AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 511,987 shares; 2020Q4: 492,941 shares 492,941 $65.4M 8.72% -19,046 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 90,180 shares; 2020Q4: 90,990 shares 90,990 $28.5M 3.8% +810 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,474 shares; 2020Q4: 8,391 shares 8,391 $27.3M 3.64% -83 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 169,824 shares; 2020Q4: 164,514 shares 164,514 $26.4M 3.52% -5,310 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 71,375 shares; 2020Q4: 67,689 shares 67,689 $25.3M 3.37% -3,686 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 72,954 shares; 2020Q4: 70,838 shares 70,838 $25.1M 3.34% -2,116 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 99,248 shares; 2020Q4: 98,522 shares 98,522 $21.9M 2.92% -726 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 154,513 shares; 2020Q4: 156,590 shares 156,590 $17.8M 2.37% +2,077 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 78,585 shares; 2020Q4: 75,668 shares 75,668 $16.1M 2.14% -2,917 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 178,111 shares; 2020Q4: 179,286 shares 179,286 $15.9M 2.12% +1,175 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 59,010 shares; 2020Q4: 57,808 shares 57,808 $15.8M 2.1% -1,202 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 66,278 shares; 2020Q4: 64,996 shares 64,996 $14.2M 1.89% -1,282 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 487,783 shares; 2020Q4: 469,020 shares 469,020 $13.8M 1.84% -18,763 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 86,862 shares; 2020Q4: 86,738 shares 86,738 $13.7M 1.82% -124 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 76,729 shares; 2020Q4: 73,444 shares 73,444 $13.3M 1.77% -3,285 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 49,253 shares; 2020Q4: 48,576 shares 48,576 $12.9M 1.72% -677 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 102,106 shares; 2020Q4: 100,197 shares 100,197 $12.7M 1.7% -1,909 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 157,660 shares; 2020Q4: 159,242 shares 159,242 $10.7M 1.43% +1,582 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 80,818 shares; 2020Q4: 82,603 shares 82,603 $10.7M 1.43% +1,785 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 184,671 shares; 2020Q4: 181,777 shares 181,777 $10.7M 1.42% -2,894 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 45,175 shares; 2020Q4: 45,657 shares 45,657 $10.6M 1.41% +482 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 73,304 shares; 2020Q4: 73,136 shares 73,136 $10.2M 1.36% -168 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 125,960 shares; 2020Q4: 131,227 shares 131,227 $8.85M 1.18% +5,267 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,196 shares; 2020Q4: 5,024 shares 5,024 $8.8M 1.17% -172 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 41,092 shares; 2020Q4: 40,905 shares 40,905 $8.7M 1.16% -187 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 32,547 shares; 2020Q4: 32,356 shares 32,356 $7.96M 1.06% -191 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 37,499 shares; 2020Q4: 36,915 shares 36,915 $7.92M 1.06% -584 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 48,815 shares; 2020Q4: 48,208 shares 48,208 $7.15M 0.95% -607 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,771 shares; 2020Q4: 22,030 shares 22,030 $6.74M 0.9% +1,259 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 115,050 shares; 2020Q4: 113,310 shares 113,310 $6.21M 0.83% -1,740 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 36,926 shares; 2020Q4: 34,697 shares 34,697 $6.06M 0.81% -2,229 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 29,738 shares; 2020Q4: 28,233 shares 28,233 $6.04M 0.81% -1,505 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 29,169 shares; 2020Q4: 28,684 shares 28,684 $5.97M 0.8% -485 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 34,372 shares; 2020Q4: 34,344 shares 34,344 $5.83M 0.78% -28 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 34,709 shares; 2020Q4: 33,619 shares 33,619 $5.66M 0.75% -1,090 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,326 shares; 2020Q4: 3,137 shares 3,137 $5.5M 0.73% -189 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 68,169 shares; 2020Q4: 67,142 shares 67,142 $5.49M 0.73% -1,027 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 78,768 shares; 2020Q4: 75,575 shares 75,575 $5.4M 0.72% -3,193 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 23,211 shares; 2020Q4: 23,001 shares 23,001 $5.12M 0.68% -210 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 77,405 shares; 2020Q4: 81,196 shares 81,196 $5.09M 0.68% +3,791 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13,553 shares; 2020Q4: 13,800 shares 13,800 $4.84M 0.64% +247 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 43,268 shares; 2020Q4: 40,905 shares 40,905 $4.82M 0.64% -2,363 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 62,239 shares; 2020Q4: 62,927 shares 62,927 $4.55M 0.61% +688 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 30,507 shares; 2020Q4: 30,043 shares 30,043 $4.36M 0.58% -464 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 18,526 shares; 2020Q4: 18,541 shares 18,541 $4.35M 0.58% +15 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 30,204 shares; 2020Q4: 29,769 shares 29,769 $4.29M 0.57% -435 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 50,154 shares; 2020Q4: 48,485 shares 48,485 $4.09M 0.55% -1,669 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 45,058 shares; 2020Q4: 43,292 shares 43,292 $3.93M 0.52% -1,766 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 62,125 shares; 2020Q4: 63,326 shares 63,326 $3.69M 0.49% +1,201 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 123,684 shares; 2020Q4: 119,601 shares 119,601 $3.62M 0.48% -4,083 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 90,976 shares; 2020Q4: 86,593 shares 86,593 $3.55M 0.47% -4,383 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 94,899 shares; 2020Q4: 85,819 shares 85,819 $3.54M 0.47% -9,080 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,676 shares; 2020Q4: 23,296 shares 23,296 $3.53M 0.47% +620 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 19,575 shares; 2020Q4: 19,180 shares 19,180 $3.44M 0.46% -395 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10,416 shares; 2020Q4: 9,538 shares 9,538 $3.4M 0.45% -878 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 118,483 shares; 2020Q4: 113,788 shares 113,788 $3.27M 0.44% -4,695 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 61,329 shares; 2020Q4: 60,912 shares 60,912 $3.19M 0.43% -417 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,529 shares; 2020Q4: 9,560 shares 9,560 $3.13M 0.42% +31 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,517 shares; 2020Q4: 19,172 shares 19,172 $3.08M 0.41% -1,345 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 18,072 shares; 2020Q4: 16,967 shares 16,967 $2.86M 0.38% -1,105 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 12,697 shares; 2020Q4: 11,646 shares 11,646 $2.85M 0.38% -1,051 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 47,160 shares; 2020Q4: 45,345 shares 45,345 $2.81M 0.37% -1,815 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 64,493 shares; 2020Q4: 61,528 shares 61,528 $2.75M 0.37% -2,965 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,438 shares; 2020Q4: 21,073 shares 21,073 $2.65M 0.35% -1,365 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 43,977 shares; 2020Q4: 45,004 shares 45,004 $2.62M 0.35% +1,027 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 21,335 shares; 2020Q4: 21,740 shares 21,740 $2.61M 0.35% +405 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,408 shares; 2020Q4: 9,538 shares 9,538 $2.48M 0.33% +130 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 64,313 shares; 2020Q4: 67,053 shares 67,053 $2.47M 0.33% +2,740 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,974 shares; 2020Q4: 28,366 shares 28,366 $2.41M 0.32% +21,392 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,905 shares; 2020Q4: 8,590 shares 8,590 $2.35M 0.31% -315 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 16,679 shares; 2020Q4: 16,459 shares 16,459 $2.33M 0.31% -220 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 21,324 shares; 2020Q4: 21,035 shares 21,035 $2.3M 0.31% -289 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,270 shares; 2020Q4: 18,490 shares 18,490 $2.23M 0.3% -1,780 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 25,624 shares; 2020Q4: 24,375 shares 24,375 $2.23M 0.3% -1,249 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15,945 shares; 2020Q4: 14,500 shares 14,500 $2.23M 0.3% -1,445 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,980 shares; 2020Q4: 6,220 shares 6,220 $2.16M 0.29% -760 AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,935 shares; 2020Q4: 9,185 shares 9,185 $2.11M 0.28% +250 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,165 shares; 2020Q4: 13,778 shares 13,778 $2.05M 0.27% -387 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 31,152 shares; 2020Q4: 28,058 shares 28,058 $2.05M 0.27% -3,094 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,450 shares; 2020Q4: 2,490 shares 2,490 $2.04M 0.27% +40 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 36,217 shares; 2020Q4: 32,779 shares 32,779 $2.02M 0.27% -3,438 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,645 shares; 2020Q4: 14,345 shares 14,345 $2.02M 0.27% -300 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13,032 shares; 2020Q4: 12,624 shares 12,624 $1.92M 0.26% -408 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,059 shares; 2020Q4: 8,011 shares 8,011 $1.9M 0.25% -48 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 11,317 shares; 2020Q4: 10,543 shares 10,543 $1.88M 0.25% -774 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10,712 shares; 2020Q4: 10,228 shares 10,228 $1.86M 0.25% -484 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 37,481 shares; 2020Q4: 48,849 shares 48,849 $1.85M 0.25% +11,368 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 25,409 shares; 2020Q4: 24,030 shares 24,030 $1.81M 0.24% -1,379 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,820 shares; 2020Q4: 4,975 shares 4,975 $1.77M 0.24% +155 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 23,787 shares; 2020Q4: 23,882 shares 23,882 $1.73M 0.23% +95 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,592 shares; 2020Q4: 8,046 shares 8,046 $1.68M 0.22% -546 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 35,524 shares; 2020Q4: 33,587 shares 33,587 $1.67M 0.22% -1,937 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,227 shares; 2020Q4: 7,377 shares 7,377 $1.65M 0.22% +150 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 12,539 shares; 2020Q4: 24,654 shares 24,654 $1.65M 0.22% +12,115 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 35,451 shares; 2020Q4: 36,125 shares 36,125 $1.61M 0.21% +674 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,877 shares; 2020Q4: 19,318 shares 19,318 $1.49M 0.2% +15,441 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 17,806 shares; 2020Q4: 17,043 shares 17,043 $1.46M 0.19% -763 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10,500 shares; 2020Q4: 9,900 shares 9,900 $1.33M 0.18% -600 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 16,278 shares; 2020Q4: 15,534 shares 15,534 $1.29M 0.17% -744 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 16,684 shares; 2020Q4: 15,960 shares 15,960 $1.28M 0.17% -724 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,156 shares; 2020Q4: 12,163 shares 12,163 $1.25M 0.17% +6,007 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 16,000 shares; 2020Q4: 14,502 shares 14,502 $1.21M 0.16% -1,498 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,625 shares; 2020Q4: 3,170 shares 3,170 $1.19M 0.16% +1,545 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,605 shares; 2020Q4: 23,785 shares 23,785 $1.19M 0.16% +1,180 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,308 shares; 2020Q4: 4,739 shares 4,739 $1.19M 0.16% -569 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,101 shares; 2020Q4: 2,101 shares 2,101 $1.14M 0.15% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 23,855 shares; 2020Q4: 17,170 shares 17,170 $1.04M 0.14% -6,685 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,700 shares; 2020Q4: 2,200 shares 2,200 $1.04M 0.14% -500 CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,223 shares; 2020Q4: 5,113 shares 5,113 $1.03M 0.14% -110 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,990 shares; 2020Q4: 14,341 shares 14,341 $1.02M 0.14% -649 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 768 shares; 2020Q4: 1,435 shares 1,435 $1.01M 0.13% +667 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,450 shares; 2020Q4: 3,746 shares 3,746 $987K 0.13% -704 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15,674 shares; 2020Q4: 15,103 shares 15,103 $927K 0.12% -571 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 17,163 shares; 2020Q4: 16,714 shares 16,714 $927K 0.12% -449 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,289 shares; 2020Q4: 18,434 shares 18,434 $916K 0.12% -1,855 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,591 shares; 2020Q4: 19,793 shares 19,793 $901K 0.12% -798 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,520 shares; 2020Q4: 2,520 shares 2,520 $892K 0.12% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15,169 shares; 2020Q4: 14,203 shares 14,203 $857K 0.11% -966 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,350 shares; 2020Q4: 13,330 shares 13,330 $826K 0.11% +4,980 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,960 shares; 2020Q4: 9,055 shares 9,055 $826K 0.11% +95 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,544 shares; 2020Q4: 13,996 shares 13,996 $822K 0.11% -548 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,926 shares; 2020Q4: 2,185 shares 2,185 $820K 0.11% +259 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,382 shares; 2020Q4: 2,674 shares 2,674 $814K 0.11% +292 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,200 shares; 2020Q4: 3,160 shares 3,160 $792K 0.11% -40 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,980 shares; 2020Q4: 8,800 shares 8,800 $762K 0.1% -180 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 46,970 shares; 2020Q4: 38,017 shares 38,017 $744K 0.1% -8,953 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,868 shares; 2020Q4: 6,153 shares 6,153 $716K 0.1% +285 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,819 shares; 2020Q4: 18,675 shares 18,675 $707K 0.09% -2,144 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,597 shares; 2020Q4: 8,697 shares 8,697 $698K 0.09% -900 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,903 shares; 2020Q4: 6,302 shares 6,302 $675K 0.09% -601 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,280 shares; 2020Q4: 3,280 shares 3,280 $619K 0.08% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13,066 shares; 2020Q4: 11,850 shares 11,850 $612K 0.08% -1,216 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,785 shares; 2020Q4: 7,570 shares 7,570 $587K 0.08% +3,785 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,529 shares; 2020Q4: 7,395 shares 7,395 $575K 0.08% -134 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,225 shares; 2020Q4: 3,225 shares 3,225 $560K 0.07% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,050 shares; 2020Q4: 3,050 shares 3,050 $554K 0.07% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,565 shares; 2020Q4: 1,555 shares 1,555 $543K 0.07% -10 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,975 shares; 2020Q4: 1,875 shares 1,875 $537K 0.07% -100 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,400 shares; 2020Q4: 2,400 shares 2,400 $524K 0.07% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,235 shares; 2020Q4: 5,060 shares 5,060 $507K 0.07% -175 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,828 shares; 2020Q4: 7,313 shares 7,313 $466K 0.06% +5,485 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,045 shares; 2020Q4: 4,895 shares 4,895 $462K 0.06% -1,150 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,868 shares; 2020Q4: 6,868 shares 6,868 $444K 0.06% -1,000 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,300 shares; 2020Q4: 5,501 shares 5,501 $437K 0.06% -1,799 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,718 shares; 2020Q4: 1,863 shares 1,863 $436K 0.06% +145 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,550 shares; 2020Q4: 2,550 shares 2,550 $435K 0.06% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,620 shares; 2020Q4: 4,310 shares 4,310 $425K 0.06% -310 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,549 shares; 2020Q4: 3,949 shares 3,949 $422K 0.06% -600 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,830 shares; 2020Q4: 3,830 shares 3,830 $420K 0.06% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,825 shares; 2020Q4: 2,375 shares 2,375 $418K 0.06% -450 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,940 shares; 2020Q4: 2,940 shares 2,940 $415K 0.06% 0 Timeline iShares Gold Trust iShares Gold Trust More: the full row for iShares Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 27,655 shares; 2020Q4: 22,255 shares 22,255 $403K 0.05% -5,400 WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,532 shares; 2020Q4: 8,037 shares 8,037 $380K 0.05% -495 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,235 shares; 2020Q4: 6,535 shares 6,535 $380K 0.05% +300 Timeline DUKE REALTY CORP DUKE REALTY CORP More: the full row for DUKE REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13,460 shares; 2020Q4: 9,460 shares 9,460 $378K 0.05% -4,000 ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,859 shares; 2020Q4: 1,812 shares 1,812 $369K 0.05% -47 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,621 shares; 2020Q4: 8,460 shares 8,460 $369K 0.05% -1,161 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,465 shares; 2020Q4: 2,325 shares 2,325 $369K 0.05% -140 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,212 shares; 2020Q4: 3,148 shares 3,148 $368K 0.05% -64 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,650 shares; 2020Q4: 1,650 shares 1,650 $366K 0.05% -1,000 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,373 shares; 2020Q4: 8,640 shares 8,640 $366K 0.05% -5,733 MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,821 shares; 2020Q4: 6,147 shares 6,147 $359K 0.05% -674 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,610 shares; 2020Q4: 1,610 shares 1,610 $352K 0.05% 0 Timeline KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,775 shares; 2020Q4: 1,725 shares 1,725 $352K 0.05% -50 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,488 shares; 2020Q4: 2,430 shares 2,430 $350K 0.05% -58 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,500 shares; 2020Q4: 5,000 shares 5,000 $345K 0.05% +500 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,531 shares; 2020Q4: 2,211 shares 2,211 $340K 0.05% -320 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,100 shares; 2020Q4: 2,950 shares 2,950 $335K 0.04% -150 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,425 shares 1,425 $323K 0.04% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,000 shares; 2020Q4: 7,000 shares 7,000 $322K 0.04% 0 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,375 shares; 2020Q4: 4,875 shares 4,875 $313K 0.04% +500 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,837 shares; 2020Q4: 4,152 shares 4,152 $302K 0.04% +315 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,620 shares; 2020Q4: 2,620 shares 2,620 $297K 0.04% 0 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,305 shares; 2020Q4: 1,305 shares 1,305 $297K 0.04% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,650 shares; 2020Q4: 1,650 shares 1,650 $294K 0.04% 0 Timeline LEGG MASON PARTNERS INVESTO… LEGG MASON PARTNERS INVESTORS VAL… More: the full row for LEGG MASON PARTNERS INVESTORS VALUE CL O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,499 shares; 2020Q4: 8,499 shares 8,499 $281K 0.04% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,950 shares; 2020Q4: 4,650 shares 4,650 $280K 0.04% -1,300 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,563 shares 1,563 $274K 0.04% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,163 shares; 2020Q4: 3,163 shares 3,163 $273K 0.04% 0 Timeline SOJE SOUTHERN CO JR SUB NT SER 2020 More: the full row for SOUTHERN CO JR SUB NT SER 2020 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 9,940 shares 9,940 $267K 0.04% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,329 shares; 2020Q4: 13,064 shares 13,064 $264K 0.04% -7,265 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,980 shares; 2020Q4: 3,830 shares 3,830 $259K 0.03% -150 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 967 shares; 2020Q4: 967 shares 967 $257K 0.03% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,767 shares; 2020Q4: 4,662 shares 4,662 $252K 0.03% -2,105 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,759 shares; 2020Q4: 6,239 shares 6,239 $249K 0.03% -520 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,275 shares 1,275 $249K 0.03% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,305 shares; 2020Q4: 2,105 shares 2,105 $242K 0.03% -200 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,200 shares; 2020Q4: 2,200 shares 2,200 $241K 0.03% 0 Timeline JOHN HANCOCK FUNDAMENTAL LA… JOHN HANCOCK FUNDAMENTAL LARGE CA… More: the full row for JOHN HANCOCK FUNDAMENTAL LARGE CAP CORE FUND CL A M/F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,021 shares; 2020Q4: 4,021 shares 4,021 $240K 0.03% 0 VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 939 shares; 2020Q4: 944 shares 944 $239K 0.03% +5 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,300 shares; 2020Q4: 3,300 shares 3,300 $239K 0.03% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,341 shares; 2020Q4: 1,794 shares 1,794 $238K 0.03% -547 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 8,400 shares 8,400 $237K 0.03% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,071 shares; 2020Q4: 1,071 shares 1,071 $236K 0.03% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 3,250 shares 3,250 $234K 0.03% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,755 shares; 2020Q4: 2,410 shares 2,410 $230K 0.03% +655 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 200 shares 200 $227K 0.03% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,042 shares; 2020Q4: 4,046 shares 4,046 $224K 0.03% +4 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,700 shares; 2020Q4: 6,215 shares 6,215 $223K 0.03% -485 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,424 shares 1,424 $218K 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,700 shares 1,700 $217K 0.03% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,000 shares; 2020Q4: 960 shares 960 $215K 0.03% -40 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,037 shares 1,037 $214K 0.03% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 6,005 shares 6,005 $213K 0.03% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 4,000 shares 4,000 $212K 0.03% new Timeline SCHWAB CHARLES CORP NEW DP … SCHWAB CHARLES CORP NEW DP SHS More: the full row for SCHWAB CHARLES CORP NEW DP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 8,115 shares 8,115 $211K 0.03% new DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 780 shares 780 $209K 0.03% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 4,800 shares 4,800 $207K 0.03% new Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,700 shares; 2020Q4: 22,700 shares 22,700 $206K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,700 shares 1,700 $204K 0.03% new Timeline EATON VANCE SPL INVT TR DIV… EATON VANCE SPL INVT TR DIVD B More: the full row for EATON VANCE SPL INVT TR DIVD B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 11,759 shares; 2020Q4: 11,807 shares 11,807 $201K 0.03% +48 UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5,725 shares 5,725 $200K 0.03% new Timeline Fidelity Magellan Fd Inc Fidelity Magellan Fd Inc More: the full row for Fidelity Magellan Fd Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15,000 shares; 2020Q4: 15,000 shares 15,000 $195K 0.03% 0 BCBP BCB BANCORP INC More: the full row for BCB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,876 shares; 2020Q4: 14,876 shares 14,876 $164K 0.02% 0 Timeline