 2020Q3: 2,932 shares; 2020Q4: 3,459 shares; 2021Q1: 3,521 shares 3,521 $1.24M 0.03% +62 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,695 shares; 2020Q1: 25,709 shares; 2020Q2: 25,287 shares; 2020Q3: 20,511 shares; 2020Q4: 20,375 shares; 2021Q1: 20,780 shares 20,780 $1.21M 0.03% +405 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 65,880 shares; 2021Q1: 74,720 shares 74,720 $1.21M 0.03% +8,840 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 762 shares; 2020Q3: not reported; 2020Q4: 8,768 shares; 2021Q1: 13,754 shares 13,754 $1.21M 0.03% +4,986 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,068 shares; 2020Q4: 3,510 shares; 2021Q1: 3,305 shares 3,305 $1.19M 0.03% -205 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,810 shares; 2020Q1: 9,770 shares; 2020Q2: 9,899 shares; 2020Q3: 11,176 shares; 2020Q4: 12,907 shares; 2021Q1: 9,970 shares 9,970 $1.18M 0.03% -2,937 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 33,437 shares; 2020Q1: 31,735 shares; 2020Q2: 31,735 shares; 2020Q3: 49,725 shares; 2020Q4: 20,330 shares; 2021Q1: 22,706 shares 22,706 $1.18M 0.03% +2,376 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,288 shares; 2020Q1: 21,737 shares; 2020Q2: 22,421 shares; 2020Q3: 23,290 shares; 2020Q4: 21,008 shares; 2021Q1: 13,633 shares 13,633 $1.16M 0.03% -7,375 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,997 shares; 2021Q1: 4,999 shares 4,999 $1.14M 0.03% +2 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,323 shares; 2020Q1: 5,073 shares; 2020Q2: 5,000 shares; 2020Q3: 4,688 shares; 2020Q4: 5,001 shares; 2021Q1: 5,158 shares 5,158 $1.14M 0.03% +157 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,889 shares; 2020Q4: 13,291 shares; 2021Q1: 12,473 shares 12,473 $1.11M 0.03% -818 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,528 shares; 2020Q1: 3,723 shares; 2020Q2: 2,072 shares; 2020Q3: 1,484 shares; 2020Q4: 1,338 shares; 2021Q1: 1,427 shares 1,427 $1.08M 0.03% +89 INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 38,123 shares; 2020Q1: 46,305 shares; 2020Q2: 46,076 shares; 2020Q3: 46,116 shares; 2020Q4: 49,594 shares; 2021Q1: 49,642 shares 49,642 $1.07M 0.03% +48 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 45,809 shares; 2020Q1: 26,050 shares; 2020Q2: 24,364 shares; 2020Q3: 27,244 shares; 2020Q4: 23,864 shares; 2021Q1: 27,146 shares 27,146 $1.06M 0.03% +3,282 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,638 shares; 2020Q1: 13,999 shares; 2020Q2: 7,893 shares; 2020Q3: 9,499 shares; 2020Q4: 25,324 shares; 2021Q1: 18,101 shares 18,101 $1.03M 0.03% -7,223 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 55,297 shares; 2020Q1: 55,297 shares; 2020Q2: 55,921 shares; 2020Q3: 55,297 shares; 2020Q4: 60,410 shares; 2021Q1: 63,399 shares 63,399 $1.03M 0.03% +2,989 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,290 shares; 2021Q1: 3,436 shares 3,436 $1.01M 0.03% +146 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,730 shares; 2020Q1: 2,022 shares; 2020Q2: 2,000 shares; 2020Q3: 2,042 shares; 2020Q4: 2,637 shares; 2021Q1: 2,124 shares 2,124 $1.01M 0.03% -513 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 47,729 shares; 2020Q1: 46,221 shares; 2020Q2: 54,343 shares; 2020Q3: 54,519 shares; 2020Q4: 54,691 shares; 2021Q1: 54,854 shares 54,854 $1M 0.03% +163 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,475 shares; 2020Q1: 12,995 shares; 2020Q2: 15,603 shares; 2020Q3: 15,549 shares; 2020Q4: 22,040 shares; 2021Q1: 18,436 shares 18,436 $995K 0.03% -3,604 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,395 shares; 2020Q1: 14,034 shares; 2020Q2: 14,031 shares; 2020Q3: 9,518 shares; 2020Q4: 8,319 shares; 2021Q1: 8,334 shares 8,334 $992K 0.03% +15 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,628 shares; 2021Q1: 10,534 shares 10,534 $968K 0.03% -94 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 34,744 shares; 2020Q3: 34,354 shares; 2020Q4: 34,354 shares; 2021Q1: 33,500 shares 33,500 $962K 0.02% -854 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,479 shares; 2020Q1: 4,903 shares; 2020Q2: 4,347 shares; 2020Q3: 4,375 shares; 2020Q4: 4,342 shares; 2021Q1: 3,499 shares 3,499 $929K 0.02% -843 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,820 shares; 2020Q1: 3,820 shares; 2020Q2: 3,910 shares; 2020Q3: 4,018 shares; 2020Q4: 5,607 shares; 2021Q1: 5,483 shares 5,483 $921K 0.02% -124 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,649 shares; 2020Q1: 14,642 shares; 2020Q2: 15,044 shares; 2020Q3: 15,059 shares; 2020Q4: 14,769 shares; 2021Q1: 14,792 shares 14,792 $906K 0.02% +23 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 36,956 shares; 2020Q1: 35,952 shares; 2020Q2: 3,420 shares; 2020Q3: 3,420 shares; 2020Q4: 3,840 shares; 2021Q1: 8,848 shares 8,848 $894K 0.02% +5,008 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,520 shares; 2021Q1: 3,755 shares 3,755 $891K 0.02% +235 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,132 shares; 2020Q1: 2,138 shares; 2020Q2: 2,176 shares; 2020Q3: 2,133 shares; 2020Q4: 2,116 shares; 2021Q1: 2,118 shares 2,118 $888K 0.02% +2 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,419 shares; 2020Q1: 2,312 shares; 2020Q2: 2,360 shares; 2020Q3: 2,294 shares; 2020Q4: 2,351 shares; 2021Q1: 2,351 shares 2,351 $880K 0.02% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 48,372 shares; 2020Q1: 39,812 shares; 2020Q2: 39,845 shares; 2020Q3: 39,871 shares; 2020Q4: 39,896 shares; 2021Q1: 38,179 shares 38,179 $880K 0.02% -1,717 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,766 shares; 2020Q1: 3,766 shares; 2020Q2: 3,766 shares; 2020Q3: 4,709 shares; 2020Q4: 4,333 shares; 2021Q1: 4,908 shares 4,908 $868K 0.02% +575 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,988 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,003 shares; 2021Q1: 6,452 shares 6,452 $862K 0.02% +449 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,637 shares; 2020Q1: 4,592 shares; 2020Q2: 4,607 shares; 2020Q3: 4,602 shares; 2020Q4: 4,715 shares; 2021Q1: 4,715 shares 4,715 $854K 0.02% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,591 shares; 2020Q1: 8,428 shares; 2020Q2: 8,856 shares; 2020Q3: 8,858 shares; 2020Q4: 8,549 shares; 2021Q1: 8,570 shares 8,570 $851K 0.02% +21 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,920 shares; 2020Q1: 4,412 shares; 2020Q2: 3,740 shares; 2020Q3: not reported; 2020Q4: 11,286 shares; 2021Q1: 11,513 shares 11,513 $840K 0.02% +227 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,700 shares; 2020Q1: 3,450 shares; 2020Q2: 4,052 shares; 2020Q3: 4,170 shares; 2020Q4: 6,374 shares; 2021Q1: 7,089 shares 7,089 $828K 0.02% +715 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,975 shares; 2021Q1: 13,975 shares 13,975 $828K 0.02% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,321 shares; 2020Q1: 12,321 shares; 2020Q2: 12,321 shares; 2020Q3: 12,321 shares; 2020Q4: 10,246 shares; 2021Q1: 10,246 shares 10,246 $820K 0.02% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,195 shares; 2020Q1: 12,457 shares; 2020Q2: 12,279 shares; 2020Q3: 10,749 shares; 2020Q4: 8,873 shares; 2021Q1: 9,062 shares 9,062 $804K 0.02% +189 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,230 shares; 2020Q1: 984 shares; 2020Q2: 1,228 shares; 2020Q3: 1,719 shares; 2020Q4: 1,716 shares; 2021Q1: 1,720 shares 1,720 $798K 0.02% +4 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,061 shares; 2021Q1: 15,721 shares 15,721 $794K 0.02% -2,340 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,096 shares; 2020Q1: 6,976 shares; 2020Q2: 6,976 shares; 2020Q3: 6,976 shares; 2020Q4: 6,976 shares; 2021Q1: 6,976 shares 6,976 $789K 0.02% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,622 shares; 2021Q1: 6,372 shares 6,372 $783K 0.02% -250 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,910 shares; 2020Q1: 11,242 shares; 2020Q2: 15,134 shares; 2020Q3: 15,562 shares; 2020Q4: 11,027 shares; 2021Q1: 10,739 shares 10,739 $781K 0.02% -288 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,633 shares; 2020Q1: 7,486 shares; 2020Q2: 10,176 shares; 2020Q3: 11,530 shares; 2020Q4: 14,555 shares; 2021Q1: 6,768 shares 6,768 $778K 0.02% -7,787 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,484 shares; 2020Q1: 4,510 shares; 2020Q2: 4,756 shares; 2020Q3: 3,772 shares; 2020Q4: 4,073 shares; 2021Q1: 3,792 shares 3,792 $768K 0.02% -281 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,205 shares; 2020Q1: 3,130 shares; 2020Q2: 1,355 shares; 2020Q3: not reported; 2020Q4: 2,296 shares; 2021Q1: 2,310 shares 2,310 $755K 0.02% +14 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,411 shares; 2021Q1: 3,959 shares 3,959 $749K 0.02% +548 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 36,539 shares; 2020Q1: 33,560 shares; 2020Q2: 33,219 shares; 2020Q3: 33,307 shares; 2020Q4: 33,397 shares; 2021Q1: 28,732 shares 28,732 $743K 0.02% -4,665 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,028 shares; 2021Q1: 5,245 shares 5,245 $737K 0.02% +217 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,605 shares; 2020Q1: 13,797 shares; 2020Q2: 12,009 shares; 2020Q3: 12,452 shares; 2020Q4: 10,403 shares; 2021Q1: 5,258 shares 5,258 $731K 0.02% -5,145 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,751 shares; 2020Q1: 2,747 shares; 2020Q2: 2,648 shares; 2020Q3: 2,648 shares; 2020Q4: 4,375 shares; 2021Q1: 4,387 shares 4,387 $724K 0.02% +12 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 3,860 shares; 2020Q2: 3,861 shares; 2020Q3: 4,921 shares; 2020Q4: 7,489 shares; 2021Q1: 9,394 shares 9,394 $713K 0.02% +1,905 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,280 shares; 2020Q1: 2,997 shares; 2020Q2: 3,181 shares; 2020Q3: 2,900 shares; 2020Q4: 3,306 shares; 2021Q1: 3,311 shares 3,311 $702K 0.02% +5 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31,095 shares; 2020Q1: 31,129 shares; 2020Q2: 28,747 shares; 2020Q3: 28,761 shares; 2020Q4: 32,207 shares; 2021Q1: 32,219 shares 32,219 $701K 0.02% +12 IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,530 shares; 2020Q1: 5,304 shares; 2020Q2: 5,408 shares; 2020Q3: 5,138 shares; 2020Q4: 6,273 shares; 2021Q1: 6,396 shares 6,396 $699K 0.02% +123 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,638 shares; 2020Q1: 3,095 shares; 2020Q2: 6,202 shares; 2020Q3: 5,436 shares; 2020Q4: 5,645 shares; 2021Q1: 5,249 shares 5,249 $696K 0.02% -396 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,595 shares; 2020Q1: not reported; 2020Q2: 2,603 shares; 2020Q3: 2,469 shares; 2020Q4: 5,355 shares; 2021Q1: 5,294 shares 5,294 $688K 0.02% -61 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,443 shares; 2020Q1: 9,829 shares; 2020Q2: 9,129 shares; 2020Q3: 9,130 shares; 2020Q4: 8,748 shares; 2021Q1: 8,568 shares 8,568 $675K 0.02% -180 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,266 shares; 2021Q1: 5,525 shares 5,525 $673K 0.02% +1,259 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 39,330 shares; 2020Q1: 66,028 shares; 2020Q2: 67,335 shares; 2020Q3: 68,569 shares; 2020Q4: 69,910 shares; 2021Q1: 71,032 shares 71,032 $672K 0.02% +1,122 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,873 shares; 2020Q1: 3,563 shares; 2020Q2: 3,571 shares; 2020Q3: 3,180 shares; 2020Q4: 2,508 shares; 2021Q1: 2,483 shares 2,483 $670K 0.02% -25 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,257 shares; 2020Q1: 2,958 shares; 2020Q2: 2,355 shares; 2020Q3: 2,355 shares; 2020Q4: 2,891 shares; 2021Q1: 2,892 shares 2,892 $651K 0.02% +1 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,222 shares; 2020Q1: 18,222 shares; 2020Q2: 18,222 shares; 2020Q3: 16,474 shares; 2020Q4: 12,621 shares; 2021Q1: 12,621 shares 12,621 $647K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,505 shares; 2021Q1: 6,973 shares 6,973 $641K 0.02% -1,532 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,771 shares; 2020Q1: 3,329 shares; 2020Q2: 2,366 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,514 shares 5,514 $637K 0.02% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,413 shares; 2020Q1: 1,408 shares; 2020Q2: 1,406 shares; 2020Q3: 1,366 shares; 2020Q4: 1,463 shares; 2021Q1: 1,578 shares 1,578 $636K 0.02% +115 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 62,645 shares; 2020Q1: 62,671 shares; 2020Q2: 62,645 shares; 2020Q3: 62,645 shares; 2020Q4: 62,645 shares; 2021Q1: 63,145 shares 63,145 $622K 0.02% +500 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 33,029 shares; 2020Q1: 10,142 shares; 2020Q2: 11,937 shares; 2020Q3: 10,751 shares; 2020Q4: 8,272 shares; 2021Q1: 8,195 shares 8,195 $616K 0.02% -77 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,292 shares; 2020Q1: 5,643 shares; 2020Q2: 4,830 shares; 2020Q3: 4,286 shares; 2020Q4: 7,933 shares; 2021Q1: 8,879 shares 8,879 $614K 0.02% +946 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,306 shares 3,306 $607K 0.02% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 26,313 shares; 2020Q1: 26,347 shares; 2020Q2: 23,966 shares; 2020Q3: 23,981 shares; 2020Q4: 27,368 shares; 2021Q1: 27,381 shares 27,381 $607K 0.02% +13 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,321 shares; 2020Q1: 3,775 shares; 2020Q2: 6,685 shares; 2020Q3: 5,886 shares; 2020Q4: 8,128 shares; 2021Q1: 7,857 shares 7,857 $597K 0.02% -271 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,699 shares 9,699 $593K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,104 shares; 2020Q1: 12,547 shares; 2020Q2: 12,328 shares; 2020Q3: 11,792 shares; 2020Q4: 11,542 shares; 2021Q1: 11,542 shares 11,542 $592K 0.02% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 8,087 shares; 2020Q3: 9,521 shares; 2020Q4: 12,749 shares; 2021Q1: 13,655 shares 13,655 $591K 0.02% +906 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,960 shares; 2020Q1: 24,990 shares; 2020Q2: 25,022 shares; 2020Q3: 25,049 shares; 2020Q4: 25,077 shares; 2021Q1: 25,104 shares 25,104 $586K 0.02% +27 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,090 shares; 2020Q1: 6,101 shares; 2020Q2: 6,109 shares; 2020Q3: 5,472 shares; 2020Q4: 5,549 shares; 2021Q1: 5,945 shares 5,945 $585K 0.02% +396 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,419 shares; 2020Q1: 22,104 shares; 2020Q2: 21,359 shares; 2020Q3: 21,713 shares; 2020Q4: 21,198 shares; 2021Q1: 22,319 shares 22,319 $572K 0.01% +1,121 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,127 shares; 2020Q1: 3,903 shares; 2020Q2: 5,045 shares; 2020Q3: 5,761 shares; 2020Q4: 5,920 shares; 2021Q1: 5,860 shares 5,860 $565K 0.01% -60 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,169 shares; 2020Q1: 5,980 shares; 2020Q2: 6,441 shares; 2020Q3: 6,445 shares; 2020Q4: 7,484 shares; 2021Q1: 7,289 shares 7,289 $543K 0.01% -195 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,604 shares; 2020Q1: 8,052 shares; 2020Q2: 8,866 shares; 2020Q3: 8,537 shares; 2020Q4: 9,442 shares; 2021Q1: 9,261 shares 9,261 $542K 0.01% -181 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,497 shares; 2020Q1: 5,308 shares; 2020Q2: 4,390 shares; 2020Q3: 3,891 shares; 2020Q4: 3,725 shares; 2021Q1: 3,151 shares 3,151 $541K 0.01% -574 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,352 shares; 2020Q1: 1,160 shares; 2020Q2: 1,165 shares; 2020Q3: 1,411 shares; 2020Q4: 1,530 shares; 2021Q1: 1,530 shares 1,530 $540K 0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 164,305 shares; 2020Q1: 88,377 shares; 2020Q2: 14,579 shares; 2020Q3: 10,843 shares; 2020Q4: 10,394 shares; 2021Q1: 10,935 shares 10,935 $538K 0.01% +541 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,674 shares; 2021Q1: 5,674 shares 5,674 $537K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,097 shares; 2020Q1: 4,983 shares; 2020Q2: 4,767 shares; 2020Q3: 3,772 shares; 2020Q4: 3,835 shares; 2021Q1: 2,744 shares 2,744 $529K 0.01% -1,091 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,818 shares; 2021Q1: 1,818 shares 1,818 $524K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,729 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,652 shares; 2021Q1: 7,535 shares 7,535 $512K 0.01% -117 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,379 shares; 2020Q1: 2,069 shares; 2020Q2: 1,908 shares; 2020Q3: 2,167 shares; 2020Q4: 2,723 shares; 2021Q1: 2,226 shares 2,226 $505K 0.01% -497 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 36,143 shares 36,143 $498K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,977 shares; 2020Q1: 1,977 shares; 2020Q2: 2,004 shares; 2020Q3: 1,977 shares; 2020Q4: 2,187 shares; 2021Q1: 2,187 shares 2,187 $477K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,567 shares; 2020Q1: 1,567 shares; 2020Q2: 1,941 shares; 2020Q3: 1,645 shares; 2020Q4: 1,798 shares; 2021Q1: 1,880 shares 1,880 $475K 0.01% +82 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 26,487 shares; 2020Q1: 25,495 shares; 2020Q2: 25,547 shares; 2020Q3: 25,476 shares; 2020Q4: 26,385 shares; 2021Q1: 2,347 shares 2,347 $473K 0.01% -24,038 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,007 shares; 2020Q1: 2,007 shares; 2020Q2: 2,457 shares; 2020Q3: 3,946 shares; 2020Q4: 5,517 shares; 2021Q1: 4,603 shares 4,603 $470K 0.01% -914 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,089 shares; 2020Q1: 13,409 shares; 2020Q2: 20,479 shares; 2020Q3: 24,253 shares; 2020Q4: 19,260 shares; 2021Q1: 7,248 shares 7,248 $468K 0.01% -12,012 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,171 shares; 2021Q1: 13,419 shares 13,419 $462K 0.01% -752 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,620 shares; 2020Q1: 1,575 shares; 2020Q2: 5,010 shares; 2020Q3: 4,766 shares; 2020Q4: 5,213 shares; 2021Q1: 5,498 shares 5,498 $460K 0.01% +285 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,028 shares; 2020Q1: not reported; 2020Q2: 1,172 shares; 2020Q3: 1,276 shares; 2020Q4: 1,543 shares; 2021Q1: 1,872 shares 1,872 $453K 0.01% +329 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,673 shares; 2020Q1: 11,733 shares; 2020Q2: 16,824 shares; 2020Q3: 6,539 shares; 2020Q4: 11,174 shares; 2021Q1: 3,458 shares 3,458 $450K 0.01% -7,716 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,500 shares; 2020Q1: 4,500 shares; 2020Q2: 4,500 shares; 2020Q3: 4,500 shares; 2020Q4: 4,513 shares; 2021Q1: 4,938 shares 4,938 $444K 0.01% +425 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,820 shares; 2021Q1: 1,820 shares 1,820 $443K 0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,300 shares; 2021Q1: 10,652 shares 10,652 $438K 0.01% -4,648 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,310 shares; 2021Q1: 12,363 shares 12,363 $435K 0.01% +53 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,635 shares; 2020Q1: 3,579 shares; 2020Q2: 3,092 shares; 2020Q3: 2,882 shares; 2020Q4: 2,866 shares; 2021Q1: 2,886 shares 2,886 $434K 0.01% +20 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,169 shares; 2020Q1: 6,282 shares; 2020Q2: 11,955 shares; 2020Q3: 9,114 shares; 2020Q4: 9,705 shares; 2021Q1: 9,705 shares 9,705 $432K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,937 shares; 2020Q1: 7,937 shares; 2020Q2: 7,937 shares; 2020Q3: 7,937 shares; 2020Q4: 10,032 shares; 2021Q1: 10,045 shares 10,045 $431K 0.01% +13 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,559 shares; 2021Q1: 10,890 shares 10,890 $429K 0.01% -1,669 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 14,797 shares 14,797 $423K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,381 shares; 2020Q1: 3,343 shares; 2020Q2: 3,064 shares; 2020Q3: 3,059 shares; 2020Q4: 3,006 shares; 2021Q1: 1,952 shares 1,952 $418K 0.01% -1,054 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,841 shares; 2021Q1: 12,112 shares 12,112 $417K 0.01% +271 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,116 shares; 2020Q1: 6,151 shares; 2020Q2: 6,154 shares; 2020Q3: 5,231 shares; 2020Q4: 5,375 shares; 2021Q1: 2,283 shares 2,283 $415K 0.01% -3,092 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,956 shares; 2020Q1: 7,726 shares; 2020Q2: 7,704 shares; 2020Q3: 7,546 shares; 2020Q4: 7,573 shares; 2021Q1: 8,050 shares 8,050 $412K 0.01% +477 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 8,672 shares 8,672 $397K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,556 shares; 2020Q1: 9,556 shares; 2020Q2: 9,850 shares; 2020Q3: 9,850 shares; 2020Q4: 9,556 shares; 2021Q1: 12,756 shares 12,756 $390K 0.01% +3,200 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,445 shares; 2021Q1: 4,559 shares 4,559 $385K 0.01% +1,114 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,311 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,690 shares; 2021Q1: 15,690 shares 15,690 $378K 0.01% +5,000 TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 237 shares 237 $377K 0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,753 shares; 2021Q1: 1,853 shares 1,853 $374K 0.01% +100 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,895 shares; 2020Q1: 20,917 shares; 2020Q2: 20,615 shares; 2020Q3: 20,783 shares; 2020Q4: 20,805 shares; 2021Q1: 19,109 shares 19,109 $370K 0.01% -1,696 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,665 shares; 2020Q1: 4,047 shares; 2020Q2: 3,636 shares; 2020Q3: not reported; 2020Q4: 5,042 shares; 2021Q1: 4,530 shares 4,530 $369K 0.01% -512 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,059 shares; 2020Q1: 4,420 shares; 2020Q2: 3,313 shares; 2020Q3: 3,245 shares; 2020Q4: 3,303 shares; 2021Q1: 2,997 shares 2,997 $365K 0.01% -306 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,429 shares; 2020Q1: 5,521 shares; 2020Q2: 5,436 shares; 2020Q3: 5,436 shares; 2020Q4: 5,816 shares; 2021Q1: 5,916 shares 5,916 $363K 0.01% +100 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,209 shares; 2021Q1: 2,092 shares 2,092 $362K 0.01% -117 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 9,696 shares; 2021Q1: 10,721 shares 10,721 $361K 0.01% +1,025 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,737 shares; 2020Q1: 37,411 shares; 2020Q2: 12,235 shares; 2020Q3: 11,537 shares; 2020Q4: 10,909 shares; 2021Q1: 4,161 shares 4,161 $359K 0.01% -6,748 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 56,470 shares; 2020Q1: 52,615 shares; 2020Q2: 55,496 shares; 2020Q3: 46,541 shares; 2020Q4: 47,680 shares; 2021Q1: 46,080 shares 46,080 $354K 0.01% -1,600 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,706 shares; 2020Q1: 17,500 shares; 2020Q2: 16,073 shares; 2020Q3: 16,338 shares; 2020Q4: 16,751 shares; 2021Q1: 5,276 shares 5,276 $351K 0.01% -11,475 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,987 shares; 2021Q1: 1,955 shares 1,955 $348K 0.01% -32 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,260 shares; 2020Q1: not reported; 2020Q2: 4,023 shares; 2020Q3: 4,023 shares; 2020Q4: 7,593 shares; 2021Q1: 6,894 shares 6,894 $346K 0.01% -699 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 35,347 shares; 2020Q1: 9,149 shares; 2020Q2: 7,070 shares; 2020Q3: 6,138 shares; 2020Q4: 6,394 shares; 2021Q1: 6,019 shares 6,019 $343K 0.01% -375 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,378 shares; 2020Q1: 3,116 shares; 2020Q2: 3,116 shares; 2020Q3: 3,141 shares; 2020Q4: 3,176 shares; 2021Q1: 2,951 shares 2,951 $342K 0.01% -225 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 945 shares; 2020Q1: 965 shares; 2020Q2: 944 shares; 2020Q3: 954 shares; 2020Q4: 763 shares; 2021Q1: 876 shares 876 $336K 0.01% +113 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,039 shares; 2020Q1: 3,555 shares; 2020Q2: 4,176 shares; 2020Q3: 3,902 shares; 2020Q4: 3,617 shares; 2021Q1: 3,457 shares 3,457 $331K 0.01% -160 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 868 shares; 2020Q3: 868 shares; 2020Q4: 985 shares; 2021Q1: 1,078 shares 1,078 $331K 0.01% +93 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,616 shares; 2020Q4: 1,630 shares; 2021Q1: 2,040 shares 2,040 $327K 0.01% +410 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,020 shares; 2020Q1: 1,038 shares; 2020Q2: 1,038 shares; 2020Q3: 958 shares; 2020Q4: 940 shares; 2021Q1: 940 shares 940 $325K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,919 shares; 2020Q1: not reported; 2020Q2: 1,496 shares; 2020Q3: 1,453 shares; 2020Q4: 2,034 shares; 2021Q1: 2,049 shares 2,049 $323K 0.01% +15 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,503 shares 2,503 $321K 0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,100 shares; 2020Q1: not reported; 2020Q2: 2,100 shares; 2020Q3: 2,320 shares; 2020Q4: 5,550 shares; 2021Q1: 5,550 shares 5,550 $321K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,360 shares; 2020Q1: 12,233 shares; 2020Q2: 12,111 shares; 2020Q3: 12,008 shares; 2020Q4: 11,926 shares; 2021Q1: 3,421 shares 3,421 $320K 0.01% -8,505 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 101,626 shares; 2020Q1: 49,184 shares; 2020Q2: 11,708 shares; 2020Q3: 11,708 shares; 2020Q4: 8,718 shares; 2021Q1: 8,718 shares 8,718 $317K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,033 shares; 2020Q1: 10,033 shares; 2020Q2: 9,509 shares; 2020Q3: 8,684 shares; 2020Q4: 8,684 shares; 2021Q1: 8,684 shares 8,684 $313K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,335 shares 4,335 $311K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,081 shares; 2021Q1: 1,191 shares 1,191 $311K 0.01% +110 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,136 shares; 2020Q1: not reported; 2020Q2: 4,460 shares; 2020Q3: 4,389 shares; 2020Q4: 5,044 shares; 2021Q1: 3,986 shares 3,986 $308K 0.01% -1,058 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,613 shares; 2020Q1: 4,883 shares; 2020Q2: 6,121 shares; 2020Q3: 5,640 shares; 2020Q4: 4,203 shares; 2021Q1: 4,644 shares 4,644 $307K 0.01% +441 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,069 shares; 2021Q1: 5,637 shares 5,637 $307K 0.01% +568 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,922 shares; 2021Q1: 2,842 shares 2,842 $307K 0.01% -80 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,566 shares; 2020Q1: 6,210 shares; 2020Q2: not reported; 2020Q3: 5,830 shares; 2020Q4: 5,939 shares; 2021Q1: 5,945 shares 5,945 $305K 0.01% +6 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,667 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,709 shares; 2020Q4: 3,159 shares; 2021Q1: 3,248 shares 3,248 $302K 0.01% +89 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,015 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,001 shares; 2020Q4: 1,226 shares; 2021Q1: 1,034 shares 1,034 $301K 0.01% -192 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,346 shares; 2020Q3: 1,256 shares; 2020Q4: 1,407 shares; 2021Q1: 1,230 shares 1,230 $300K 0.01% -177 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,983 shares; 2021Q1: 1,935 shares 1,935 $300K 0.01% -48 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,474 shares 1,474 $299K 0.01% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,838 shares 2,838 $298K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 885 shares; 2021Q1: 890 shares 890 $290K 0.01% +5 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,980 shares; 2021Q1: 5,191 shares 5,191 $289K 0.01% -789 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,086 shares 4,086 $283K 0.01% new Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,007 shares; 2020Q1: not reported; 2020Q2: 4,007 shares; 2020Q3: 3,845 shares; 2020Q4: 3,733 shares; 2021Q1: 3,878 shares 3,878 $283K 0.01% +145 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,025 shares; 2021Q1: 1,997 shares 1,997 $280K 0.01% -28 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 378 shares; 2021Q1: 378 shares 378 $279K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,834 shares; 2021Q1: 5,367 shares 5,367 $277K 0.01% +533 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,713 shares; 2020Q1: 2,571 shares; 2020Q2: 2,594 shares; 2020Q3: 2,801 shares; 2020Q4: 2,574 shares; 2021Q1: 1,846 shares 1,846 $277K 0.01% -728 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,314 shares; 2020Q3: 3,314 shares; 2020Q4: 3,314 shares; 2021Q1: 3,314 shares 3,314 $276K 0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,300 shares; 2020Q1: 16,148 shares; 2020Q2: 18,085 shares; 2020Q3: 14,629 shares; 2020Q4: 14,699 shares; 2021Q1: 14,751 shares 14,751 $274K 0.01% +52 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,851 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,273 shares; 2020Q4: 3,260 shares; 2021Q1: 3,393 shares 3,393 $271K 0.01% +133 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,524 shares; 2020Q1: not reported; 2020Q2: 1,646 shares; 2020Q3: 1,497 shares; 2020Q4: 1,632 shares; 2021Q1: 1,639 shares 1,639 $269K 0.01% +7 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,025 shares; 2021Q1: 1,025 shares 1,025 $269K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,020 shares; 2021Q1: 969 shares 969 $269K 0.01% -51 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,337 shares; 2020Q3: 2,138 shares; 2020Q4: 1,744 shares; 2021Q1: 1,919 shares 1,919 $265K 0.01% +175 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,309 shares 3,309 $262K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,453 shares; 2020Q1: not reported; 2020Q2: 5,442 shares; 2020Q3: not reported; 2020Q4: 5,052 shares; 2021Q1: 4,924 shares 4,924 $261K 0.01% -128 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,983 shares; 2020Q3: 6,270 shares; 2020Q4: 4,984 shares; 2021Q1: 2,406 shares 2,406 $261K 0.01% -2,578 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,920 shares; 2020Q1: not reported; 2020Q2: 1,766 shares; 2020Q3: not reported; 2020Q4: 1,275 shares; 2021Q1: 1,297 shares 1,297 $261K 0.01% +22 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,405 shares; 2020Q1: 6,008 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,202 shares; 2021Q1: 3,973 shares 3,973 $259K 0.01% -1,229 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 40,779 shares; 2020Q1: 29,315 shares; 2020Q2: 31,196 shares; 2020Q3: 18,990 shares; 2020Q4: 18,388 shares; 2021Q1: 19,207 shares 19,207 $252K 0.01% +819 CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,024 shares 6,024 $252K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,661 shares; 2020Q1: 4,597 shares; 2020Q2: 4,410 shares; 2020Q3: 4,483 shares; 2020Q4: 4,596 shares; 2021Q1: 4,514 shares 4,514 $252K 0.01% -82 HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,523 shares 10,523 $251K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,738 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,342 shares; 2020Q4: 4,811 shares; 2021Q1: 4,811 shares 4,811 $250K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 24,974 shares; 2020Q4: 18,861 shares; 2021Q1: 12,717 shares 12,717 $248K 0.01% -6,144 KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,476 shares 2,476 $245K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,093 shares; 2020Q1: 5,173 shares; 2020Q2: 6,071 shares; 2020Q3: 5,029 shares; 2020Q4: 5,029 shares; 2021Q1: 4,849 shares 4,849 $241K 0.01% -180 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,291 shares 6,291 $239K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 40,000 shares; 2020Q2: 40,000 shares; 2020Q3: 40,000 shares; 2020Q4: 40,000 shares; 2021Q1: 40,000 shares 40,000 $239K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,873 shares; 2020Q1: 12,912 shares; 2020Q2: 12,971 shares; 2020Q3: 13,022 shares; 2020Q4: 13,075 shares; 2021Q1: 13,113 shares 13,113 $238K 0.01% +38 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,415 shares; 2021Q1: 2,201 shares 2,201 $237K 0.01% -214 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,329 shares; 2020Q1: 5,329 shares; 2020Q2: 5,329 shares; 2020Q3: 5,329 shares; 2020Q4: 5,329 shares; 2021Q1: 4,075 shares 4,075 $237K 0.01% -1,254 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 941 shares; 2020Q1: not reported; 2020Q2: 721 shares; 2020Q3: 660 shares; 2020Q4: 656 shares; 2021Q1: 616 shares 616 $237K 0.01% -40 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,014 shares 7,014 $236K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,604 shares; 2020Q1: not reported; 2020Q2: 7,440 shares; 2020Q3: not reported; 2020Q4: 6,422 shares; 2021Q1: 6,422 shares 6,422 $235K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,242 shares; 2021Q1: 1,242 shares 1,242 $234K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,205 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,734 shares; 2020Q4: not reported; 2021Q1: 3,136 shares 3,136 $233K 0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,583 shares 5,583 $228K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,108 shares; 2021Q1: 3,068 shares 3,068 $227K 0.01% -40 Timeline NAUTILUS INC NAUTILUS INC More: the full row for NAUTILUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 28,236 shares; 2020Q4: 14,422 shares; 2021Q1: 14,422 shares 14,422 $226K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 394 shares; 2020Q3: 360 shares; 2020Q4: 364 shares; 2021Q1: 364 shares 364 $225K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 530 shares; 2021Q1: 530 shares 530 $225K 0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,207 shares; 2020Q1: 8,405 shares; 2020Q2: 7,554 shares; 2020Q3: 4,199 shares; 2020Q4: not reported; 2021Q1: 3,098 shares 3,098 $225K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,106 shares; 2021Q1: 5,277 shares 5,277 $223K 0.01% -829 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,928 shares; 2020Q4: 2,372 shares; 2021Q1: 1,940 shares 1,940 $223K 0.01% -432 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,855 shares 1,855 $223K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,731 shares; 2020Q1: 5,598 shares; 2020Q2: 5,298 shares; 2020Q3: 5,310 shares; 2020Q4: 4,342 shares; 2021Q1: 4,342 shares 4,342 $222K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,000 shares 1,000 $218K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 348 shares 348 $215K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,970 shares; 2020Q1: 14,433 shares; 2020Q2: 14,433 shares; 2020Q3: 14,433 shares; 2020Q4: 14,433 shares; 2021Q1: 14,433 shares 14,433 $215K 0.01% 0 Timeline XLU 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,336 shares 3,336 $214K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,904 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,738 shares 6,738 $214K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,750 shares; 2021Q1: 1,750 shares 1,750 $213K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 248 shares; 2020Q4: 257 shares; 2021Q1: 256 shares 256 $210K 0.01% -1 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,523 shares; 2020Q1: 4,895 shares; 2020Q2: 6,176 shares; 2020Q3: 10,210 shares; 2020Q4: 10,480 shares; 2021Q1: 2,516 shares 2,516 $208K 0.01% -7,964 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,052 shares; 2020Q4: not reported; 2021Q1: 2,782 shares 2,782 $207K 0.01% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,672 shares 2,672 $206K 0.01% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,545 shares 4,545 $205K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 638 shares 638 $205K 0.01% new Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,700 shares 3,700 $205K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,077 shares; 2020Q1: 23,146 shares; 2020Q2: 23,146 shares; 2020Q3: 23,146 shares; 2020Q4: 22,415 shares; 2021Q1: 22,415 shares 22,415 $204K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,880 shares; 2020Q1: 13,880 shares; 2020Q2: 13,880 shares; 2020Q3: 13,880 shares; 2020Q4: 10,203 shares; 2021Q1: 8,142 shares 8,142 $204K 0.01% -2,061 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,167 shares; 2020Q1: 2,831 shares; 2020Q2: 2,675 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,417 shares 2,417 $204K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,303 shares; 2021Q1: 5,303 shares 5,303 $203K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,220 shares 1,220 $202K 0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,127 shares 1,127 $201K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,555 shares; 2021Q1: 1,974 shares 1,974 $201K 0.01% -581 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 181 shares 181 $200K 0.01% new Timeline MRC GLOBAL INC MRC GLOBAL INC More: the full row for MRC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,084 shares; 2020Q1: 20,228 shares; 2020Q2: 20,084 shares; 2020Q3: 20,084 shares; 2020Q4: 20,084 shares; 2021Q1: 20,084 shares 20,084 $181K <0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,432 shares; 2020Q1: 24,432 shares; 2020Q2: 24,432 shares; 2020Q3: 24,432 shares; 2020Q4: 24,432 shares; 2021Q1: 24,432 shares 24,432 $59K <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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,000 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares 10,000 $37K <0.01% 0 Timeline CHENIERE ENERGY INC CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 46,000 shares; 2020Q1: 46,000 shares; 2020Q2: 46,000 shares; 2020Q3: 46,000 shares; 2020Q4: 46,000 shares; 2021Q1: 46,000 shares 46,000 $37K <0.01% 0 REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,000 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares; 2021Q1: 11,000 shares 11,000 $31K <0.01% +1,000 Timeline