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; 2014Q4: restricted; 2015Q1: 218,888 shares; 2015Q2: 217,971 shares; 2015Q3: 250,769 shares; 2015Q4: 360,019 shares; 2016Q1: 357,440 shares; 2016Q2: 357,292 shares; 2016Q3: 348,660 shares 348,660 $75.4M 2.59% -8,632 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; 2014Q4: restricted; 2015Q1: 391,751 shares; 2015Q2: 382,322 shares; 2015Q3: 386,803 shares; 2015Q4: 498,148 shares; 2016Q1: 657,726 shares; 2016Q2: 945,109 shares; 2016Q3: 1,239,293 shares 1,239,293 $51.4M 1.76% +294,184 AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 337,396 shares; 2015Q2: 337,772 shares; 2015Q3: 328,101 shares; 2015Q4: 475,090 shares; 2016Q1: 502,510 shares; 2016Q2: 508,740 shares; 2016Q3: 445,735 shares 445,735 $50.4M 1.73% -63,005 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 101,919 shares; 2015Q2: 120,835 shares; 2015Q3: 127,779 shares; 2015Q4: 245,464 shares; 2016Q1: 472,589 shares; 2016Q2: 754,538 shares; 2016Q3: 890,390 shares 890,390 $40.5M 1.39% +135,852 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; 2014Q4: restricted; 2015Q1: 173,038 shares; 2015Q2: 132,655 shares; 2015Q3: 56,501 shares; 2015Q4: 69,214 shares; 2016Q1: 64,218 shares; 2016Q2: 80,198 shares; 2016Q3: 409,601 shares 409,601 $34.2M 1.17% +329,403 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; 2014Q4: restricted; 2015Q1: 189,769 shares; 2015Q2: 176,251 shares; 2015Q3: 138,524 shares; 2015Q4: 270,591 shares; 2016Q1: 287,776 shares; 2016Q2: 367,681 shares; 2016Q3: 403,053 shares 403,053 $34M 1.17% +35,372 Timeline POWERSHARES ETF TRUST DWA T… POWERSHARES ETF TRUST DWA TECH More: the full row for POWERSHARES ETF TRUST DWA TECH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 234,894 shares; 2015Q2: 259,707 shares; 2015Q3: 379,504 shares; 2015Q4: 389,469 shares; 2016Q1: 143,102 shares; 2016Q2: 611,924 shares; 2016Q3: 798,574 shares 798,574 $33.9M 1.16% +186,650 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; 2014Q4: restricted; 2015Q1: 174,293 shares; 2015Q2: 190,184 shares; 2015Q3: 215,729 shares; 2015Q4: 325,755 shares; 2016Q1: 329,950 shares; 2016Q2: 254,661 shares; 2016Q3: 283,535 shares 283,535 $33.7M 1.15% +28,874 AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 107,188 shares; 2015Q2: 96,749 shares; 2015Q3: 103,747 shares; 2015Q4: 181,595 shares; 2016Q1: 223,867 shares; 2016Q2: 269,802 shares; 2016Q3: 297,865 shares 297,865 $33.5M 1.15% +28,063 Timeline FXG 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; 2014Q4: restricted; 2015Q1: 398,918 shares; 2015Q2: 434,752 shares; 2015Q3: 566,625 shares; 2015Q4: 709,652 shares; 2016Q1: 689,204 shares; 2016Q2: 751,282 shares; 2016Q3: 719,408 shares 719,408 $33.4M 1.15% -31,874 Timeline FV 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; 2014Q4: restricted; 2015Q1: 244,468 shares; 2015Q2: 452,524 shares; 2015Q3: 1,157,908 shares; 2015Q4: 1,498,054 shares; 2016Q1: 771,839 shares; 2016Q2: 1,495,352 shares; 2016Q3: 1,332,435 shares 1,332,435 $30.5M 1.05% -162,917 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; 2014Q4: restricted; 2015Q1: 49,315 shares; 2015Q2: 47,136 shares; 2015Q3: 84,244 shares; 2015Q4: 153,169 shares; 2016Q1: 162,511 shares; 2016Q2: 383,188 shares; 2016Q3: 580,394 shares 580,394 $29.1M 1% +197,206 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 199,986 shares; 2015Q2: 245,857 shares; 2015Q3: 356,426 shares; 2015Q4: 510,729 shares; 2016Q1: 507,664 shares; 2016Q2: 497,854 shares; 2016Q3: 490,459 shares 490,459 $29M 0.99% -7,395 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 61,280 shares; 2015Q2: 87,376 shares; 2015Q3: 56,600 shares; 2015Q4: 112,037 shares; 2016Q1: 185,086 shares; 2016Q2: 298,929 shares; 2016Q3: 404,854 shares 404,854 $27.4M 0.94% +105,925 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; 2014Q4: restricted; 2015Q1: 201,192 shares; 2015Q2: 222,079 shares; 2015Q3: 309,207 shares; 2015Q4: 355,882 shares; 2016Q1: 62,331 shares; 2016Q2: 352,182 shares; 2016Q3: 327,727 shares 327,727 $26.7M 0.92% -24,455 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 132,850 shares; 2015Q2: 140,915 shares; 2015Q3: 153,299 shares; 2015Q4: 229,659 shares; 2016Q1: 230,509 shares; 2016Q2: 252,003 shares; 2016Q3: 247,655 shares 247,655 $25.8M 0.88% -4,348 Timeline FXU 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; 2014Q4: restricted; 2015Q1: 692 shares; 2015Q2: 3,626 shares; 2015Q3: 4,143 shares; 2015Q4: 12,668 shares; 2016Q1: 878,325 shares; 2016Q2: 1,047,537 shares; 2016Q3: 993,747 shares 993,747 $25.8M 0.88% -53,790 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; 2014Q4: restricted; 2015Q1: 200,323 shares; 2015Q2: 167,071 shares; 2015Q3: 145,940 shares; 2015Q4: 259,601 shares; 2016Q1: 238,496 shares; 2016Q2: 300,686 shares; 2016Q3: 299,901 shares 299,901 $25.2M 0.86% -785 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; 2014Q4: restricted; 2015Q1: 122,298 shares; 2015Q2: 128,553 shares; 2015Q3: 111,523 shares; 2015Q4: 203,820 shares; 2016Q1: 295,812 shares; 2016Q2: 456,041 shares; 2016Q3: 342,226 shares 342,226 $24.7M 0.85% -113,815 Timeline FXN 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; 2014Q4: restricted; 2015Q1: 7,217 shares; 2015Q2: 8,192 shares; 2015Q3: 12,124 shares; 2015Q4: 23,136 shares; 2016Q1: 222,114 shares; 2016Q2: 1,612,575 shares; 2016Q3: 1,582,519 shares 1,582,519 $24.4M 0.84% -30,056 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; 2014Q4: restricted; 2015Q1: 168,868 shares; 2015Q2: 148,732 shares; 2015Q3: 98,744 shares; 2015Q4: 143,592 shares; 2016Q1: 176,487 shares; 2016Q2: 203,796 shares; 2016Q3: 212,714 shares 212,714 $23.9M 0.82% +8,918 Timeline FXD 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; 2014Q4: restricted; 2015Q1: 344,703 shares; 2015Q2: 380,867 shares; 2015Q3: 559,685 shares; 2015Q4: 489,274 shares; 2016Q1: 506,789 shares; 2016Q2: 706,588 shares; 2016Q3: 669,857 shares 669,857 $23.6M 0.81% -36,731 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 84,675 shares; 2015Q2: 96,679 shares; 2015Q3: 94,133 shares; 2015Q4: 164,904 shares; 2016Q1: 179,144 shares; 2016Q2: 166,047 shares; 2016Q3: 180,669 shares 180,669 $22.4M 0.77% +14,622 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; 2014Q4: restricted; 2015Q1: 315,716 shares; 2015Q2: 320,401 shares; 2015Q3: 295,250 shares; 2015Q4: 554,026 shares; 2016Q1: 576,816 shares; 2016Q2: 564,849 shares; 2016Q3: 548,060 shares 548,060 $22.3M 0.76% -16,789 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; 2014Q4: restricted; 2015Q1: 195,891 shares; 2015Q2: 201,049 shares; 2015Q3: 191,120 shares; 2015Q4: 337,515 shares; 2016Q1: 350,098 shares; 2016Q2: 354,762 shares; 2016Q3: 349,046 shares 349,046 $22.1M 0.76% -5,716 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 41,613 shares; 2015Q2: 34,782 shares; 2015Q3: 31,651 shares; 2015Q4: 69,844 shares; 2016Q1: 74,645 shares; 2016Q2: 84,100 shares; 2016Q3: 101,386 shares 101,386 $22.1M 0.76% +17,286 Timeline XLP 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; 2014Q4: restricted; 2015Q1: 108,362 shares; 2015Q2: 107,302 shares; 2015Q3: 72,956 shares; 2015Q4: 144,121 shares; 2016Q1: 214,894 shares; 2016Q2: 385,308 shares; 2016Q3: 411,400 shares 411,400 $21.9M 0.75% +26,092 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; 2014Q4: restricted; 2015Q1: 371,761 shares; 2015Q2: 380,728 shares; 2015Q3: 328,329 shares; 2015Q4: 590,914 shares; 2016Q1: 663,376 shares; 2016Q2: 697,010 shares; 2016Q3: 710,382 shares 710,382 $21M 0.72% +13,372 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; 2014Q4: restricted; 2015Q1: 32,464 shares; 2015Q2: 30,926 shares; 2015Q3: 30,111 shares; 2015Q4: 61,403 shares; 2016Q1: 130,298 shares; 2016Q2: 138,009 shares; 2016Q3: 167,471 shares 167,471 $21M 0.72% +29,462 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 71,259 shares; 2015Q2: 77,224 shares; 2015Q3: 65,932 shares; 2015Q4: 136,299 shares; 2016Q1: 159,149 shares; 2016Q2: 169,401 shares; 2016Q3: 172,202 shares 172,202 $20.3M 0.7% +2,801 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; 2014Q4: restricted; 2015Q1: 141,179 shares; 2015Q2: 148,147 shares; 2015Q3: 134,077 shares; 2015Q4: 264,628 shares; 2016Q1: 293,496 shares; 2016Q2: 372,435 shares; 2016Q3: 378,850 shares 378,850 $19.7M 0.68% +6,415 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; 2014Q4: restricted; 2015Q1: 26,685 shares; 2015Q2: 29,057 shares; 2015Q3: 32,350 shares; 2015Q4: 125,358 shares; 2016Q1: 128,599 shares; 2016Q2: 158,598 shares; 2016Q3: 166,341 shares 166,341 $18.5M 0.63% +7,743 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 38,485 shares; 2015Q2: 43,390 shares; 2015Q3: 50,079 shares; 2015Q4: 86,451 shares; 2016Q1: 85,341 shares; 2016Q2: 102,847 shares; 2016Q3: 117,210 shares 117,210 $18.1M 0.62% +14,363 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 94,154 shares; 2015Q2: 116,464 shares; 2015Q3: 136,426 shares; 2015Q4: 260,498 shares; 2016Q1: 269,008 shares; 2016Q2: 409,428 shares; 2016Q3: 458,035 shares 458,035 $18.1M 0.62% +48,607 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; 2014Q4: restricted; 2015Q1: 107,663 shares; 2015Q2: 112,042 shares; 2015Q3: 94,007 shares; 2015Q4: 190,578 shares; 2016Q1: 214,136 shares; 2016Q2: 233,057 shares; 2016Q3: 204,809 shares 204,809 $17.9M 0.61% -28,248 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; 2014Q4: restricted; 2015Q1: 62,922 shares; 2015Q2: 60,306 shares; 2015Q3: 74,508 shares; 2015Q4: 110,989 shares; 2016Q1: 128,855 shares; 2016Q2: 130,291 shares; 2016Q3: 128,698 shares 128,698 $16.5M 0.57% -1,593 Timeline POWERSHARES EXCHANGE POWERSHARES EXCHANGE More: the full row for POWERSHARES EXCHANGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 162 shares; 2015Q2: 271 shares; 2015Q3: 271 shares; 2015Q4: 5,001 shares; 2016Q1: 30,973 shares; 2016Q2: 282,207 shares; 2016Q3: 418,469 shares 418,469 $16.3M 0.56% +136,262 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; 2014Q4: restricted; 2015Q1: 31,795 shares; 2015Q2: 32,396 shares; 2015Q3: 42,918 shares; 2015Q4: 91,318 shares; 2016Q1: 118,075 shares; 2016Q2: 141,166 shares; 2016Q3: 125,007 shares 125,007 $16.2M 0.55% -16,159 Timeline XLE 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; 2014Q4: restricted; 2015Q1: 49,287 shares; 2015Q2: 56,222 shares; 2015Q3: 49,044 shares; 2015Q4: 96,715 shares; 2016Q1: 116,314 shares; 2016Q2: 212,267 shares; 2016Q3: 225,788 shares 225,788 $15.9M 0.55% +13,521 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 46,359 shares; 2015Q2: 39,271 shares; 2015Q3: 36,334 shares; 2015Q4: 136,367 shares; 2016Q1: 139,269 shares; 2016Q2: 185,400 shares; 2016Q3: 193,957 shares 193,957 $15.8M 0.54% +8,557 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 122,610 shares; 2015Q2: 125,290 shares; 2015Q3: 133,672 shares; 2015Q4: 244,115 shares; 2016Q1: 259,228 shares; 2016Q2: 269,038 shares; 2016Q3: 272,251 shares 272,251 $15.7M 0.54% +3,213 Timeline IFV 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; 2014Q4: restricted; 2015Q1: 118,989 shares; 2015Q2: 506,325 shares; 2015Q3: 198,880 shares; 2015Q4: 335,256 shares; 2016Q1: 268,169 shares; 2016Q2: 759,107 shares; 2016Q3: 888,636 shares 888,636 $15.5M 0.53% +129,529 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 397,662 shares; 2015Q2: 202,382 shares; 2015Q3: 232,095 shares; 2015Q4: 459,218 shares; 2016Q1: 627,256 shares; 2016Q2: 927,063 shares; 2016Q3: 1,017,560 shares 1,017,560 $15.4M 0.53% +90,497 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; 2014Q4: restricted; 2015Q1: 129,534 shares; 2015Q2: 129,947 shares; 2015Q3: 115,807 shares; 2015Q4: 163,199 shares; 2016Q1: 174,043 shares; 2016Q2: 186,544 shares; 2016Q3: 182,533 shares 182,533 $14.8M 0.51% -4,011 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 75,854 shares; 2015Q2: 75,863 shares; 2015Q3: 80,681 shares; 2015Q4: 121,241 shares; 2016Q1: 120,034 shares; 2016Q2: 133,718 shares; 2016Q3: 138,140 shares 138,140 $14.6M 0.5% +4,422 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 65,237 shares; 2015Q2: 73,166 shares; 2015Q3: 74,227 shares; 2015Q4: 104,293 shares; 2016Q1: 103,051 shares; 2016Q2: 147,837 shares; 2016Q3: 168,308 shares 168,308 $14.4M 0.49% +20,471 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; 2014Q4: restricted; 2015Q1: 13,828 shares; 2015Q2: 24,632 shares; 2015Q3: 55,864 shares; 2015Q4: 105,134 shares; 2016Q1: 220,602 shares; 2016Q2: 337,438 shares; 2016Q3: 515,966 shares 515,966 $13.9M 0.48% +178,528 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; 2014Q4: restricted; 2015Q1: 70,054 shares; 2015Q2: 72,960 shares; 2015Q3: 90,737 shares; 2015Q4: 137,042 shares; 2016Q1: 149,969 shares; 2016Q2: 148,826 shares; 2016Q3: 147,544 shares 147,544 $13.7M 0.47% -1,282 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; 2014Q4: restricted; 2015Q1: 51,063 shares; 2015Q2: 51,926 shares; 2015Q3: 51,670 shares; 2015Q4: 102,796 shares; 2016Q1: 132,757 shares; 2016Q2: 155,259 shares; 2016Q3: 157,435 shares 157,435 $13.7M 0.47% +2,176 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; 2014Q4: restricted; 2015Q1: 29,831 shares; 2015Q2: 32,894 shares; 2015Q3: 34,681 shares; 2015Q4: 62,460 shares; 2016Q1: 67,773 shares; 2016Q2: 77,518 shares; 2016Q3: 68,212 shares 68,212 $13.6M 0.46% -9,306 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 20,054 shares; 2015Q2: 15,997 shares; 2015Q3: 17,302 shares; 2015Q4: 104,426 shares; 2016Q1: 129,256 shares; 2016Q2: 151,799 shares; 2016Q3: 156,777 shares 156,777 $13.2M 0.45% +4,978 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; 2014Q4: restricted; 2015Q1: 74,934 shares; 2015Q2: 67,199 shares; 2015Q3: 79,943 shares; 2015Q4: 141,836 shares; 2016Q1: 160,514 shares; 2016Q2: 143,802 shares; 2016Q3: 145,000 shares 145,000 $13M 0.45% +1,198 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 44,014 shares; 2015Q2: 33,662 shares; 2015Q3: 31,388 shares; 2015Q4: 54,788 shares; 2016Q1: 72,689 shares; 2016Q2: 94,598 shares; 2016Q3: 104,209 shares 104,209 $12.8M 0.44% +9,611 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; 2014Q4: restricted; 2015Q1: 55,314 shares; 2015Q2: 56,317 shares; 2015Q3: 54,795 shares; 2015Q4: 83,760 shares; 2016Q1: 82,777 shares; 2016Q2: 83,305 shares; 2016Q3: 85,645 shares 85,645 $12.4M 0.42% +2,340 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; 2014Q4: restricted; 2015Q1: 53,532 shares; 2015Q2: 85,495 shares; 2015Q3: 88,599 shares; 2015Q4: 135,421 shares; 2016Q1: 149,930 shares; 2016Q2: 147,079 shares; 2016Q3: 95,643 shares 95,643 $11.7M 0.4% -51,436 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; 2014Q4: restricted; 2015Q1: 57,063 shares; 2015Q2: 47,965 shares; 2015Q3: 37,592 shares; 2015Q4: 88,664 shares; 2016Q1: 87,387 shares; 2016Q2: 97,067 shares; 2016Q3: 249,120 shares 249,120 $11.6M 0.4% +152,053 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; 2014Q4: restricted; 2015Q1: 100,495 shares; 2015Q2: 79,118 shares; 2015Q3: 50,240 shares; 2015Q4: 110,052 shares; 2016Q1: 96,901 shares; 2016Q2: 101,255 shares; 2016Q3: 130,853 shares 130,853 $11.3M 0.39% +29,598 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 20,513 shares; 2015Q2: 24,435 shares; 2015Q3: 19,969 shares; 2015Q4: 72,396 shares; 2016Q1: 68,141 shares; 2016Q2: 87,752 shares; 2016Q3: 94,823 shares 94,823 $11M 0.38% +7,071 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 38,417 shares; 2015Q2: 42,061 shares; 2015Q3: 39,613 shares; 2015Q4: 63,280 shares; 2016Q1: 66,363 shares; 2016Q2: 74,286 shares; 2016Q3: 87,950 shares 87,950 $10.9M 0.37% +13,664 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; 2014Q4: restricted; 2015Q1: 1,891 shares; 2015Q2: 2,166 shares; 2015Q3: 2,583 shares; 2015Q4: 7,921 shares; 2016Q1: 10,773 shares; 2016Q2: 12,295 shares; 2016Q3: 12,876 shares 12,876 $10.8M 0.37% +581 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 110,575 shares; 2015Q2: 121,452 shares; 2015Q3: 129,097 shares; 2015Q4: 221,106 shares; 2016Q1: 277,765 shares; 2016Q2: 308,665 shares; 2016Q3: 313,903 shares 313,903 $10.6M 0.36% +5,238 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,420 shares; 2015Q2: 6,244 shares; 2015Q3: 4,112 shares; 2015Q4: 12,424 shares; 2016Q1: 13,884 shares; 2016Q2: 62,649 shares; 2016Q3: 78,720 shares 78,720 $10.5M 0.36% +16,071 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 50,745 shares; 2015Q2: 54,928 shares; 2015Q3: 54,453 shares; 2015Q4: 92,297 shares; 2016Q1: 100,735 shares; 2016Q2: 108,746 shares; 2016Q3: 100,447 shares 100,447 $10.3M 0.35% -8,299 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; 2014Q4: restricted; 2015Q1: 144,140 shares; 2015Q2: 191,834 shares; 2015Q3: 156,767 shares; 2015Q4: 276,173 shares; 2016Q1: 273,209 shares; 2016Q2: 301,177 shares; 2016Q3: 262,615 shares 262,615 $9.88M 0.34% -38,562 Timeline POWERSHARES S&P SMALLCA… POWERSHARES S&P SMALLCAP LOW More: the full row for POWERSHARES S&P SMALLCAP LOW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 160 shares; 2015Q2: 220 shares; 2015Q3: 228 shares; 2015Q4: 11,871 shares; 2016Q1: 25,424 shares; 2016Q2: 154,407 shares; 2016Q3: 255,000 shares 255,000 $9.87M 0.34% +100,593 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; 2014Q4: restricted; 2015Q1: 102,690 shares; 2015Q2: 104,458 shares; 2015Q3: 67,593 shares; 2015Q4: 101,950 shares; 2016Q1: 97,326 shares; 2016Q2: 184,333 shares; 2016Q3: 200,780 shares 200,780 $9.84M 0.34% +16,447 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 32,697 shares; 2015Q2: 32,912 shares; 2015Q3: 33,953 shares; 2015Q4: 66,924 shares; 2016Q1: 78,158 shares; 2016Q2: 90,667 shares; 2016Q3: 96,685 shares 96,685 $9.82M 0.34% +6,018 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; 2014Q4: restricted; 2015Q1: 65,352 shares; 2015Q2: 67,820 shares; 2015Q3: 69,273 shares; 2015Q4: 127,581 shares; 2016Q1: 164,566 shares; 2016Q2: 345,365 shares; 2016Q3: 387,691 shares 387,691 $9.76M 0.33% +42,326 IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 26,676 shares; 2015Q2: 35,063 shares; 2015Q3: 38,720 shares; 2015Q4: 66,247 shares; 2016Q1: 65,992 shares; 2016Q2: 51,110 shares; 2016Q3: 55,617 shares 55,617 $9.7M 0.33% +4,507 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 15,010 shares; 2015Q2: 5,983 shares; 2015Q3: 12,407 shares; 2015Q4: 17,732 shares; 2016Q1: 43,009 shares; 2016Q2: 66,566 shares; 2016Q3: 70,315 shares 70,315 $9.67M 0.33% +3,749 Timeline FDL 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; 2014Q4: restricted; 2015Q1: 12,698 shares; 2015Q2: 15,843 shares; 2015Q3: 19,513 shares; 2015Q4: 28,482 shares; 2016Q1: 122,762 shares; 2016Q2: 187,282 shares; 2016Q3: 353,952 shares 353,952 $9.65M 0.33% +166,670 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 11,928 shares; 2016Q1: 13,054 shares; 2016Q2: 13,379 shares; 2016Q3: 11,997 shares 11,997 $9.65M 0.33% -1,382 Timeline POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 28,845 shares; 2015Q2: 24,995 shares; 2015Q3: 24,669 shares; 2015Q4: 25,584 shares; 2016Q1: 34,390 shares; 2016Q2: 141,524 shares; 2016Q3: 244,044 shares 244,044 $9.5M 0.33% +102,520 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; 2014Q4: restricted; 2015Q1: 17,374 shares; 2015Q2: 17,633 shares; 2015Q3: 20,693 shares; 2015Q4: 39,321 shares; 2016Q1: 60,763 shares; 2016Q2: 71,368 shares; 2016Q3: 72,952 shares 72,952 $9.39M 0.32% +1,584 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; 2014Q4: restricted; 2015Q1: 44,954 shares; 2015Q2: 47,295 shares; 2015Q3: 53,410 shares; 2015Q4: 77,545 shares; 2016Q1: 99,133 shares; 2016Q2: 106,860 shares; 2016Q3: 98,841 shares 98,841 $9.25M 0.32% -8,019 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 22,734 shares; 2015Q2: 20,680 shares; 2015Q3: 47,983 shares; 2015Q4: 59,029 shares; 2016Q1: 83,467 shares; 2016Q2: 150,119 shares; 2016Q3: 170,568 shares 170,568 $9.22M 0.32% +20,449 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; 2014Q4: restricted; 2015Q1: 131,513 shares; 2015Q2: 142,853 shares; 2015Q3: 116,499 shares; 2015Q4: 211,960 shares; 2016Q1: 209,410 shares; 2016Q2: 174,550 shares; 2016Q3: 190,404 shares 190,404 $9.1M 0.31% +15,854 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 16,991 shares; 2015Q2: 21,437 shares; 2015Q3: 25,039 shares; 2015Q4: 42,673 shares; 2016Q1: 52,418 shares; 2016Q2: 316,854 shares; 2016Q3: 360,676 shares 360,676 $8.95M 0.31% +43,822 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; 2014Q4: restricted; 2015Q1: 106,330 shares; 2015Q2: 118,492 shares; 2015Q3: 83,640 shares; 2015Q4: 122,894 shares; 2016Q1: 139,530 shares; 2016Q2: 142,905 shares; 2016Q3: 117,160 shares 117,160 $8.45M 0.29% -25,745 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; 2014Q4: restricted; 2015Q1: 39,490 shares; 2015Q2: 39,553 shares; 2015Q3: 39,486 shares; 2015Q4: 112,941 shares; 2016Q1: 129,746 shares; 2016Q2: 148,401 shares; 2016Q3: 155,706 shares 155,706 $8.39M 0.29% +7,305 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; 2014Q4: restricted; 2015Q1: 96,373 shares; 2015Q2: 95,371 shares; 2015Q3: 108,152 shares; 2015Q4: 183,926 shares; 2016Q1: 233,417 shares; 2016Q2: 239,596 shares; 2016Q3: 261,983 shares 261,983 $8.31M 0.28% +22,387 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; 2014Q4: restricted; 2015Q1: 49,328 shares; 2015Q2: 49,757 shares; 2015Q3: 50,345 shares; 2015Q4: 107,581 shares; 2016Q1: 109,449 shares; 2016Q2: 103,514 shares; 2016Q3: 84,657 shares 84,657 $8.23M 0.28% -18,857 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; 2014Q4: restricted; 2015Q1: 61,019 shares; 2015Q2: 66,579 shares; 2015Q3: 53,864 shares; 2015Q4: 71,257 shares; 2016Q1: 63,028 shares; 2016Q2: 67,812 shares; 2016Q3: 73,954 shares 73,954 $8.18M 0.28% +6,142 Timeline REYNOLDS AMERICAN INC REYNOLDS AMERICAN INC More: the full row for REYNOLDS AMERICAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 28,002 shares; 2015Q2: 33,557 shares; 2015Q3: not reported; 2015Q4: 123,733 shares; 2016Q1: 128,441 shares; 2016Q2: 129,195 shares; 2016Q3: 172,139 shares 172,139 $8.12M 0.28% +42,944 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; 2014Q4: restricted; 2015Q1: 66,010 shares; 2015Q2: 66,418 shares; 2015Q3: 64,556 shares; 2015Q4: 170,613 shares; 2016Q1: 179,479 shares; 2016Q2: 191,467 shares; 2016Q3: 189,389 shares 189,389 $8.02M 0.27% -2,078 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 19,370 shares; 2015Q2: 29,360 shares; 2015Q3: 23,976 shares; 2015Q4: 48,722 shares; 2016Q1: 33,027 shares; 2016Q2: 27,093 shares; 2016Q3: 27,402 shares 27,402 $7.93M 0.27% +309 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; 2014Q4: restricted; 2015Q1: 27,522 shares; 2015Q2: 22,188 shares; 2015Q3: 20,272 shares; 2015Q4: 42,378 shares; 2016Q1: 46,648 shares; 2016Q2: 49,487 shares; 2016Q3: 49,202 shares 49,202 $7.82M 0.27% -285 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; 2014Q4: restricted; 2015Q1: 8,220 shares; 2015Q2: 12,790 shares; 2015Q3: 15,239 shares; 2015Q4: 56,677 shares; 2016Q1: 55,856 shares; 2016Q2: 60,003 shares; 2016Q3: 58,381 shares 58,381 $7.76M 0.27% -1,622 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 28,194 shares; 2015Q2: 23,994 shares; 2015Q3: 23,916 shares; 2015Q4: 58,522 shares; 2016Q1: 73,973 shares; 2016Q2: 65,100 shares; 2016Q3: 66,997 shares 66,997 $7.73M 0.26% +1,897 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; 2014Q4: restricted; 2015Q1: 58,142 shares; 2015Q2: 71,046 shares; 2015Q3: 71,430 shares; 2015Q4: 110,770 shares; 2016Q1: 117,226 shares; 2016Q2: 122,018 shares; 2016Q3: 111,789 shares 111,789 $7.44M 0.26% -10,229 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 265 shares; 2016Q1: 338 shares; 2016Q2: 58,810 shares; 2016Q3: 72,518 shares 72,518 $7.39M 0.25% +13,708 Timeline HYLS 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; 2014Q4: restricted; 2015Q1: 3,857 shares; 2015Q2: 4,439 shares; 2015Q3: 4,613 shares; 2015Q4: 19,175 shares; 2016Q1: 104,324 shares; 2016Q2: 173,131 shares; 2016Q3: 150,749 shares 150,749 $7.33M 0.25% -22,382 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 17,374 shares; 2015Q2: 20,186 shares; 2015Q3: 21,137 shares; 2015Q4: 51,152 shares; 2016Q1: 79,500 shares; 2016Q2: 98,062 shares; 2016Q3: 101,390 shares 101,390 $7.31M 0.25% +3,328 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 47,402 shares; 2015Q2: 50,878 shares; 2015Q3: 34,591 shares; 2015Q4: 49,429 shares; 2016Q1: 57,971 shares; 2016Q2: 67,886 shares; 2016Q3: 74,107 shares 74,107 $7.22M 0.25% +6,221 Timeline FS KKR CAPITAL CORP FS KKR CAPITAL CORP More: the full row for FS KKR CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 96,281 shares; 2015Q2: 167,933 shares; 2015Q3: 239,407 shares; 2015Q4: 666,786 shares; 2016Q1: 624,049 shares; 2016Q2: 812,452 shares; 2016Q3: 759,417 shares 759,417 $7.19M 0.25% -53,035 IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 23,298 shares; 2015Q2: 24,712 shares; 2015Q3: 25,529 shares; 2015Q4: 67,879 shares; 2016Q1: 65,328 shares; 2016Q2: 58,934 shares; 2016Q3: 58,770 shares 58,770 $7.15M 0.25% -164 Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 196,252 shares; 2015Q2: 213,785 shares; 2015Q3: 158,401 shares; 2015Q4: 339,906 shares; 2016Q1: 362,784 shares; 2016Q2: 452,141 shares; 2016Q3: 545,528 shares 545,528 $6.92M 0.24% +93,387 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; 2014Q4: restricted; 2015Q1: 8,317 shares; 2015Q2: 3,266 shares; 2015Q3: 2,556 shares; 2015Q4: 24,249 shares; 2016Q1: 32,428 shares; 2016Q2: 50,230 shares; 2016Q3: 50,549 shares 50,549 $6.92M 0.24% +319 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 14,433 shares; 2015Q2: 27,268 shares; 2015Q3: 37,922 shares; 2015Q4: 38,752 shares; 2016Q1: 36,101 shares; 2016Q2: 41,206 shares; 2016Q3: 46,207 shares 46,207 $6.91M 0.24% +5,001 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 112,233 shares; 2015Q2: 108,371 shares; 2015Q3: 101,839 shares; 2015Q4: 193,423 shares; 2016Q1: 207,736 shares; 2016Q2: 184,400 shares; 2016Q3: 181,545 shares 181,545 $6.85M 0.23% -2,855 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; 2014Q4: restricted; 2015Q1: 93,570 shares; 2015Q2: 54,695 shares; 2015Q3: 50,567 shares; 2015Q4: 86,162 shares; 2016Q1: 79,887 shares; 2016Q2: 87,297 shares; 2016Q3: 84,216 shares 84,216 $6.78M 0.23% -3,081 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; 2014Q4: restricted; 2015Q1: 7,620 shares; 2015Q2: 8,031 shares; 2015Q3: 7,764 shares; 2015Q4: 14,399 shares; 2016Q1: 14,846 shares; 2016Q2: 19,737 shares; 2016Q3: 23,742 shares 23,742 $6.7M 0.23% +4,005 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; 2014Q4: restricted; 2015Q1: 12,351 shares; 2015Q2: 9,241 shares; 2015Q3: 9,543 shares; 2015Q4: 20,647 shares; 2016Q1: 24,455 shares; 2016Q2: 26,368 shares; 2016Q3: 27,643 shares 27,643 $6.63M 0.23% +1,275 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 42,028 shares; 2015Q2: 52,892 shares; 2015Q3: 54,124 shares; 2015Q4: 95,414 shares; 2016Q1: 106,880 shares; 2016Q2: 151,296 shares; 2016Q3: 156,342 shares 156,342 $6.61M 0.23% +5,046 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; 2014Q4: restricted; 2015Q1: 19,000 shares; 2015Q2: 32,744 shares; 2015Q3: 41,337 shares; 2015Q4: 56,090 shares; 2016Q1: 69,333 shares; 2016Q2: 70,366 shares; 2016Q3: 61,341 shares 61,341 $6.53M 0.22% -9,025 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; 2014Q4: restricted; 2015Q1: 26,369 shares; 2015Q2: 25,518 shares; 2015Q3: 27,205 shares; 2015Q4: 58,372 shares; 2016Q1: 63,900 shares; 2016Q2: 69,852 shares; 2016Q3: 73,705 shares 73,705 $6.46M 0.22% +3,853 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 19,991 shares; 2015Q2: 16,119 shares; 2015Q3: 16,846 shares; 2015Q4: 33,598 shares; 2016Q1: 99,741 shares; 2016Q2: 303,411 shares; 2016Q3: 57,681 shares 57,681 $6.45M 0.22% -245,730 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 17,810 shares; 2015Q2: 18,787 shares; 2015Q3: 23,116 shares; 2015Q4: 43,378 shares; 2016Q1: 44,174 shares; 2016Q2: 47,381 shares; 2016Q3: 48,334 shares 48,334 $6.37M 0.22% +953 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 44,893 shares; 2015Q2: 41,382 shares; 2015Q3: 19,906 shares; 2015Q4: 44,062 shares; 2016Q1: 45,813 shares; 2016Q2: 60,248 shares; 2016Q3: 72,262 shares 72,262 $6.3M 0.22% +12,014 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 6,319 shares; 2016Q1: 9,644 shares; 2016Q2: 8,293 shares; 2016Q3: 8,056 shares 8,056 $6.26M 0.21% -237 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 35,458 shares; 2015Q2: 44,601 shares; 2015Q3: 47,947 shares; 2015Q4: 88,242 shares; 2016Q1: 85,074 shares; 2016Q2: 87,483 shares; 2016Q3: 75,489 shares 75,489 $6.24M 0.21% -11,994 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 35,914 shares; 2015Q2: 71,071 shares; 2015Q3: 63,060 shares; 2015Q4: 116,670 shares; 2016Q1: 132,341 shares; 2016Q2: 124,298 shares; 2016Q3: 115,573 shares 115,573 $6.21M 0.21% -8,725 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; 2014Q4: restricted; 2015Q1: 31,126 shares; 2015Q2: 34,205 shares; 2015Q3: 37,999 shares; 2015Q4: 93,832 shares; 2016Q1: 97,129 shares; 2016Q2: 107,217 shares; 2016Q3: 98,977 shares 98,977 $6.18M 0.21% -8,240 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 46,500 shares; 2015Q2: 47,544 shares; 2015Q3: 45,268 shares; 2015Q4: 74,017 shares; 2016Q1: 76,997 shares; 2016Q2: 85,243 shares; 2016Q3: 96,138 shares 96,138 $6.06M 0.21% +10,895 Timeline INVESCO FINANCIAL PREFERRED… INVESCO FINANCIAL PREFERRED ETF More: the full row for INVESCO FINANCIAL PREFERRED ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 38,233 shares; 2015Q2: 24,207 shares; 2015Q3: 17,762 shares; 2015Q4: 77,108 shares; 2016Q1: 124,077 shares; 2016Q2: 265,926 shares; 2016Q3: 313,636 shares 313,636 $5.97M 0.2% +47,710 IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 80,764 shares; 2015Q2: 68,275 shares; 2015Q3: 27,049 shares; 2015Q4: 84,247 shares; 2016Q1: 75,236 shares; 2016Q2: 78,194 shares; 2016Q3: 77,547 shares 77,547 $5.95M 0.2% -647 Timeline RWO 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; 2014Q4: restricted; 2015Q1: 109,225 shares; 2015Q2: 123,878 shares; 2015Q3: 60,729 shares; 2015Q4: 83,344 shares; 2016Q1: 88,235 shares; 2016Q2: 102,404 shares; 2016Q3: 119,399 shares 119,399 $5.95M 0.2% +16,995 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; 2014Q4: restricted; 2015Q1: 26,965 shares; 2015Q2: 32,548 shares; 2015Q3: 41,167 shares; 2015Q4: 51,525 shares; 2016Q1: 138,124 shares; 2016Q2: 100,717 shares; 2016Q3: 57,886 shares 57,886 $5.87M 0.2% -42,831 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 40,557 shares; 2015Q2: 48,865 shares; 2015Q3: 52,006 shares; 2015Q4: 100,235 shares; 2016Q1: 113,602 shares; 2016Q2: 106,293 shares; 2016Q3: 110,157 shares 110,157 $5.65M 0.19% +3,864 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 52,355 shares; 2015Q2: 58,756 shares; 2015Q3: 52,270 shares; 2015Q4: 167,978 shares; 2016Q1: 155,033 shares; 2016Q2: 163,038 shares; 2016Q3: 185,799 shares 185,799 $5.57M 0.19% +22,761 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 31,747 shares; 2015Q2: 34,432 shares; 2015Q3: 37,198 shares; 2015Q4: 54,184 shares; 2016Q1: 57,024 shares; 2016Q2: 74,338 shares; 2016Q3: 73,016 shares 73,016 $5.5M 0.19% -1,322 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 19,398 shares; 2015Q2: 30,186 shares; 2015Q3: 72,750 shares; 2015Q4: 82,473 shares; 2016Q1: 85,332 shares; 2016Q2: 78,230 shares; 2016Q3: 64,258 shares 64,258 $5.46M 0.19% -13,972 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 22,533 shares; 2015Q2: 22,955 shares; 2015Q3: 22,836 shares; 2015Q4: 39,535 shares; 2016Q1: 45,758 shares; 2016Q2: 49,209 shares; 2016Q3: 50,182 shares 50,182 $5.46M 0.19% +973 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 20,445 shares; 2015Q2: 40,862 shares; 2015Q3: 56,406 shares; 2015Q4: 75,034 shares; 2016Q1: 83,569 shares; 2016Q2: 90,912 shares; 2016Q3: 104,059 shares 104,059 $5.45M 0.19% +13,147 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 20,915 shares; 2015Q2: 21,625 shares; 2015Q3: 24,924 shares; 2015Q4: 49,228 shares; 2016Q1: 52,239 shares; 2016Q2: 52,046 shares; 2016Q3: 57,047 shares 57,047 $5.42M 0.19% +5,001 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; 2014Q4: restricted; 2015Q1: 40,042 shares; 2015Q2: 41,124 shares; 2015Q3: 19,142 shares; 2015Q4: 44,077 shares; 2016Q1: 64,359 shares; 2016Q2: 63,974 shares; 2016Q3: 67,151 shares 67,151 $5.38M 0.18% +3,177 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 62,301 shares; 2015Q2: 62,736 shares; 2015Q3: 69,122 shares; 2015Q4: 106,929 shares; 2016Q1: 127,377 shares; 2016Q2: 144,058 shares; 2016Q3: 120,057 shares 120,057 $5.32M 0.18% -24,001 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; 2014Q4: restricted; 2015Q1: 20,150 shares; 2015Q2: 21,310 shares; 2015Q3: 9,242 shares; 2015Q4: 27,310 shares; 2016Q1: 35,034 shares; 2016Q2: 37,944 shares; 2016Q3: 40,671 shares 40,671 $5.13M 0.18% +2,727 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; 2014Q4: restricted; 2015Q1: 21,169 shares; 2015Q2: 21,762 shares; 2015Q3: 52,813 shares; 2015Q4: 103,111 shares; 2016Q1: 100,217 shares; 2016Q2: 158,612 shares; 2016Q3: 161,222 shares 161,222 $5.08M 0.17% +2,610 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; 2014Q4: restricted; 2015Q1: 95,308 shares; 2015Q2: 65,894 shares; 2015Q3: 44,765 shares; 2015Q4: 52,367 shares; 2016Q1: 45,288 shares; 2016Q2: 39,464 shares; 2016Q3: 38,525 shares 38,525 $5.08M 0.17% -939 Timeline Invesco S&P 500 Pure Growth Invesco S&P 500 Pure Growth More: the full row for Invesco S&P 500 Pure Growth Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 81,831 shares; 2015Q2: 47,310 shares; 2015Q3: 43,296 shares; 2015Q4: 129,510 shares; 2016Q1: 79,008 shares; 2016Q2: 71,178 shares; 2016Q3: 59,150 shares 59,150 $4.98M 0.17% -12,028 IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 7,473 shares; 2015Q2: 6,834 shares; 2015Q3: 8,238 shares; 2015Q4: 17,339 shares; 2016Q1: 28,693 shares; 2016Q2: 38,754 shares; 2016Q3: 44,709 shares 44,709 $4.98M 0.17% +5,955 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 252,822 shares; 2015Q2: 274,489 shares; 2015Q3: 178,831 shares; 2015Q4: 401,907 shares; 2016Q1: 304,489 shares; 2016Q2: 292,299 shares; 2016Q3: 257,112 shares 257,112 $4.96M 0.17% -35,187 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 30,282 shares; 2015Q2: 28,891 shares; 2015Q3: 34,954 shares; 2015Q4: 56,370 shares; 2016Q1: 74,310 shares; 2016Q2: 101,748 shares; 2016Q3: 109,821 shares 109,821 $4.88M 0.17% +8,073 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; 2014Q4: restricted; 2015Q1: 34,398 shares; 2015Q2: 37,419 shares; 2015Q3: 38,464 shares; 2015Q4: 57,137 shares; 2016Q1: 62,303 shares; 2016Q2: 59,400 shares; 2016Q3: 45,831 shares 45,831 $4.79M 0.16% -13,569 DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 60,771 shares; 2015Q2: 33,793 shares; 2015Q3: 31,043 shares; 2015Q4: 46,961 shares; 2016Q1: 54,916 shares; 2016Q2: 53,140 shares; 2016Q3: 51,461 shares 51,461 $4.68M 0.16% -1,679 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 15,747 shares; 2015Q2: 18,173 shares; 2015Q3: 21,426 shares; 2015Q4: 37,517 shares; 2016Q1: 33,704 shares; 2016Q2: 34,206 shares; 2016Q3: 31,340 shares 31,340 $4.67M 0.16% -2,866 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; 2014Q4: restricted; 2015Q1: 8,749 shares; 2015Q2: 9,240 shares; 2015Q3: 11,156 shares; 2015Q4: 31,707 shares; 2016Q1: 32,480 shares; 2016Q2: 42,228 shares; 2016Q3: 46,991 shares 46,991 $4.66M 0.16% +4,763 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; 2014Q4: restricted; 2015Q1: 78,391 shares; 2015Q2: 57,166 shares; 2015Q3: 66,108 shares; 2015Q4: 89,377 shares; 2016Q1: 80,340 shares; 2016Q2: 75,593 shares; 2016Q3: 58,181 shares 58,181 $4.6M 0.16% -17,412 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 19,754 shares; 2015Q2: 20,058 shares; 2015Q3: 16,497 shares; 2015Q4: 25,969 shares; 2016Q1: 27,876 shares; 2016Q2: 29,535 shares; 2016Q3: 39,016 shares 39,016 $4.57M 0.16% +9,481 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 24,930 shares; 2015Q2: 24,041 shares; 2015Q3: 22,004 shares; 2015Q4: 53,330 shares; 2016Q1: 55,620 shares; 2016Q2: 54,837 shares; 2016Q3: 50,798 shares 50,798 $4.51M 0.15% -4,039 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 8,126 shares; 2015Q2: 5,304 shares; 2015Q3: 2,794 shares; 2015Q4: 8,112 shares; 2016Q1: 13,256 shares; 2016Q2: 29,303 shares; 2016Q3: 32,484 shares 32,484 $4.45M 0.15% +3,181 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 28,964 shares; 2015Q2: 40,704 shares; 2015Q3: 40,116 shares; 2015Q4: 95,070 shares; 2016Q1: 177,671 shares; 2016Q2: 177,945 shares; 2016Q3: 226,056 shares 226,056 $4.42M 0.15% +48,111 Timeline SPDR SERIES TRUST BLOOMBERG… SPDR SERIES TRUST BLOOMBERG BR More: the full row for SPDR SERIES TRUST BLOOMBERG BR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 126,970 shares; 2015Q2: 125,089 shares; 2015Q3: 112,199 shares; 2015Q4: 104,479 shares; 2016Q1: 118,787 shares; 2016Q2: 118,545 shares; 2016Q3: 120,261 shares 120,261 $4.42M 0.15% +1,716 MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 18,604 shares; 2015Q2: 17,056 shares; 2015Q3: 16,811 shares; 2015Q4: 25,837 shares; 2016Q1: 35,308 shares; 2016Q2: 48,331 shares; 2016Q3: 38,677 shares 38,677 $4.36M 0.15% -9,654 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 12,857 shares; 2015Q4: 37,891 shares; 2016Q1: 41,835 shares; 2016Q2: 57,139 shares; 2016Q3: 48,550 shares 48,550 $4.35M 0.15% -8,589 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; 2014Q4: restricted; 2015Q1: 18,178 shares; 2015Q2: 21,918 shares; 2015Q3: 23,989 shares; 2015Q4: 46,660 shares; 2016Q1: 41,024 shares; 2016Q2: 37,186 shares; 2016Q3: 36,069 shares 36,069 $4.34M 0.15% -1,117 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 11,954 shares; 2015Q2: 30,708 shares; 2015Q3: 45,378 shares; 2015Q4: 90,373 shares; 2016Q1: 97,711 shares; 2016Q2: 117,067 shares; 2016Q3: 80,172 shares 80,172 $4.34M 0.15% -36,895 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,247 shares; 2015Q2: 10,767 shares; 2015Q3: 15,485 shares; 2015Q4: 31,233 shares; 2016Q1: 27,567 shares; 2016Q2: 34,354 shares; 2016Q3: 64,808 shares 64,808 $4.34M 0.15% +30,454 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 37,962 shares; 2015Q2: 35,037 shares; 2015Q3: 27,171 shares; 2015Q4: 66,590 shares; 2016Q1: 30,869 shares; 2016Q2: 33,339 shares; 2016Q3: 28,778 shares 28,778 $4.32M 0.15% -4,561 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 18,299 shares; 2015Q2: 21,139 shares; 2015Q3: 21,282 shares; 2015Q4: 32,300 shares; 2016Q1: 25,274 shares; 2016Q2: 30,077 shares; 2016Q3: 41,020 shares 41,020 $4.3M 0.15% +10,943 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; 2014Q4: restricted; 2015Q1: 59,019 shares; 2015Q2: 51,944 shares; 2015Q3: 33,296 shares; 2015Q4: 40,166 shares; 2016Q1: 39,300 shares; 2016Q2: 39,689 shares; 2016Q3: 43,933 shares 43,933 $4.26M 0.15% +4,244 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; 2014Q4: restricted; 2015Q1: 9,110 shares; 2015Q2: 11,522 shares; 2015Q3: 10,994 shares; 2015Q4: 18,726 shares; 2016Q1: 22,176 shares; 2016Q2: 27,045 shares; 2016Q3: 30,324 shares 30,324 $4.25M 0.15% +3,279 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; 2014Q4: restricted; 2015Q1: 19,952 shares; 2015Q2: 14,967 shares; 2015Q3: 10,102 shares; 2015Q4: 21,097 shares; 2016Q1: 30,201 shares; 2016Q2: 29,166 shares; 2016Q3: 27,532 shares 27,532 $4.2M 0.14% -1,634 Timeline SPDW 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; 2014Q4: restricted; 2015Q1: 115,365 shares; 2015Q2: 159,974 shares; 2015Q3: 166,170 shares; 2015Q4: 247,215 shares; 2016Q1: 284,183 shares; 2016Q2: 166,246 shares; 2016Q3: 158,448 shares 158,448 $4.19M 0.14% -7,798 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 19,231 shares; 2015Q2: 19,567 shares; 2015Q3: 12,405 shares; 2015Q4: 24,517 shares; 2016Q1: 25,773 shares; 2016Q2: 23,868 shares; 2016Q3: 23,737 shares 23,737 $4.18M 0.14% -131 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; 2014Q4: restricted; 2015Q1: 22,716 shares; 2015Q2: 22,088 shares; 2015Q3: 26,977 shares; 2015Q4: 52,888 shares; 2016Q1: 52,811 shares; 2016Q2: 69,355 shares; 2016Q3: 62,999 shares 62,999 $4.18M 0.14% -6,356 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 7,082 shares; 2015Q2: 5,640 shares; 2015Q3: 3,607 shares; 2015Q4: 6,726 shares; 2016Q1: 8,720 shares; 2016Q2: 29,201 shares; 2016Q3: 33,271 shares 33,271 $4.15M 0.14% +4,070 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 23,478 shares; 2015Q2: 21,115 shares; 2015Q3: 24,265 shares; 2015Q4: 44,865 shares; 2016Q1: 55,621 shares; 2016Q2: 68,258 shares; 2016Q3: 80,340 shares 80,340 $4.08M 0.14% +12,082 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 12,214 shares; 2015Q2: 13,862 shares; 2015Q3: 18,499 shares; 2015Q4: 69,606 shares; 2016Q1: 51,047 shares; 2016Q2: 60,694 shares; 2016Q3: 72,310 shares 72,310 $3.99M 0.14% +11,616 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 23,384 shares; 2015Q2: 20,329 shares; 2015Q3: 17,637 shares; 2015Q4: 32,481 shares; 2016Q1: 36,936 shares; 2016Q2: 39,188 shares; 2016Q3: 37,646 shares 37,646 $3.98M 0.14% -1,542 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 205,538 shares; 2015Q2: 162,166 shares; 2015Q3: 146,990 shares; 2015Q4: 388,896 shares; 2016Q1: 394,981 shares; 2016Q2: 407,647 shares; 2016Q3: 324,199 shares 324,199 $3.91M 0.13% -83,448 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 24,426 shares; 2015Q2: 15,464 shares; 2015Q3: 14,006 shares; 2015Q4: 63,715 shares; 2016Q1: 61,459 shares; 2016Q2: 49,192 shares; 2016Q3: 48,312 shares 48,312 $3.9M 0.13% -880 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 48,475 shares; 2015Q2: 38,238 shares; 2015Q3: 40,885 shares; 2015Q4: 66,929 shares; 2016Q1: 73,729 shares; 2016Q2: 82,330 shares; 2016Q3: 89,262 shares 89,262 $3.88M 0.13% +6,932 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; 2014Q4: restricted; 2015Q1: 14,055 shares; 2015Q2: 10,136 shares; 2015Q3: 10,605 shares; 2015Q4: 20,931 shares; 2016Q1: 20,007 shares; 2016Q2: 16,623 shares; 2016Q3: 20,973 shares 20,973 $3.83M 0.13% +4,350 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; 2014Q4: restricted; 2015Q1: 58,756 shares; 2015Q2: 49,017 shares; 2015Q3: 48,822 shares; 2015Q4: 140,412 shares; 2016Q1: 224,352 shares; 2016Q2: 278,886 shares; 2016Q3: 300,765 shares 300,765 $3.82M 0.13% +21,879 EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 34,284 shares; 2015Q2: 32,077 shares; 2015Q3: 33,225 shares; 2015Q4: 98,730 shares; 2016Q1: 82,046 shares; 2016Q2: 86,610 shares; 2016Q3: 101,690 shares 101,690 $3.81M 0.13% +15,080 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 86,998 shares; 2015Q2: 104,927 shares; 2015Q3: 96,035 shares; 2015Q4: 143,555 shares; 2016Q1: 106,620 shares; 2016Q2: 86,704 shares; 2016Q3: 79,759 shares 79,759 $3.78M 0.13% -6,945 ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 36,804 shares; 2015Q2: 43,571 shares; 2015Q3: 45,373 shares; 2015Q4: 67,293 shares; 2016Q1: 65,852 shares; 2016Q2: 36,262 shares; 2016Q3: 30,866 shares 30,866 $3.76M 0.13% -5,396 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 15,236 shares; 2015Q2: 14,266 shares; 2015Q3: 13,909 shares; 2015Q4: 30,909 shares; 2016Q1: 40,321 shares; 2016Q2: 46,111 shares; 2016Q3: 42,079 shares 42,079 $3.74M 0.13% -4,032 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; 2014Q4: restricted; 2015Q1: 12,085 shares; 2015Q2: 16,442 shares; 2015Q3: 15,788 shares; 2015Q4: 22,833 shares; 2016Q1: 43,438 shares; 2016Q2: 56,896 shares; 2016Q3: 56,885 shares 56,885 $3.73M 0.13% -11 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,274 shares; 2015Q2: 2,516 shares; 2015Q3: 3,061 shares; 2015Q4: 10,495 shares; 2016Q1: 25,690 shares; 2016Q2: 78,962 shares; 2016Q3: 28,882 shares 28,882 $3.65M 0.13% -50,080 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 8,674 shares; 2015Q2: 6,651 shares; 2015Q3: 4,159 shares; 2015Q4: 10,236 shares; 2016Q1: 13,700 shares; 2016Q2: 42,417 shares; 2016Q3: 67,207 shares 67,207 $3.65M 0.13% +24,790 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; 2014Q4: restricted; 2015Q1: 171,876 shares; 2015Q2: 209,425 shares; 2015Q3: 258,511 shares; 2015Q4: 317,366 shares; 2016Q1: 305,006 shares; 2016Q2: 499,040 shares; 2016Q3: 229,600 shares 229,600 $3.59M 0.12% -269,440 Timeline FTSE RAFI 1000 US Lg Cap FTSE RAFI 1000 US Lg Cap More: the full row for FTSE RAFI 1000 US Lg Cap Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 37,942 shares; 2015Q2: 40,391 shares; 2015Q3: 41,664 shares; 2015Q4: 74,244 shares; 2016Q1: 77,417 shares; 2016Q2: 46,673 shares; 2016Q3: 38,076 shares 38,076 $3.56M 0.12% -8,597 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; 2014Q4: restricted; 2015Q1: 28,063 shares; 2015Q2: 34,063 shares; 2015Q3: 36,884 shares; 2015Q4: 48,752 shares; 2016Q1: 53,507 shares; 2016Q2: 81,836 shares; 2016Q3: 70,746 shares 70,746 $3.55M 0.12% -11,090 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 21,353 shares; 2015Q2: 20,718 shares; 2015Q3: 21,736 shares; 2015Q4: 51,928 shares; 2016Q1: 86,556 shares; 2016Q2: 121,950 shares; 2016Q3: 111,116 shares 111,116 $3.53M 0.12% -10,834 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; 2014Q4: restricted; 2015Q1: 13,543 shares; 2015Q2: 13,341 shares; 2015Q3: 9,078 shares; 2015Q4: 28,179 shares; 2016Q1: 35,901 shares; 2016Q2: 39,585 shares; 2016Q3: 43,969 shares 43,969 $3.53M 0.12% +4,384 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 15,280 shares; 2015Q2: 14,510 shares; 2015Q3: 13,200 shares; 2015Q4: 18,912 shares; 2016Q1: 17,985 shares; 2016Q2: 21,788 shares; 2016Q3: 21,123 shares 21,123 $3.52M 0.12% -665 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; 2014Q4: restricted; 2015Q1: 17,032 shares; 2015Q2: 16,257 shares; 2015Q3: 17,881 shares; 2015Q4: 39,014 shares; 2016Q1: 42,500 shares; 2016Q2: 43,656 shares; 2016Q3: 43,978 shares 43,978 $3.52M 0.12% +322 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; 2014Q4: restricted; 2015Q1: 11,277 shares; 2015Q2: 12,600 shares; 2015Q3: 13,836 shares; 2015Q4: 25,705 shares; 2016Q1: 30,512 shares; 2016Q2: 32,053 shares; 2016Q3: 30,094 shares 30,094 $3.51M 0.12% -1,959 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,777 shares; 2015Q2: 7,791 shares; 2015Q3: 8,705 shares; 2015Q4: 13,718 shares; 2016Q1: 9,633 shares; 2016Q2: 11,077 shares; 2016Q3: 28,993 shares 28,993 $3.49M 0.12% +17,916 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; 2014Q4: restricted; 2015Q1: 39,792 shares; 2015Q2: 14,624 shares; 2015Q3: 12,614 shares; 2015Q4: 19,297 shares; 2016Q1: 23,333 shares; 2016Q2: 30,719 shares; 2016Q3: 37,325 shares 37,325 $3.34M 0.11% +6,606 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 39,788 shares; 2015Q2: 39,506 shares; 2015Q3: 38,967 shares; 2015Q4: 68,382 shares; 2016Q1: 70,878 shares; 2016Q2: 74,637 shares; 2016Q3: 78,826 shares 78,826 $3.33M 0.11% +4,189 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; 2014Q4: restricted; 2015Q1: 57,194 shares; 2015Q2: 51,607 shares; 2015Q3: 51,751 shares; 2015Q4: 77,291 shares; 2016Q1: 72,911 shares; 2016Q2: 75,196 shares; 2016Q3: 71,162 shares 71,162 $3.3M 0.11% -4,034 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; 2014Q4: restricted; 2015Q1: 16,321 shares; 2015Q2: 46,599 shares; 2015Q3: 11,519 shares; 2015Q4: 74,546 shares; 2016Q1: 83,787 shares; 2016Q2: 81,895 shares; 2016Q3: 87,724 shares 87,724 $3.28M 0.11% +5,829 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 161,111 shares; 2015Q2: 240,300 shares; 2015Q3: 134,094 shares; 2015Q4: 256,133 shares; 2016Q1: 282,724 shares; 2016Q2: 267,279 shares; 2016Q3: 261,333 shares 261,333 $3.28M 0.11% -5,946 QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 22,293 shares; 2015Q2: 20,787 shares; 2015Q3: 16,003 shares; 2015Q4: 34,645 shares; 2016Q1: 46,418 shares; 2016Q2: 50,538 shares; 2016Q3: 47,198 shares 47,198 $3.23M 0.11% -3,340 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; 2014Q4: restricted; 2015Q1: 2,290 shares; 2015Q2: 315 shares; 2015Q3: 317 shares; 2015Q4: 1,444 shares; 2016Q1: 11,410 shares; 2016Q2: 9,262 shares; 2016Q3: 74,468 shares 74,468 $3.18M 0.11% +65,206 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 7,531 shares; 2015Q2: 8,218 shares; 2015Q3: 6,928 shares; 2015Q4: 47,516 shares; 2016Q1: 47,132 shares; 2016Q2: 23,685 shares; 2016Q3: 21,482 shares 21,482 $3.16M 0.11% -2,203 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 646 shares; 2015Q2: 515 shares; 2015Q3: 11,216 shares; 2015Q4: 31,997 shares; 2016Q1: 32,933 shares; 2016Q2: 32,318 shares; 2016Q3: 31,222 shares 31,222 $3.08M 0.11% -1,096 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 9,692 shares; 2015Q2: 18,645 shares; 2015Q3: 13,326 shares; 2015Q4: 24,008 shares; 2016Q1: 26,828 shares; 2016Q2: 30,197 shares; 2016Q3: 31,980 shares 31,980 $3.06M 0.1% +1,783 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 14,625 shares; 2015Q2: 13,055 shares; 2015Q3: 8,638 shares; 2015Q4: 15,986 shares; 2016Q1: 16,015 shares; 2016Q2: 20,792 shares; 2016Q3: 19,694 shares 19,694 $3.04M 0.1% -1,098 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; 2014Q4: restricted; 2015Q1: 26,118 shares; 2015Q2: 21,384 shares; 2015Q3: 20,008 shares; 2015Q4: 32,126 shares; 2016Q1: 60,360 shares; 2016Q2: 112,267 shares; 2016Q3: 191,204 shares 191,204 $3.04M 0.1% +78,937 BLACKSTONE GROUP LP/THE BLACKSTONE GROUP LP/THE More: the full row for BLACKSTONE GROUP LP/THE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 57,035 shares; 2015Q2: 63,677 shares; 2015Q3: 69,321 shares; 2015Q4: 113,619 shares; 2016Q1: 107,737 shares; 2016Q2: 120,985 shares; 2016Q3: 118,131 shares 118,131 $3.02M 0.1% -2,854 NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 13,383 shares; 2015Q2: 12,777 shares; 2015Q3: 22,001 shares; 2015Q4: 77,023 shares; 2016Q1: 80,295 shares; 2016Q2: 80,175 shares; 2016Q3: 56,591 shares 56,591 $2.98M 0.1% -23,584 Timeline 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; 2014Q4: restricted; 2015Q1: 21,207 shares; 2015Q2: 20,881 shares; 2015Q3: 20,018 shares; 2015Q4: 48,103 shares; 2016Q1: 51,344 shares; 2016Q2: 45,583 shares; 2016Q3: 44,916 shares 44,916 $2.87M 0.1% -667 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: 250 shares; 2015Q3: 250 shares; 2015Q4: 200 shares; 2016Q1: 200 shares; 2016Q2: 12,036 shares; 2016Q3: 55,963 shares 55,963 $2.86M 0.1% +43,927 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 9,793 shares; 2015Q2: 11,141 shares; 2015Q3: 10,139 shares; 2015Q4: 16,764 shares; 2016Q1: 24,544 shares; 2016Q2: 31,721 shares; 2016Q3: 42,160 shares 42,160 $2.81M 0.1% +10,439 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; 2014Q4: restricted; 2015Q1: 493 shares; 2015Q2: 655 shares; 2015Q3: 1,609 shares; 2015Q4: 2,887 shares; 2016Q1: 12,331 shares; 2016Q2: 29,882 shares; 2016Q3: 37,677 shares 37,677 $2.81M 0.1% +7,795 Timeline FTA 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; 2014Q4: restricted; 2015Q1: 40,619 shares; 2015Q2: 48,586 shares; 2015Q3: 58,532 shares; 2015Q4: 62,684 shares; 2016Q1: 63,231 shares; 2016Q2: 59,654 shares; 2016Q3: 66,052 shares 66,052 $2.81M 0.1% +6,398 Timeline HYD HYD More: the full row for HYD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 81,278 shares; 2016Q3: 86,553 shares 86,553 $2.79M 0.1% +5,275 POWERSHARES ETF TRUST II POWERSHARES ETF TRUST II More: the full row for POWERSHARES ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,740 shares; 2015Q2: 2,365 shares; 2015Q3: 1,785 shares; 2015Q4: 3,447 shares; 2016Q1: 7,871 shares; 2016Q2: 61,905 shares; 2016Q3: 77,127 shares 77,127 $2.77M 0.09% +15,222 CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 9,344 shares; 2015Q2: 55,079 shares; 2015Q3: 57,859 shares; 2015Q4: 57,616 shares; 2016Q1: 59,702 shares; 2016Q2: 60,442 shares; 2016Q3: 52,360 shares 52,360 $2.77M 0.09% -8,082 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; 2014Q4: restricted; 2015Q1: 18,012 shares; 2015Q2: 20,785 shares; 2015Q3: 21,054 shares; 2015Q4: 44,063 shares; 2016Q1: 52,005 shares; 2016Q2: 50,371 shares; 2016Q3: 42,858 shares 42,858 $2.75M 0.09% -7,513 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; 2014Q4: restricted; 2015Q1: 31,955 shares; 2015Q2: 31,659 shares; 2015Q3: 30,964 shares; 2015Q4: 44,395 shares; 2016Q1: 44,550 shares; 2016Q2: 44,212 shares; 2016Q3: 44,637 shares 44,637 $2.73M 0.09% +425 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; 2014Q4: restricted; 2015Q1: 1,487 shares; 2015Q2: 4,108 shares; 2015Q3: not reported; 2015Q4: 25,335 shares; 2016Q1: 15,718 shares; 2016Q2: 19,706 shares; 2016Q3: 22,182 shares 22,182 $2.71M 0.09% +2,476 Timeline GRAMERCY PPTY TR COM GRAMERCY PPTY TR COM More: the full row for GRAMERCY PPTY TR COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 357,853 shares; 2016Q1: 335,587 shares; 2016Q2: 361,127 shares; 2016Q3: 280,313 shares 280,313 $2.7M 0.09% -80,814 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; 2014Q4: restricted; 2015Q1: 100,167 shares; 2015Q2: 106,099 shares; 2015Q3: 119,297 shares; 2015Q4: 174,618 shares; 2016Q1: 235,426 shares; 2016Q2: 261,195 shares; 2016Q3: 101,214 shares 101,214 $2.67M 0.09% -159,981 Timeline FXH 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; 2014Q4: restricted; 2015Q1: 243,892 shares; 2015Q2: 258,826 shares; 2015Q3: 350,893 shares; 2015Q4: 324,132 shares; 2016Q1: 40,528 shares; 2016Q2: 34,268 shares; 2016Q3: 43,828 shares 43,828 $2.67M 0.09% +9,560 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; 2014Q4: restricted; 2015Q1: 14,653 shares; 2015Q2: 13,696 shares; 2015Q3: 14,262 shares; 2015Q4: 27,489 shares; 2016Q1: 34,870 shares; 2016Q2: 35,968 shares; 2016Q3: 35,364 shares 35,364 $2.62M 0.09% -604 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 287,367 shares; 2015Q2: 284,640 shares; 2015Q3: 296,740 shares; 2015Q4: 299,902 shares; 2016Q1: 298,523 shares; 2016Q2: 308,133 shares; 2016Q3: 312,859 shares 312,859 $2.62M 0.09% +4,726 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 210 shares; 2015Q2: 210 shares; 2015Q3: 880 shares; 2015Q4: 7,193 shares; 2016Q1: 12,137 shares; 2016Q2: 23,672 shares; 2016Q3: 33,675 shares 33,675 $2.61M 0.09% +10,003 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 16,312 shares; 2015Q2: 17,073 shares; 2015Q3: 16,759 shares; 2015Q4: 28,272 shares; 2016Q1: 31,412 shares; 2016Q2: 32,601 shares; 2016Q3: 34,757 shares 34,757 $2.58M 0.09% +2,156 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,372 shares; 2015Q2: 10,890 shares; 2015Q3: 11,489 shares; 2015Q4: 37,883 shares; 2016Q1: 27,500 shares; 2016Q2: 28,195 shares; 2016Q3: 26,497 shares 26,497 $2.58M 0.09% -1,698 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,783 shares; 2015Q2: 7,919 shares; 2015Q3: 7,562 shares; 2015Q4: 13,714 shares; 2016Q1: 10,632 shares; 2016Q2: 15,228 shares; 2016Q3: 21,579 shares 21,579 $2.57M 0.09% +6,351 Timeline FTC 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; 2014Q4: restricted; 2015Q1: 1,628 shares; 2015Q2: 2,162 shares; 2015Q3: 19,242 shares; 2015Q4: 30,894 shares; 2016Q1: 21,949 shares; 2016Q2: 25,166 shares; 2016Q3: 50,815 shares 50,815 $2.57M 0.09% +25,649 Timeline MDIV 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; 2014Q4: restricted; 2015Q1: 29,136 shares; 2015Q2: 32,652 shares; 2015Q3: 33,603 shares; 2015Q4: 89,058 shares; 2016Q1: 85,716 shares; 2016Q2: 118,417 shares; 2016Q3: 133,889 shares 133,889 $2.53M 0.09% +15,472 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; 2014Q4: restricted; 2015Q1: 7,935 shares; 2015Q2: 8,065 shares; 2015Q3: 10,072 shares; 2015Q4: 21,707 shares; 2016Q1: 25,441 shares; 2016Q2: 28,181 shares; 2016Q3: 39,125 shares 39,125 $2.49M 0.09% +10,944 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,304 shares; 2015Q2: 4,150 shares; 2015Q3: 13,740 shares; 2015Q4: 19,134 shares; 2016Q1: 24,457 shares; 2016Q2: 28,140 shares; 2016Q3: 36,975 shares 36,975 $2.45M 0.08% +8,835 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,739 shares; 2015Q2: 3,945 shares; 2015Q3: 3,688 shares; 2015Q4: 11,106 shares; 2016Q1: 23,429 shares; 2016Q2: 24,005 shares; 2016Q3: 28,807 shares 28,807 $2.43M 0.08% +4,802 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 7,185 shares; 2015Q2: 7,618 shares; 2015Q3: 19,343 shares; 2015Q4: 28,048 shares; 2016Q1: 36,365 shares; 2016Q2: 57,599 shares; 2016Q3: 62,013 shares 62,013 $2.4M 0.08% +4,414 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 39,441 shares; 2015Q2: 44,095 shares; 2015Q3: 42,217 shares; 2015Q4: 70,481 shares; 2016Q1: 69,894 shares; 2016Q2: 70,033 shares; 2016Q3: 68,126 shares 68,126 $2.4M 0.08% -1,907 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 15,819 shares; 2015Q2: 26,419 shares; 2015Q3: 26,522 shares; 2015Q4: 31,789 shares; 2016Q1: 35,844 shares; 2016Q2: 37,542 shares; 2016Q3: 35,919 shares 35,919 $2.39M 0.08% -1,623 Timeline POWERSHARES GLOBAL ETF TRUST POWERSHARES GLOBAL ETF TRUST More: the full row for POWERSHARES GLOBAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 42,305 shares; 2015Q2: 41,026 shares; 2015Q3: 48,346 shares; 2015Q4: 62,657 shares; 2016Q1: 70,068 shares; 2016Q2: 92,596 shares; 2016Q3: 91,094 shares 91,094 $2.37M 0.08% -1,502 Dow Chemical Company Dow Chemical Company More: the full row for Dow Chemical Company Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 45,680 shares; 2015Q2: 46,822 shares; 2015Q3: 27,596 shares; 2015Q4: 36,045 shares; 2016Q1: 35,980 shares; 2016Q2: 40,136 shares; 2016Q3: 45,723 shares 45,723 $2.37M 0.08% +5,587 GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 29,112 shares; 2015Q2: 33,040 shares; 2015Q3: 31,999 shares; 2015Q4: 42,649 shares; 2016Q1: 49,726 shares; 2016Q2: 50,534 shares; 2016Q3: 54,883 shares 54,883 $2.37M 0.08% +4,349 IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,435 shares; 2015Q2: 12,857 shares; 2015Q3: 18,425 shares; 2015Q4: 21,921 shares; 2016Q1: 21,960 shares; 2016Q2: 25,258 shares; 2016Q3: 18,918 shares 18,918 $2.35M 0.08% -6,340 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 45,947 shares; 2015Q2: 45,336 shares; 2015Q3: 43,686 shares; 2015Q4: 62,586 shares; 2016Q1: 82,128 shares; 2016Q2: 85,488 shares; 2016Q3: 59,621 shares 59,621 $2.34M 0.08% -25,867 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; 2014Q4: restricted; 2015Q1: 28,228 shares; 2015Q2: 26,810 shares; 2015Q3: 25,683 shares; 2015Q4: 55,947 shares; 2016Q1: 57,049 shares; 2016Q2: 52,224 shares; 2016Q3: 55,648 shares 55,648 $2.34M 0.08% +3,424 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; 2014Q4: restricted; 2015Q1: 3,863 shares; 2015Q2: 3,901 shares; 2015Q3: 5,005 shares; 2015Q4: 11,414 shares; 2016Q1: 11,998 shares; 2016Q2: 13,186 shares; 2016Q3: 14,408 shares 14,408 $2.32M 0.08% +1,222 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 16,284 shares; 2015Q2: 16,869 shares; 2015Q3: 17,169 shares; 2015Q4: 27,740 shares; 2016Q1: 22,750 shares; 2016Q2: 25,185 shares; 2016Q3: 22,731 shares 22,731 $2.31M 0.08% -2,454 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 43,393 shares; 2015Q2: 45,656 shares; 2015Q3: 18,350 shares; 2015Q4: 36,364 shares; 2016Q1: 36,008 shares; 2016Q2: 40,630 shares; 2016Q3: 39,169 shares 39,169 $2.29M 0.08% -1,461 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 12,453 shares; 2015Q2: 9,484 shares; 2015Q3: 4,298 shares; 2015Q4: 17,861 shares; 2016Q1: 38,341 shares; 2016Q2: 54,057 shares; 2016Q3: 46,804 shares 46,804 $2.25M 0.08% -7,253 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,290 shares; 2015Q2: 5,723 shares; 2015Q3: 4,944 shares; 2015Q4: 6,050 shares; 2016Q1: 7,756 shares; 2016Q2: 15,991 shares; 2016Q3: 23,450 shares 23,450 $2.24M 0.08% +7,459 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,565 shares; 2015Q2: 5,048 shares; 2015Q3: 6,372 shares; 2015Q4: 13,518 shares; 2016Q1: 18,269 shares; 2016Q2: 27,950 shares; 2016Q3: 80,538 shares 80,538 $2.23M 0.08% +52,588 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,610 shares; 2015Q2: 2,633 shares; 2015Q3: 2,930 shares; 2015Q4: 4,590 shares; 2016Q1: 9,014 shares; 2016Q2: 11,726 shares; 2016Q3: 13,326 shares 13,326 $2.22M 0.08% +1,600 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 24,381 shares; 2015Q2: 7,011 shares; 2015Q3: 7,760 shares; 2015Q4: 19,804 shares; 2016Q1: 17,806 shares; 2016Q2: 17,794 shares; 2016Q3: 17,223 shares 17,223 $2.21M 0.08% -571 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; 2014Q4: restricted; 2015Q1: 2,733 shares; 2015Q2: 2,944 shares; 2015Q3: 2,895 shares; 2015Q4: 4,119 shares; 2016Q1: 6,836 shares; 2016Q2: 10,596 shares; 2016Q3: 16,617 shares 16,617 $2.18M 0.07% +6,021 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 24,934 shares; 2015Q2: 15,317 shares; 2015Q3: 13,774 shares; 2015Q4: 26,924 shares; 2016Q1: 15,730 shares; 2016Q2: 14,106 shares; 2016Q3: 12,440 shares 12,440 $2.17M 0.07% -1,666 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 9,855 shares; 2015Q2: 10,255 shares; 2015Q3: 10,303 shares; 2015Q4: 18,910 shares; 2016Q1: 31,746 shares; 2016Q2: 35,781 shares; 2016Q3: 37,336 shares 37,336 $2.16M 0.07% +1,555 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 39,179 shares; 2015Q2: 41,594 shares; 2015Q3: 33,316 shares; 2015Q4: 32,274 shares; 2016Q1: 19,100 shares; 2016Q2: 14,509 shares; 2016Q3: 41,332 shares 41,332 $2.1M 0.07% +26,823 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,719 shares; 2015Q2: 5,164 shares; 2015Q3: 7,133 shares; 2015Q4: 22,152 shares; 2016Q1: 26,211 shares; 2016Q2: 30,926 shares; 2016Q3: 30,234 shares 30,234 $2.08M 0.07% -692 Timeline FTSL 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; 2014Q4: restricted; 2015Q1: 5,301 shares; 2015Q2: 5,631 shares; 2015Q3: 6,480 shares; 2015Q4: 9,715 shares; 2016Q1: 28,581 shares; 2016Q2: 35,747 shares; 2016Q3: 42,781 shares 42,781 $2.07M 0.07% +7,034 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 18,260 shares; 2015Q2: 21,976 shares; 2015Q3: 9,478 shares; 2015Q4: 17,749 shares; 2016Q1: 20,687 shares; 2016Q2: 22,783 shares; 2016Q3: 23,868 shares 23,868 $2.06M 0.07% +1,085 Timeline RYDEX ETF TRUST RYDEX ETF TRUST More: the full row for RYDEX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,840 shares; 2015Q2: 2,754 shares; 2015Q3: 10,382 shares; 2015Q4: 17,715 shares; 2016Q1: 18,148 shares; 2016Q2: 17,922 shares; 2016Q3: 16,342 shares 16,342 $2.04M 0.07% -1,580 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; 2014Q4: restricted; 2015Q1: 16,666 shares; 2015Q2: 11,377 shares; 2015Q3: 10,975 shares; 2015Q4: 20,335 shares; 2016Q1: 21,495 shares; 2016Q2: 23,460 shares; 2016Q3: 20,866 shares 20,866 $2.04M 0.07% -2,594 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; 2014Q4: restricted; 2015Q1: 25,380 shares; 2015Q2: 30,688 shares; 2015Q3: 28,710 shares; 2015Q4: 56,648 shares; 2016Q1: 54,631 shares; 2016Q2: 50,623 shares; 2016Q3: 46,051 shares 46,051 $2.02M 0.07% -4,572 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; 2014Q4: restricted; 2015Q1: 15,930 shares; 2015Q2: 14,658 shares; 2015Q3: 15,752 shares; 2015Q4: 13,929 shares; 2016Q1: 14,755 shares; 2016Q2: 13,308 shares; 2016Q3: 36,074 shares 36,074 $2.02M 0.07% +22,766 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; 2014Q4: restricted; 2015Q1: 6,948 shares; 2015Q2: 8,231 shares; 2015Q3: 5,842 shares; 2015Q4: 18,833 shares; 2016Q1: 20,932 shares; 2016Q2: 22,478 shares; 2016Q3: 20,568 shares 20,568 $2.01M 0.07% -1,910 Timeline MONOGRAM RESIDENTIAL TR INC MONOGRAM RESIDENTIAL TR INC More: the full row for MONOGRAM RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 72,170 shares; 2015Q2: 28,663 shares; 2015Q3: 21,105 shares; 2015Q4: 217,387 shares; 2016Q1: 192,359 shares; 2016Q2: 208,057 shares; 2016Q3: 186,796 shares 186,796 $1.99M 0.07% -21,261 RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,120 shares; 2015Q2: 3,145 shares; 2015Q3: 2,173 shares; 2015Q4: 62,253 shares; 2016Q1: 130,939 shares; 2016Q2: 176,482 shares; 2016Q3: 197,691 shares 197,691 $1.99M 0.07% +21,209 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; 2014Q4: restricted; 2015Q1: 6,514 shares; 2015Q2: 5,957 shares; 2015Q3: 1,230 shares; 2015Q4: 12,630 shares; 2016Q1: 13,664 shares; 2016Q2: 15,443 shares; 2016Q3: 18,541 shares 18,541 $1.98M 0.07% +3,098 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; 2014Q4: restricted; 2015Q1: 63,474 shares; 2015Q2: 66,653 shares; 2015Q3: 56,740 shares; 2015Q4: 79,018 shares; 2016Q1: 77,586 shares; 2016Q2: 72,822 shares; 2016Q3: 71,657 shares 71,657 $1.98M 0.07% -1,165 Timeline L BRANDS INC L BRANDS INC More: the full row for L BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,364 shares; 2015Q2: 3,645 shares; 2015Q3: 3,704 shares; 2015Q4: 18,438 shares; 2016Q1: 6,105 shares; 2016Q2: 4,738 shares; 2016Q3: 27,736 shares 27,736 $1.96M 0.07% +22,998 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; 2014Q4: restricted; 2015Q1: 2,231 shares; 2015Q2: 2,531 shares; 2015Q3: 3,898 shares; 2015Q4: 9,521 shares; 2016Q1: 13,304 shares; 2016Q2: 12,222 shares; 2016Q3: 12,641 shares 12,641 $1.96M 0.07% +419 Timeline RYDEX ETF TRUST RYDEX ETF TRUST More: the full row for RYDEX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,612 shares; 2015Q2: 128 shares; 2015Q3: 100 shares; 2015Q4: 666 shares; 2016Q1: 17,238 shares; 2016Q2: 21,135 shares; 2016Q3: 15,973 shares 15,973 $1.96M 0.07% -5,162 POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 62,491 shares; 2015Q2: 57,784 shares; 2015Q3: 64,929 shares; 2015Q4: 53,495 shares; 2016Q1: 61,525 shares; 2016Q2: 73,355 shares; 2016Q3: 63,800 shares 63,800 $1.95M 0.07% -9,555 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; 2014Q4: restricted; 2015Q1: 8,289 shares; 2015Q2: 7,503 shares; 2015Q3: 7,790 shares; 2015Q4: 14,679 shares; 2016Q1: 16,421 shares; 2016Q2: 16,343 shares; 2016Q3: 15,790 shares 15,790 $1.93M 0.07% -553 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 20,862 shares; 2015Q2: 27,118 shares; 2015Q3: 29,144 shares; 2015Q4: 50,113 shares; 2016Q1: 48,045 shares; 2016Q2: 57,313 shares; 2016Q3: 55,990 shares 55,990 $1.93M 0.07% -1,323 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; 2014Q4: restricted; 2015Q1: 97,566 shares; 2015Q2: 90,065 shares; 2015Q3: 101,768 shares; 2015Q4: 46,344 shares; 2016Q1: 49,545 shares; 2016Q2: 45,072 shares; 2016Q3: 42,194 shares 42,194 $1.92M 0.07% -2,878 Timeline NIELSEN HOLDINGS PLC NIELSEN HOLDINGS PLC More: the full row for NIELSEN HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 74 shares; 2015Q4: 1,621 shares; 2016Q1: 392 shares; 2016Q2: 31,646 shares; 2016Q3: 35,761 shares 35,761 $1.92M 0.07% +4,115 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 13,770 shares; 2015Q2: 11,731 shares; 2015Q3: 12,073 shares; 2015Q4: 22,492 shares; 2016Q1: 24,814 shares; 2016Q2: 25,427 shares; 2016Q3: 24,291 shares 24,291 $1.91M 0.07% -1,136 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; 2014Q4: restricted; 2015Q1: 14,892 shares; 2015Q2: 14,522 shares; 2015Q3: 6,445 shares; 2015Q4: 13,127 shares; 2016Q1: 25,198 shares; 2016Q2: 24,613 shares; 2016Q3: 15,228 shares 15,228 $1.91M 0.07% -9,385 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,034 shares; 2015Q2: 13,554 shares; 2015Q3: 14,315 shares; 2015Q4: 15,095 shares; 2016Q1: 14,517 shares; 2016Q2: 17,803 shares; 2016Q3: 45,833 shares 45,833 $1.91M 0.07% +28,030 Timeline PIONEER HIGH INCOME FUND INC PIONEER HIGH INCOME FUND INC More: the full row for PIONEER HIGH INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 112,580 shares; 2015Q2: 127,844 shares; 2015Q3: 154,765 shares; 2015Q4: 160,380 shares; 2016Q1: 185,627 shares; 2016Q2: 180,469 shares; 2016Q3: 178,959 shares 178,959 $1.88M 0.06% -1,510 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; 2014Q4: restricted; 2015Q1: 19,420 shares; 2015Q2: 20,025 shares; 2015Q3: 9,599 shares; 2015Q4: 17,799 shares; 2016Q1: 16,416 shares; 2016Q2: 17,223 shares; 2016Q3: 17,071 shares 17,071 $1.87M 0.06% -152 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 869 shares; 2015Q2: 871 shares; 2015Q3: 1,179 shares; 2015Q4: 5,668 shares; 2016Q1: 7,027 shares; 2016Q2: 10,698 shares; 2016Q3: 14,549 shares 14,549 $1.86M 0.06% +3,851 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; 2014Q4: restricted; 2015Q1: 8,568 shares; 2015Q2: 8,403 shares; 2015Q3: 2,483 shares; 2015Q4: 6,689 shares; 2016Q1: 9,583 shares; 2016Q2: 10,506 shares; 2016Q3: 10,301 shares 10,301 $1.85M 0.06% -205 Timeline NATIONAL GRID PLC NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 8,515 shares; 2015Q2: 9,479 shares; 2015Q3: 11,028 shares; 2015Q4: 17,107 shares; 2016Q1: 19,065 shares; 2016Q2: 22,314 shares; 2016Q3: 26,000 shares 26,000 $1.85M 0.06% +3,686 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; 2014Q4: restricted; 2015Q1: 118,338 shares; 2015Q2: 121,841 shares; 2015Q3: 97,942 shares; 2015Q4: 126,370 shares; 2016Q1: 113,378 shares; 2016Q2: 107,468 shares; 2016Q3: 79,866 shares 79,866 $1.85M 0.06% -27,602 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; 2014Q4: restricted; 2015Q1: 1,940 shares; 2015Q2: 1,819 shares; 2015Q3: 1,820 shares; 2015Q4: 5,206 shares; 2016Q1: 6,047 shares; 2016Q2: 8,955 shares; 2016Q3: 20,282 shares 20,282 $1.84M 0.06% +11,327 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,495 shares; 2015Q2: 1,408 shares; 2015Q3: 1,287 shares; 2015Q4: 1,900 shares; 2016Q1: 2,267 shares; 2016Q2: 35,195 shares; 2016Q3: 40,127 shares 40,127 $1.83M 0.06% +4,932 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 25,833 shares; 2015Q2: 19,661 shares; 2015Q3: 16,830 shares; 2015Q4: 26,761 shares; 2016Q1: 30,301 shares; 2016Q2: 44,369 shares; 2016Q3: 46,579 shares 46,579 $1.82M 0.06% +2,210 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; 2014Q4: restricted; 2015Q1: 4,709 shares; 2015Q2: 9,048 shares; 2015Q3: 4,433 shares; 2015Q4: 10,268 shares; 2016Q1: 11,172 shares; 2016Q2: 11,983 shares; 2016Q3: 18,226 shares 18,226 $1.81M 0.06% +6,243 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,400 shares; 2015Q2: 1,800 shares; 2015Q3: 2,800 shares; 2015Q4: 58,557 shares; 2016Q1: 62,773 shares; 2016Q2: 75,381 shares; 2016Q3: 93,881 shares 93,881 $1.8M 0.06% +18,500 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; 2014Q4: restricted; 2015Q1: 109,559 shares; 2015Q2: 109,080 shares; 2015Q3: 29,523 shares; 2015Q4: 90,029 shares; 2016Q1: 109,841 shares; 2016Q2: 127,600 shares; 2016Q3: 129,921 shares 129,921 $1.8M 0.06% +2,321 UNILEVER N V UNILEVER N V More: the full row for UNILEVER N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,430 shares; 2015Q2: 9,567 shares; 2015Q3: 9,781 shares; 2015Q4: 17,928 shares; 2016Q1: 21,602 shares; 2016Q2: 25,889 shares; 2016Q3: 38,771 shares 38,771 $1.79M 0.06% +12,882 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,996 shares; 2015Q2: 5,146 shares; 2015Q3: 5,905 shares; 2015Q4: 11,615 shares; 2016Q1: 14,153 shares; 2016Q2: 15,457 shares; 2016Q3: 13,896 shares 13,896 $1.78M 0.06% -1,561 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 25,352 shares; 2015Q2: 16,049 shares; 2015Q3: 7,954 shares; 2015Q4: 10,284 shares; 2016Q1: 9,339 shares; 2016Q2: 15,216 shares; 2016Q3: 35,638 shares 35,638 $1.76M 0.06% +20,422 Timeline FBT 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; 2014Q4: restricted; 2015Q1: 121,484 shares; 2015Q2: 133,865 shares; 2015Q3: 188,042 shares; 2015Q4: 207,089 shares; 2016Q1: 19,789 shares; 2016Q2: 18,985 shares; 2016Q3: 17,701 shares 17,701 $1.76M 0.06% -1,284 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 19,091 shares; 2015Q2: 14,998 shares; 2015Q3: 10,201 shares; 2015Q4: 42,677 shares; 2016Q1: 42,246 shares; 2016Q2: 44,912 shares; 2016Q3: 63,183 shares 63,183 $1.75M 0.06% +18,271 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 9,895 shares; 2015Q2: 9,959 shares; 2015Q3: 10,031 shares; 2015Q4: 15,596 shares; 2016Q1: 14,745 shares; 2016Q2: 17,374 shares; 2016Q3: 15,876 shares 15,876 $1.75M 0.06% -1,498 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,903 shares; 2015Q2: 3,985 shares; 2015Q3: 3,967 shares; 2015Q4: 7,338 shares; 2016Q1: 12,017 shares; 2016Q2: 14,618 shares; 2016Q3: 14,259 shares 14,259 $1.75M 0.06% -359 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 289 shares; 2015Q2: 214 shares; 2015Q3: 496 shares; 2015Q4: 3,017 shares; 2016Q1: 2,540 shares; 2016Q2: 3,755 shares; 2016Q3: 37,799 shares 37,799 $1.74M 0.06% +34,044 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 40,069 shares 40,069 $1.73M 0.06% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 345,554 shares; 2015Q2: 331,219 shares; 2015Q3: 339,876 shares; 2015Q4: 385,333 shares; 2016Q1: 420,274 shares; 2016Q2: 399,238 shares; 2016Q3: 173,646 shares 173,646 $1.73M 0.06% -225,592 Timeline FTSM 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; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 746,140 shares; 2016Q2: 29,204 shares; 2016Q3: 28,599 shares 28,599 $1.71M 0.06% -605 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 6,437 shares; 2015Q2: 6,103 shares; 2015Q3: 6,149 shares; 2015Q4: 8,513 shares; 2016Q1: 8,408 shares; 2016Q2: 9,094 shares; 2016Q3: 8,396 shares 8,396 $1.71M 0.06% -698 Timeline FPX 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; 2014Q4: restricted; 2015Q1: 21,688 shares; 2015Q2: 26,471 shares; 2015Q3: 36,870 shares; 2015Q4: 31,897 shares; 2016Q1: 38,035 shares; 2016Q2: 32,662 shares; 2016Q3: 31,345 shares 31,345 $1.7M 0.06% -1,317 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 19,785 shares; 2015Q2: 19,514 shares; 2015Q3: 18,183 shares; 2015Q4: 30,175 shares; 2016Q1: 39,875 shares; 2016Q2: 43,120 shares; 2016Q3: 47,928 shares 47,928 $1.7M 0.06% +4,808 Timeline FVC 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; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 8,681 shares; 2016Q3: 79,542 shares 79,542 $1.7M 0.06% +70,861 Timeline HCP INC HCP INC More: the full row for HCP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 19,149 shares; 2015Q2: 23,176 shares; 2015Q3: 24,759 shares; 2015Q4: 38,057 shares; 2016Q1: 39,437 shares; 2016Q2: 43,189 shares; 2016Q3: 44,514 shares 44,514 $1.69M 0.06% +1,325 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; 2014Q4: restricted; 2015Q1: 707 shares; 2015Q2: 727 shares; 2015Q3: 769 shares; 2015Q4: 1,478 shares; 2016Q1: 1,630 shares; 2016Q2: 1,024 shares; 2016Q3: 25,040 shares 25,040 $1.68M 0.06% +24,016 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; 2014Q4: restricted; 2015Q1: 911 shares; 2015Q2: 249 shares; 2015Q3: 244 shares; 2015Q4: 3,050 shares; 2016Q1: 2,849 shares; 2016Q2: 11,196 shares; 2016Q3: 15,977 shares 15,977 $1.68M 0.06% +4,781 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 56,843 shares; 2015Q2: 55,770 shares; 2015Q3: 49,455 shares; 2015Q4: 54,099 shares; 2016Q1: 47,681 shares; 2016Q2: 40,832 shares; 2016Q3: 28,695 shares 28,695 $1.67M 0.06% -12,137 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 30,696 shares; 2015Q2: 27,043 shares; 2015Q3: 24,353 shares; 2015Q4: 45,468 shares; 2016Q1: 52,370 shares; 2016Q2: 63,450 shares; 2016Q3: 54,730 shares 54,730 $1.67M 0.06% -8,720 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 9,840 shares; 2015Q2: 11,890 shares; 2015Q3: 12,968 shares; 2015Q4: 21,098 shares; 2016Q1: 39,352 shares; 2016Q2: 66,568 shares; 2016Q3: 48,623 shares 48,623 $1.67M 0.06% -17,945 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 14,702 shares; 2015Q2: 13,225 shares; 2015Q3: 9,036 shares; 2015Q4: 21,602 shares; 2016Q1: 19,470 shares; 2016Q2: 21,280 shares; 2016Q3: 20,663 shares 20,663 $1.67M 0.06% -617 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; 2014Q4: restricted; 2015Q1: 3,880 shares; 2015Q2: 2,299 shares; 2015Q3: 2,352 shares; 2015Q4: 7,628 shares; 2016Q1: 7,109 shares; 2016Q2: 7,161 shares; 2016Q3: 32,168 shares 32,168 $1.66M 0.06% +25,007 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 856 shares; 2016Q1: 12,778 shares; 2016Q2: 29,351 shares; 2016Q3: 31,945 shares 31,945 $1.66M 0.06% +2,594 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; 2014Q4: restricted; 2015Q1: 14,919 shares; 2015Q2: 12,152 shares; 2015Q3: 14,353 shares; 2015Q4: 43,109 shares; 2016Q1: 47,676 shares; 2016Q2: 71,786 shares; 2016Q3: 100,834 shares 100,834 $1.65M 0.06% +29,048 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 63,155 shares; 2015Q2: 60,251 shares; 2015Q3: 12,600 shares; 2015Q4: 14,784 shares; 2016Q1: 19,678 shares; 2016Q2: 25,171 shares; 2016Q3: 21,474 shares 21,474 $1.64M 0.06% -3,697 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 25,634 shares; 2015Q2: 36,444 shares; 2015Q3: 36,212 shares; 2015Q4: 74,696 shares; 2016Q1: 87,511 shares; 2016Q2: 80,794 shares; 2016Q3: 38,059 shares 38,059 $1.63M 0.06% -42,735 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,717 shares; 2015Q2: 5,830 shares; 2015Q3: 9,366 shares; 2015Q4: 33,546 shares; 2016Q1: 49,978 shares; 2016Q2: 57,245 shares; 2016Q3: 68,083 shares 68,083 $1.63M 0.06% +10,838 Timeline FTCS 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; 2014Q4: restricted; 2015Q1: 499 shares; 2015Q2: 570 shares; 2015Q3: 573 shares; 2015Q4: 1,579 shares; 2016Q1: 3,968 shares; 2016Q2: 5,464 shares; 2016Q3: 40,279 shares 40,279 $1.62M 0.06% +34,815 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 7,266 shares; 2015Q2: 2,959 shares; 2015Q3: 2,534 shares; 2015Q4: 9,304 shares; 2016Q1: 9,565 shares; 2016Q2: 16,533 shares; 2016Q3: 17,332 shares 17,332 $1.58M 0.05% +799 Timeline DU PONT E I DE NEMOURS & CO DU PONT E I DE NEMOURS & CO More: the full row for DU PONT E I DE NEMOURS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 13,974 shares; 2015Q2: 14,377 shares; 2015Q3: 12,600 shares; 2015Q4: 25,692 shares; 2016Q1: 26,055 shares; 2016Q2: 24,745 shares; 2016Q3: 23,583 shares 23,583 $1.58M 0.05% -1,162 IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,315 shares; 2015Q2: 2,957 shares; 2015Q3: 1,579 shares; 2015Q4: 1,915 shares; 2016Q1: 1,911 shares; 2016Q2: 12,500 shares; 2016Q3: 11,696 shares 11,696 $1.57M 0.05% -804 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 15,228 shares; 2015Q2: 13,367 shares; 2015Q3: 12,118 shares; 2015Q4: 17,516 shares; 2016Q1: 27,459 shares; 2016Q2: 45,077 shares; 2016Q3: 19,371 shares 19,371 $1.56M 0.05% -25,706 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: 50 shares; 2015Q3: 50 shares; 2015Q4: 953 shares; 2016Q1: 27,266 shares; 2016Q2: 15,004 shares; 2016Q3: 14,283 shares 14,283 $1.55M 0.05% -721 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 174,121 shares; 2015Q2: 73,572 shares; 2015Q3: 6,282 shares; 2015Q4: 32,820 shares; 2016Q1: 32,920 shares; 2016Q2: 46,307 shares; 2016Q3: 49,093 shares 49,093 $1.54M 0.05% +2,786 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; 2014Q4: restricted; 2015Q1: 7,696 shares; 2015Q2: 7,352 shares; 2015Q3: 7,645 shares; 2015Q4: 13,737 shares; 2016Q1: 15,442 shares; 2016Q2: 17,760 shares; 2016Q3: 17,509 shares 17,509 $1.54M 0.05% -251 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 64,379 shares; 2015Q2: 45,918 shares; 2015Q3: 40,956 shares; 2015Q4: 80,096 shares; 2016Q1: 63,363 shares; 2016Q2: 59,968 shares; 2016Q3: 66,452 shares 66,452 $1.54M 0.05% +6,484 VGK 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; 2014Q4: restricted; 2015Q1: 24,072 shares; 2015Q2: 47,258 shares; 2015Q3: 26,960 shares; 2015Q4: 40,977 shares; 2016Q1: 37,393 shares; 2016Q2: 36,844 shares; 2016Q3: 31,372 shares 31,372 $1.53M 0.05% -5,472 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 6,503 shares; 2015Q4: 22,211 shares; 2016Q1: 29,690 shares; 2016Q2: 29,828 shares; 2016Q3: 20,391 shares 20,391 $1.52M 0.05% -9,437 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 73,036 shares; 2016Q3: 57,187 shares 57,187 $1.51M 0.05% -15,849 Timeline POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,901 shares; 2015Q2: 15,857 shares; 2015Q3: 18,288 shares; 2015Q4: 30,196 shares; 2016Q1: 33,033 shares; 2016Q2: 35,171 shares; 2016Q3: 58,200 shares 58,200 $1.49M 0.05% +23,029 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; 2014Q4: restricted; 2015Q1: 13,161 shares; 2015Q2: 14,610 shares; 2015Q3: 10,300 shares; 2015Q4: 38,468 shares; 2016Q1: 36,969 shares; 2016Q2: 24,415 shares; 2016Q3: 97,674 shares 97,674 $1.47M 0.05% +73,259 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 8,899 shares; 2015Q2: 6,925 shares; 2015Q3: 4,775 shares; 2015Q4: 12,402 shares; 2016Q1: 14,006 shares; 2016Q2: 16,217 shares; 2016Q3: 17,220 shares 17,220 $1.47M 0.05% +1,003 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 9,224 shares; 2015Q2: 10,126 shares; 2015Q3: not reported; 2015Q4: 34,781 shares; 2016Q1: 11,914 shares; 2016Q2: 24,817 shares; 2016Q3: 27,648 shares 27,648 $1.47M 0.05% +2,831 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,780 shares; 2015Q2: 7,610 shares; 2015Q3: 7,982 shares; 2015Q4: 11,609 shares; 2016Q1: 9,252 shares; 2016Q2: 14,204 shares; 2016Q3: 11,295 shares 11,295 $1.46M 0.05% -2,909 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 63,515 shares; 2015Q2: 55,089 shares; 2015Q3: 491 shares; 2015Q4: 1,592 shares; 2016Q1: 11,264 shares; 2016Q2: 12,148 shares; 2016Q3: 26,070 shares 26,070 $1.46M 0.05% +13,922 Timeline SELECT INCOME REIT SELECT INCOME REIT More: the full row for SELECT INCOME REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 63,468 shares; 2015Q2: 68,914 shares; 2015Q3: 60,341 shares; 2015Q4: 78,203 shares; 2016Q1: 82,207 shares; 2016Q2: 74,630 shares; 2016Q3: 53,869 shares 53,869 $1.45M 0.05% -20,761 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; 2014Q4: restricted; 2015Q1: 2,032 shares; 2015Q2: 2,155 shares; 2015Q3: 2,308 shares; 2015Q4: 9,648 shares; 2016Q1: 9,977 shares; 2016Q2: 14,610 shares; 2016Q3: 15,333 shares 15,333 $1.45M 0.05% +723 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; 2014Q4: restricted; 2015Q1: 8,556 shares; 2015Q2: 8,960 shares; 2015Q3: 5,223 shares; 2015Q4: 21,692 shares; 2016Q1: 21,137 shares; 2016Q2: 19,733 shares; 2016Q3: 20,316 shares 20,316 $1.44M 0.05% +583 NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 4,750 shares; 2015Q4: 4,850 shares; 2016Q1: 5,401 shares; 2016Q2: 30,603 shares; 2016Q3: 55,151 shares 55,151 $1.43M 0.05% +24,548 Timeline COLUMBIA PROPERTY TRUST INC COLUMBIA PROPERTY TRUST INC More: the full row for COLUMBIA PROPERTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 102,637 shares; 2016Q1: 88,783 shares; 2016Q2: 73,628 shares; 2016Q3: 63,410 shares 63,410 $1.42M 0.05% -10,218 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; 2014Q4: restricted; 2015Q1: 4,271 shares; 2015Q2: 5,398 shares; 2015Q3: 7,418 shares; 2015Q4: 16,602 shares; 2016Q1: 20,587 shares; 2016Q2: 24,369 shares; 2016Q3: 25,909 shares 25,909 $1.41M 0.05% +1,540 Timeline Invesco S&P 500 Revenue ETF Invesco S&P 500 Revenue ETF More: the full row for Invesco S&P 500 Revenue ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 60,629 shares; 2016Q1: 58,766 shares; 2016Q2: 47,032 shares; 2016Q3: 33,638 shares 33,638 $1.41M 0.05% -13,394 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 31,005 shares; 2015Q2: 33,749 shares; 2015Q3: 12,313 shares; 2015Q4: 21,637 shares; 2016Q1: 19,505 shares; 2016Q2: 18,845 shares; 2016Q3: 17,657 shares 17,657 $1.39M 0.05% -1,188 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,766 shares; 2015Q2: 11,434 shares; 2015Q3: 10,395 shares; 2015Q4: 13,725 shares; 2016Q1: 16,708 shares; 2016Q2: 17,554 shares; 2016Q3: 18,535 shares 18,535 $1.39M 0.05% +981 Timeline UNITED STATES OIL FUND LP UNITED STATES OIL FUND LP More: the full row for UNITED STATES OIL FUND LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 21,736 shares; 2015Q2: 29,020 shares; 2015Q3: 33,225 shares; 2015Q4: 91,672 shares; 2016Q1: 113,921 shares; 2016Q2: 118,973 shares; 2016Q3: 127,575 shares 127,575 $1.39M 0.05% +8,602 FXL 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; 2014Q4: restricted; 2015Q1: 32,544 shares; 2015Q2: 35,294 shares; 2015Q3: 36,074 shares; 2015Q4: 36,895 shares; 2016Q1: 37,290 shares; 2016Q2: 38,565 shares; 2016Q3: 37,840 shares 37,840 $1.39M 0.05% -725 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; 2014Q4: restricted; 2015Q1: 6,312 shares; 2015Q2: 7,945 shares; 2015Q3: 8,744 shares; 2015Q4: 17,201 shares; 2016Q1: 27,354 shares; 2016Q2: 22,142 shares; 2016Q3: 19,194 shares 19,194 $1.39M 0.05% -2,948 Timeline XLB 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; 2014Q4: restricted; 2015Q1: 34,686 shares; 2015Q2: 36,556 shares; 2015Q3: 6,147 shares; 2015Q4: 22,814 shares; 2016Q1: 24,370 shares; 2016Q2: 24,582 shares; 2016Q3: 28,818 shares 28,818 $1.38M 0.05% +4,236 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 12,955 shares; 2015Q2: 10,993 shares; 2015Q3: 11,630 shares; 2015Q4: 14,558 shares; 2016Q1: 12,525 shares; 2016Q2: 11,366 shares; 2016Q3: 13,111 shares 13,111 $1.38M 0.05% +1,745 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; 2014Q4: restricted; 2015Q1: 7,938 shares; 2015Q2: 8,812 shares; 2015Q3: 6,982 shares; 2015Q4: 15,803 shares; 2016Q1: 19,201 shares; 2016Q2: 19,620 shares; 2016Q3: 18,774 shares 18,774 $1.37M 0.05% -846 Timeline LMBS 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; 2014Q4: restricted; 2015Q1: 1,292 shares; 2015Q2: 1,313 shares; 2015Q3: 1,519 shares; 2015Q4: 1,531 shares; 2016Q1: 7,268 shares; 2016Q2: 11,939 shares; 2016Q3: 25,887 shares 25,887 $1.36M 0.05% +13,948 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,510 shares; 2015Q2: 1,945 shares; 2015Q3: 128 shares; 2015Q4: 631 shares; 2016Q1: 469 shares; 2016Q2: 6,433 shares; 2016Q3: 34,785 shares 34,785 $1.35M 0.05% +28,352 Timeline Rydex S&P 500 Pure Value Etf Rydex S&P 500 Pure Value Etf More: the full row for Rydex S&P 500 Pure Value Etf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 15,636 shares; 2015Q2: 18,631 shares; 2015Q3: 12,037 shares; 2015Q4: 14,127 shares; 2016Q1: 20,347 shares; 2016Q2: 21,095 shares; 2016Q3: 25,632 shares 25,632 $1.35M 0.05% +4,537 BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,655 shares; 2015Q2: 4,852 shares; 2015Q3: 4,531 shares; 2015Q4: 8,843 shares; 2016Q1: 8,517 shares; 2016Q2: 10,811 shares; 2016Q3: 12,485 shares 12,485 $1.35M 0.05% +1,674 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,844 shares; 2015Q2: 4,265 shares; 2015Q3: 4,208 shares; 2015Q4: 17,445 shares; 2016Q1: 18,820 shares; 2016Q2: 20,226 shares; 2016Q3: 11,766 shares 11,766 $1.34M 0.05% -8,460 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,810 shares; 2015Q2: 5,592 shares; 2015Q3: 5,352 shares; 2015Q4: 6,839 shares; 2016Q1: 8,594 shares; 2016Q2: 10,628 shares; 2016Q3: 11,184 shares 11,184 $1.3M 0.04% +556 Timeline Cyber Security ETF Cyber Security ETF More: the full row for Cyber Security ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 51,579 shares; 2016Q3: 46,560 shares 46,560 $1.3M 0.04% -5,019 STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,471 shares; 2015Q2: 1,061 shares; 2015Q3: 1,413 shares; 2015Q4: 6,041 shares; 2016Q1: 7,974 shares; 2016Q2: 10,869 shares; 2016Q3: 11,577 shares 11,577 $1.29M 0.04% +708 EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,745 shares; 2015Q2: 4,748 shares; 2015Q3: 4,762 shares; 2015Q4: 21,433 shares; 2016Q1: 21,772 shares; 2016Q2: 25,371 shares; 2016Q3: 27,897 shares 27,897 $1.29M 0.04% +2,526 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 13,229 shares; 2015Q2: 17,159 shares; 2015Q3: 18,622 shares; 2015Q4: 29,437 shares; 2016Q1: 31,350 shares; 2016Q2: 16,298 shares; 2016Q3: 14,269 shares 14,269 $1.28M 0.04% -2,029 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; 2014Q4: restricted; 2015Q1: 7,662 shares; 2015Q2: 8,605 shares; 2015Q3: 8,426 shares; 2015Q4: 16,832 shares; 2016Q1: 16,837 shares; 2016Q2: 18,951 shares; 2016Q3: 20,031 shares 20,031 $1.28M 0.04% +1,080 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; 2014Q4: restricted; 2015Q1: 18,834 shares; 2015Q2: 16,707 shares; 2015Q3: 14,405 shares; 2015Q4: 21,300 shares; 2016Q1: 24,244 shares; 2016Q2: 30,778 shares; 2016Q3: 32,506 shares 32,506 $1.28M 0.04% +1,728 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 656 shares; 2015Q2: 656 shares; 2015Q3: 656 shares; 2015Q4: 1,756 shares; 2016Q1: 1,758 shares; 2016Q2: 160,388 shares; 2016Q3: 240,967 shares 240,967 $1.28M 0.04% +80,579 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 190,725 shares; 2015Q2: 188,737 shares; 2015Q3: 185,394 shares; 2015Q4: 222,601 shares; 2016Q1: 215,793 shares; 2016Q2: 199,157 shares; 2016Q3: 121,514 shares 121,514 $1.28M 0.04% -77,643 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; 2014Q4: restricted; 2015Q1: 5,976 shares; 2015Q2: 6,983 shares; 2015Q3: 8,388 shares; 2015Q4: 14,317 shares; 2016Q1: 15,411 shares; 2016Q2: 15,020 shares; 2016Q3: 15,546 shares 15,546 $1.27M 0.04% +526 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 94,922 shares; 2016Q2: 27,496 shares; 2016Q3: 25,949 shares 25,949 $1.27M 0.04% -1,547 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 27,167 shares 27,167 $1.26M 0.04% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,545 shares; 2015Q2: 8,637 shares; 2015Q3: 10,843 shares; 2015Q4: 16,502 shares; 2016Q1: 10,440 shares; 2016Q2: 12,479 shares; 2016Q3: 29,626 shares 29,626 $1.26M 0.04% +17,147 Timeline ALPINE TOTAL DYNAMIC DIVID F ALPINE TOTAL DYNAMIC DIVID F More: the full row for ALPINE TOTAL DYNAMIC DIVID F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 138,785 shares; 2015Q2: 142,534 shares; 2015Q3: 145,405 shares; 2015Q4: 160,184 shares; 2016Q1: 156,733 shares; 2016Q2: 161,632 shares; 2016Q3: 165,277 shares 165,277 $1.26M 0.04% +3,645 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; 2014Q4: restricted; 2015Q1: 30,850 shares; 2015Q2: 38,445 shares; 2015Q3: 39,771 shares; 2015Q4: 62,964 shares; 2016Q1: 52,762 shares; 2016Q2: 26,559 shares; 2016Q3: 25,406 shares 25,406 $1.25M 0.04% -1,153 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,580 shares; 2015Q2: 5,357 shares; 2015Q3: 5,364 shares; 2015Q4: 8,073 shares; 2016Q1: 7,933 shares; 2016Q2: 7,988 shares; 2016Q3: 7,130 shares 7,130 $1.25M 0.04% -858 Timeline FGD 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; 2014Q4: restricted; 2015Q1: 9,918 shares; 2015Q2: 19,090 shares; 2015Q3: 6,560 shares; 2015Q4: 9,354 shares; 2016Q1: 14,162 shares; 2016Q2: 47,215 shares; 2016Q3: 52,580 shares 52,580 $1.24M 0.04% +5,365 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,659 shares; 2015Q2: 2,196 shares; 2015Q3: 9,290 shares; 2015Q4: 9,118 shares; 2016Q1: 16,125 shares; 2016Q2: 18,969 shares; 2016Q3: 17,308 shares 17,308 $1.23M 0.04% -1,661 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; 2014Q4: restricted; 2015Q1: 77,507 shares; 2015Q2: 41,303 shares; 2015Q3: 39,591 shares; 2015Q4: 68,677 shares; 2016Q1: 41,855 shares; 2016Q2: 35,149 shares; 2016Q3: 20,016 shares 20,016 $1.23M 0.04% -15,133 IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,260 shares; 2015Q2: 955 shares; 2015Q3: 1,005 shares; 2015Q4: 3,594 shares; 2016Q1: 3,448 shares; 2016Q2: 9,989 shares; 2016Q3: 9,623 shares 9,623 $1.23M 0.04% -366 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,400 shares; 2015Q2: 4,030 shares; 2015Q3: 3,735 shares; 2015Q4: 30,163 shares; 2016Q1: 33,767 shares; 2016Q2: 35,656 shares; 2016Q3: 31,228 shares 31,228 $1.23M 0.04% -4,428 Timeline ALCOA INC ALCOA INC More: the full row for ALCOA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 63,103 shares; 2015Q2: 65,664 shares; 2015Q3: 16,997 shares; 2015Q4: 51,117 shares; 2016Q1: 63,940 shares; 2016Q2: 84,029 shares; 2016Q3: 121,194 shares 121,194 $1.23M 0.04% +37,165 XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 6,052 shares; 2015Q2: 11,108 shares; 2015Q3: 370 shares; 2015Q4: 270 shares; 2016Q1: 718 shares; 2016Q2: 1,089 shares; 2016Q3: 22,920 shares 22,920 $1.22M 0.04% +21,831 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,546 shares; 2015Q2: 768 shares; 2015Q3: 350 shares; 2015Q4: 1,738 shares; 2016Q1: 1,354 shares; 2016Q2: 1,320 shares; 2016Q3: 10,556 shares 10,556 $1.21M 0.04% +9,236 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 11,399 shares; 2015Q2: 13,239 shares; 2015Q3: 15,673 shares; 2015Q4: 18,638 shares; 2016Q1: 8,837 shares; 2016Q2: 5,995 shares; 2016Q3: 15,768 shares 15,768 $1.2M 0.04% +9,773 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 11,723 shares; 2015Q2: 14,157 shares; 2015Q3: 17,537 shares; 2015Q4: 32,646 shares; 2016Q1: 29,942 shares; 2016Q2: 34,165 shares; 2016Q3: 25,266 shares 25,266 $1.19M 0.04% -8,899 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,510 shares; 2015Q2: 8,348 shares; 2015Q3: 7,476 shares; 2015Q4: 28,104 shares; 2016Q1: 21,836 shares; 2016Q2: 20,852 shares; 2016Q3: 21,964 shares 21,964 $1.19M 0.04% +1,112 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 34,245 shares; 2015Q2: 48,430 shares; 2015Q3: 49,103 shares; 2015Q4: 49,932 shares; 2016Q1: 45,017 shares; 2016Q2: 43,310 shares; 2016Q3: 39,479 shares 39,479 $1.19M 0.04% -3,831 Timeline CA INC COM CA INC COM More: the full row for CA INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,176 shares; 2015Q2: 2,306 shares; 2015Q3: 2,263 shares; 2015Q4: 10,924 shares; 2016Q1: 24,609 shares; 2016Q2: 32,556 shares; 2016Q3: 35,802 shares 35,802 $1.18M 0.04% +3,246 SPECTRA ENERGY CORP SPECTRA ENERGY CORP More: the full row for SPECTRA ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 13,169 shares; 2015Q2: 12,391 shares; 2015Q3: 13,182 shares; 2015Q4: 23,045 shares; 2016Q1: 27,551 shares; 2016Q2: 29,642 shares; 2016Q3: 27,678 shares 27,678 $1.18M 0.04% -1,964 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; 2014Q4: restricted; 2015Q1: 2,626 shares; 2015Q2: 6,216 shares; 2015Q3: 3,434 shares; 2015Q4: 20,660 shares; 2016Q1: 23,769 shares; 2016Q2: 25,490 shares; 2016Q3: 25,023 shares 25,023 $1.18M 0.04% -467 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,448 shares; 2015Q2: 5,298 shares; 2015Q3: 6,394 shares; 2015Q4: 9,417 shares; 2016Q1: 10,742 shares; 2016Q2: 10,952 shares; 2016Q3: 11,399 shares 11,399 $1.18M 0.04% +447 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 141,106 shares; 2015Q2: 130,608 shares; 2015Q3: 138,876 shares; 2015Q4: 145,444 shares; 2016Q1: 141,004 shares; 2016Q2: 141,915 shares; 2016Q3: 142,749 shares 142,749 $1.17M 0.04% +834 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,785 shares; 2015Q2: 6,378 shares; 2015Q3: 16,364 shares; 2015Q4: 62,841 shares; 2016Q1: 75,401 shares; 2016Q2: 80,563 shares; 2016Q3: 35,272 shares 35,272 $1.17M 0.04% -45,291 Timeline EMLP 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; 2014Q4: restricted; 2015Q1: 113,079 shares; 2015Q2: 32,004 shares; 2015Q3: 16,326 shares; 2015Q4: 26,332 shares; 2016Q1: 24,182 shares; 2016Q2: 44,982 shares; 2016Q3: 45,557 shares 45,557 $1.15M 0.04% +575 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 62,728 shares; 2015Q2: 59,841 shares; 2015Q3: 44,498 shares; 2015Q4: 74,737 shares; 2016Q1: 65,315 shares; 2016Q2: 64,149 shares; 2016Q3: 63,190 shares 63,190 $1.15M 0.04% -959 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,931 shares; 2015Q2: 9,668 shares; 2015Q3: 16,393 shares; 2015Q4: 28,622 shares; 2016Q1: 40,148 shares; 2016Q2: 23,936 shares; 2016Q3: 19,374 shares 19,374 $1.15M 0.04% -4,562 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,055 shares; 2015Q2: 2,363 shares; 2015Q3: 2,296 shares; 2015Q4: 5,346 shares; 2016Q1: 9,603 shares; 2016Q2: 13,296 shares; 2016Q3: 14,704 shares 14,704 $1.14M 0.04% +1,408 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; 2014Q4: restricted; 2015Q1: 18,088 shares; 2015Q2: 4,088 shares; 2015Q3: 3,511 shares; 2015Q4: 6,184 shares; 2016Q1: 3,709 shares; 2016Q2: 4,829 shares; 2016Q3: 15,255 shares 15,255 $1.14M 0.04% +10,426 Timeline POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 1,008 shares; 2015Q4: 10,492 shares; 2016Q1: 13,588 shares; 2016Q2: 27,461 shares; 2016Q3: 39,995 shares 39,995 $1.14M 0.04% +12,534 RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,239 shares; 2015Q2: 2,801 shares; 2015Q3: 2,663 shares; 2015Q4: 6,620 shares; 2016Q1: 6,693 shares; 2016Q2: 8,076 shares; 2016Q3: 8,351 shares 8,351 $1.14M 0.04% +275 POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 13,680 shares; 2015Q2: 5,195 shares; 2015Q3: 6,544 shares; 2015Q4: 16,527 shares; 2016Q1: 22,797 shares; 2016Q2: 34,086 shares; 2016Q3: 36,223 shares 36,223 $1.14M 0.04% +2,137 IPATH S&P GSCI CRUDE OI… IPATH S&P GSCI CRUDE OIL TOTAL More: the full row for IPATH S&P GSCI CRUDE OIL TOTAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 13,019 shares; 2015Q2: 12,845 shares; 2015Q3: 16,801 shares; 2015Q4: 64,210 shares; 2016Q1: 147,748 shares; 2016Q2: 157,130 shares; 2016Q3: 194,515 shares 194,515 $1.13M 0.04% +37,385 NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 32,054 shares; 2015Q2: 35,938 shares; 2015Q3: 49,195 shares; 2015Q4: 70,913 shares; 2016Q1: 77,211 shares; 2016Q2: 54,233 shares; 2016Q3: 105,979 shares 105,979 $1.12M 0.04% +51,746 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 12,183 shares; 2016Q1: 16,399 shares; 2016Q2: 23,255 shares; 2016Q3: 25,720 shares 25,720 $1.12M 0.04% +2,465 Timeline XLRE 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; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 34,137 shares 34,137 $1.12M 0.04% new Timeline AETNA INC NEW AETNA INC NEW More: the full row for AETNA INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,124 shares; 2015Q2: 5,873 shares; 2015Q3: 6,398 shares; 2015Q4: 9,148 shares; 2016Q1: 7,799 shares; 2016Q2: 8,496 shares; 2016Q3: 9,690 shares 9,690 $1.12M 0.04% +1,194 TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 23,435 shares; 2015Q2: 23,666 shares; 2015Q3: 4,817 shares; 2015Q4: 6,645 shares; 2016Q1: 5,395 shares; 2016Q2: 9,300 shares; 2016Q3: 7,694 shares 7,694 $1.11M 0.04% -1,606 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 455,922 shares; 2015Q2: 455,689 shares; 2015Q3: 370,513 shares; 2015Q4: 402,148 shares; 2016Q1: 440,532 shares; 2016Q2: 449,354 shares; 2016Q3: 173,868 shares 173,868 $1.11M 0.04% -275,486 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 59,888 shares; 2015Q2: 62,178 shares; 2015Q3: 58,433 shares; 2015Q4: 58,918 shares; 2016Q1: 64,672 shares; 2016Q2: 66,015 shares; 2016Q3: 28,476 shares 28,476 $1.11M 0.04% -37,539 Timeline 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; 2014Q4: restricted; 2015Q1: 5,886 shares; 2015Q2: 5,886 shares; 2015Q3: 6,236 shares; 2015Q4: 62,466 shares; 2016Q1: 74,829 shares; 2016Q2: 154,909 shares; 2016Q3: 196,076 shares 196,076 $1.11M 0.04% +41,167 Timeline FXR 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; 2014Q4: restricted; 2015Q1: 2,350 shares; 2015Q2: 2,960 shares; 2015Q3: 3,034 shares; 2015Q4: 4,080 shares; 2016Q1: 4,144 shares; 2016Q2: 5,106 shares; 2016Q3: 37,375 shares 37,375 $1.1M 0.04% +32,269 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,127 shares; 2015Q2: 3,174 shares; 2015Q3: 3,209 shares; 2015Q4: 5,055 shares; 2016Q1: 5,163 shares; 2016Q2: 4,816 shares; 2016Q3: 5,308 shares 5,308 $1.1M 0.04% +492 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 11,715 shares; 2015Q2: 21,507 shares; 2015Q3: 41,109 shares; 2015Q4: 55,270 shares; 2016Q1: 47,908 shares; 2016Q2: 49,573 shares; 2016Q3: 37,015 shares 37,015 $1.1M 0.04% -12,558 Timeline LEXMARK INTL NEW LEXMARK INTL NEW More: the full row for LEXMARK INTL NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,085 shares; 2015Q2: 1,597 shares; 2015Q3: 273 shares; 2015Q4: 424 shares; 2016Q1: 425 shares; 2016Q2: 319 shares; 2016Q3: 27,466 shares 27,466 $1.1M 0.04% +27,147 REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,419 shares; 2015Q2: 1,302 shares; 2015Q3: 1,297 shares; 2015Q4: 6,576 shares; 2016Q1: 10,316 shares; 2016Q2: 15,783 shares; 2016Q3: 16,713 shares 16,713 $1.09M 0.04% +930 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,949 shares; 2015Q2: 5,709 shares; 2015Q3: 6,282 shares; 2015Q4: 7,178 shares; 2016Q1: 10,455 shares; 2016Q2: 14,556 shares; 2016Q3: 16,560 shares 16,560 $1.09M 0.04% +2,004 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 90 shares; 2015Q2: 90 shares; 2015Q3: 90 shares; 2015Q4: 3,393 shares; 2016Q1: 5,982 shares; 2016Q2: 7,589 shares; 2016Q3: 9,928 shares 9,928 $1.08M 0.04% +2,339 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 572 shares; 2015Q2: 1,625 shares; 2015Q3: 2,171 shares; 2015Q4: 5,356 shares; 2016Q1: 7,208 shares; 2016Q2: 11,186 shares; 2016Q3: 20,516 shares 20,516 $1.07M 0.04% +9,330 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,350 shares; 2015Q2: 2,115 shares; 2015Q3: 2,381 shares; 2015Q4: 3,046 shares; 2016Q1: 4,891 shares; 2016Q2: 6,679 shares; 2016Q3: 7,352 shares 7,352 $1.07M 0.04% +673 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,998 shares; 2016Q2: 8,354 shares; 2016Q3: 8,458 shares 8,458 $1.06M 0.04% +104 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,304 shares; 2015Q2: 14,234 shares; 2015Q3: 9,058 shares; 2015Q4: 18,142 shares; 2016Q1: 24,698 shares; 2016Q2: 25,746 shares; 2016Q3: 22,238 shares 22,238 $1.06M 0.04% -3,508 SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 6,417 shares; 2015Q2: 8,561 shares; 2015Q3: 96,521 shares; 2015Q4: 36,796 shares; 2016Q1: 35,137 shares; 2016Q2: 17,279 shares; 2016Q3: 9,547 shares 9,547 $1.05M 0.04% -7,732 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; 2014Q4: restricted; 2015Q1: 3,274 shares; 2015Q2: 19,270 shares; 2015Q3: 3,176 shares; 2015Q4: 5,550 shares; 2016Q1: 5,495 shares; 2016Q2: 7,838 shares; 2016Q3: 17,310 shares 17,310 $1.05M 0.04% +9,472 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 26,672 shares; 2015Q2: 34,791 shares; 2015Q3: 22,999 shares; 2015Q4: 39,339 shares; 2016Q1: 39,501 shares; 2016Q2: 79,036 shares; 2016Q3: 99,925 shares 99,925 $1.05M 0.04% +20,889 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; 2014Q4: restricted; 2015Q1: 4,291 shares; 2015Q2: 5,412 shares; 2015Q3: 5,636 shares; 2015Q4: 8,489 shares; 2016Q1: 10,464 shares; 2016Q2: 14,495 shares; 2016Q3: 18,703 shares 18,703 $1.05M 0.04% +4,208 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 29,760 shares; 2015Q2: 31,590 shares; 2015Q3: 39,286 shares; 2015Q4: 76,542 shares; 2016Q1: 85,597 shares; 2016Q2: 100,177 shares; 2016Q3: 101,044 shares 101,044 $1.04M 0.04% +867 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 972 shares; 2015Q2: 331 shares; 2015Q3: 517 shares; 2015Q4: 3,057 shares; 2016Q1: 10,814 shares; 2016Q2: 18,962 shares; 2016Q3: 23,650 shares 23,650 $1.03M 0.04% +4,688 Timeline FNX 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; 2014Q4: restricted; 2015Q1: 4,844 shares; 2015Q2: 4,627 shares; 2015Q3: 30,704 shares; 2015Q4: 14,480 shares; 2016Q1: 13,276 shares; 2016Q2: 17,398 shares; 2016Q3: 19,542 shares 19,542 $1.03M 0.04% +2,144 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; 2014Q4: restricted; 2015Q1: 5,242 shares; 2015Q2: 5,039 shares; 2015Q3: 5,211 shares; 2015Q4: 14,766 shares; 2016Q1: 18,366 shares; 2016Q2: 19,351 shares; 2016Q3: 21,707 shares 21,707 $1.03M 0.04% +2,356 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; 2014Q4: restricted; 2015Q1: 13,716 shares; 2015Q2: 3,443 shares; 2015Q3: 3,233 shares; 2015Q4: 6,609 shares; 2016Q1: 8,004 shares; 2016Q2: 9,034 shares; 2016Q3: 8,555 shares 8,555 $1.03M 0.04% -479 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; 2014Q4: restricted; 2015Q1: 2,662 shares; 2015Q2: 2,586 shares; 2015Q3: 2,508 shares; 2015Q4: 14,057 shares; 2016Q1: 14,236 shares; 2016Q2: 11,957 shares; 2016Q3: 9,249 shares 9,249 $1.02M 0.04% -2,708 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,877 shares; 2015Q2: 2,072 shares; 2015Q3: 2,240 shares; 2015Q4: 44,686 shares; 2016Q1: 45,121 shares; 2016Q2: 59,159 shares; 2016Q3: 68,284 shares 68,284 $1.02M 0.04% +9,125 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,275 shares; 2015Q2: 2,696 shares; 2015Q3: 4,366 shares; 2015Q4: 15,507 shares; 2016Q1: 16,606 shares; 2016Q2: 22,084 shares; 2016Q3: 22,425 shares 22,425 $1.02M 0.04% +341 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,068 shares; 2015Q2: 4,421 shares; 2015Q3: 6,150 shares; 2015Q4: 7,559 shares; 2016Q1: 8,699 shares; 2016Q2: 9,164 shares; 2016Q3: 10,060 shares 10,060 $1.02M 0.04% +896 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 83,085 shares; 2015Q2: 96,035 shares; 2015Q3: 95,042 shares; 2015Q4: 167,599 shares; 2016Q1: 152,090 shares; 2016Q2: 61,460 shares; 2016Q3: 34,927 shares 34,927 $1.02M 0.04% -26,533 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 104,864 shares; 2015Q2: 90,791 shares; 2015Q3: 95,194 shares; 2015Q4: 96,992 shares; 2016Q1: 92,740 shares; 2016Q2: 96,374 shares; 2016Q3: 97,259 shares 97,259 $1.01M 0.03% +885 Timeline RMR REAL ESTATE INCOME FD RMR REAL ESTATE INCOME FD More: the full row for RMR REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 22,217 shares; 2015Q2: 26,988 shares; 2015Q3: 31,288 shares; 2015Q4: 31,993 shares; 2016Q1: 33,693 shares; 2016Q2: 34,293 shares; 2016Q3: 46,432 shares 46,432 $1.01M 0.03% +12,139 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; 2014Q4: restricted; 2015Q1: 4,055 shares; 2015Q2: 3,133 shares; 2015Q3: 3,599 shares; 2015Q4: 10,690 shares; 2016Q1: 11,024 shares; 2016Q2: 13,088 shares; 2016Q3: 13,448 shares 13,448 $1M 0.03% +360 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 42,758 shares; 2015Q2: 27,502 shares; 2015Q3: 946 shares; 2015Q4: 2,268 shares; 2016Q1: 2,191 shares; 2016Q2: 4,105 shares; 2016Q3: 7,695 shares 7,695 $1M 0.03% +3,590 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 702 shares; 2015Q2: 1,002 shares; 2015Q3: 1,582 shares; 2015Q4: 4,741 shares; 2016Q1: 7,922 shares; 2016Q2: 10,288 shares; 2016Q3: 10,036 shares 10,036 $1M 0.03% -252 Timeline TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 28,517 shares; 2015Q2: 26,624 shares; 2015Q3: 30,068 shares; 2015Q4: 38,041 shares; 2016Q1: 37,988 shares; 2016Q2: 40,527 shares; 2016Q3: 43,422 shares 43,422 $1M 0.03% +2,895 EXPRESS SCRIPTS HLDG CO EXPRESS SCRIPTS HLDG CO More: the full row for EXPRESS SCRIPTS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 7,291 shares; 2015Q2: 8,760 shares; 2015Q3: 9,770 shares; 2015Q4: 22,293 shares; 2016Q1: 21,936 shares; 2016Q2: 20,116 shares; 2016Q3: 14,188 shares 14,188 $1M 0.03% -5,928 FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 21,701 shares; 2015Q2: 11,755 shares; 2015Q3: 2,545 shares; 2015Q4: 7,995 shares; 2016Q1: 7,468 shares; 2016Q2: 6,057 shares; 2016Q3: 26,263 shares 26,263 $999K 0.03% +20,206 Timeline ALLERGAN PLC ALLERGAN PLC More: the full row for ALLERGAN PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: 7,333 shares; 2015Q3: 6,130 shares; 2015Q4: 7,446 shares; 2016Q1: 6,638 shares; 2016Q2: 4,301 shares; 2016Q3: 4,330 shares 4,330 $997K 0.03% +29 OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 24,379 shares; 2015Q2: 21,875 shares; 2015Q3: 4,156 shares; 2015Q4: 9,194 shares; 2016Q1: 10,378 shares; 2016Q2: 10,019 shares; 2016Q3: 10,363 shares 10,363 $994K 0.03% +344 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1 shares; 2015Q2: 95 shares; 2015Q3: 3 shares; 2015Q4: 185 shares; 2016Q1: 227 shares; 2016Q2: 3,586 shares; 2016Q3: 2,310 shares 2,310 $991K 0.03% -1,276 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 22,992 shares; 2015Q2: 27,585 shares; 2015Q3: 20,337 shares; 2015Q4: 30,812 shares; 2016Q1: 17,420 shares; 2016Q2: 12,639 shares; 2016Q3: 13,165 shares 13,165 $987K 0.03% +526 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,884 shares; 2015Q2: 11,314 shares; 2015Q3: 12,551 shares; 2015Q4: 20,632 shares; 2016Q1: 15,084 shares; 2016Q2: 10,337 shares; 2016Q3: 7,813 shares 7,813 $982K 0.03% -2,524 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; 2014Q4: restricted; 2015Q1: 18,855 shares; 2015Q2: 19,572 shares; 2015Q3: 19,461 shares; 2015Q4: 26,104 shares; 2016Q1: 28,924 shares; 2016Q2: 29,636 shares; 2016Q3: 25,887 shares 25,887 $977K 0.03% -3,749 WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,390 shares; 2015Q2: 1,415 shares; 2015Q3: 913 shares; 2015Q4: 729 shares; 2016Q1: 1,092 shares; 2016Q2: 10,480 shares; 2016Q3: 16,695 shares 16,695 $976K 0.03% +6,215 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 63,432 shares; 2016Q3: 54,900 shares 54,900 $969K 0.03% -8,532 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 15,555 shares; 2015Q2: 15,126 shares; 2015Q3: 16,242 shares; 2015Q4: 24,935 shares; 2016Q1: 28,579 shares; 2016Q2: 20,345 shares; 2016Q3: 19,753 shares 19,753 $968K 0.03% -592 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,218 shares; 2015Q2: 11,286 shares; 2015Q3: 13,779 shares; 2015Q4: 83,595 shares; 2016Q1: 133,397 shares; 2016Q2: 85,564 shares; 2016Q3: 65,069 shares 65,069 $964K 0.03% -20,495 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 162 shares; 2015Q2: 7,096 shares; 2015Q3: 446 shares; 2015Q4: 9,961 shares; 2016Q1: 12,973 shares; 2016Q2: 11,159 shares; 2016Q3: 17,438 shares 17,438 $964K 0.03% +6,279 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,137 shares; 2015Q2: 2,361 shares; 2015Q3: 2,384 shares; 2015Q4: 3,504 shares; 2016Q1: 3,342 shares; 2016Q2: 3,236 shares; 2016Q3: 3,075 shares 3,075 $963K 0.03% -161 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,094 shares; 2015Q2: 1,508 shares; 2015Q3: 1,235 shares; 2015Q4: 2,990 shares; 2016Q1: 6,526 shares; 2016Q2: 11,511 shares; 2016Q3: 11,900 shares 11,900 $961K 0.03% +389 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,736 shares; 2015Q2: 1,633 shares; 2015Q3: 1,752 shares; 2015Q4: 3,178 shares; 2016Q1: 4,358 shares; 2016Q2: 5,273 shares; 2016Q3: 4,482 shares 4,482 $959K 0.03% -791 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; 2014Q4: restricted; 2015Q1: 14,709 shares; 2015Q2: 11,328 shares; 2015Q3: 8,690 shares; 2015Q4: 20,263 shares; 2016Q1: 19,408 shares; 2016Q2: 18,859 shares; 2016Q3: 16,458 shares 16,458 $957K 0.03% -2,401 Timeline PowerShares CEF Income Comp… PowerShares CEF Income Composite More: the full row for PowerShares CEF Income Composite Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 17,988 shares; 2015Q2: 17,534 shares; 2015Q3: 15,538 shares; 2015Q4: 16,658 shares; 2016Q1: 9,330 shares; 2016Q2: 30,981 shares; 2016Q3: 41,869 shares 41,869 $955K 0.03% +10,888 DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,132 shares; 2015Q2: 2,745 shares; 2015Q3: 2,859 shares; 2015Q4: 9,025 shares; 2016Q1: 9,970 shares; 2016Q2: 10,678 shares; 2016Q3: 10,192 shares 10,192 $954K 0.03% -486 Timeline OPPENHEIMER ETF TR OPPENHEIMER ETF TR More: the full row for OPPENHEIMER ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 6,313 shares; 2016Q1: 13,313 shares; 2016Q2: 18,194 shares; 2016Q3: 15,899 shares 15,899 $947K 0.03% -2,295 IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,044 shares; 2015Q2: 2,550 shares; 2015Q3: 2,866 shares; 2015Q4: 6,330 shares; 2016Q1: 16,690 shares; 2016Q2: 10,205 shares; 2016Q3: 6,512 shares 6,512 $946K 0.03% -3,693 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; 2014Q4: restricted; 2015Q1: 5,417 shares; 2015Q2: 4,707 shares; 2015Q3: 9,123 shares; 2015Q4: 18,036 shares; 2016Q1: 12,497 shares; 2016Q2: 15,871 shares; 2016Q3: 8,911 shares 8,911 $943K 0.03% -6,960 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 450 shares; 2015Q2: 450 shares; 2015Q3: 702 shares; 2015Q4: 25,581 shares; 2016Q1: 32,218 shares; 2016Q2: 34,784 shares; 2016Q3: 41,767 shares 41,767 $941K 0.03% +6,983 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,617 shares; 2015Q2: 2,822 shares; 2015Q3: 5,893 shares; 2015Q4: 7,641 shares; 2016Q1: 7,190 shares; 2016Q2: 7,838 shares; 2016Q3: 8,095 shares 8,095 $940K 0.03% +257 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; 2014Q4: restricted; 2015Q1: 4,521 shares; 2015Q2: 3,185 shares; 2015Q3: 2,896 shares; 2015Q4: 7,449 shares; 2016Q1: 8,572 shares; 2016Q2: 8,764 shares; 2016Q3: 9,330 shares 9,330 $938K 0.03% +566 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; 2014Q4: restricted; 2015Q1: 7,052 shares; 2015Q2: 7,624 shares; 2015Q3: 10,389 shares; 2015Q4: 24,335 shares; 2016Q1: 34,544 shares; 2016Q2: 54,424 shares; 2016Q3: 60,431 shares 60,431 $937K 0.03% +6,007 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 62,351 shares; 2015Q2: 19,733 shares; 2015Q3: 14,753 shares; 2015Q4: 21,115 shares; 2016Q1: 20,196 shares; 2016Q2: 18,210 shares; 2016Q3: 12,173 shares 12,173 $937K 0.03% -6,037 Timeline APACHE CORP APACHE CORP More: the full row for APACHE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,792 shares; 2015Q2: 2,456 shares; 2015Q3: 1,489 shares; 2015Q4: 3,578 shares; 2016Q1: 5,116 shares; 2016Q2: 10,091 shares; 2016Q3: 14,658 shares 14,658 $937K 0.03% +4,567 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; 2014Q4: restricted; 2015Q1: 3,695 shares; 2015Q2: 3,811 shares; 2015Q3: 3,540 shares; 2015Q4: 7,369 shares; 2016Q1: 10,093 shares; 2016Q2: 14,332 shares; 2016Q3: 13,307 shares 13,307 $934K 0.03% -1,025 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,262 shares; 2015Q2: 2,144 shares; 2015Q3: 872 shares; 2015Q4: 1,730 shares; 2016Q1: 1,859 shares; 2016Q2: 11,988 shares; 2016Q3: 11,666 shares 11,666 $922K 0.03% -322 Timeline Vaneck Vectors AMT-Free Int… Vaneck Vectors AMT-Free Inter More: the full row for Vaneck Vectors AMT-Free Inter Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 33,154 shares; 2016Q3: 37,327 shares 37,327 $918K 0.03% +4,173 CIGNA CORPORATION CIGNA CORPORATION More: the full row for CIGNA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,184 shares; 2015Q2: 3,370 shares; 2015Q3: 3,425 shares; 2015Q4: 6,326 shares; 2016Q1: 6,158 shares; 2016Q2: 7,597 shares; 2016Q3: 7,030 shares 7,030 $916K 0.03% -567 SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,432 shares; 2015Q2: 1,432 shares; 2015Q3: 1,610 shares; 2015Q4: 3,746 shares; 2016Q1: 5,403 shares; 2016Q2: 5,595 shares; 2016Q3: 6,741 shares 6,741 $914K 0.03% +1,146 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 4,335 shares; 2015Q2: 12,527 shares; 2015Q3: 7,920 shares; 2015Q4: 7,136 shares; 2016Q1: 16,326 shares; 2016Q2: 15,421 shares; 2016Q3: 14,882 shares 14,882 $913K 0.03% -539 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 815 shares; 2015Q2: 915 shares; 2015Q3: 962 shares; 2015Q4: 462 shares; 2016Q1: 4,814 shares; 2016Q2: 29,703 shares; 2016Q3: 31,503 shares 31,503 $913K 0.03% +1,800 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; 2014Q4: restricted; 2015Q1: 1,108 shares; 2015Q2: 1,012 shares; 2015Q3: 1,169 shares; 2015Q4: 1,805 shares; 2016Q1: 2,285 shares; 2016Q2: 2,083 shares; 2016Q3: 14,135 shares 14,135 $911K 0.03% +12,052 Timeline Invesco Intl Developed Low … Invesco Intl Developed Low Vol More: the full row for Invesco Intl Developed Low Vol Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 6,070 shares; 2015Q2: 4,705 shares; 2015Q3: 11,025 shares; 2015Q4: 9,511 shares; 2016Q1: 7,145 shares; 2016Q2: 30,546 shares; 2016Q3: 29,694 shares 29,694 $910K 0.03% -852 PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 200 shares; 2015Q2: 730 shares; 2015Q3: 1,084 shares; 2015Q4: 4,243 shares; 2016Q1: 3,813 shares; 2016Q2: 4,838 shares; 2016Q3: 5,710 shares 5,710 $909K 0.03% +872 Timeline CHINA MOBILE LIMITED CHINA MOBILE LIMITED More: the full row for CHINA MOBILE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 2,779 shares; 2015Q2: 2,590 shares; 2015Q3: 1,938 shares; 2015Q4: 4,276 shares; 2016Q1: 5,313 shares; 2016Q2: 9,453 shares; 2016Q3: 14,738 shares 14,738 $907K 0.03% +5,285 ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 24,387 shares; 2015Q2: 27,387 shares; 2015Q3: 26,855 shares; 2015Q4: 29,107 shares; 2016Q1: 26,347 shares; 2016Q2: 29,482 shares; 2016Q3: 68,632 shares 68,632 $902K 0.03% +39,150 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 16,196 shares; 2015Q2: 3,680 shares; 2015Q3: 3,683 shares; 2015Q4: 4,358 shares; 2016Q1: 4,179 shares; 2016Q2: 5,952 shares; 2016Q3: 7,972 shares 7,972 $900K 0.03% +2,020 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,456 shares; 2015Q2: 1,644 shares; 2015Q3: 2,052 shares; 2015Q4: 3,538 shares; 2016Q1: 4,159 shares; 2016Q2: 10,190 shares; 2016Q3: 9,513 shares 9,513 $897K 0.03% -677 Timeline BLACKROCK MUNIHOLDINGS INVE… BLACKROCK MUNIHOLDINGS INVESTM More: the full row for BLACKROCK MUNIHOLDINGS INVESTM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 57,045 shares; 2015Q2: 58,611 shares; 2015Q3: 58,505 shares; 2015Q4: 56,015 shares; 2016Q1: 56,015 shares; 2016Q2: 56,015 shares; 2016Q3: 56,015 shares 56,015 $895K 0.03% 0 CLAYMORE EXCHANGE TRD FD TR CLAYMORE EXCHANGE TRD FD TR More: the full row for CLAYMORE EXCHANGE TRD FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 5,795 shares; 2016Q1: 30,250 shares; 2016Q2: 41,310 shares; 2016Q3: 41,230 shares 41,230 $895K 0.03% -80 Invesco Large-Cap Growth Invesco Large-Cap Growth More: the full row for Invesco Large-Cap Growth Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 10,020 shares; 2015Q2: 9,308 shares; 2015Q3: 9,308 shares; 2015Q4: 10,976 shares; 2016Q1: 16,760 shares; 2016Q2: 23,439 shares; 2016Q3: 28,215 shares 28,215 $894K 0.03% +4,776 BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,184 shares; 2015Q2: 4,930 shares; 2015Q3: 6,197 shares; 2015Q4: 9,667 shares; 2016Q1: 17,136 shares; 2016Q2: 17,744 shares; 2016Q3: 19,323 shares 19,323 $893K 0.03% +1,579 Timeline DWX 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; 2014Q4: restricted; 2015Q1: 7,206 shares; 2015Q2: 7,109 shares; 2015Q3: 6,902 shares; 2015Q4: 11,884 shares; 2016Q1: 11,250 shares; 2016Q2: 21,522 shares; 2016Q3: 24,227 shares 24,227 $891K 0.03% +2,705 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 60,863 shares; 2015Q2: 62,454 shares; 2015Q3: 64,629 shares; 2015Q4: 68,014 shares; 2016Q1: 72,673 shares; 2016Q2: 65,976 shares; 2016Q3: 65,764 shares 65,764 $889K 0.03% -212 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 402 shares; 2015Q2: 182 shares; 2015Q3: 150 shares; 2015Q4: 3,695 shares; 2016Q1: 3,703 shares; 2016Q2: 5,492 shares; 2016Q3: 5,832 shares 5,832 $887K 0.03% +340 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,013 shares; 2015Q2: 2,883 shares; 2015Q3: 6,977 shares; 2015Q4: 18,171 shares; 2016Q1: 20,758 shares; 2016Q2: 21,468 shares; 2016Q3: 19,748 shares 19,748 $877K 0.03% -1,720 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 58,063 shares; 2015Q2: 59,614 shares; 2015Q3: 59,309 shares; 2015Q4: 57,443 shares; 2016Q1: 57,443 shares; 2016Q2: 57,443 shares; 2016Q3: 57,346 shares 57,346 $873K 0.03% -97 Timeline MONSANTO CO NEW MONSANTO CO NEW More: the full row for MONSANTO CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,228 shares; 2015Q2: 3,335 shares; 2015Q3: 2,324 shares; 2015Q4: 6,501 shares; 2016Q1: 8,630 shares; 2016Q2: 6,657 shares; 2016Q3: 8,535 shares 8,535 $872K 0.03% +1,878 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; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 47,098 shares; 2016Q3: 48,765 shares 48,765 $868K 0.03% +1,667 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 33,818 shares; 2015Q2: 42,402 shares; 2015Q3: 14,071 shares; 2015Q4: 86,375 shares; 2016Q1: 89,522 shares; 2016Q2: 89,420 shares; 2016Q3: 107,127 shares 107,127 $867K 0.03% +17,707 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,072 shares; 2015Q2: 1,773 shares; 2015Q3: 1,496 shares; 2015Q4: 2,303 shares; 2016Q1: 4,027 shares; 2016Q2: 9,454 shares; 2016Q3: 7,978 shares 7,978 $866K 0.03% -1,476 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,253 shares; 2015Q2: 5,031 shares; 2015Q3: 9,269 shares; 2015Q4: 15,561 shares; 2016Q1: 19,595 shares; 2016Q2: 12,462 shares; 2016Q3: 12,238 shares 12,238 $864K 0.03% -224 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; 2014Q4: restricted; 2015Q1: 6,949 shares; 2015Q2: 5,760 shares; 2015Q3: 5,805 shares; 2015Q4: 10,632 shares; 2016Q1: 18,017 shares; 2016Q2: 18,483 shares; 2016Q3: 20,400 shares 20,400 $860K 0.03% +1,917 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 608 shares; 2015Q2: 22,943 shares; 2015Q3: 22,588 shares; 2015Q4: 31,956 shares; 2016Q1: 60,028 shares; 2016Q2: 67,932 shares; 2016Q3: 56,101 shares 56,101 $860K 0.03% -11,831 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; 2014Q4: restricted; 2015Q1: 3,800 shares; 2015Q2: 4,538 shares; 2015Q3: 3,717 shares; 2015Q4: 9,757 shares; 2016Q1: 9,646 shares; 2016Q2: 13,616 shares; 2016Q3: 13,058 shares 13,058 $858K 0.03% -558 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; 2014Q4: restricted; 2015Q1: 5,525 shares; 2015Q2: 6,628 shares; 2015Q3: 7,457 shares; 2015Q4: 21,123 shares; 2016Q1: 28,237 shares; 2016Q2: 28,301 shares; 2016Q3: 29,790 shares 29,790 $858K 0.03% +1,489 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 19,539 shares; 2016Q2: 17,734 shares; 2016Q3: 17,080 shares 17,080 $855K 0.03% -654 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 5,971 shares; 2015Q2: 6,379 shares; 2015Q3: 5,163 shares; 2015Q4: 8,959 shares; 2016Q1: 11,275 shares; 2016Q2: 11,808 shares; 2016Q3: 11,856 shares 11,856 $852K 0.03% +48 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; 2014Q4: restricted; 2015Q1: 17,648 shares; 2015Q2: 19,304 shares; 2015Q3: 45,404 shares; 2015Q4: 51,092 shares; 2016Q1: 47,666 shares; 2016Q2: 47,539 shares; 2016Q3: 50,514 shares 50,514 $848K 0.03% +2,975 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 29,699 shares; 2015Q2: 21,188 shares; 2015Q3: 24,254 shares; 2015Q4: 27,827 shares; 2016Q1: 22,221 shares; 2016Q2: 22,821 shares; 2016Q3: 18,860 shares 18,860 $846K 0.03% -3,961 Timeline Direxion All Cap Insider Se… Direxion All Cap Insider Senti More: the full row for Direxion All Cap Insider Senti Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 16,576 shares; 2015Q4: 21,833 shares; 2016Q1: 21,487 shares; 2016Q2: 11,232 shares; 2016Q3: 11,284 shares 11,284 $839K 0.03% +52 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; 2014Q4: restricted; 2015Q1: 2,153 shares; 2015Q2: 2,500 shares; 2015Q3: 2,926 shares; 2015Q4: 6,144 shares; 2016Q1: 5,989 shares; 2016Q2: 7,010 shares; 2016Q3: 6,936 shares 6,936 $836K 0.03% -74 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 350 shares; 2015Q2: 317 shares; 2015Q3: 217 shares; 2015Q4: 556 shares; 2016Q1: 428 shares; 2016Q2: 692 shares; 2016Q3: 3,467 shares 3,467 $835K 0.03% +2,775 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 150 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 108 shares; 2016Q1: 30,008 shares; 2016Q2: 30,008 shares; 2016Q3: 30,008 shares 30,008 $833K 0.03% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 3,160 shares; 2015Q2: 5,617 shares; 2015Q3: 4,979 shares; 2015Q4: 12,597 shares; 2016Q1: 13,864 shares; 2016Q2: 12,909 shares; 2016Q3: 60,615 shares 60,615 $831K 0.03% +47,706 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 1,228 shares; 2015Q2: 523 shares; 2015Q3: 523 shares; 2015Q4: 1,818 shares; 2016Q1: 1,818 shares; 2016Q2: 478 shares; 2016Q3: 7,712 shares 7,712 $824K 0.03% +7,234 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 42,369 shares; 2015Q2: 27,888 shares; 2015Q3: 17,259 shares; 2015Q4: 25,134 shares; 2016Q1: 26,118 shares; 2016Q2: 33,264 shares; 2016Q3: 34,634 shares 34,634 $819K 0.03% +1,370 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 11,708 shares; 2015Q2: 12,770 shares; 2015Q3: 11,686 shares; 2015Q4: 18,068 shares; 2016Q1: 18,374 shares; 2016Q2: 18,666 shares; 2016Q3: 17,711 shares 17,711 $815K 0.03% -955 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 16,479 shares; 2015Q2: 18,859 shares; 2015Q3: 20,647 shares; 2015Q4: 24,068 shares; 2016Q1: 24,090 shares; 2016Q2: 10,237 shares; 2016Q3: 10,524 shares 10,524 $815K 0.03% +287 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: 14,905 shares; 2015Q2: 13,413 shares; 2015Q3: 13,928 shares; 2015Q4: 18,470 shares; 2016Q1: 23,088 shares; 2016Q2: 20,862 shares; 2016Q3: 20,710 shares 20,710 $814K 0.03% -152 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 6,521 shares; 2016Q1: 18,717 shares; 2016Q2: 34,254 shares; 2016Q3: 47,533 shares 47,533 $812K 0.03% +13,279 Timeline