AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 38,970 shares; 2019Q4: 38,771 shares 38,771 $11.4M 5.26% -199 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 37,268 shares; 2019Q4: 37,064 shares 37,064 $6.96M 3.22% -204 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,613 shares; 2019Q4: 4,644 shares 4,644 $6.22M 2.88% +31 Timeline Adverum Biotechnologies, In… Adverum Biotechnologies, Inc. More: the full row for Adverum Biotechnologies, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 480,000 shares; 2019Q4: 480,000 shares 480,000 $5.53M 2.56% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,987 shares; 2019Q4: 2,927 shares 2,927 $5.41M 2.5% -60 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 34,004 shares; 2019Q4: 31,869 shares 31,869 $5.03M 2.32% -2,135 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 35,360 shares; 2019Q4: 35,352 shares 35,352 $4.93M 2.28% -8 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 55,996 shares; 2019Q4: 56,060 shares 56,060 $3.62M 1.68% +64 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,268 shares; 2019Q4: 16,543 shares 16,543 $3.61M 1.67% -5,725 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 81,135 shares; 2019Q4: 78,622 shares 78,622 $3.54M 1.64% -2,513 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,465 shares; 2019Q4: 2,487 shares 2,487 $3.33M 1.54% +22 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 34,480 shares; 2019Q4: 35,237 shares 35,237 $3.27M 1.51% +757 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,954 shares; 2019Q4: 8,953 shares 8,953 $2.95M 1.37% -1 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,712 shares; 2019Q4: 19,827 shares 19,827 $2.87M 1.33% -2,885 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,275 shares; 2019Q4: 22,381 shares 22,381 $2.61M 1.21% +21,106 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,726 shares; 2019Q4: 13,753 shares 13,753 $2.43M 1.13% -1,973 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,794 shares; 2019Q4: 13,071 shares 13,071 $2.35M 1.09% +277 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,496 shares; 2019Q4: 7,006 shares 7,006 $2.27M 1.05% -490 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 20,320 shares; 2019Q4: 20,320 shares 20,320 $2.1M 0.97% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 25,469 shares; 2019Q4: 14,437 shares 14,437 $2.06M 0.95% -11,032 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,263 shares; 2019Q4: 14,057 shares 14,057 $2.02M 0.94% -9,206 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,685 shares; 2019Q4: 18,466 shares 18,466 $1.95M 0.9% -219 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,058 shares; 2019Q4: 21,943 shares 21,943 $1.86M 0.86% +5,885 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,678 shares; 2019Q4: 5,683 shares 5,683 $1.84M 0.85% +5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,337 shares; 2019Q4: 11,742 shares 11,742 $1.73M 0.8% -1,595 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,869 shares; 2019Q4: 7,487 shares 7,487 $1.7M 0.78% -1,382 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,199 shares; 2019Q4: 5,199 shares 5,199 $1.69M 0.78% -2,000 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,230 shares; 2019Q4: 5,425 shares 5,425 $1.62M 0.75% +195 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 26,105 shares 26,105 $1.54M 0.71% new PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,098 shares; 2019Q4: 11,179 shares 11,179 $1.53M 0.71% +81 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,453 shares; 2019Q4: 2,472 shares 2,472 $1.44M 0.67% +19 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,227 shares; 2019Q4: 6,223 shares 6,223 $1.43M 0.66% -4 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,967 shares; 2019Q4: 4,315 shares 4,315 $1.39M 0.64% -4,652 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40,271 shares; 2019Q4: 24,821 shares 24,821 $1.33M 0.62% -15,450 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,217 shares; 2019Q4: 13,297 shares 13,297 $1.21M 0.56% -9,920 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 36,150 shares 36,150 $1.17M 0.54% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 69,249 shares; 2019Q4: 69,249 shares 69,249 $1.16M 0.53% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,663 shares; 2019Q4: 3,540 shares 3,540 $1.15M 0.53% -123 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,345 shares; 2019Q4: 16,170 shares 16,170 $1.1M 0.51% +5,825 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,843 shares; 2019Q4: 8,770 shares 8,770 $1.1M 0.51% -3,073 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,704 shares; 2019Q4: 12,529 shares 12,529 $1.09M 0.5% -175 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,123 shares; 2019Q4: 9,878 shares 9,878 $1.06M 0.49% -245 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,736 shares; 2019Q4: 13,083 shares 13,083 $1.04M 0.48% +347 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 84 shares; 2019Q4: 19,374 shares 19,374 $1.02M 0.47% +19,290 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,917 shares; 2019Q4: 4,128 shares 4,128 $1M 0.46% -4,789 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,671 shares; 2019Q4: 1,696 shares 1,696 $990K 0.46% +25 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,823 shares; 2019Q4: 17,052 shares 17,052 $988K 0.46% +229 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,003 shares; 2019Q4: 9,724 shares 9,724 $985K 0.46% +721 Timeline PDP 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,626 shares; 2019Q4: 14,934 shares 14,934 $961K 0.44% +1,308 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,324 shares; 2019Q4: 3,263 shares 3,263 $959K 0.44% -61 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,672 shares; 2019Q4: 2,672 shares 2,672 $947K 0.44% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,523 shares; 2019Q4: 5,623 shares 5,623 $931K 0.43% +100 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,598 shares; 2019Q4: 4,457 shares 4,457 $917K 0.42% -141 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,307 shares; 2019Q4: 7,307 shares 7,307 $911K 0.42% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,200 shares; 2019Q4: 9,668 shares 9,668 $886K 0.41% +468 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,400 shares; 2019Q4: 13,461 shares 13,461 $871K 0.4% +1,061 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,539 shares; 2019Q4: 5,539 shares 5,539 $862K 0.4% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,881 shares; 2019Q4: 11,133 shares 11,133 $855K 0.4% +252 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,922 shares; 2019Q4: 2,980 shares 2,980 $850K 0.39% +58 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,668 shares; 2019Q4: 5,668 shares 5,668 $848K 0.39% 0 META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,180 shares; 2019Q4: 4,084 shares 4,084 $838K 0.39% -96 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,794 shares; 2019Q4: 17,351 shares 17,351 $832K 0.38% -1,443 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,306 shares; 2019Q4: 6,870 shares 6,870 $828K 0.38% -2,436 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,015 shares; 2019Q4: 2,079 shares 2,079 $810K 0.37% +64 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,810 shares; 2019Q4: 4,809 shares 4,809 $782K 0.36% -1 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,053 shares; 2019Q4: 4,048 shares 4,048 $782K 0.36% -5 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 29,089 shares; 2019Q4: 19,844 shares 19,844 $778K 0.36% -9,245 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,461 shares; 2019Q4: 6,461 shares 6,461 $774K 0.36% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,155 shares; 2019Q4: 3,266 shares 3,266 $760K 0.35% +111 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,562 shares; 2019Q4: 2,562 shares 2,562 $753K 0.35% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,732 shares; 2019Q4: 9,733 shares 9,733 $748K 0.35% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,518 shares; 2019Q4: 3,783 shares 3,783 $747K 0.35% +265 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,524 shares; 2019Q4: 2,486 shares 2,486 $735K 0.34% -38 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 17,627 shares; 2019Q4: 18,521 shares 18,521 $724K 0.33% +894 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 37,115 shares 37,115 $723K 0.33% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,935 shares; 2019Q4: 6,074 shares 6,074 $721K 0.33% +139 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,669 shares; 2019Q4: 3,980 shares 3,980 $720K 0.33% -3,689 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,725 shares; 2019Q4: 4,725 shares 4,725 $716K 0.33% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,147 shares; 2019Q4: 5,492 shares 5,492 $704K 0.33% +345 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,031 shares; 2019Q4: 4,792 shares 4,792 $699K 0.32% -9,239 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,673 shares; 2019Q4: 6,874 shares 6,874 $698K 0.32% +201 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,362 shares; 2019Q4: 5,449 shares 5,449 $683K 0.32% +87 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,204 shares; 2019Q4: 15,204 shares 15,204 $670K 0.31% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,886 shares; 2019Q4: 10,886 shares 10,886 $667K 0.31% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,955 shares; 2019Q4: 2,107 shares 2,107 $665K 0.31% +152 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,928 shares; 2019Q4: 2,932 shares 2,932 $644K 0.3% +4 IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,950 shares; 2019Q4: 2,953 shares 2,953 $637K 0.29% +3 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,078 shares; 2019Q4: 9,639 shares 9,639 $632K 0.29% +561 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,241 shares; 2019Q4: 2,316 shares 2,316 $632K 0.29% +75 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,529 shares; 2019Q4: 2,614 shares 2,614 $630K 0.29% +85 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,050 shares; 2019Q4: 8,161 shares 8,161 $629K 0.29% +111 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,554 shares; 2019Q4: 3,546 shares 3,546 $625K 0.29% -8 Timeline GVIP 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,493 shares; 2019Q4: 9,676 shares 9,676 $614K 0.28% +183 Timeline EQC EQUITY COMMONWEALTH More: the full row for EQUITY COMMONWEALTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,495 shares; 2019Q4: 18,495 shares 18,495 $607K 0.28% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,690 shares; 2019Q4: 4,845 shares 4,845 $584K 0.27% +155 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,436 shares; 2019Q4: 6,921 shares 6,921 $580K 0.27% -515 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,920 shares; 2019Q4: 4,720 shares 4,720 $580K 0.27% -200 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,157 shares; 2019Q4: 6,157 shares 6,157 $577K 0.27% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,071 shares; 2019Q4: 9,993 shares 9,993 $553K 0.26% -9,078 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,544 shares; 2019Q4: 2,847 shares 2,847 $540K 0.25% -697 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,003 shares; 2019Q4: 3,003 shares 3,003 $535K 0.25% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,110 shares; 2019Q4: 5,252 shares 5,252 $497K 0.23% +1,142 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,757 shares; 2019Q4: 15,547 shares 15,547 $491K 0.23% +790 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,028 shares; 2019Q4: 11,028 shares 11,028 $490K 0.23% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,960 shares; 2019Q4: 6,960 shares 6,960 $487K 0.23% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,538 shares; 2019Q4: 8,088 shares 8,088 $484K 0.22% -2,450 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,395 shares; 2019Q4: 14,395 shares 14,395 $484K 0.22% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,000 shares; 2019Q4: 8,000 shares 8,000 $484K 0.22% 0 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,145 shares; 2019Q4: 24,145 shares 24,145 $480K 0.22% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,109 shares; 2019Q4: 4,009 shares 4,009 $476K 0.22% -100 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,643 shares; 2019Q4: 5,520 shares 5,520 $470K 0.22% +877 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,903 shares; 2019Q4: 4,078 shares 4,078 $465K 0.22% +175 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,697 shares; 2019Q4: 5,231 shares 5,231 $463K 0.21% -466 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,908 shares; 2019Q4: 2,793 shares 2,793 $463K 0.21% -115 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,093 shares; 2019Q4: 5,106 shares 5,106 $451K 0.21% +13 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,801 shares; 2019Q4: 1,901 shares 1,901 $447K 0.21% +100 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,684 shares; 2019Q4: 4,778 shares 4,778 $447K 0.21% +94 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,165 shares; 2019Q4: 7,965 shares 7,965 $446K 0.21% +1,800 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,176 shares; 2019Q4: 7,227 shares 7,227 $444K 0.21% +51 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,705 shares; 2019Q4: 5,980 shares 5,980 $439K 0.2% +275 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,891 shares; 2019Q4: 3,358 shares 3,358 $430K 0.2% +467 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,000 shares; 2019Q4: 9,000 shares 9,000 $428K 0.2% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 226 shares; 2019Q4: 207 shares 207 $425K 0.2% -19 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,398 shares; 2019Q4: 3,608 shares 3,608 $423K 0.2% +210 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,533 shares; 2019Q4: 8,363 shares 8,363 $423K 0.2% -5,170 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,160 shares; 2019Q4: 11,710 shares 11,710 $422K 0.2% +10,550 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,077 shares; 2019Q4: 3,907 shares 3,907 $420K 0.19% -170 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 9,445 shares 9,445 $420K 0.19% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,873 shares; 2019Q4: 11,923 shares 11,923 $416K 0.19% +50 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,500 shares; 2019Q4: 9,500 shares 9,500 $410K 0.19% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,679 shares; 2019Q4: 8,794 shares 8,794 $401K 0.19% +2,115 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,563 shares; 2019Q4: 5,798 shares 5,798 $401K 0.19% +235 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 301 shares; 2019Q4: 6,896 shares 6,896 $385K 0.18% +6,595 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,899 shares; 2019Q4: 6,918 shares 6,918 $379K 0.18% -1,981 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,653 shares; 2019Q4: 5,413 shares 5,413 $378K 0.17% -240 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,671 shares; 2019Q4: 3,672 shares 3,672 $374K 0.17% +1 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,909 shares; 2019Q4: 2,763 shares 2,763 $371K 0.17% -146 Timeline PFM 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,553 shares; 2019Q4: 12,075 shares 12,075 $371K 0.17% +522 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,772 shares; 2019Q4: 1,738 shares 1,738 $370K 0.17% -34 PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,265 shares; 2019Q4: 3,265 shares 3,265 $366K 0.17% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,456 shares; 2019Q4: 4,786 shares 4,786 $365K 0.17% +330 Timeline GOLDMAN SACHS ETF TR 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,941 shares; 2019Q4: 5,853 shares 5,853 $346K 0.16% +1,912 LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,575 shares; 2019Q4: 3,865 shares 3,865 $345K 0.16% +290 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,747 shares; 2019Q4: 3,917 shares 3,917 $344K 0.16% +170 Timeline ALERIAN MLP ETF ALERIAN MLP ETF More: the full row for ALERIAN MLP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40,000 shares; 2019Q4: 40,000 shares 40,000 $340K 0.16% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,066 shares; 2019Q4: 2,066 shares 2,066 $338K 0.16% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,506 shares; 2019Q4: 6,231 shares 6,231 $337K 0.16% -275 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,704 shares; 2019Q4: 1,704 shares 1,704 $337K 0.16% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,700 shares; 2019Q4: 13,700 shares 13,700 $333K 0.15% 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,936 shares; 2019Q4: 1,936 shares 1,936 $331K 0.15% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,435 shares; 2019Q4: 3,061 shares 3,061 $331K 0.15% +626 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,718 shares; 2019Q4: 4,362 shares 4,362 $324K 0.15% -356 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,485 shares; 2019Q4: 16,885 shares 16,885 $312K 0.14% +1,400 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,834 shares; 2019Q4: 2,786 shares 2,786 $311K 0.14% -2,048 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 560 shares; 2019Q4: 616 shares 616 $310K 0.14% +56 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares 1,867 $309K 0.14% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 28,859 shares; 2019Q4: 5,133 shares 5,133 $308K 0.14% -23,726 Timeline AON PLC AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,481 shares; 2019Q4: 1,481 shares 1,481 $308K 0.14% 0 INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 271 shares; 2019Q4: 1,171 shares 1,171 $307K 0.14% +900 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,038 shares; 2019Q4: 4,038 shares 4,038 $294K 0.14% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,810 shares; 2019Q4: 3,075 shares 3,075 $291K 0.13% +265 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,862 shares; 2019Q4: 2,262 shares 2,262 $289K 0.13% -600 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,973 shares; 2019Q4: 5,453 shares 5,453 $288K 0.13% +480 Timeline APTIV IRISH HOLDINGS LTD APTIV IRISH HOLDINGS LTD More: the full row for APTIV IRISH HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,990 shares; 2019Q4: 3,003 shares 3,003 $285K 0.13% +13 EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,800 shares; 2019Q4: 3,800 shares 3,800 $284K 0.13% 0 Timeline DISCOVERY INC DISCOVERY INC More: the full row for DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 167 shares; 2019Q4: 8,685 shares 8,685 $284K 0.13% +8,518 GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,700 shares; 2019Q4: 8,700 shares 8,700 $283K 0.13% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,705 shares; 2019Q4: 7,127 shares 7,127 $281K 0.13% +422 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 823 shares; 2019Q4: 2,618 shares 2,618 $278K 0.13% +1,795 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,321 shares; 2019Q4: 3,322 shares 3,322 $271K 0.13% +1 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,542 shares; 2019Q4: 12,772 shares 12,772 $270K 0.12% +1,230 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,006 shares; 2019Q4: 1,126 shares 1,126 $267K 0.12% +120 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,626 shares; 2019Q4: 2,501 shares 2,501 $262K 0.12% -125 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,049 shares; 2019Q4: 3,062 shares 3,062 $261K 0.12% +13 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 963 shares; 2019Q4: 1,263 shares 1,263 $261K 0.12% +300 Timeline CHORD ENERGY CORPORATION CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 80,000 shares; 2019Q4: 80,000 shares 80,000 $261K 0.12% 0 DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,662 shares; 2019Q4: 1,662 shares 1,662 $255K 0.12% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,166 shares; 2019Q4: 3,166 shares 3,166 $253K 0.12% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,230 shares; 2019Q4: 2,230 shares 2,230 $251K 0.12% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,034 shares; 2019Q4: 8,247 shares 8,247 $251K 0.12% +213 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,172 shares; 2019Q4: 1,172 shares 1,172 $246K 0.11% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,127 shares; 2019Q4: 1,127 shares 1,127 $240K 0.11% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,214 shares; 2019Q4: 1,239 shares 1,239 $240K 0.11% +25 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,360 shares; 2019Q4: 6,360 shares 6,360 $239K 0.11% -2,000 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,288 shares; 2019Q4: 3,991 shares 3,991 $237K 0.11% -297 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,149 shares; 2019Q4: 3,568 shares 3,568 $232K 0.11% -4,581 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,626 shares; 2019Q4: 1,587 shares 1,587 $229K 0.11% -39 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,066 shares; 2019Q4: 1,065 shares 1,065 $224K 0.1% -1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,335 shares; 2019Q4: 2,390 shares 2,390 $224K 0.1% +55 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,618 shares; 2019Q4: 1,618 shares 1,618 $223K 0.1% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,545 shares; 2019Q4: 3,801 shares 3,801 $222K 0.1% +256 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,126 shares; 2019Q4: 4,463 shares 4,463 $216K 0.1% +337 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,838 shares; 2019Q4: 1,838 shares 1,838 $213K 0.1% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,632 shares; 2019Q4: 2,632 shares 2,632 $213K 0.1% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,912 shares; 2019Q4: 1,028 shares 1,028 $210K 0.1% -884 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,788 shares; 2019Q4: 1,868 shares 1,868 $208K 0.1% +80 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,931 shares; 2019Q4: 10,064 shares 10,064 $207K 0.1% +1,133 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,299 shares; 2019Q4: 2,299 shares 2,299 $205K 0.09% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 382 shares; 2019Q4: 467 shares 467 $205K 0.09% +85 Timeline IPATH DJ-UBS COCOA SUBINDEX IPATH DJ-UBS COCOA SUBINDEX More: the full row for IPATH DJ-UBS COCOA SUBINDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 6,800 shares 6,800 $199K 0.09% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,748 shares; 2019Q4: 1,878 shares 1,878 $189K 0.09% +130 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,395 shares; 2019Q4: 5,971 shares 5,971 $187K 0.09% +1,576 Timeline SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,515 shares; 2019Q4: 4,107 shares 4,107 $185K 0.09% +592 FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,720 shares; 2019Q4: 4,750 shares 4,750 $185K 0.09% +2,030 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,642 shares; 2019Q4: 1,642 shares 1,642 $183K 0.08% 0 Timeline GSEW 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,625 shares; 2019Q4: 3,542 shares 3,542 $180K 0.08% +1,917 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 432 shares; 2019Q4: 490 shares 490 $180K 0.08% +58 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,363 shares; 2019Q4: 1,362 shares 1,362 $179K 0.08% -1 Timeline WISDOMTREE FLOATING RATETRE… WISDOMTREE FLOATING RATETREASURY … More: the full row for WISDOMTREE FLOATING RATETREASURY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,000 shares; 2019Q4: 7,000 shares 7,000 $175K 0.08% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,846 shares; 2019Q4: 1,895 shares 1,895 $173K 0.08% +49 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,087 shares; 2019Q4: 1,287 shares 1,287 $172K 0.08% -4,800 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,004 shares; 2019Q4: 2,405 shares 2,405 $172K 0.08% -599 XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,729 shares; 2019Q4: 1,729 shares 1,729 $169K 0.08% 0 J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,469 shares; 2019Q4: 6,057 shares 6,057 $169K 0.08% +588 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,662 shares; 2019Q4: 4,737 shares 4,737 $167K 0.08% +75 Timeline CYRUSONE INC CYRUSONE INC More: the full row for CYRUSONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,540 shares; 2019Q4: 2,530 shares 2,530 $166K 0.08% -10 CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 823 shares; 2019Q4: 821 shares 821 $165K 0.08% -2 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,690 shares; 2019Q4: 3,020 shares 3,020 $165K 0.08% +330 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 437 shares; 2019Q4: 437 shares 437 $164K 0.08% 0 Timeline MAXIM INTEGRATED PRODS INC MAXIM INTEGRATED PRODS INC More: the full row for MAXIM INTEGRATED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,367 shares; 2019Q4: 2,617 shares 2,617 $161K 0.07% +1,250 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,316 shares; 2019Q4: 2,491 shares 2,491 $160K 0.07% -1,825 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,112 shares; 2019Q4: 4,112 shares 4,112 $159K 0.07% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 870 shares; 2019Q4: 870 shares 870 $158K 0.07% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,499 shares; 2019Q4: 2,499 shares 2,499 $157K 0.07% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,136 shares; 2019Q4: 1,132 shares 1,132 $156K 0.07% -4 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,257 shares; 2019Q4: 1,148 shares 1,148 $156K 0.07% -21,109 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,540 shares; 2019Q4: 2,540 shares 2,540 $153K 0.07% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,992 shares; 2019Q4: 1,992 shares 1,992 $151K 0.07% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,519 shares; 2019Q4: 1,519 shares 1,519 $151K 0.07% 0 Timeline COVANTA HLDG CORP COVANTA HLDG CORP More: the full row for COVANTA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,218 shares; 2019Q4: 10,173 shares 10,173 $151K 0.07% -45 GOLDMAN SACHS ETF TR 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,550 shares; 2019Q4: 2,595 shares 2,595 $151K 0.07% +1,045 XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,842 shares; 2019Q4: 2,827 shares 2,827 $149K 0.07% -15 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,279 shares; 2019Q4: 969 shares 969 $147K 0.07% -310 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 806 shares; 2019Q4: 804 shares 804 $145K 0.07% -2 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,856 shares; 2019Q4: 4,676 shares 4,676 $144K 0.07% -180 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,255 shares; 2019Q4: 2,256 shares 2,256 $144K 0.07% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 826 shares; 2019Q4: 827 shares 827 $143K 0.07% +1 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares 1,660 $142K 0.07% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 775 shares; 2019Q4: 804 shares 804 $142K 0.07% +29 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,189 shares; 2019Q4: 3,217 shares 3,217 $142K 0.07% +28 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,442 shares; 2019Q4: 2,412 shares 2,412 $142K 0.07% -30 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 609 shares; 2019Q4: 609 shares 609 $141K 0.07% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,335 shares; 2019Q4: 6,225 shares 6,225 $139K 0.06% -110 Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,343 shares; 2019Q4: 2,343 shares 2,343 $139K 0.06% 0 CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 3,019 shares 3,019 $139K 0.06% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,580 shares; 2019Q4: 2,580 shares 2,580 $138K 0.06% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,464 shares; 2019Q4: 1,464 shares 1,464 $136K 0.06% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 222 shares; 2019Q4: 228 shares 228 $135K 0.06% +6 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,272 shares; 2019Q4: 1,582 shares 1,582 $131K 0.06% +310 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,044 shares; 2019Q4: 1,044 shares 1,044 $129K 0.06% 0 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,668 shares; 2019Q4: 5,915 shares 5,915 $129K 0.06% +1,247 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,005 shares; 2019Q4: 1,005 shares 1,005 $127K 0.06% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,292 shares; 2019Q4: 2,779 shares 2,779 $126K 0.06% +487 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 533 shares 533 $125K 0.06% -21 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,773 shares; 2019Q4: 2,453 shares 2,453 $125K 0.06% -320 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,500 shares; 2019Q4: 2,500 shares 2,500 $124K 0.06% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,407 shares; 2019Q4: 2,407 shares 2,407 $124K 0.06% 0 Timeline J P MORGAN EXCHANGETRADED F… J P MORGAN EXCHANGETRADED F DIV R… More: the full row for J P MORGAN EXCHANGETRADED F DIV RTN EU ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,320 shares; 2019Q4: 2,055 shares 2,055 $124K 0.06% -265 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,680 shares; 2019Q4: 2,464 shares 2,464 $123K 0.06% -2,216 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,032 shares; 2019Q4: 1,297 shares 1,297 $123K 0.06% +265 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,499 shares; 2019Q4: 2,319 shares 2,319 $123K 0.06% -180 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,600 shares; 2019Q4: 800 shares 800 $122K 0.06% -1,800 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 508 shares; 2019Q4: 556 shares 556 $119K 0.06% +48 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 905 shares; 2019Q4: 1,040 shares 1,040 $118K 0.05% +135 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,796 shares; 2019Q4: 2,286 shares 2,286 $117K 0.05% +490 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 478 shares; 2019Q4: 478 shares 478 $116K 0.05% 0 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,557 shares; 2019Q4: 1,566 shares 1,566 $111K 0.05% +9 Timeline J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,970 shares; 2019Q4: 3,490 shares 3,490 $109K 0.05% +1,520 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 757 shares; 2019Q4: 1,187 shares 1,187 $108K 0.05% +430 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,881 shares 1,881 $106K 0.05% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 956 shares; 2019Q4: 957 shares 957 $105K 0.05% +1 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,465 shares; 2019Q4: 4,465 shares 4,465 $105K 0.05% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 423 shares; 2019Q4: 351 shares 351 $104K 0.05% -72 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,925 shares; 2019Q4: 2,945 shares 2,945 $102K 0.05% +20 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,765 shares; 2019Q4: 2,765 shares 2,765 $102K 0.05% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 543 shares; 2019Q4: 550 shares 550 $101K 0.05% +7 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,075 shares; 2019Q4: 4,075 shares 4,075 $101K 0.05% +1,000 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,532 shares; 2019Q4: 3,517 shares 3,517 $101K 0.05% -15 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares 1,867 $100K 0.05% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,857 shares; 2019Q4: 5,637 shares 5,637 $100K 0.05% +780 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,100 shares; 2019Q4: 2,450 shares 2,450 $100K 0.05% +350 IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares 1,660 $99K 0.05% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,044 shares; 2019Q4: 2,044 shares 2,044 $99K 0.05% -3,000 Timeline VIPER VIPER More: the full row for VIPER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,360 shares; 2019Q4: 4,015 shares 4,015 $99K 0.05% +655 SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,473 shares; 2019Q4: 2,055 shares 2,055 $98K 0.05% -418 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,707 shares; 2019Q4: 1,534 shares 1,534 $98K 0.05% -2,173 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 356 shares; 2019Q4: 423 shares 423 $97K 0.04% +67 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,060 shares; 2019Q4: 2,060 shares 2,060 $96K 0.04% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 594 shares; 2019Q4: 794 shares 794 $96K 0.04% +200 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,600 shares; 2019Q4: 1,600 shares 1,600 $96K 0.04% 0 SPHQ 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,595 shares; 2019Q4: 2,595 shares 2,595 $95K 0.04% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 800 shares; 2019Q4: 800 shares 800 $93K 0.04% 0 JUST 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 150 shares; 2019Q4: 2,010 shares 2,010 $93K 0.04% +1,860 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,540 shares; 2019Q4: 1,440 shares 1,440 $93K 0.04% -100 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 427 shares; 2019Q4: 428 shares 428 $92K 0.04% +1 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,162 shares; 2019Q4: 2,209 shares 2,209 $91K 0.04% -1,953 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,792 shares; 2019Q4: 700 shares 700 $91K 0.04% -13,092 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,784 shares; 2019Q4: 2,791 shares 2,791 $91K 0.04% +7 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 212 shares; 2019Q4: 212 shares 212 $89K 0.04% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 951 shares; 2019Q4: 914 shares 914 $87K 0.04% -37 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,875 shares; 2019Q4: 1,530 shares 1,530 $87K 0.04% -1,345 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,135 shares; 2019Q4: 2,268 shares 2,268 $86K 0.04% -3,867 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,720 shares; 2019Q4: 1,720 shares 1,720 $86K 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 348 shares; 2019Q4: 348 shares 348 $83K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,125 shares; 2019Q4: 1,123 shares 1,123 $82K 0.04% -2 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,003 shares; 2019Q4: 1,003 shares 1,003 $82K 0.04% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,265 shares; 2019Q4: 1,265 shares 1,265 $82K 0.04% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,128 shares; 2019Q4: 1,296 shares 1,296 $82K 0.04% +168 Timeline MACQUARIE INFRASTRUCTURE HO… MACQUARIE INFRASTRUCTURE HOLDI More: the full row for MACQUARIE INFRASTRUCTURE HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,242 shares; 2019Q4: 1,912 shares 1,912 $82K 0.04% -330 PACWEST BANCORP DEL PACWEST BANCORP DEL More: the full row for PACWEST BANCORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,666 shares; 2019Q4: 2,141 shares 2,141 $82K 0.04% +475 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,100 shares; 2019Q4: 1,100 shares 1,100 $81K 0.04% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 956 shares; 2019Q4: 1,386 shares 1,386 $81K 0.04% +430 Timeline FRONTIER COMMUNICATIONS CORP FRONTIER COMMUNICATIONS CORP More: the full row for FRONTIER COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 80,533 shares; 2019Q4: 80,533 shares 80,533 $81K 0.04% 0 BCV BANCROFT FD LTD More: the full row for BANCROFT FD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,016 shares; 2019Q4: 3,016 shares 3,016 $79K 0.04% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,203 shares; 2019Q4: 1,203 shares 1,203 $78K 0.04% 0 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,560 shares; 2019Q4: 1,360 shares 1,360 $78K 0.04% -200 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 470 shares; 2019Q4: 553 shares 553 $77K 0.04% +83 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,399 shares; 2019Q4: 2,393 shares 2,393 $77K 0.04% -6 RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,720 shares; 2019Q4: 956 shares 956 $76K 0.04% -764 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,521 shares; 2019Q4: 221 shares 221 $76K 0.04% -1,300 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,669 shares; 2019Q4: 1,646 shares 1,646 $76K 0.04% -2,023 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 438 shares; 2019Q4: 438 shares 438 $75K 0.03% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 757 shares; 2019Q4: 636 shares 636 $74K 0.03% -121 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,711 shares; 2019Q4: 1,711 shares 1,711 $73K 0.03% 0 Timeline 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 456 shares; 2019Q4: 696 shares 696 $73K 0.03% +240 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 608 shares; 2019Q4: 473 shares 473 $72K 0.03% -135 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 920 shares; 2019Q4: 920 shares 920 $71K 0.03% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,928 shares; 2019Q4: 1,928 shares 1,928 $70K 0.03% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,378 shares; 2019Q4: 1,247 shares 1,247 $69K 0.03% -131 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 917 shares; 2019Q4: 917 shares 917 $68K 0.03% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,504 shares; 2019Q4: 1,254 shares 1,254 $67K 0.03% -250 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 196 shares; 2019Q4: 199 shares 199 $66K 0.03% +3 Timeline JP MORGAN EXCHANGE TRADED FD JP MORGAN EXCHANGE TRADED FD More: the full row for JP MORGAN EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,800 shares; 2019Q4: 2,800 shares 2,800 $66K 0.03% 0 ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 120 shares; 2019Q4: 545 shares 545 $65K 0.03% +425 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,029 shares; 2019Q4: 1,029 shares 1,029 $64K 0.03% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 540 shares; 2019Q4: 429 shares 429 $64K 0.03% -111 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 232 shares; 2019Q4: 232 shares 232 $63K 0.03% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 479 shares; 2019Q4: 479 shares 479 $63K 0.03% 0 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,842 shares; 2019Q4: 1,542 shares 1,542 $63K 0.03% -300 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,771 shares; 2019Q4: 1,138 shares 1,138 $62K 0.03% -1,633 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 591 shares; 2019Q4: 566 shares 566 $62K 0.03% -25 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 265 shares; 2019Q4: 265 shares 265 $61K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 506 shares; 2019Q4: 381 shares 381 $61K 0.03% -125 Timeline INTERXION HOLDING N.V INTERXION HOLDING N.V More: the full row for INTERXION HOLDING N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 731 shares 731 $61K 0.03% new APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 553 shares 553 $60K 0.03% -1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 564 shares; 2019Q4: 564 shares 564 $58K 0.03% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 424 shares; 2019Q4: 424 shares 424 $58K 0.03% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,260 shares; 2019Q4: 2,260 shares 2,260 $58K 0.03% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 342 shares; 2019Q4: 342 shares 342 $58K 0.03% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 475 shares; 2019Q4: 475 shares 475 $57K 0.03% 0 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 572 shares; 2019Q4: 487 shares 487 $57K 0.03% -85 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,084 shares; 2019Q4: 1,084 shares 1,084 $55K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 46 shares; 2019Q4: 46 shares 46 $55K 0.03% 0 Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,000 shares; 2019Q4: 3,000 shares 3,000 $55K 0.03% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 432 shares; 2019Q4: 458 shares 458 $54K 0.02% +26 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares 200 $53K 0.02% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 246 shares; 2019Q4: 246 shares 246 $52K 0.02% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,900 shares; 2019Q4: 1,900 shares 1,900 $52K 0.02% 0 Timeline FEDERAL REALTY INVESTMENT T… FEDERAL REALTY INVESTMENT TRUS More: the full row for FEDERAL REALTY INVESTMENT TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 365 shares; 2019Q4: 405 shares 405 $52K 0.02% +40 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 830 shares; 2019Q4: 830 shares 830 $51K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 391 shares; 2019Q4: 391 shares 391 $51K 0.02% 0 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 479 shares; 2019Q4: 479 shares 479 $50K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 644 shares; 2019Q4: 644 shares 644 $49K 0.02% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 330 shares; 2019Q4: 330 shares 330 $49K 0.02% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 890 shares; 2019Q4: 890 shares 890 $49K 0.02% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 948 shares; 2019Q4: 948 shares 948 $48K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 378 shares; 2019Q4: 328 shares 328 $48K 0.02% -50 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,008 shares; 2019Q4: 1,000 shares 1,000 $47K 0.02% -8 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 306 shares; 2019Q4: 314 shares 314 $47K 0.02% +8 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 945 shares; 2019Q4: 942 shares 942 $47K 0.02% -3 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 95 shares; 2019Q4: 95 shares 95 $46K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 240 shares; 2019Q4: 240 shares 240 $46K 0.02% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,288 shares; 2019Q4: 728 shares 728 $46K 0.02% -560 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 359 shares; 2019Q4: 358 shares 358 $46K 0.02% -1 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 470 shares; 2019Q4: 470 shares 470 $46K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 191 shares; 2019Q4: 52 shares 52 $44K 0.02% -139 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 220 shares; 2019Q4: 220 shares 220 $44K 0.02% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 504 shares; 2019Q4: 344 shares 344 $43K 0.02% -160 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 262 shares; 2019Q4: 262 shares 262 $42K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 350 shares; 2019Q4: 313 shares 313 $42K 0.02% -37 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 185 shares; 2019Q4: 185 shares 185 $42K 0.02% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 515 shares; 2019Q4: 516 shares 516 $42K 0.02% +1 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 205 shares; 2019Q4: 205 shares 205 $41K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,463 shares; 2019Q4: 1,415 shares 1,415 $41K 0.02% -48 Timeline 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 736 shares; 2019Q4: 636 shares 636 $41K 0.02% -100 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 390 shares; 2019Q4: 294 shares 294 $41K 0.02% -96 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 860 shares; 2019Q4: 800 shares 800 $41K 0.02% -60 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 730 shares; 2019Q4: 730 shares 730 $41K 0.02% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 331 shares; 2019Q4: 331 shares 331 $40K 0.02% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 397 shares; 2019Q4: 397 shares 397 $40K 0.02% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 191 shares; 2019Q4: 242 shares 242 $40K 0.02% +51 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 300 shares; 2019Q4: 300 shares 300 $40K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 290 shares; 2019Q4: 290 shares 290 $40K 0.02% 0 Timeline GSEU 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,806 shares; 2019Q4: 1,280 shares 1,280 $40K 0.02% -526 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,461 shares; 2019Q4: 3,498 shares 3,498 $39K 0.02% +37 DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 158 shares; 2019Q4: 233 shares 233 $39K 0.02% +75 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 478 shares; 2019Q4: 631 shares 631 $39K 0.02% +153 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 498 shares; 2019Q4: 498 shares 498 $39K 0.02% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 189 shares; 2019Q4: 189 shares 189 $39K 0.02% 0 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 303 shares; 2019Q4: 303 shares 303 $39K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,087 shares; 2019Q4: 1,224 shares 1,224 $37K 0.02% -1,863 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,080 shares 1,080 $37K 0.02% new Timeline INTERSECT ENT INC INTERSECT ENT INC More: the full row for INTERSECT ENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,500 shares; 2019Q4: 1,500 shares 1,500 $37K 0.02% 0 J P MORGAN EXCHANGE-TRADED F J P MORGAN EXCHANGE-TRADED F More: the full row for J P MORGAN EXCHANGE-TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 600 shares; 2019Q4: 600 shares 600 $37K 0.02% 0 EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 800 shares 800 $36K 0.02% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 694 shares; 2019Q4: 519 shares 519 $36K 0.02% -175 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares 200 $36K 0.02% 0 Timeline RDVY 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,000 shares 1,000 $36K 0.02% new Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 385 shares; 2019Q4: 475 shares 475 $36K 0.02% +90 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 500 shares 500 $36K 0.02% -54 Timeline PSCF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 636 shares; 2019Q4: 636 shares 636 $36K 0.02% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,000 shares; 2019Q4: 1,000 shares 1,000 $35K 0.02% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 2,710 shares 2,710 $35K 0.02% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 539 shares; 2019Q4: 528 shares 528 $34K 0.02% -11 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 267 shares 267 $34K 0.02% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,157 shares; 2019Q4: 1,153 shares 1,153 $34K 0.02% -4 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 994 shares; 2019Q4: 794 shares 794 $32K 0.01% -200 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 484 shares; 2019Q4: 510 shares 510 $32K 0.01% +26 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 199 shares; 2019Q4: 199 shares 199 $32K 0.01% 0 Timeline GSIE 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,050 shares; 2019Q4: 1,050 shares 1,050 $32K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 483 shares; 2019Q4: 503 shares 503 $31K 0.01% +20 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 102 shares; 2019Q4: 110 shares 110 $31K 0.01% +8 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 470 shares; 2019Q4: 470 shares 470 $31K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 116 shares; 2019Q4: 121 shares 121 $31K 0.01% +5 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 450 shares; 2019Q4: 450 shares 450 $31K 0.01% 0 Timeline 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 650 shares; 2019Q4: 650 shares 650 $31K 0.01% 0 DUNKIN BRANDS GROUP INC DUNKIN BRANDS GROUP INC More: the full row for DUNKIN BRANDS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 406 shares; 2019Q4: 406 shares 406 $31K 0.01% 0 ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 120 shares; 2019Q4: 119 shares 119 $30K 0.01% -1 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 961 shares; 2019Q4: 811 shares 811 $30K 0.01% -150 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 416 shares; 2019Q4: 416 shares 416 $30K 0.01% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 482 shares; 2019Q4: 482 shares 482 $30K 0.01% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 650 shares; 2019Q4: 650 shares 650 $30K 0.01% 0 Timeline MARVELL TECHNOLOGY GROUP LTD MARVELL TECHNOLOGY GROUP LTD More: the full row for MARVELL TECHNOLOGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,112 shares; 2019Q4: 1,112 shares 1,112 $30K 0.01% 0 ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 567 shares; 2019Q4: 567 shares 567 $29K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 407 shares; 2019Q4: 407 shares 407 $29K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,119 shares; 2019Q4: 1,834 shares 1,834 $29K 0.01% -285 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 202 shares; 2019Q4: 189 shares 189 $28K 0.01% -13 Timeline MEREDITH CORP MEREDITH CORP More: the full row for MEREDITH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 860 shares; 2019Q4: 860 shares 860 $28K 0.01% 0 PSCD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 444 shares; 2019Q4: 444 shares 444 $28K 0.01% 0 Timeline GXC 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 270 shares; 2019Q4: 270 shares 270 $28K 0.01% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 625 shares; 2019Q4: 325 shares 325 $27K 0.01% -300 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 625 shares; 2019Q4: 625 shares 625 $27K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 513 shares; 2019Q4: 478 shares 478 $27K 0.01% -35 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 253 shares; 2019Q4: 253 shares 253 $27K 0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 319 shares; 2019Q4: 319 shares 319 $27K 0.01% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 284 shares; 2019Q4: 284 shares 284 $27K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 147 shares; 2019Q4: 147 shares 147 $26K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 221 shares; 2019Q4: 175 shares 175 $26K 0.01% -46 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 390 shares; 2019Q4: 390 shares 390 $25K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 67 shares; 2019Q4: 67 shares 67 $25K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 210 shares; 2019Q4: 209 shares 209 $25K 0.01% -1 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 135 shares; 2019Q4: 135 shares 135 $24K 0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 339 shares; 2019Q4: 339 shares 339 $24K 0.01% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 323 shares; 2019Q4: 268 shares 268 $24K 0.01% -55 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 141 shares; 2019Q4: 141 shares 141 $24K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 125 shares; 2019Q4: 125 shares 125 $24K 0.01% 0 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,975 shares; 2019Q4: 925 shares 925 $24K 0.01% -1,050 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,025 shares; 2019Q4: 1,025 shares 1,025 $23K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 306 shares; 2019Q4: 218 shares 218 $23K 0.01% -88 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 265 shares; 2019Q4: 265 shares 265 $23K 0.01% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 500 shares; 2019Q4: 500 shares 500 $23K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 121 shares; 2019Q4: 121 shares 121 $22K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 239 shares; 2019Q4: 107 shares 107 $22K 0.01% -132 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 82 shares; 2019Q4: 82 shares 82 $22K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 20 shares; 2019Q4: 20 shares 20 $22K 0.01% 0 Timeline SIMS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 660 shares; 2019Q4: 660 shares 660 $22K 0.01% 0 Timeline UNITED STS NAT GAS FD LP UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,330 shares 1,330 $22K 0.01% new IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 130 shares; 2019Q4: 130 shares 130 $21K 0.01% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 273 shares; 2019Q4: 238 shares 238 $21K 0.01% -35 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 265 shares; 2019Q4: 265 shares 265 $21K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 74 shares; 2019Q4: 74 shares 74 $21K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares 200 $21K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 222 shares; 2019Q4: 250 shares 250 $21K 0.01% +28 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 235 shares; 2019Q4: 235 shares 235 $21K 0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 400 shares; 2019Q4: 400 shares 400 $21K 0.01% 0 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 300 shares; 2019Q4: 300 shares 300 $21K 0.01% 0 Timeline ABIOMED INC ABIOMED INC More: the full row for ABIOMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5 shares; 2019Q4: 122 shares 122 $21K 0.01% +117 MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 376 shares; 2019Q4: 376 shares 376 $20K 0.01% 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 123 shares; 2019Q4: 122 shares 122 $20K 0.01% -1 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 232 shares; 2019Q4: 232 shares 232 $20K 0.01% 0 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 736 shares; 2019Q4: 736 shares 736 $20K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 61 shares; 2019Q4: 64 shares 64 $19K 0.01% +3 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 294 shares; 2019Q4: 229 shares 229 $19K 0.01% -65 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 260 shares; 2019Q4: 210 shares 210 $19K 0.01% -50 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,837 shares; 2019Q4: 221 shares 221 $19K 0.01% -11,616 Timeline CYPRESS SEMICONDUCTOR CORP CYPRESS SEMICONDUCTOR CORP More: the full row for CYPRESS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 981 shares; 2019Q4: 815 shares 815 $19K 0.01% -166 CDK GLOBAL INC CDK GLOBAL INC More: the full row for CDK GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 345 shares; 2019Q4: 345 shares 345 $19K 0.01% 0 FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 140 shares; 2019Q4: 156 shares 156 $18K 0.01% +16 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 526 shares; 2019Q4: 523 shares 523 $18K 0.01% -3 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 375 shares; 2019Q4: 375 shares 375 $18K 0.01% 0 Timeline ALEXION PHARMACEUTICALS INC ALEXION PHARMACEUTICALS INC More: the full row for ALEXION PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 191 shares; 2019Q4: 169 shares 169 $18K 0.01% -22 SLACK TECHNOLOGIES INC SLACK TECHNOLOGIES INC More: the full row for SLACK TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 793 shares; 2019Q4: 793 shares 793 $18K 0.01% 0 AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 343 shares; 2019Q4: 367 shares 367 $18K 0.01% +24 Timeline CATCHMARK TIMBER TR INC CL A CATCHMARK TIMBER TR INC CL A More: the full row for CATCHMARK TIMBER TR INC CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,090 shares; 2019Q4: 1,600 shares 1,600 $18K 0.01% -3,490 TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 296 shares; 2019Q4: 296 shares 296 $17K 0.01% 0 Timeline GWX 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 544 shares; 2019Q4: 544 shares 544 $17K 0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98 shares; 2019Q4: 128 shares 128 $17K 0.01% +30 Timeline ZENDESK INC ZENDESK INC More: the full row for ZENDESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 218 shares; 2019Q4: 218 shares 218 $17K 0.01% 0 ARGO GROUP INTERNATIONAL ARGO GROUP INTERNATIONAL More: the full row for ARGO GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 253 shares; 2019Q4: 253 shares 253 $17K 0.01% 0 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 255 shares; 2019Q4: 255 shares 255 $16K 0.01% 0 Timeline