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; 2015Q3: restricted; 2015Q4: 98,461 shares; 2016Q1: 79,537 shares; 2016Q2: 79,459 shares; 2016Q3: 79,572 shares; 2016Q4: 74,963 shares; 2017Q1: 78,004 shares; 2017Q2: 79,450 shares 79,450 $19.2M 5.18% +1,446 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; 2015Q3: restricted; 2015Q4: 224,971 shares; 2016Q1: 224,716 shares; 2016Q2: 213,795 shares; 2016Q3: 215,911 shares; 2016Q4: 216,299 shares; 2017Q1: 216,479 shares; 2017Q2: 194,176 shares 194,176 $17.7M 4.79% -22,303 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 359,138 shares; 2016Q1: 371,783 shares; 2016Q2: 407,943 shares; 2016Q3: 427,313 shares; 2016Q4: 384,553 shares; 2017Q1: 381,073 shares; 2017Q2: 402,659 shares 402,659 $14.8M 3.99% +21,586 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; 2015Q3: restricted; 2015Q4: 43,019 shares; 2016Q1: 44,260 shares; 2016Q2: 44,330 shares; 2016Q3: 44,432 shares; 2016Q4: 44,022 shares; 2017Q1: 45,033 shares; 2017Q2: 45,467 shares 45,467 $14.4M 3.89% +434 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 328,222 shares; 2016Q1: 339,344 shares; 2016Q2: 354,685 shares; 2016Q3: 379,496 shares; 2016Q4: 438,374 shares; 2017Q1: 437,270 shares; 2017Q2: 474,574 shares 474,574 $14M 3.79% +37,304 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; 2015Q3: restricted; 2015Q4: 158,406 shares; 2016Q1: 159,200 shares; 2016Q2: 156,551 shares; 2016Q3: 157,323 shares; 2016Q4: 148,198 shares; 2017Q1: 148,698 shares; 2017Q2: 145,881 shares 145,881 $13.5M 3.65% -2,817 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 119,794 shares; 2016Q1: 120,469 shares; 2016Q2: 115,848 shares; 2016Q3: 115,023 shares; 2016Q4: 119,169 shares; 2017Q1: 120,657 shares; 2017Q2: 125,578 shares 125,578 $12.3M 3.31% +4,921 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 58,705 shares; 2016Q1: 57,825 shares; 2016Q2: 61,816 shares; 2016Q3: 64,381 shares; 2016Q4: 68,531 shares; 2017Q1: 142,786 shares; 2017Q2: 144,515 shares 144,515 $10.1M 2.73% +1,729 Timeline POWERSHARES ETF TR II S&P50… POWERSHARES ETF TR II S&P500 L More: the full row for POWERSHARES ETF TR II S&P500 L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 203,585 shares; 2016Q1: 211,110 shares; 2016Q2: 210,372 shares; 2016Q3: 200,868 shares; 2016Q4: 188,292 shares; 2017Q1: 185,996 shares; 2017Q2: 191,336 shares 191,336 $8.56M 2.31% +5,340 CENTERSTATE BK CORP CENTERSTATE BK CORP More: the full row for CENTERSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 387,743 shares; 2016Q1: 387,833 shares; 2016Q2: 384,441 shares; 2016Q3: 378,616 shares; 2016Q4: 349,712 shares; 2017Q1: 347,722 shares; 2017Q2: 341,270 shares 341,270 $8.48M 2.29% -6,452 DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 83,460 shares; 2016Q1: 83,085 shares; 2016Q2: 82,866 shares; 2016Q3: 82,552 shares; 2016Q4: 93,493 shares; 2017Q1: 95,353 shares; 2017Q2: 102,458 shares 102,458 $8.25M 2.22% +7,105 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 319,803 shares; 2016Q1: 316,208 shares; 2016Q2: 313,908 shares; 2016Q3: 313,908 shares; 2016Q4: 233,403 shares; 2017Q1: 233,403 shares; 2017Q2: 231,206 shares 231,206 $8.01M 2.16% -2,197 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 126,474 shares; 2016Q1: 118,723 shares; 2016Q2: 131,666 shares; 2016Q3: 131,036 shares; 2016Q4: 117,559 shares; 2017Q1: 119,055 shares; 2017Q2: 124,988 shares 124,988 $7.79M 2.1% +5,933 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; 2015Q3: restricted; 2015Q4: 49,821 shares; 2016Q1: 50,886 shares; 2016Q2: 51,251 shares; 2016Q3: 53,521 shares; 2016Q4: 51,077 shares; 2017Q1: 51,817 shares; 2017Q2: 53,632 shares 53,632 $7.64M 2.06% +1,815 Timeline FIRST TRUST MLP AND ENERGY … FIRST TRUST MLP AND ENERGY INC More: the full row for FIRST TRUST MLP AND ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 392,635 shares; 2016Q1: 411,728 shares; 2016Q2: 412,997 shares; 2016Q3: 427,364 shares; 2016Q4: 437,465 shares; 2017Q1: 453,900 shares; 2017Q2: 458,583 shares 458,583 $7.08M 1.91% +4,683 DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 145,227 shares; 2016Q1: 140,059 shares; 2016Q2: 134,329 shares; 2016Q3: 130,142 shares; 2016Q4: 126,594 shares; 2017Q1: 130,532 shares; 2017Q2: 136,027 shares 136,027 $7.07M 1.91% +5,495 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 227,010 shares; 2016Q1: 371,715 shares; 2016Q2: 470,409 shares; 2016Q3: 651,617 shares; 2016Q4: 504,292 shares; 2017Q1: 561,707 shares; 2017Q2: 641,852 shares 641,852 $6.67M 1.8% +80,145 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 103,267 shares; 2016Q1: 102,667 shares; 2016Q2: 97,902 shares; 2016Q3: 92,942 shares; 2016Q4: 88,472 shares; 2017Q1: 79,272 shares; 2017Q2: 75,967 shares 75,967 $6.25M 1.69% -3,305 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 50,401 shares; 2016Q1: 50,659 shares; 2016Q2: 53,669 shares; 2016Q3: 56,171 shares; 2016Q4: 53,671 shares; 2017Q1: 54,496 shares; 2017Q2: 57,171 shares 57,171 $6.18M 1.67% +2,675 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 125,740 shares; 2016Q1: 123,655 shares; 2016Q2: 124,160 shares; 2016Q3: 122,475 shares; 2016Q4: 163,455 shares; 2017Q1: 154,791 shares; 2017Q2: 156,081 shares 156,081 $6.11M 1.65% +1,290 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 40,704 shares; 2016Q1: 40,403 shares; 2016Q2: 40,403 shares; 2016Q3: 42,288 shares; 2016Q4: 41,243 shares; 2017Q1: 41,688 shares; 2017Q2: 41,978 shares 41,978 $5M 1.35% +290 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; 2015Q3: restricted; 2015Q4: 135,378 shares; 2016Q1: 123,571 shares; 2016Q2: 120,320 shares; 2016Q3: 110,223 shares; 2016Q4: 155,546 shares; 2017Q1: 153,931 shares; 2017Q2: 165,475 shares 165,475 $4.97M 1.34% +11,544 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; 2015Q3: restricted; 2015Q4: 73,975 shares; 2016Q1: 68,870 shares; 2016Q2: 65,555 shares; 2016Q3: 66,310 shares; 2016Q4: 87,480 shares; 2017Q1: 96,965 shares; 2017Q2: 97,300 shares 97,300 $4.87M 1.31% +335 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 62,244 shares; 2016Q1: 62,264 shares; 2016Q2: 59,147 shares; 2016Q3: 59,148 shares; 2016Q4: 59,147 shares; 2017Q1: 59,210 shares; 2017Q2: 59,210 shares 59,210 $4.29M 1.16% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 24,710 shares; 2016Q1: 24,860 shares; 2016Q2: 24,025 shares; 2016Q3: 27,910 shares; 2016Q4: 27,275 shares; 2017Q1: 27,905 shares; 2017Q2: 29,030 shares 29,030 $4.09M 1.1% +1,125 Timeline FIRST TRUST ENERGY INCOME A… FIRST TRUST ENERGY INCOME AND More: the full row for FIRST TRUST ENERGY INCOME AND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 147,165 shares; 2016Q1: 166,250 shares; 2016Q2: 167,200 shares; 2016Q3: 171,880 shares; 2016Q4: 153,985 shares; 2017Q1: 154,730 shares; 2017Q2: 156,315 shares 156,315 $3.97M 1.07% +1,585 FIDUCIARY CLAYMORE ENGRY INF FIDUCIARY CLAYMORE ENGRY INF More: the full row for FIDUCIARY CLAYMORE ENGRY INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 200,891 shares; 2016Q1: 193,345 shares; 2016Q2: 199,365 shares; 2016Q3: 239,634 shares; 2016Q4: 246,180 shares; 2017Q1: 267,574 shares; 2017Q2: 278,981 shares 278,981 $3.91M 1.06% +11,407 XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 207,425 shares; 2016Q1: 142,915 shares; 2016Q2: 140,380 shares; 2016Q3: 147,665 shares; 2016Q4: 148,330 shares; 2017Q1: 157,356 shares; 2017Q2: 167,076 shares 167,076 $3.65M 0.98% +9,720 Timeline NUVEEN ENERGY MLP TOTL RTRNF NUVEEN ENERGY MLP TOTL RTRNF More: the full row for NUVEEN ENERGY MLP TOTL RTRNF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 160,252 shares; 2016Q1: 143,049 shares; 2016Q2: 133,984 shares; 2016Q3: 156,197 shares; 2016Q4: 238,565 shares; 2017Q1: 260,075 shares; 2017Q2: 276,005 shares 276,005 $3.65M 0.98% +15,930 ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 203,802 shares; 2016Q1: 224,637 shares; 2016Q2: 220,016 shares; 2016Q3: 230,884 shares; 2016Q4: 229,116 shares; 2017Q1: 201,161 shares; 2017Q2: 228,881 shares 228,881 $3.49M 0.94% +27,720 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 214,064 shares; 2016Q1: 197,132 shares; 2016Q2: 177,640 shares; 2016Q3: 177,640 shares; 2016Q4: 174,056 shares; 2017Q1: 174,056 shares; 2017Q2: 174,056 shares 174,056 $3.33M 0.9% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 27,595 shares; 2016Q1: 26,587 shares; 2016Q2: 19,741 shares; 2016Q3: 19,958 shares; 2016Q4: 17,563 shares; 2017Q1: 17,094 shares; 2017Q2: 17,094 shares 17,094 $3.28M 0.89% 0 Timeline NUVEEN PREFERRED & INCO… NUVEEN PREFERRED & INCOME More: the full row for NUVEEN PREFERRED & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 56,105 shares; 2016Q1: 87,835 shares; 2016Q2: 105,415 shares; 2016Q3: 145,641 shares; 2016Q4: 97,856 shares; 2017Q1: 119,819 shares; 2017Q2: 130,897 shares 130,897 $3.22M 0.87% +11,078 VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 47,016 shares; 2016Q1: 48,601 shares; 2016Q2: 46,610 shares; 2016Q3: 46,610 shares; 2016Q4: 46,150 shares; 2017Q1: 46,150 shares; 2017Q2: 46,150 shares 46,150 $3.21M 0.86% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 59,753 shares; 2016Q1: 59,788 shares; 2016Q2: 59,521 shares; 2016Q3: 59,521 shares; 2016Q4: 59,521 shares; 2017Q1: 59,521 shares; 2017Q2: 59,521 shares 59,521 $2.89M 0.78% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 7,012 shares; 2016Q1: 7,012 shares; 2016Q2: 7,012 shares; 2016Q3: 7,012 shares; 2016Q4: 9,293 shares; 2017Q1: 9,363 shares; 2017Q2: 11,130 shares 11,130 $2.71M 0.73% +1,767 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 249,212 shares; 2016Q1: 190,135 shares; 2016Q2: 196,947 shares; 2016Q3: 267,580 shares; 2016Q4: 163,362 shares; 2017Q1: 199,280 shares; 2017Q2: 219,662 shares 219,662 $2.6M 0.7% +20,382 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; 2015Q3: restricted; 2015Q4: 29,640 shares; 2016Q1: 32,375 shares; 2016Q2: 69,370 shares; 2016Q3: 33,620 shares; 2016Q4: 30,765 shares; 2017Q1: 31,695 shares; 2017Q2: 25,290 shares 25,290 $2.57M 0.69% -6,405 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 54,551 shares; 2016Q1: 54,731 shares; 2016Q2: 52,508 shares; 2016Q3: 52,508 shares; 2016Q4: 52,508 shares; 2017Q1: 52,508 shares; 2017Q2: 48,309 shares 48,309 $2.51M 0.68% -4,199 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 607,713 shares; 2016Q1: 632,097 shares; 2016Q2: 648,404 shares; 2016Q3: 652,938 shares; 2016Q4: 348,095 shares; 2017Q1: 360,376 shares; 2017Q2: 397,446 shares 397,446 $2.5M 0.67% +37,070 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 19,365 shares; 2016Q1: 19,365 shares; 2016Q2: 19,365 shares; 2016Q3: 19,365 shares; 2016Q4: 19,480 shares; 2017Q1: 19,480 shares; 2017Q2: 19,480 shares 19,480 $2.38M 0.64% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 111,033 shares; 2016Q1: 111,348 shares; 2016Q2: 109,728 shares; 2016Q3: 115,565 shares; 2016Q4: 107,340 shares; 2017Q1: 115,475 shares; 2017Q2: 120,900 shares 120,900 $2.28M 0.61% +5,425 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 42,662 shares; 2016Q1: 41,926 shares; 2016Q2: 25,145 shares; 2016Q3: 28,548 shares; 2016Q4: 27,468 shares; 2017Q1: 27,575 shares; 2017Q2: 32,175 shares 32,175 $2.22M 0.6% +4,600 Timeline NUVEEN TAX-ADVANTAGED DIVID NUVEEN TAX-ADVANTAGED DIVID More: the full row for NUVEEN TAX-ADVANTAGED DIVID Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 196,150 shares; 2016Q1: 169,941 shares; 2016Q2: 148,745 shares; 2016Q3: 140,827 shares; 2016Q4: 129,447 shares; 2017Q1: 124,712 shares; 2017Q2: 135,952 shares 135,952 $2.19M 0.59% +11,240 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; 2015Q3: restricted; 2015Q4: 54,190 shares; 2016Q1: 54,967 shares; 2016Q2: 51,756 shares; 2016Q3: 49,536 shares; 2016Q4: 42,936 shares; 2017Q1: 40,956 shares; 2017Q2: 37,395 shares 37,395 $2.08M 0.56% -3,561 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; 2015Q3: restricted; 2015Q4: 14,750 shares; 2016Q1: 14,750 shares; 2016Q2: 14,750 shares; 2016Q3: 14,750 shares; 2016Q4: 14,750 shares; 2017Q1: 14,750 shares; 2017Q2: 14,750 shares 14,750 $2M 0.54% 0 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 256,457 shares; 2016Q1: 251,582 shares; 2016Q2: 249,577 shares; 2016Q3: 253,627 shares; 2016Q4: 143,333 shares; 2017Q1: 148,333 shares; 2017Q2: 176,933 shares 176,933 $1.91M 0.52% +28,600 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 22,285 shares; 2016Q1: 22,615 shares; 2016Q2: 22,076 shares; 2016Q3: 22,076 shares; 2016Q4: 22,076 shares; 2017Q1: 22,076 shares; 2017Q2: 22,076 shares 22,076 $1.89M 0.51% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 19,107 shares; 2016Q1: 19,107 shares; 2016Q2: 18,607 shares; 2016Q3: 18,607 shares; 2016Q4: 18,607 shares; 2017Q1: 18,607 shares; 2017Q2: 18,607 shares 18,607 $1.81M 0.49% 0 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; 2015Q3: restricted; 2015Q4: 14,075 shares; 2016Q1: 14,075 shares; 2016Q2: 14,075 shares; 2016Q3: 14,075 shares; 2016Q4: 12,175 shares; 2017Q1: 12,175 shares; 2017Q2: 12,175 shares 12,175 $1.74M 0.47% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 20,879 shares; 2016Q1: 21,198 shares; 2016Q2: 11,925 shares; 2016Q3: 11,382 shares; 2016Q4: 10,516 shares; 2017Q1: 11,046 shares; 2017Q2: 11,646 shares 11,646 $1.68M 0.45% +600 Timeline SVB FINANCIAL GROUP SVB FINANCIAL GROUP More: the full row for SVB FINANCIAL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 9,000 shares; 2016Q1: 9,000 shares; 2016Q2: 9,000 shares; 2016Q3: 9,000 shares; 2016Q4: 9,000 shares; 2017Q1: 9,000 shares; 2017Q2: 9,000 shares 9,000 $1.58M 0.43% 0 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; 2015Q3: restricted; 2015Q4: 20,973 shares; 2016Q1: 21,583 shares; 2016Q2: 21,523 shares; 2016Q3: 21,523 shares; 2016Q4: 22,143 shares; 2017Q1: 22,143 shares; 2017Q2: 22,143 shares 22,143 $1.58M 0.43% 0 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; 2015Q3: restricted; 2015Q4: 20,132 shares; 2016Q1: 20,132 shares; 2016Q2: 14,786 shares; 2016Q3: 14,786 shares; 2016Q4: 28,414 shares; 2017Q1: 28,414 shares; 2017Q2: 28,264 shares 28,264 $1.57M 0.42% -150 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 14,175 shares; 2016Q1: 14,175 shares; 2016Q2: 14,175 shares; 2016Q3: 14,015 shares; 2016Q4: 14,015 shares; 2017Q1: 11,339 shares; 2017Q2: 11,339 shares 11,339 $1.53M 0.41% 0 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; 2015Q3: restricted; 2015Q4: 6 shares; 2016Q1: 6 shares; 2016Q2: 6 shares; 2016Q3: 6 shares; 2016Q4: 6 shares; 2017Q1: 6 shares; 2017Q2: 6 shares 6 $1.53M 0.41% 0 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; 2015Q3: restricted; 2015Q4: 11,990 shares; 2016Q1: 11,990 shares; 2016Q2: 11,990 shares; 2016Q3: 11,990 shares; 2016Q4: 11,990 shares; 2017Q1: 11,990 shares; 2017Q2: 11,990 shares 11,990 $1.52M 0.41% 0 Timeline NUVEEN ALL CAP ENE MLP OP J… NUVEEN ALL CAP ENE MLP OP JMLP More: the full row for NUVEEN ALL CAP ENE MLP OP JMLP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 123,165 shares; 2016Q1: 136,800 shares; 2016Q2: 129,210 shares; 2016Q3: 130,870 shares; 2016Q4: 152,645 shares; 2017Q1: 152,645 shares; 2017Q2: 161,350 shares 161,350 $1.49M 0.4% +8,705 RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 23,799 shares; 2016Q1: 23,799 shares; 2016Q2: 23,799 shares; 2016Q3: 23,799 shares; 2016Q4: 25,666 shares; 2017Q1: 25,666 shares; 2017Q2: 25,666 shares 25,666 $1.4M 0.38% 0 Timeline TORTOISE ENERGY INFRA CORP TORTOISE ENERGY INFRA CORP More: the full row for TORTOISE ENERGY INFRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 74,943 shares; 2016Q1: 65,695 shares; 2016Q2: 63,092 shares; 2016Q3: 55,724 shares; 2016Q4: 49,986 shares; 2017Q1: 49,986 shares; 2017Q2: 45,828 shares 45,828 $1.39M 0.38% -4,158 KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 12,148 shares; 2016Q1: 12,218 shares; 2016Q2: 12,075 shares; 2016Q3: 12,075 shares; 2016Q4: 12,075 shares; 2017Q1: 12,075 shares; 2017Q2: 12,075 shares 12,075 $1.26M 0.34% 0 JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 61,040 shares; 2016Q1: 35,527 shares; 2016Q2: 31,325 shares; 2016Q3: 47,265 shares; 2016Q4: 36,280 shares; 2017Q1: 59,865 shares; 2017Q2: 81,685 shares 81,685 $1.2M 0.32% +21,820 Timeline MB FINANCIAL INC MB FINANCIAL INC More: the full row for MB FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 26,858 shares; 2016Q1: 26,858 shares; 2016Q2: 26,858 shares; 2016Q3: 26,858 shares; 2016Q4: 26,858 shares; 2017Q1: 26,858 shares; 2017Q2: 26,858 shares 26,858 $1.18M 0.32% 0 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; 2015Q3: restricted; 2015Q4: 14,255 shares; 2016Q1: 14,343 shares; 2016Q2: 13,485 shares; 2016Q3: 13,485 shares; 2016Q4: 13,485 shares; 2017Q1: 13,485 shares; 2017Q2: 13,485 shares 13,485 $1.14M 0.31% 0 Timeline POWERSHARES ETF TRUST POWERSHARES ETF TRUST More: the full row for POWERSHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 73,055 shares; 2016Q1: 70,230 shares; 2016Q2: 70,230 shares; 2016Q3: 82,885 shares; 2016Q4: 62,915 shares; 2017Q1: 60,230 shares; 2017Q2: 66,170 shares 66,170 $1.11M 0.3% +5,940 GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 127,365 shares; 2016Q1: 112,125 shares; 2016Q2: 112,125 shares; 2016Q3: 113,730 shares; 2016Q4: 143,675 shares; 2017Q1: 174,740 shares; 2017Q2: 174,740 shares 174,740 $1.08M 0.29% 0 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 119,000 shares; 2016Q1: 67,465 shares; 2016Q2: 67,940 shares; 2016Q3: 134,032 shares; 2016Q4: 112,767 shares; 2017Q1: 115,272 shares; 2017Q2: 125,747 shares 125,747 $1.07M 0.29% +10,475 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 37,366 shares; 2016Q1: 38,196 shares; 2016Q2: 36,786 shares; 2016Q3: 37,112 shares; 2016Q4: 36,295 shares; 2017Q1: 35,560 shares; 2017Q2: 35,560 shares 35,560 $1.06M 0.28% 0 RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 14,178 shares; 2016Q1: 14,178 shares; 2016Q2: 14,178 shares; 2016Q3: 14,178 shares; 2016Q4: 14,178 shares; 2017Q1: 14,178 shares; 2017Q2: 14,178 shares 14,178 $1.03M 0.28% 0 Timeline WP CAREY & CO LLC WP CAREY & CO LLC More: the full row for WP CAREY & CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 15,245 shares; 2016Q1: 15,245 shares; 2016Q2: 15,245 shares; 2016Q3: 15,245 shares; 2016Q4: 15,245 shares; 2017Q1: 15,245 shares; 2017Q2: 15,245 shares 15,245 $1.01M 0.27% 0 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; 2015Q3: restricted; 2015Q4: 80,157 shares; 2016Q1: 70,452 shares; 2016Q2: 37,000 shares; 2016Q3: 37,000 shares; 2016Q4: 37,000 shares; 2017Q1: 37,000 shares; 2017Q2: 37,000 shares 37,000 $1M 0.27% 0 Timeline Waterstone Financial Inc Waterstone Financial Inc More: the full row for Waterstone Financial Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 112,459 shares; 2016Q1: 112,459 shares; 2016Q2: 57,594 shares; 2016Q3: 57,594 shares; 2016Q4: 58,919 shares; 2017Q1: 54,039 shares; 2017Q2: 52,439 shares 52,439 $988K 0.27% -1,600 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; 2015Q3: restricted; 2015Q4: 6,450 shares; 2016Q1: 6,450 shares; 2016Q2: 6,450 shares; 2016Q3: 6,450 shares; 2016Q4: 18,435 shares; 2017Q1: 19,490 shares; 2017Q2: 19,490 shares 19,490 $967K 0.26% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 12,000 shares; 2016Q1: 12,000 shares; 2016Q2: 12,000 shares; 2016Q3: 12,000 shares; 2016Q4: 12,000 shares; 2017Q1: 12,000 shares; 2017Q2: 12,000 shares 12,000 $963K 0.26% 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; 2015Q3: restricted; 2015Q4: 11,074 shares; 2016Q1: 11,074 shares; 2016Q2: 6,984 shares; 2016Q3: 7,539 shares; 2016Q4: 4,934 shares; 2017Q1: 5,064 shares; 2017Q2: 7,220 shares 7,220 $955K 0.26% +2,156 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; 2015Q3: restricted; 2015Q4: 8,126 shares; 2016Q1: 8,138 shares; 2016Q2: 7,915 shares; 2016Q3: 8,640 shares; 2016Q4: 8,640 shares; 2017Q1: 8,640 shares; 2017Q2: 8,640 shares 8,640 $885K 0.24% 0 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; 2015Q3: restricted; 2015Q4: 7,975 shares; 2016Q1: 8,140 shares; 2016Q2: 3,905 shares; 2016Q3: 22,955 shares; 2016Q4: 21,236 shares; 2017Q1: 17,752 shares; 2017Q2: 20,494 shares 20,494 $847K 0.23% +2,742 Timeline SUNOCO LOGISTICS PRTNRS L P SUNOCO LOGISTICS PRTNRS L P More: the full row for SUNOCO LOGISTICS PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 21,810 shares; 2016Q1: 21,810 shares; 2016Q2: 21,810 shares; 2016Q3: 21,810 shares; 2016Q4: 21,810 shares; 2017Q1: 21,810 shares; 2017Q2: 39,435 shares 39,435 $804K 0.22% +17,625 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; 2015Q3: restricted; 2015Q4: 33,812 shares; 2016Q1: 33,727 shares; 2016Q2: 28,125 shares; 2016Q3: 31,125 shares; 2016Q4: 31,125 shares; 2017Q1: 28,296 shares; 2017Q2: 28,296 shares 28,296 $764K 0.21% 0 CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 8,220 shares; 2016Q1: 8,125 shares; 2016Q2: 8,000 shares; 2016Q3: 8,000 shares; 2016Q4: 8,000 shares; 2017Q1: 8,000 shares; 2017Q2: 8,000 shares 8,000 $751K 0.2% 0 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; 2015Q3: restricted; 2015Q4: 12,126 shares; 2016Q1: 12,126 shares; 2016Q2: 9,481 shares; 2016Q3: 9,481 shares; 2016Q4: 9,481 shares; 2017Q1: 9,481 shares; 2017Q2: 9,481 shares 9,481 $729K 0.2% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 5,101 shares; 2016Q1: 4,300 shares; 2016Q2: 4,300 shares; 2016Q3: 4,300 shares; 2016Q4: 4,300 shares; 2017Q1: 4,300 shares; 2017Q2: 4,475 shares 4,475 $725K 0.2% +175 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 15,052 shares; 2016Q1: 15,052 shares; 2016Q2: 15,052 shares; 2016Q3: 15,052 shares; 2016Q4: 15,052 shares; 2017Q1: 15,052 shares; 2017Q2: 15,052 shares 15,052 $722K 0.19% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 16,435 shares; 2016Q1: 16,435 shares; 2016Q2: 16,435 shares; 2016Q3: 16,435 shares; 2016Q4: 16,435 shares; 2017Q1: 16,435 shares; 2017Q2: 16,435 shares 16,435 $715K 0.19% 0 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; 2015Q3: restricted; 2015Q4: 6,862 shares; 2016Q1: 6,132 shares; 2016Q2: 4,767 shares; 2016Q3: 5,592 shares; 2016Q4: 5,592 shares; 2017Q1: 5,592 shares; 2017Q2: 5,592 shares 5,592 $708K 0.19% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 27,210 shares; 2016Q1: 25,710 shares; 2016Q2: 20,310 shares; 2016Q3: 13,525 shares; 2016Q4: 13,525 shares; 2017Q1: 13,525 shares; 2017Q2: 13,525 shares 13,525 $695K 0.19% 0 Timeline BLUE HILLS BANCORP INC BLUE HILLS BANCORP INC More: the full row for BLUE HILLS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 37,800 shares; 2016Q1: 37,800 shares; 2016Q2: 37,800 shares; 2016Q3: 37,800 shares; 2016Q4: 37,800 shares; 2017Q1: 37,800 shares; 2017Q2: 37,800 shares 37,800 $677K 0.18% 0 PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 10,500 shares; 2016Q1: 10,500 shares; 2016Q2: 10,500 shares; 2016Q3: 10,500 shares; 2016Q4: 10,500 shares; 2017Q1: 10,500 shares; 2017Q2: 10,500 shares 10,500 $675K 0.18% 0 Timeline FACTORSHARES TR FACTORSHARES TR More: the full row for FACTORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 11,145 shares; 2016Q2: 15,995 shares; 2016Q3: 15,995 shares; 2016Q4: 16,915 shares; 2017Q1: 17,265 shares; 2017Q2: 22,320 shares 22,320 $670K 0.18% +5,055 GOLDMAN SACHS MLP INC OPP FD GOLDMAN SACHS MLP INC OPP FD More: the full row for GOLDMAN SACHS MLP INC OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 77,470 shares; 2016Q1: 62,550 shares; 2016Q2: 60,860 shares; 2016Q3: 58,190 shares; 2016Q4: 68,120 shares; 2017Q1: 68,124 shares; 2017Q2: 68,130 shares 68,130 $656K 0.18% +6 EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 9,694 shares; 2016Q1: 9,660 shares; 2016Q2: 9,660 shares; 2016Q3: 12,255 shares; 2016Q4: 11,355 shares; 2017Q1: 11,355 shares; 2017Q2: 11,815 shares 11,815 $655K 0.18% +460 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; 2015Q3: restricted; 2015Q4: 7,451 shares; 2016Q1: 7,451 shares; 2016Q2: 5,050 shares; 2016Q3: 5,050 shares; 2016Q4: 2,950 shares; 2017Q1: 2,950 shares; 2017Q2: 5,050 shares 5,050 $652K 0.18% +2,100 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 10,481 shares; 2016Q1: 10,481 shares; 2016Q2: 10,481 shares; 2016Q3: 10,481 shares; 2016Q4: 11,003 shares; 2017Q1: 11,002 shares; 2017Q2: 11,002 shares 11,002 $625K 0.17% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 1,487 shares; 2016Q1: 1,487 shares; 2016Q2: 1,599 shares; 2016Q3: 1,623 shares; 2016Q4: 1,655 shares; 2017Q1: 1,985 shares; 2017Q2: 1,985 shares 1,985 $616K 0.17% 0 Timeline GENERAL GROWTH PROPERTIES I… GENERAL GROWTH PROPERTIES INC More: the full row for GENERAL GROWTH PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 25,896 shares; 2016Q1: 25,896 shares; 2016Q2: 25,896 shares; 2016Q3: 25,896 shares; 2016Q4: 25,896 shares; 2017Q1: 25,896 shares; 2017Q2: 25,896 shares 25,896 $610K 0.16% 0 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; 2015Q3: restricted; 2015Q4: 7,575 shares; 2016Q1: 7,575 shares; 2016Q2: 7,000 shares; 2016Q3: 7,000 shares; 2016Q4: 7,000 shares; 2017Q1: 7,000 shares; 2017Q2: 7,000 shares 7,000 $590K 0.16% 0 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; 2015Q3: restricted; 2015Q4: 7,500 shares; 2016Q1: 7,500 shares; 2016Q2: 7,500 shares; 2016Q3: 7,500 shares; 2016Q4: 7,500 shares; 2017Q1: 7,500 shares; 2017Q2: 7,500 shares 7,500 $557K 0.15% 0 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 12,594 shares; 2016Q1: 12,353 shares; 2016Q2: 12,357 shares; 2016Q3: 9,683 shares; 2016Q4: 2,777 shares; 2017Q1: 2,779 shares; 2017Q2: 3,981 shares 3,981 $548K 0.15% +1,202 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; 2015Q3: restricted; 2015Q4: 3,119 shares; 2016Q1: 3,119 shares; 2016Q2: 2,836 shares; 2016Q3: 2,580 shares; 2016Q4: 3,250 shares; 2017Q1: 3,250 shares; 2017Q2: 3,550 shares 3,550 $545K 0.15% +300 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 28,585 shares; 2016Q1: 25,775 shares; 2016Q2: 25,775 shares; 2016Q3: 23,035 shares; 2016Q4: 30,505 shares; 2017Q1: 13,195 shares; 2017Q2: 13,195 shares 13,195 $538K 0.15% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 9,038 shares; 2016Q1: 6,038 shares; 2016Q2: 4,721 shares; 2016Q3: 6,181 shares; 2016Q4: 4,936 shares; 2017Q1: 5,108 shares; 2017Q2: 5,108 shares 5,108 $533K 0.14% 0 Timeline HOWARD HUGHES CORPORATION HOWARD HUGHES CORPORATION More: the full row for HOWARD HUGHES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 4,300 shares; 2016Q1: 4,300 shares; 2016Q2: 4,300 shares; 2016Q3: 4,300 shares; 2016Q4: 4,300 shares; 2017Q1: 4,300 shares; 2017Q2: 4,300 shares 4,300 $528K 0.14% 0 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; 2015Q3: restricted; 2015Q4: 67,360 shares; 2016Q1: 67,360 shares; 2016Q2: 28,580 shares; 2016Q3: 28,580 shares; 2016Q4: 29,160 shares; 2017Q1: 29,160 shares; 2017Q2: 29,160 shares 29,160 $524K 0.14% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 5,588 shares; 2016Q1: 5,433 shares; 2016Q2: 2,995 shares; 2016Q3: 3,770 shares; 2016Q4: 1,470 shares; 2017Q1: 775 shares; 2017Q2: 3,395 shares 3,395 $520K 0.14% +2,620 Timeline TALLGRASS ENERGY LP TALLGRASS ENERGY LP More: the full row for TALLGRASS ENERGY LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 20,000 shares; 2016Q1: 20,000 shares; 2016Q2: 20,000 shares; 2016Q3: 20,000 shares; 2016Q4: 20,000 shares; 2017Q1: 20,000 shares; 2017Q2: 20,000 shares 20,000 $509K 0.14% 0 WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 8,796 shares; 2016Q1: 8,796 shares; 2016Q2: 8,796 shares; 2016Q3: 8,796 shares; 2016Q4: 8,796 shares; 2017Q1: 8,796 shares; 2017Q2: 8,796 shares 8,796 $493K 0.13% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 5,430 shares; 2016Q1: 5,728 shares; 2016Q2: 5,430 shares; 2016Q3: 5,430 shares; 2016Q4: 5,430 shares; 2017Q1: 5,430 shares; 2017Q2: 5,430 shares 5,430 $487K 0.13% 0 Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 10,701 shares; 2016Q1: 11,407 shares; 2016Q2: 10,701 shares; 2016Q3: 10,701 shares; 2016Q4: 10,701 shares; 2017Q1: 10,701 shares; 2017Q2: 10,701 shares 10,701 $486K 0.13% 0 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; 2015Q3: restricted; 2015Q4: 8,800 shares; 2016Q1: 8,800 shares; 2016Q2: 8,800 shares; 2016Q3: 8,800 shares; 2016Q4: 8,800 shares; 2017Q1: 8,800 shares; 2017Q2: 8,800 shares 8,800 $482K 0.13% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 11,773 shares; 2017Q2: 11,773 shares 11,773 $469K 0.13% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 20,683 shares; 2016Q1: 20,683 shares; 2016Q2: 6,288 shares; 2016Q3: 6,288 shares; 2016Q4: 6,288 shares; 2017Q1: 6,288 shares; 2017Q2: 6,288 shares 6,288 $462K 0.12% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 6,340 shares; 2016Q1: 6,610 shares; 2016Q2: 4,060 shares; 2016Q3: 4,060 shares; 2016Q4: 4,060 shares; 2017Q1: 4,060 shares; 2017Q2: 4,560 shares 4,560 $462K 0.12% +500 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; 2015Q3: restricted; 2015Q4: 15,880 shares; 2016Q1: 16,147 shares; 2016Q2: 10,951 shares; 2016Q3: 10,316 shares; 2016Q4: 10,316 shares; 2017Q1: 10,316 shares; 2017Q2: 10,316 shares 10,316 $461K 0.12% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 3,546 shares; 2016Q1: 3,524 shares; 2016Q2: 2,620 shares; 2016Q3: 2,620 shares; 2016Q4: 2,620 shares; 2017Q1: 2,620 shares; 2017Q2: 2,620 shares 2,620 $451K 0.12% 0 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; 2015Q3: restricted; 2015Q4: 1,890 shares; 2016Q1: 2,424 shares; 2016Q2: 2,155 shares; 2016Q3: 2,155 shares; 2016Q4: 3,335 shares; 2017Q1: 3,335 shares; 2017Q2: 3,335 shares 3,335 $441K 0.12% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 9,188 shares; 2016Q1: 9,188 shares; 2016Q2: 8,628 shares; 2016Q3: 3,807 shares; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 3,530 shares 3,530 $439K 0.12% new 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; 2015Q3: restricted; 2015Q4: 5,068 shares; 2016Q1: 6,348 shares; 2016Q2: 2,600 shares; 2016Q3: 4,885 shares; 2016Q4: 6,275 shares; 2017Q1: 6,275 shares; 2017Q2: 6,675 shares 6,675 $428K 0.12% +400 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 6,742 shares; 2016Q4: 6,692 shares; 2017Q1: 6,592 shares; 2017Q2: 6,592 shares 6,592 $418K 0.11% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 4,982 shares; 2016Q1: 4,967 shares; 2016Q2: 3,475 shares; 2016Q3: 4,225 shares; 2016Q4: 4,225 shares; 2017Q1: 3,475 shares; 2017Q2: 3,475 shares 3,475 $401K 0.11% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 3,130 shares; 2016Q1: 3,130 shares; 2016Q2: 3,130 shares; 2016Q3: 3,130 shares; 2016Q4: 3,130 shares; 2017Q1: 2,029 shares; 2017Q2: 2,029 shares 2,029 $399K 0.11% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 39,635 shares; 2016Q1: 37,800 shares; 2016Q2: 37,800 shares; 2016Q3: 20,450 shares; 2016Q4: 10,225 shares; 2017Q1: 10,225 shares; 2017Q2: 10,945 shares 10,945 $391K 0.11% +720 MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 10,950 shares; 2016Q1: 10,950 shares; 2016Q2: 6,000 shares; 2016Q3: 6,000 shares; 2016Q4: 6,000 shares; 2017Q1: 6,000 shares; 2017Q2: 6,000 shares 6,000 $386K 0.1% 0 Timeline Guggenheim S&P 500 Equal We… Guggenheim S&P 500 Equal Weighted… More: the full row for Guggenheim S&P 500 Equal Weighted ETf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 6,143 shares; 2016Q1: 5,810 shares; 2016Q2: 5,572 shares; 2016Q3: 4,089 shares; 2016Q4: 3,793 shares; 2017Q1: 3,796 shares; 2017Q2: 3,801 shares 3,801 $352K 0.09% +5 GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 10,397 shares; 2016Q1: 10,377 shares; 2016Q2: 6,200 shares; 2016Q3: 6,200 shares; 2016Q4: 2,000 shares; 2017Q1: 2,000 shares; 2017Q2: 6,200 shares 6,200 $343K 0.09% +4,200 Timeline INVESTORS BANCORP, INC. INVESTORS BANCORP, INC. More: the full row for INVESTORS BANCORP, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 25,000 shares; 2016Q1: 25,000 shares; 2016Q2: 25,000 shares; 2016Q3: 25,000 shares; 2016Q4: 25,000 shares; 2017Q1: 25,000 shares; 2017Q2: 25,000 shares 25,000 $334K 0.09% 0 WALGREEN CO WALGREEN CO More: the full row for WALGREEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 5,055 shares; 2016Q1: 5,274 shares; 2016Q2: 3,183 shares; 2016Q3: 3,183 shares; 2016Q4: 4,258 shares; 2017Q1: 4,258 shares; 2017Q2: 4,258 shares 4,258 $333K 0.09% 0 WBBW WESTBURY BANCORP INC COM More: the full row for WESTBURY BANCORP INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 15,000 shares; 2016Q1: 15,000 shares; 2016Q2: 15,000 shares; 2016Q3: 15,000 shares; 2016Q4: 15,940 shares; 2017Q1: 15,940 shares; 2017Q2: 15,444 shares 15,444 $322K 0.09% -496 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; 2015Q3: restricted; 2015Q4: 3,611 shares; 2016Q1: 3,551 shares; 2016Q2: 1,635 shares; 2016Q3: 3,485 shares; 2016Q4: 3,479 shares; 2017Q1: 3,661 shares; 2017Q2: 4,261 shares 4,261 $317K 0.09% +600 Timeline CARE CAP PPTYS INC CARE CAP PPTYS INC More: the full row for CARE CAP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 11,652 shares; 2016Q1: 11,652 shares; 2016Q2: 11,652 shares; 2016Q3: 11,537 shares; 2016Q4: 11,537 shares; 2017Q1: 11,537 shares; 2017Q2: 11,537 shares 11,537 $308K 0.08% 0 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; 2015Q3: restricted; 2015Q4: 12,889 shares; 2016Q1: 14,142 shares; 2016Q2: 9,127 shares; 2016Q3: 8,612 shares; 2016Q4: 4,612 shares; 2017Q1: 3,875 shares; 2017Q2: 3,745 shares 3,745 $302K 0.08% -130 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 3,125 shares; 2016Q1: 3,125 shares; 2016Q2: 3,125 shares; 2016Q3: 3,125 shares; 2016Q4: 3,125 shares; 2017Q1: 1,685 shares; 2017Q2: 2,025 shares 2,025 $301K 0.08% +340 Timeline MVC CAPITAL INC MVC CAPITAL INC More: the full row for MVC CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 30,000 shares; 2016Q1: 30,000 shares; 2016Q2: 30,000 shares; 2016Q3: 30,000 shares; 2016Q4: 30,000 shares; 2017Q1: 30,000 shares; 2017Q2: 30,000 shares 30,000 $296K 0.08% 0 INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 8,765 shares; 2016Q1: 8,765 shares; 2016Q2: 8,765 shares; 2016Q3: 15,335 shares; 2016Q4: 8,765 shares; 2017Q1: 8,765 shares; 2017Q2: 8,765 shares 8,765 $295K 0.08% 0 Timeline BUCKEYE PARTNERS LP (BPL) BUCKEYE PARTNERS LP (BPL) More: the full row for BUCKEYE PARTNERS LP (BPL) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 14,780 shares; 2016Q1: 14,780 shares; 2016Q2: 4,500 shares; 2016Q3: 4,500 shares; 2016Q4: 4,500 shares; 2017Q1: 4,500 shares; 2017Q2: 4,500 shares 4,500 $288K 0.08% 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 824 shares; 2016Q3: 824 shares; 2016Q4: 824 shares; 2017Q1: 824 shares; 2017Q2: 824 shares 824 $278K 0.07% 0 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 4,500 shares; 2016Q1: 4,500 shares; 2016Q2: 4,500 shares; 2016Q3: 4,500 shares; 2016Q4: 4,500 shares; 2017Q1: 4,500 shares; 2017Q2: 4,500 shares 4,500 $277K 0.07% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 9,000 shares; 2016Q2: 8,000 shares; 2016Q3: 8,000 shares; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 8,249 shares 8,249 $276K 0.07% new Timeline CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 2,932 shares; 2016Q1: 2,274 shares; 2016Q2: 2,089 shares; 2016Q3: 2,089 shares; 2016Q4: 2,089 shares; 2017Q1: 2,089 shares; 2017Q2: 2,089 shares 2,089 $271K 0.07% 0 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; 2015Q3: restricted; 2015Q4: 8,699 shares; 2016Q1: 8,699 shares; 2016Q2: 4,800 shares; 2016Q3: 4,800 shares; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 3,500 shares 3,500 $268K 0.07% new Timeline Crestwood Equity Partners Crestwood Equity Partners More: the full row for Crestwood Equity Partners Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 11,141 shares; 2016Q1: 11,141 shares; 2016Q2: 11,141 shares; 2016Q3: 11,141 shares; 2016Q4: 11,141 shares; 2017Q1: 11,141 shares; 2017Q2: 11,141 shares 11,141 $262K 0.07% 0 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; 2015Q3: restricted; 2015Q4: 1,143 shares; 2016Q1: 911 shares; 2016Q2: not reported; 2016Q3: 940 shares; 2016Q4: 920 shares; 2017Q1: 1,320 shares; 2017Q2: 1,719 shares 1,719 $260K 0.07% +399 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 4,464 shares; 2017Q1: 4,975 shares; 2017Q2: 5,396 shares 5,396 $260K 0.07% +421 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 7,894 shares; 2016Q1: 3,810 shares; 2016Q2: 3,662 shares; 2016Q3: 4,375 shares; 2016Q4: 1,545 shares; 2017Q1: 1,645 shares; 2017Q2: 1,835 shares 1,835 $259K 0.07% +190 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 22,789 shares; 2016Q1: 27,990 shares; 2016Q2: 7,745 shares; 2016Q3: 7,745 shares; 2016Q4: 7,745 shares; 2017Q1: 7,745 shares; 2017Q2: 7,745 shares 7,745 $259K 0.07% 0 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; 2015Q3: restricted; 2015Q4: 1,630 shares; 2016Q1: 1,600 shares; 2016Q2: 875 shares; 2016Q3: 875 shares; 2016Q4: 875 shares; 2017Q1: 875 shares; 2017Q2: 875 shares 875 $243K 0.07% 0 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; 2015Q3: restricted; 2015Q4: 5,712 shares; 2016Q1: 5,712 shares; 2016Q2: 3,312 shares; 2016Q3: 3,575 shares; 2016Q4: 1,475 shares; 2017Q1: not reported; 2017Q2: 2,750 shares 2,750 $240K 0.06% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 4,000 shares; 2016Q1: 4,000 shares; 2016Q2: 4,000 shares; 2016Q3: 4,000 shares; 2016Q4: 4,000 shares; 2017Q1: 4,000 shares; 2017Q2: 4,000 shares 4,000 $239K 0.06% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 5,810 shares; 2016Q1: 5,010 shares; 2016Q2: 4,412 shares; 2016Q3: 4,412 shares; 2016Q4: 4,412 shares; 2017Q1: 4,412 shares; 2017Q2: 4,412 shares 4,412 $239K 0.06% 0 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 12,205 shares; 2016Q1: 12,205 shares; 2016Q2: 7,080 shares; 2016Q3: 10,005 shares; 2016Q4: 10,005 shares; 2017Q1: 7,080 shares; 2017Q2: 7,080 shares 7,080 $238K 0.06% 0 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; 2015Q3: restricted; 2015Q4: 2,950 shares; 2016Q1: 3,044 shares; 2016Q2: 1,789 shares; 2016Q3: 1,789 shares; 2016Q4: 1,804 shares; 2017Q1: 1,942 shares; 2017Q2: 2,227 shares 2,227 $237K 0.06% +285 Timeline ADVISORSHARES ADVISORSHARES More: the full row for ADVISORSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 27,085 shares; 2017Q1: 27,085 shares; 2017Q2: 27,085 shares 27,085 $232K 0.06% 0 AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 1,120 shares; 2016Q1: 1,120 shares; 2016Q2: 1,120 shares; 2016Q3: 1,120 shares; 2016Q4: 1,120 shares; 2017Q1: 1,120 shares; 2017Q2: 1,120 shares 1,120 $228K 0.06% 0 Timeline Novo Nordisk A/S ADR Novo Nordisk A/S ADR More: the full row for Novo Nordisk A/S ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 5,300 shares; 2016Q1: 5,300 shares; 2016Q2: 5,300 shares; 2016Q3: 5,300 shares; 2016Q4: 5,300 shares; 2017Q1: 5,300 shares; 2017Q2: 5,300 shares 5,300 $227K 0.06% 0 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 5,246 shares; 2017Q1: 5,732 shares; 2017Q2: 7,112 shares 7,112 $226K 0.06% +1,380 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; 2015Q3: restricted; 2015Q4: 8,375 shares; 2016Q1: 8,375 shares; 2016Q2: 8,080 shares; 2016Q3: 8,080 shares; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 5,020 shares 5,020 $225K 0.06% new 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; 2015Q3: restricted; 2015Q4: 2,750 shares; 2016Q1: 2,750 shares; 2016Q2: 2,750 shares; 2016Q3: 2,750 shares; 2016Q4: 2,750 shares; 2017Q1: 2,750 shares; 2017Q2: 2,750 shares 2,750 $214K 0.06% 0 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; 2015Q3: restricted; 2015Q4: 163 shares; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 128 shares; 2017Q2: 218 shares 218 $211K 0.06% +90 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; 2015Q3: restricted; 2015Q4: 4,341 shares; 2016Q1: 4,506 shares; 2016Q2: 4,341 shares; 2016Q3: 4,341 shares; 2016Q4: 3,541 shares; 2017Q1: 3,541 shares; 2017Q2: 3,541 shares 3,541 $211K 0.06% 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; 2015Q3: restricted; 2015Q4: 7,360 shares; 2016Q1: 7,360 shares; 2016Q2: 7,360 shares; 2016Q3: 7,360 shares; 2016Q4: 7,360 shares; 2017Q1: 2,100 shares; 2017Q2: 2,100 shares 2,100 $202K 0.05% 0 Timeline WELBILT INC WELBILT INC More: the full row for WELBILT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 10,535 shares; 2017Q2: 10,535 shares 10,535 $199K 0.05% 0 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 2,555 shares; 2017Q1: 2,791 shares; 2017Q2: 3,106 shares 3,106 $198K 0.05% +315 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 17,780 shares; 2016Q1: 20,455 shares; 2016Q2: 6,190 shares; 2016Q3: 6,190 shares; 2016Q4: 6,190 shares; 2017Q1: 6,190 shares; 2017Q2: 6,190 shares 6,190 $196K 0.05% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 379 shares; 2016Q1: 379 shares; 2016Q2: 187 shares; 2016Q3: 187 shares; 2016Q4: 139 shares; 2017Q1: 159 shares; 2017Q2: 206 shares 206 $192K 0.05% +47 Timeline DCP MIDSTREAM LP DCP MIDSTREAM LP More: the full row for DCP MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 29,800 shares; 2016Q1: 32,825 shares; 2016Q2: 5,600 shares; 2016Q3: 5,600 shares; 2016Q4: 5,600 shares; 2017Q1: 5,600 shares; 2017Q2: 5,600 shares 5,600 $189K 0.05% 0 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; 2015Q3: restricted; 2015Q4: 3,373 shares; 2016Q1: 3,322 shares; 2016Q2: 1,335 shares; 2016Q3: 1,150 shares; 2016Q4: 1,100 shares; 2017Q1: 1,100 shares; 2017Q2: 1,100 shares 1,100 $186K 0.05% 0 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; 2015Q3: restricted; 2015Q4: 5,660 shares; 2016Q1: 11,660 shares; 2016Q2: 1,660 shares; 2016Q3: 1,660 shares; 2016Q4: 1,660 shares; 2017Q1: 1,660 shares; 2017Q2: 1,660 shares 1,660 $184K 0.05% 0 Timeline SUNTRUST BANKS INC SUNTRUST BANKS INC More: the full row for SUNTRUST BANKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 3,244 shares; 2016Q1: 3,244 shares; 2016Q2: 3,244 shares; 2016Q3: 3,244 shares; 2016Q4: 3,244 shares; 2017Q1: 3,244 shares; 2017Q2: 3,244 shares 3,244 $184K 0.05% 0 EQM MIDSTREAM PARTNERS LP EQM MIDSTREAM PARTNERS LP More: the full row for EQM MIDSTREAM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 7,030 shares; 2016Q1: 10,375 shares; 2016Q2: 2,440 shares; 2016Q3: 2,440 shares; 2016Q4: 2,440 shares; 2017Q1: 2,440 shares; 2017Q2: 2,440 shares 2,440 $182K 0.05% 0 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 1,108 shares; 2016Q2: 1,108 shares; 2016Q3: 1,108 shares; 2016Q4: 1,108 shares; 2017Q1: 1,108 shares; 2017Q2: 1,108 shares 1,108 $180K 0.05% 0 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; 2015Q3: restricted; 2015Q4: 1,441 shares; 2016Q1: 1,441 shares; 2016Q2: 1,441 shares; 2016Q3: 1,441 shares; 2016Q4: 1,441 shares; 2017Q1: 1,494 shares; 2017Q2: 1,441 shares 1,441 $180K 0.05% -53 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 8,571 shares; 2016Q1: 8,571 shares; 2016Q2: 8,571 shares; 2016Q3: 8,571 shares; 2016Q4: 7,571 shares; 2017Q1: 7,571 shares; 2017Q2: 7,571 shares 7,571 $180K 0.05% 0 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 4,250 shares; 2016Q4: 4,250 shares; 2017Q1: 4,250 shares; 2017Q2: 4,250 shares 4,250 $176K 0.05% 0 Timeline SENIOR HSG PPTYS TR SENIOR HSG PPTYS TR More: the full row for SENIOR HSG PPTYS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 8,565 shares; 2016Q1: 8,565 shares; 2016Q2: 8,565 shares; 2016Q3: 8,565 shares; 2016Q4: 8,565 shares; 2017Q1: 8,565 shares; 2017Q2: 8,565 shares 8,565 $175K 0.05% 0 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 1,673 shares; 2016Q1: 1,673 shares; 2016Q2: 1,415 shares; 2016Q3: 1,415 shares; 2016Q4: 1,415 shares; 2017Q1: 1,415 shares; 2017Q2: 1,415 shares 1,415 $172K 0.05% 0 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 10,000 shares; 2016Q1: 10,000 shares; 2016Q2: 10,000 shares; 2016Q3: 10,000 shares; 2016Q4: 10,000 shares; 2017Q1: 10,000 shares; 2017Q2: 10,000 shares 10,000 $172K 0.05% 0 Timeline MACQUARIE INFRASTRUCTURE HO… MACQUARIE INFRASTRUCTURE HOLDI More: the full row for MACQUARIE INFRASTRUCTURE HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 2,760 shares; 2016Q1: 2,265 shares; 2016Q2: 2,165 shares; 2016Q3: 2,165 shares; 2016Q4: 2,165 shares; 2017Q1: 2,165 shares; 2017Q2: 2,165 shares 2,165 $170K 0.05% 0 PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 13,324 shares; 2016Q1: 8,139 shares; 2016Q2: not reported; 2016Q3: 2,045 shares; 2016Q4: 2,045 shares; 2017Q1: 2,045 shares; 2017Q2: 2,045 shares 2,045 $169K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 5,981 shares; 2016Q1: 5,870 shares; 2016Q2: 2,097 shares; 2016Q3: 2,097 shares; 2016Q4: 2,887 shares; 2017Q1: 2,887 shares; 2017Q2: 2,887 shares 2,887 $168K 0.05% 0 Timeline CDK GLOBAL INC CDK GLOBAL INC More: the full row for CDK GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 2,633 shares; 2016Q1: 2,633 shares; 2016Q2: 2,633 shares; 2016Q3: 2,633 shares; 2016Q4: 2,633 shares; 2017Q1: 2,633 shares; 2017Q2: 2,633 shares 2,633 $163K 0.04% 0 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,380 shares 1,380 $162K 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 8,420 shares; 2016Q1: 8,520 shares; 2016Q2: 3,993 shares; 2016Q3: 5,993 shares; 2016Q4: 5,993 shares; 2017Q1: 4,243 shares; 2017Q2: 4,243 shares 4,243 $160K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 3,970 shares; 2016Q1: 4,010 shares; 2016Q2: 2,440 shares; 2016Q3: 3,640 shares; 2016Q4: 3,640 shares; 2017Q1: 3,640 shares; 2017Q2: 3,640 shares 3,640 $160K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 5,519 shares; 2016Q1: 2,519 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 744 shares; 2017Q1: 774 shares; 2017Q2: 895 shares 895 $156K 0.04% +121 Timeline CYRUSONE INC CYRUSONE INC More: the full row for CYRUSONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 4,225 shares; 2016Q1: 4,225 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 2,635 shares; 2017Q1: 2,635 shares; 2017Q2: 2,635 shares 2,635 $147K 0.04% 0 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 1,000 shares; 2016Q3: 1,000 shares; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares 1,000 $146K 0.04% 0 Timeline SPROTT PHYSICAL GOLD SILVER SPROTT PHYSICAL GOLD SILVER More: the full row for SPROTT PHYSICAL GOLD SILVER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 16,000 shares; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 11,500 shares 11,500 $142K 0.04% new MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 4,630 shares; 2016Q1: 4,630 shares; 2016Q2: 4,630 shares; 2016Q3: 4,630 shares; 2016Q4: 2,630 shares; 2017Q1: 2,630 shares; 2017Q2: 2,630 shares 2,630 $138K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 3,150 shares; 2016Q4: 3,150 shares; 2017Q1: 3,150 shares; 2017Q2: 4,050 shares 4,050 $137K 0.04% +900 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 5,717 shares; 2016Q1: 5,717 shares; 2016Q2: 2,314 shares; 2016Q3: 2,314 shares; 2016Q4: 2,314 shares; 2017Q1: 2,014 shares; 2017Q2: 1,814 shares 1,814 $137K 0.04% -200 Timeline TORTOISE PWR & ENERGY INFRA… TORTOISE PWR & ENERGY INFRASTR More: the full row for TORTOISE PWR & ENERGY INFRASTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 9,070 shares; 2016Q1: 9,070 shares; 2016Q2: 9,070 shares; 2016Q3: 6,545 shares; 2016Q4: 6,545 shares; 2017Q1: 6,545 shares; 2017Q2: 6,545 shares 6,545 $137K 0.04% 0 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 1,650 shares; 2016Q4: 1,650 shares; 2017Q1: 1,650 shares; 2017Q2: 1,650 shares 1,650 $136K 0.04% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 1,440 shares; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 1,180 shares; 2017Q1: 1,180 shares; 2017Q2: 1,180 shares 1,180 $128K 0.03% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 219 shares; 2016Q1: 216 shares; 2016Q2: 171 shares; 2016Q3: 171 shares; 2016Q4: not reported; 2017Q1: 143 shares; 2017Q2: 140 shares 140 $127K 0.03% -3 Timeline CITIGROUP INC CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 1,900 shares; 2017Q1: 1,988 shares; 2017Q2: 1,900 shares 1,900 $127K 0.03% -88 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; 2015Q3: restricted; 2015Q4: 5,426 shares; 2016Q1: 4,802 shares; 2016Q2: 4,802 shares; 2016Q3: 4,802 shares; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,514 shares 1,514 $126K 0.03% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 7,005 shares; 2016Q3: 7,005 shares; 2016Q4: not reported; 2017Q1: 3,055 shares; 2017Q2: 3,055 shares 3,055 $124K 0.03% 0 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; 2015Q3: restricted; 2015Q4: 5,955 shares; 2016Q1: 4,575 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 1,605 shares; 2017Q1: 1,605 shares; 2017Q2: 1,605 shares 1,605 $124K 0.03% 0 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; 2015Q3: restricted; 2015Q4: 1,545 shares; 2016Q1: 1,545 shares; 2016Q2: 1,545 shares; 2016Q3: 1,545 shares; 2016Q4: 1,545 shares; 2017Q1: 1,545 shares; 2017Q2: 1,545 shares 1,545 $122K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 4,000 shares; 2017Q2: 4,000 shares 4,000 $120K 0.03% 0 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; 2015Q3: restricted; 2015Q4: 798 shares; 2016Q1: 798 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 500 shares; 2017Q1: 500 shares; 2017Q2: 500 shares 500 $111K 0.03% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 1,000 shares; 2016Q1: 1,000 shares; 2016Q2: 1,000 shares; 2016Q3: 1,000 shares; 2016Q4: 1,000 shares; 2017Q1: 1,042 shares; 2017Q2: 1,000 shares 1,000 $110K 0.03% -42 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 1,352 shares; 2016Q2: 1,352 shares; 2016Q3: 1,352 shares; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,492 shares 1,492 $110K 0.03% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,799 shares 1,799 $109K 0.03% new 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 665 shares; 2017Q2: 665 shares 665 $108K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 1,375 shares; 2017Q2: 1,375 shares 1,375 $107K 0.03% 0 Timeline