EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 72,472 shares; 2017Q1: 80,612 shares; 2017Q2: 83,166 shares; 2017Q3: 388,161 shares; 2017Q4: 412,241 shares; 2018Q1: 438,510 shares 438,510 $30.6M 7.76% +26,269 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 76,764 shares; 2017Q1: 79,772 shares; 2017Q2: 84,759 shares; 2017Q3: 86,722 shares; 2017Q4: 88,499 shares; 2018Q1: 80,963 shares 80,963 $13.6M 3.45% -7,536 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 101,485 shares; 2017Q1: 104,419 shares; 2017Q2: 104,233 shares; 2017Q3: 106,052 shares; 2017Q4: 108,236 shares; 2018Q1: 96,885 shares 96,885 $11.6M 2.94% -11,351 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 62,017 shares; 2017Q1: 65,772 shares; 2017Q2: 69,510 shares; 2017Q3: 106,294 shares; 2017Q4: 108,115 shares; 2018Q1: 94,109 shares 94,109 $10.3M 2.61% -14,006 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 40,394 shares; 2017Q1: 39,502 shares; 2017Q2: 38,589 shares; 2017Q3: 40,532 shares; 2017Q4: 39,798 shares; 2018Q1: 39,693 shares 39,693 $9.58M 2.43% -105 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 69,657 shares; 2017Q1: 73,526 shares; 2017Q2: 78,422 shares; 2017Q3: 79,273 shares; 2017Q4: 80,582 shares; 2018Q1: 70,441 shares 70,441 $9.03M 2.29% -10,141 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 138,041 shares; 2017Q1: 136,830 shares; 2017Q2: 136,425 shares; 2017Q3: 155,945 shares; 2017Q4: 163,528 shares; 2018Q1: 153,178 shares 153,178 $8.52M 2.16% -10,350 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 56,297 shares; 2017Q1: 57,614 shares; 2017Q2: 60,005 shares; 2017Q3: 61,826 shares; 2017Q4: 63,123 shares; 2018Q1: 58,427 shares 58,427 $8.44M 2.14% -4,696 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,009 shares; 2017Q1: 24,540 shares; 2017Q2: 26,652 shares; 2017Q3: 42,858 shares; 2017Q4: 42,936 shares; 2018Q1: 36,839 shares 36,839 $8.09M 2.05% -6,097 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 30,696 shares; 2017Q1: 30,822 shares; 2017Q2: 29,209 shares; 2017Q3: 30,349 shares; 2017Q4: 31,597 shares; 2018Q1: 29,866 shares 29,866 $7.93M 2.01% -1,731 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 27,683 shares; 2017Q1: 34,217 shares; 2017Q2: 40,524 shares; 2017Q3: 41,381 shares; 2017Q4: 42,476 shares; 2018Q1: 46,041 shares 46,041 $7.07M 1.79% +3,565 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 90,196 shares; 2017Q1: 185,101 shares; 2017Q2: 184,892 shares; 2017Q3: 220,774 shares; 2017Q4: 216,275 shares; 2018Q1: 206,143 shares 206,143 $7.04M 1.79% -10,132 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 675 shares; 2017Q1: 26,835 shares; 2017Q2: 26,898 shares; 2017Q3: 27,547 shares; 2017Q4: 28,801 shares; 2018Q1: 32,433 shares 32,433 $7.01M 1.78% +3,632 Timeline AETNA INC NEW AETNA INC NEW More: the full row for AETNA INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 38,917 shares; 2017Q1: 39,215 shares; 2017Q2: 39,607 shares; 2017Q3: 39,791 shares; 2017Q4: 40,287 shares; 2018Q1: 40,674 shares 40,674 $6.87M 1.75% +387 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 26,246 shares; 2017Q1: 28,965 shares; 2017Q2: 33,229 shares; 2017Q3: 36,237 shares; 2017Q4: 37,939 shares; 2018Q1: 37,415 shares 37,415 $6.67M 1.69% -524 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 15,834 shares; 2017Q1: 15,309 shares; 2017Q2: 15,234 shares; 2017Q3: 32,723 shares; 2017Q4: 35,944 shares; 2018Q1: 43,605 shares 43,605 $6.64M 1.69% +7,661 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 819 shares; 2017Q1: 825 shares; 2017Q2: 16,710 shares; 2017Q3: 17,183 shares; 2017Q4: 17,565 shares; 2018Q1: 19,521 shares 19,521 $6.6M 1.67% +1,956 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 103,129 shares; 2017Q1: 119,966 shares; 2017Q2: 162,253 shares; 2017Q3: 174,395 shares; 2017Q4: 181,190 shares; 2018Q1: 152,905 shares 152,905 $6.56M 1.66% -28,285 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 42,020 shares; 2017Q1: 59,795 shares; 2017Q2: 111,516 shares; 2017Q3: 136,789 shares; 2017Q4: 141,542 shares; 2018Q1: 124,072 shares 124,072 $6.46M 1.64% -17,470 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 68,985 shares; 2017Q1: 75,214 shares; 2017Q2: 91,434 shares; 2017Q3: 93,127 shares; 2017Q4: 99,753 shares; 2018Q1: 121,559 shares 121,559 $6.35M 1.61% +21,806 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 48,796 shares; 2017Q1: 52,075 shares; 2017Q2: 63,760 shares; 2017Q3: 67,283 shares; 2017Q4: 67,608 shares; 2018Q1: 61,913 shares 61,913 $6.22M 1.58% -5,695 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 100,062 shares; 2017Q1: 105,597 shares; 2017Q2: 111,979 shares; 2017Q3: 114,326 shares; 2017Q4: 118,827 shares; 2018Q1: 142,258 shares 142,258 $6.18M 1.57% +23,431 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 318 shares; 2017Q1: 493 shares; 2017Q2: 493 shares; 2017Q3: 493 shares; 2017Q4: 22,408 shares; 2018Q1: 28,145 shares 28,145 $6.07M 1.54% +5,737 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,428 shares; 2017Q1: 1,694 shares; 2017Q2: 1,840 shares; 2017Q3: 2,228 shares; 2017Q4: 2,554 shares; 2018Q1: 4,036 shares 4,036 $5.84M 1.48% +1,482 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,406 shares; 2017Q1: 8,579 shares; 2017Q2: 8,526 shares; 2017Q3: 43,572 shares; 2017Q4: 45,560 shares; 2018Q1: 45,541 shares 45,541 $5.73M 1.45% -19 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 21,591 shares; 2017Q1: 22,086 shares; 2017Q2: 23,104 shares; 2017Q3: 24,440 shares; 2017Q4: 24,937 shares; 2018Q1: 30,211 shares 30,211 $5.69M 1.45% +5,274 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,330 shares; 2017Q1: 7,139 shares; 2017Q2: 5,996 shares; 2017Q3: 6,431 shares; 2017Q4: 6,581 shares; 2018Q1: 85,677 shares 85,677 $5.69M 1.45% +79,096 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 43,713 shares; 2017Q1: 45,793 shares; 2017Q2: 47,486 shares; 2017Q3: 53,751 shares; 2017Q4: 57,821 shares; 2018Q1: 62,686 shares 62,686 $5.5M 1.4% +4,865 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 132,318 shares; 2017Q1: 133,245 shares; 2017Q2: 140,738 shares; 2017Q3: 145,127 shares; 2017Q4: 152,422 shares; 2018Q1: 182,921 shares 182,921 $5.49M 1.39% +30,499 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 82,209 shares; 2017Q1: 99,588 shares; 2017Q2: 146,043 shares; 2017Q3: 151,997 shares; 2017Q4: 162,148 shares; 2018Q1: 151,013 shares 151,013 $5.36M 1.36% -11,135 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 16,345 shares; 2017Q1: 19,104 shares; 2017Q2: 28,899 shares; 2017Q3: 30,806 shares; 2017Q4: 31,945 shares; 2018Q1: 31,358 shares 31,358 $5.35M 1.36% -587 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,413 shares; 2017Q1: 11,287 shares; 2017Q2: 19,485 shares; 2017Q3: 21,871 shares; 2017Q4: 23,172 shares; 2018Q1: 21,246 shares 21,246 $5.1M 1.29% -1,926 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,246 shares; 2017Q1: 35,478 shares; 2017Q2: 72,161 shares; 2017Q3: 80,430 shares; 2017Q4: 84,652 shares; 2018Q1: 83,443 shares 83,443 $5M 1.27% -1,209 Timeline DOWDUPONT INC DOWDUPONT INC More: the full row for DOWDUPONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 66,359 shares; 2017Q4: 67,420 shares; 2018Q1: 77,986 shares 77,986 $4.97M 1.26% +10,566 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,137 shares; 2017Q1: 10,714 shares; 2017Q2: 14,316 shares; 2017Q3: 14,967 shares; 2017Q4: 16,604 shares; 2018Q1: 23,928 shares 23,928 $4.94M 1.25% +7,324 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,483 shares; 2017Q1: 17,540 shares; 2017Q2: 16,668 shares; 2017Q3: 16,466 shares; 2017Q4: 17,212 shares; 2018Q1: 17,783 shares 17,783 $4.66M 1.18% +571 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 300 shares; 2017Q1: 300 shares; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 90 shares; 2018Q1: 41,004 shares 41,004 $4.65M 1.18% +40,914 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,686 shares; 2017Q1: 1,687 shares; 2017Q2: 2,187 shares; 2017Q3: 2,187 shares; 2017Q4: 66,220 shares; 2018Q1: 69,711 shares 69,711 $4.56M 1.16% +3,491 STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 156,573 shares; 2018Q1: 93,856 shares 93,856 $4.49M 1.14% -62,717 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,600 shares; 2017Q1: 4,589 shares; 2017Q2: 5,437 shares; 2017Q3: 11,574 shares; 2017Q4: 14,222 shares; 2018Q1: 28,418 shares 28,418 $4.36M 1.11% +14,196 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 36,876 shares; 2017Q1: 39,249 shares; 2017Q2: 48,046 shares; 2017Q3: 50,528 shares; 2017Q4: 56,075 shares; 2018Q1: 83,260 shares 83,260 $4.29M 1.09% +27,185 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 19,725 shares; 2017Q1: 22,940 shares; 2017Q2: 31,706 shares; 2017Q3: 32,946 shares; 2017Q4: 39,223 shares; 2018Q1: 67,320 shares 67,320 $4.04M 1.02% +28,097 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 22 shares; 2017Q1: 14 shares; 2017Q2: 19 shares; 2017Q3: 4 shares; 2017Q4: 13 shares; 2018Q1: 7,133 shares 7,133 $3.86M 0.98% +7,120 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 215 shares; 2017Q1: 215 shares; 2017Q2: 273 shares; 2017Q3: 7,657 shares; 2017Q4: 13,713 shares; 2018Q1: 53,492 shares 53,492 $3.65M 0.93% +39,779 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 3,311 shares; 2017Q4: 13,699 shares; 2018Q1: 94,023 shares 94,023 $3.29M 0.84% +80,324 Timeline POWERSHARES ETF TR II S&P50… POWERSHARES ETF TR II S&P500 L More: the full row for POWERSHARES ETF TR II S&P500 L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 60,268 shares; 2017Q1: 62,226 shares; 2017Q2: 64,283 shares; 2017Q3: 67,537 shares; 2017Q4: 70,009 shares; 2018Q1: 69,932 shares 69,932 $3.29M 0.83% -77 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 134,783 shares; 2017Q1: 150,510 shares; 2017Q2: 190,533 shares; 2017Q3: 195,433 shares; 2017Q4: 89,746 shares; 2018Q1: 82,203 shares 82,203 $2.92M 0.74% -7,543 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 31,045 shares; 2017Q1: 27,962 shares; 2017Q2: 27,267 shares; 2017Q3: 27,755 shares; 2017Q4: 29,822 shares; 2018Q1: 29,130 shares 29,130 $2.17M 0.55% -692 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,830 shares; 2017Q1: 13,371 shares; 2017Q2: 12,701 shares; 2017Q3: 13,424 shares; 2017Q4: 50,152 shares; 2018Q1: 39,768 shares 39,768 $2.03M 0.52% -10,384 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 14,366 shares; 2017Q1: 15,641 shares; 2017Q2: 16,855 shares; 2017Q3: 16,986 shares; 2017Q4: 17,790 shares; 2018Q1: 17,623 shares 17,623 $1.93M 0.49% -167 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,991 shares; 2017Q1: 9,073 shares; 2017Q2: 9,355 shares; 2017Q3: 12,356 shares; 2017Q4: 12,329 shares; 2018Q1: 12,236 shares 12,236 $1.84M 0.47% -93 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 246,910 shares; 2017Q1: 257,108 shares; 2017Q2: 292,864 shares; 2017Q3: 157,289 shares; 2017Q4: 129,996 shares; 2018Q1: 128,538 shares 128,538 $1.73M 0.44% -1,458 MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,145 shares; 2017Q1: 14,821 shares; 2017Q2: 13,168 shares; 2017Q3: 13,870 shares; 2017Q4: 15,833 shares; 2018Q1: 17,846 shares 17,846 $1.63M 0.41% +2,013 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 14,777 shares; 2017Q1: 15,424 shares; 2017Q2: 20,472 shares; 2017Q3: 20,503 shares; 2017Q4: 18,568 shares; 2018Q1: 18,756 shares 18,756 $1.58M 0.4% +188 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,002 shares; 2017Q1: 13,028 shares; 2017Q2: 15,249 shares; 2017Q3: 20,069 shares; 2017Q4: 21,745 shares; 2018Q1: 22,256 shares 22,256 $1.47M 0.37% +511 Timeline NASDAQ 100TR NASDAQ 100TR More: the full row for NASDAQ 100TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,933 shares; 2017Q1: 8,935 shares; 2017Q2: 8,807 shares; 2017Q3: 9,068 shares; 2017Q4: 9,648 shares; 2018Q1: 8,837 shares 8,837 $1.42M 0.36% -811 OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,835 shares; 2017Q1: 11,189 shares; 2017Q2: 11,189 shares; 2017Q3: 11,246 shares; 2017Q4: 11,246 shares; 2018Q1: 11,246 shares 11,246 $1.3M 0.33% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,869 shares; 2017Q1: 25,157 shares; 2017Q2: 27,828 shares; 2017Q3: 27,958 shares; 2017Q4: 22,457 shares; 2018Q1: 22,883 shares 22,883 $1.19M 0.3% +426 Timeline Google Google More: the full row for Google Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,039 shares; 2017Q1: 1,049 shares; 2017Q2: 1,071 shares; 2017Q3: 1,169 shares; 2017Q4: 1,235 shares; 2018Q1: 1,124 shares 1,124 $1.16M 0.3% -111 BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 21,199 shares; 2017Q1: 20,406 shares; 2017Q2: 20,114 shares; 2017Q3: 20,064 shares; 2017Q4: 19,864 shares; 2018Q1: 19,968 shares 19,968 $1.04M 0.26% +104 SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 364,436 shares; 2017Q2: 446,187 shares; 2017Q3: 484,012 shares; 2017Q4: 522,631 shares; 2018Q1: 18,861 shares 18,861 $1.03M 0.26% -503,770 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,875 shares; 2017Q1: 5,875 shares; 2017Q2: 5,875 shares; 2017Q3: 5,875 shares; 2017Q4: 5,875 shares; 2018Q1: 5,955 shares 5,955 $901K 0.23% +80 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,638 shares; 2017Q1: 5,843 shares; 2017Q2: 5,586 shares; 2017Q3: 5,713 shares; 2017Q4: 5,629 shares; 2018Q1: 5,484 shares 5,484 $850K 0.22% -145 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,424 shares; 2017Q1: 3,891 shares; 2017Q2: 3,773 shares; 2017Q3: 3,648 shares; 2017Q4: 3,636 shares; 2018Q1: 3,574 shares 3,574 $780K 0.2% -62 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 10,775 shares; 2017Q4: 10,775 shares; 2018Q1: 10,775 shares 10,775 $775K 0.2% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,231 shares; 2017Q1: 5,158 shares; 2017Q2: 5,241 shares; 2017Q3: 5,292 shares; 2017Q4: 5,814 shares; 2018Q1: 5,636 shares 5,636 $767K 0.19% -178 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,492 shares; 2017Q1: 5,067 shares; 2017Q2: 5,136 shares; 2017Q3: 5,157 shares; 2017Q4: 5,088 shares; 2018Q1: 4,918 shares 4,918 $760K 0.19% -170 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,376 shares; 2017Q1: 11,329 shares; 2017Q2: 11,178 shares; 2017Q3: 11,178 shares; 2017Q4: 11,178 shares; 2018Q1: 11,178 shares 11,178 $712K 0.18% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,776 shares; 2017Q1: 3,792 shares; 2017Q2: 3,756 shares; 2017Q3: 3,772 shares; 2017Q4: 3,787 shares; 2018Q1: 3,802 shares 3,802 $701K 0.18% +15 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 96,225 shares; 2017Q1: 105,648 shares; 2017Q2: 17,546 shares; 2017Q3: 17,128 shares; 2017Q4: 18,529 shares; 2018Q1: 14,303 shares 14,303 $681K 0.17% -4,226 Timeline KISB KISH BANCORP INC More: the full row for KISH BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,650 shares; 2017Q1: 10,650 shares; 2017Q2: 10,650 shares; 2017Q3: 10,650 shares; 2017Q4: 10,650 shares; 2018Q1: 10,650 shares 10,650 $632K 0.16% 0 Timeline POWERSHARES EXCHANGE POWERSHARES EXCHANGE More: the full row for POWERSHARES EXCHANGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 15,588 shares; 2017Q3: 16,518 shares; 2017Q4: 13,568 shares; 2018Q1: 14,119 shares 14,119 $632K 0.16% +551 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,829 shares; 2017Q1: 8,750 shares; 2017Q2: 9,836 shares; 2017Q3: 10,546 shares; 2017Q4: 10,414 shares; 2018Q1: 12,347 shares 12,347 $605K 0.15% +1,933 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,021 shares; 2017Q1: 3,553 shares; 2017Q2: 3,878 shares; 2017Q3: 3,920 shares; 2017Q4: 5,455 shares; 2018Q1: 5,487 shares 5,487 $598K 0.15% +32 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,478 shares; 2017Q1: 5,478 shares; 2017Q2: 6,273 shares; 2017Q3: 6,273 shares; 2017Q4: 6,317 shares; 2018Q1: 6,273 shares 6,273 $585K 0.15% -44 Timeline Streettracks Gold TRUST Streettracks Gold TRUST More: the full row for Streettracks Gold TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,541 shares; 2017Q1: 2,140 shares; 2017Q2: 2,591 shares; 2017Q3: 4,599 shares; 2017Q4: 4,573 shares; 2018Q1: 4,599 shares 4,599 $579K 0.15% +26 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,727 shares; 2017Q1: 5,710 shares; 2017Q2: 5,613 shares; 2017Q3: 5,613 shares; 2017Q4: 5,613 shares; 2018Q1: 6,336 shares 6,336 $578K 0.15% +723 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,416 shares; 2017Q1: 3,071 shares; 2017Q2: 2,741 shares; 2017Q3: 2,697 shares; 2017Q4: 2,684 shares; 2018Q1: 2,684 shares 2,684 $574K 0.15% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,375 shares; 2017Q1: 10,375 shares; 2017Q2: 10,375 shares; 2017Q3: 10,375 shares; 2017Q4: 9,702 shares; 2018Q1: 7,712 shares 7,712 $573K 0.15% -1,990 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,362 shares; 2017Q1: 3,147 shares; 2017Q2: 2,657 shares; 2017Q3: not reported; 2017Q4: 5,808 shares; 2018Q1: 5,573 shares 5,573 $570K 0.14% -235 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,850 shares; 2017Q1: 2,829 shares; 2017Q2: 2,840 shares; 2017Q3: 2,804 shares; 2017Q4: 2,826 shares; 2018Q1: 2,797 shares 2,797 $558K 0.14% -29 Timeline MARKET VECTORS ETF TR MARKET VECTORS ETF TR More: the full row for MARKET VECTORS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 15,602 shares; 2017Q1: 13,954 shares; 2017Q2: 14,367 shares; 2017Q3: 14,557 shares; 2017Q4: 22,728 shares; 2018Q1: 23,637 shares 23,637 $556K 0.14% +909 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,690 shares; 2017Q1: 2,863 shares; 2017Q2: 3,607 shares; 2017Q3: 4,357 shares; 2017Q4: 4,399 shares; 2018Q1: 4,493 shares 4,493 $555K 0.14% +94 Timeline STATE STREET IG PUBLIC &PRI… STATE STREET IG PUBLIC &PRIVATE C… More: the full row for STATE STREET IG PUBLIC &PRIVATE CREDIT ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 9,752 shares; 2018Q1: 11,446 shares 11,446 $550K 0.14% +1,694 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,802 shares; 2017Q1: 9,802 shares; 2017Q2: 9,802 shares; 2017Q3: 9,802 shares; 2017Q4: 9,802 shares; 2018Q1: 9,802 shares 9,802 $546K 0.14% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,647 shares; 2017Q1: 4,865 shares; 2017Q2: 5,047 shares; 2017Q3: 5,089 shares; 2017Q4: 6,089 shares; 2018Q1: 5,509 shares 5,509 $524K 0.13% -580 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,658 shares; 2017Q1: 5,369 shares; 2017Q2: 5,131 shares; 2017Q3: 4,864 shares; 2017Q4: 5,461 shares; 2018Q1: 4,544 shares 4,544 $518K 0.13% -917 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,242 shares; 2017Q1: 2,748 shares; 2017Q2: 2,612 shares; 2017Q3: 2,877 shares; 2017Q4: 5,377 shares; 2018Q1: 4,807 shares 4,807 $516K 0.13% -570 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 58,141 shares; 2017Q1: 66,497 shares; 2017Q2: 87,203 shares; 2017Q3: 94,619 shares; 2017Q4: 26,093 shares; 2018Q1: 9,332 shares 9,332 $508K 0.13% -16,761 Timeline LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,392 shares; 2017Q1: 12,392 shares; 2017Q2: 12,392 shares; 2017Q3: 12,392 shares; 2017Q4: 12,392 shares; 2018Q1: 12,392 shares 12,392 $506K 0.13% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 56,114 shares; 2017Q1: 60,787 shares; 2017Q2: 66,965 shares; 2017Q3: 68,856 shares; 2017Q4: 70,709 shares; 2018Q1: 6,218 shares 6,218 $493K 0.13% -64,491 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,887 shares; 2017Q1: 8,218 shares; 2017Q2: 8,294 shares; 2017Q3: 8,399 shares; 2017Q4: 8,400 shares; 2018Q1: 6,640 shares 6,640 $489K 0.12% -1,760 Timeline Liberty Global Series C Liberty Global Series C More: the full row for Liberty Global Series C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 15,000 shares; 2017Q4: 15,000 shares; 2018Q1: 15,000 shares 15,000 $456K 0.12% 0 ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,028 shares; 2017Q1: 7,632 shares; 2017Q2: 7,933 shares; 2017Q3: 10,338 shares; 2017Q4: 10,360 shares; 2018Q1: 9,939 shares 9,939 $455K 0.12% -421 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,816 shares; 2017Q1: 1,781 shares; 2017Q2: 1,781 shares; 2017Q3: 1,781 shares; 2017Q4: 1,781 shares; 2018Q1: 1,491 shares 1,491 $440K 0.11% -290 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,444 shares; 2017Q1: 4,611 shares; 2017Q2: 7,032 shares; 2017Q3: 11,397 shares; 2017Q4: 12,898 shares; 2018Q1: 12,959 shares 12,959 $437K 0.11% +61 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,284 shares; 2017Q1: 2,284 shares; 2017Q2: 2,394 shares; 2017Q3: 1,521 shares; 2017Q4: 2,861 shares; 2018Q1: 2,861 shares 2,861 $434K 0.11% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,010 shares; 2017Q1: 25,559 shares; 2017Q2: 25,579 shares; 2017Q3: 25,599 shares; 2017Q4: 25,618 shares; 2018Q1: 25,638 shares 25,638 $425K 0.11% +20 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,480 shares; 2017Q1: 8,896 shares; 2017Q2: 8,556 shares; 2017Q3: 6,148 shares; 2017Q4: 5,448 shares; 2018Q1: 5,449 shares 5,449 $420K 0.11% +1 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,333 shares; 2017Q1: 2,333 shares; 2017Q2: 2,333 shares; 2017Q3: 2,333 shares; 2017Q4: 2,333 shares; 2018Q1: 3,050 shares 3,050 $414K 0.11% +717 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,647 shares; 2017Q1: 3,519 shares; 2017Q2: 3,511 shares; 2017Q3: 3,451 shares; 2017Q4: 3,434 shares; 2018Q1: 3,434 shares 3,434 $412K 0.1% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,849 shares; 2017Q1: 4,146 shares; 2017Q2: 4,012 shares; 2017Q3: 4,057 shares; 2017Q4: 5,326 shares; 2018Q1: 4,946 shares 4,946 $395K 0.1% -380 Timeline WISCONSIN ENERGY CORP WISCONSIN ENERGY CORP More: the full row for WISCONSIN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,194 shares; 2017Q1: 6,194 shares; 2017Q2: 6,194 shares; 2017Q3: 6,194 shares; 2017Q4: 6,194 shares; 2018Q1: 6,194 shares 6,194 $388K 0.1% 0 IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,210 shares; 2017Q1: 2,115 shares; 2017Q2: 2,021 shares; 2017Q3: 2,084 shares; 2017Q4: 2,067 shares; 2018Q1: 2,028 shares 2,028 $380K 0.1% -39 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 75,688 shares; 2017Q1: 77,819 shares; 2017Q2: 75,798 shares; 2017Q3: 12,255 shares; 2017Q4: 11,565 shares; 2018Q1: 6,052 shares 6,052 $377K 0.1% -5,513 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,411 shares; 2017Q1: 6,426 shares; 2017Q2: 5,843 shares; 2017Q3: 5,846 shares; 2017Q4: 6,724 shares; 2018Q1: 5,851 shares 5,851 $370K 0.09% -873 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 11,408 shares; 2018Q1: 11,408 shares 11,408 $355K 0.09% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,786 shares; 2017Q1: 4,786 shares; 2017Q2: 4,859 shares; 2017Q3: 4,859 shares; 2017Q4: 4,859 shares; 2018Q1: 4,812 shares 4,812 $345K 0.09% -47 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,008 shares; 2017Q1: 2,998 shares; 2017Q2: 3,006 shares; 2017Q3: 3,006 shares; 2017Q4: 3,006 shares; 2018Q1: 3,006 shares 3,006 $343K 0.09% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 28,302 shares; 2017Q1: 30,572 shares; 2017Q2: 32,371 shares; 2017Q3: 2,902 shares; 2017Q4: 2,424 shares; 2018Q1: 1,974 shares 1,974 $343K 0.09% -450 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,261 shares; 2017Q1: 2,261 shares; 2017Q2: 2,031 shares; 2017Q3: 2,031 shares; 2017Q4: 2,031 shares; 2018Q1: 2,031 shares 2,031 $342K 0.09% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,199 shares; 2017Q1: 4,049 shares; 2017Q2: 3,584 shares; 2017Q3: 3,584 shares; 2017Q4: 3,584 shares; 2018Q1: 4,384 shares 4,384 $339K 0.09% +800 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 10,775 shares 10,775 $333K 0.08% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,790 shares; 2017Q1: 4,578 shares; 2017Q2: 5,118 shares; 2017Q3: 4,978 shares; 2017Q4: 5,144 shares; 2018Q1: 4,940 shares 4,940 $333K 0.08% -204 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,298 shares; 2017Q1: 3,498 shares; 2017Q2: 3,456 shares; 2017Q3: 3,690 shares; 2017Q4: 3,690 shares; 2018Q1: 3,715 shares 3,715 $331K 0.08% +25 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,322 shares; 2017Q1: 2,229 shares; 2017Q2: 3,020 shares; 2017Q3: 2,821 shares; 2017Q4: 3,095 shares; 2018Q1: 3,003 shares 3,003 $330K 0.08% -92 Timeline LAKELAND BANCORP INC LAKELAND BANCORP INC More: the full row for LAKELAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 24,107 shares; 2017Q1: 24,607 shares; 2017Q2: 24,129 shares; 2017Q3: 24,129 shares; 2017Q4: 24,129 shares; 2018Q1: 16,463 shares 16,463 $327K 0.08% -7,666 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,757 shares; 2017Q1: 5,655 shares; 2017Q2: 6,232 shares; 2017Q3: 6,754 shares; 2017Q4: 6,254 shares; 2018Q1: 6,254 shares 6,254 $322K 0.08% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,973 shares; 2017Q1: 1,975 shares; 2017Q2: 1,975 shares; 2017Q3: 1,978 shares; 2017Q4: 1,983 shares; 2018Q1: 1,975 shares 1,975 $309K 0.08% -8 Timeline Direxion Shares 3X Bul Direxion Shares 3X Bul More: the full row for Direxion Shares 3X Bul Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,800 shares; 2017Q1: 4,800 shares; 2017Q2: 4,800 shares; 2017Q3: 4,800 shares; 2017Q4: 4,800 shares; 2018Q1: 4,800 shares 4,800 $309K 0.08% 0 SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,831 shares; 2017Q1: 3,303 shares; 2017Q2: 3,926 shares; 2017Q3: 4,109 shares; 2017Q4: 4,267 shares; 2018Q1: 4,226 shares 4,226 $303K 0.08% -41 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 4,850 shares; 2017Q4: 4,850 shares; 2018Q1: 4,850 shares 4,850 $282K 0.07% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 65 shares; 2017Q2: 62 shares; 2017Q3: 297 shares; 2017Q4: 2,825 shares; 2018Q1: 5,889 shares 5,889 $276K 0.07% +3,064 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 183 shares; 2017Q1: 492 shares; 2017Q2: 1,251 shares; 2017Q3: 3,944 shares; 2017Q4: 5,077 shares; 2018Q1: 5,039 shares 5,039 $274K 0.07% -38 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,946 shares; 2017Q1: 3,701 shares; 2017Q2: 3,937 shares; 2017Q3: 3,619 shares; 2017Q4: 3,541 shares; 2018Q1: 3,541 shares 3,541 $267K 0.07% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 561 shares; 2017Q4: 6,014 shares; 2018Q1: 5,126 shares 5,126 $252K 0.06% -888 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 826 shares; 2017Q1: 757 shares; 2017Q2: 841 shares; 2017Q3: 776 shares; 2017Q4: 1,672 shares; 2018Q1: 748 shares 748 $245K 0.06% -924 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,401 shares; 2017Q1: 2,847 shares; 2017Q2: 2,630 shares; 2017Q3: 2,673 shares; 2017Q4: 2,207 shares; 2018Q1: 2,081 shares 2,081 $244K 0.06% -126 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 2,578 shares; 2017Q3: 2,846 shares; 2017Q4: 2,719 shares; 2018Q1: 2,914 shares 2,914 $244K 0.06% +195 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,906 shares; 2017Q1: 1,523 shares; 2017Q2: 3,755 shares; 2017Q3: 3,871 shares; 2017Q4: 4,124 shares; 2018Q1: 4,517 shares 4,517 $239K 0.06% +393 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 670 shares; 2017Q2: 1,730 shares; 2017Q3: 1,850 shares; 2017Q4: 1,238 shares; 2018Q1: 2,399 shares 2,399 $239K 0.06% +1,161 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,341 shares; 2017Q1: 5,341 shares; 2017Q2: 5,341 shares; 2017Q3: 5,341 shares; 2017Q4: 5,892 shares; 2018Q1: 5,871 shares 5,871 $238K 0.06% -21 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,424 shares; 2017Q1: 7,515 shares; 2017Q2: 7,866 shares; 2017Q3: 8,480 shares; 2017Q4: 8,968 shares; 2018Q1: 1,463 shares 1,463 $234K 0.06% -7,505 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,080 shares; 2017Q1: 3,094 shares; 2017Q2: 8,386 shares; 2017Q3: 8,386 shares; 2017Q4: 8,410 shares; 2018Q1: 8,410 shares 8,410 $234K 0.06% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,316 shares; 2017Q1: 1,316 shares; 2017Q2: 1,336 shares; 2017Q3: 1,377 shares; 2017Q4: 2,529 shares; 2018Q1: 1,377 shares 1,377 $225K 0.06% -1,152 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,702 shares; 2017Q1: 7,705 shares; 2017Q2: 7,709 shares; 2017Q3: 7,712 shares; 2017Q4: 7,715 shares; 2018Q1: 7,718 shares 7,718 $225K 0.06% +3 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 386 shares; 2017Q1: 71,660 shares; 2017Q2: 84,432 shares; 2017Q3: 92,843 shares; 2017Q4: 98,381 shares; 2018Q1: 1,851 shares 1,851 $209K 0.05% -96,530 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,188 shares; 2017Q1: 1,188 shares; 2017Q2: 1,188 shares; 2017Q3: 1,188 shares; 2017Q4: 1,188 shares; 2018Q1: 1,188 shares 1,188 $207K 0.05% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,098 shares; 2017Q1: 3,098 shares; 2017Q2: 3,098 shares; 2017Q3: 1,549 shares; 2017Q4: 2,323 shares; 2018Q1: 2,323 shares 2,323 $199K 0.05% 0 Timeline Autoliv Inc Autoliv Inc More: the full row for Autoliv Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,262 shares; 2018Q1: 1,362 shares 1,362 $199K 0.05% +100 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,854 shares; 2017Q1: 1,844 shares; 2017Q2: 1,422 shares; 2017Q3: 1,422 shares; 2017Q4: 3,032 shares; 2018Q1: 1,756 shares 1,756 $193K 0.05% -1,276 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,761 shares; 2017Q1: 14,252 shares; 2017Q2: 14,252 shares; 2017Q3: 14,252 shares; 2017Q4: 14,252 shares; 2018Q1: 14,252 shares 14,252 $192K 0.05% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,253 shares; 2017Q1: 2,400 shares; 2017Q2: 2,533 shares; 2017Q3: 2,541 shares; 2017Q4: 3,655 shares; 2018Q1: 2,441 shares 2,441 $191K 0.05% -1,214 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 4,102 shares; 2017Q4: 4,102 shares; 2018Q1: 4,102 shares 4,102 $191K 0.05% 0 Timeline LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,196 shares; 2017Q1: 6,196 shares; 2017Q2: 6,196 shares; 2017Q3: 4,647 shares; 2017Q4: 4,647 shares; 2018Q1: 4,647 shares 4,647 $191K 0.05% 0 EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,306 shares; 2017Q1: 4,305 shares; 2017Q2: 3,620 shares; 2017Q3: 3,320 shares; 2017Q4: 7,312 shares; 2018Q1: 7,778 shares 7,778 $190K 0.05% +466 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1,892 shares 1,892 $189K 0.05% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,813 shares; 2017Q1: 3,813 shares; 2017Q2: 3,513 shares; 2017Q3: 2,377 shares; 2017Q4: 3,363 shares; 2018Q1: 2,397 shares 2,397 $187K 0.05% -966 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 3,071 shares; 2018Q1: 3,071 shares 3,071 $184K 0.05% 0 Timeline SPDR Dow Jones REIT ETF SPDR Dow Jones REIT ETF More: the full row for SPDR Dow Jones REIT ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,219 shares; 2017Q1: 2,219 shares; 2017Q2: 2,169 shares; 2017Q3: 2,169 shares; 2017Q4: 2,169 shares; 2018Q1: 2,119 shares 2,119 $183K 0.05% -50 HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,765 shares; 2017Q1: 1,765 shares; 2017Q2: 1,765 shares; 2017Q3: 1,766 shares; 2017Q4: 1,766 shares; 2018Q1: 1,766 shares 1,766 $175K 0.04% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,390 shares; 2017Q1: 5,613 shares; 2017Q2: 5,613 shares; 2017Q3: 6,141 shares; 2017Q4: 6,141 shares; 2018Q1: 6,216 shares 6,216 $171K 0.04% +75 Timeline CORPORATE CAP TR INC CORPORATE CAP TR INC More: the full row for CORPORATE CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,770 shares; 2017Q1: 1,770 shares; 2017Q2: 5,406 shares; 2017Q3: 5,406 shares; 2017Q4: 2,404 shares; 2018Q1: 10,089 shares 10,089 $171K 0.04% +7,685 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,843 shares; 2017Q1: 1,838 shares; 2017Q2: 1,888 shares; 2017Q3: 2,005 shares; 2017Q4: 2,006 shares; 2018Q1: 2,052 shares 2,052 $169K 0.04% +46 Timeline Liberty Global B Liberty Global B More: the full row for Liberty Global B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 5,388 shares; 2017Q4: 5,388 shares; 2018Q1: 5,388 shares 5,388 $168K 0.04% 0 LIBERTY INTERACTIVE CORP LIBERTY INTERACTIVE CORP More: the full row for LIBERTY INTERACTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,268 shares; 2017Q1: 6,268 shares; 2017Q2: 6,268 shares; 2017Q3: 6,268 shares; 2017Q4: 6,268 shares; 2018Q1: 6,268 shares 6,268 $158K 0.04% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 325 shares; 2017Q1: not reported; 2017Q2: 414 shares; 2017Q3: 638 shares; 2017Q4: 638 shares; 2018Q1: 1,123 shares 1,123 $156K 0.04% +485 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,042 shares; 2017Q1: 1,042 shares; 2017Q2: 1,042 shares; 2017Q3: 1,042 shares; 2017Q4: 1,042 shares; 2018Q1: 1,042 shares 1,042 $153K 0.04% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 700 shares; 2017Q1: 700 shares; 2017Q2: 700 shares; 2017Q3: 700 shares; 2017Q4: 700 shares; 2018Q1: 700 shares 700 $152K 0.04% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 250 shares; 2017Q4: 250 shares; 2018Q1: 620 shares 620 $150K 0.04% +370 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,695 shares; 2017Q1: 4,615 shares; 2017Q2: 4,615 shares; 2017Q3: 4,615 shares; 2017Q4: 4,250 shares; 2018Q1: 4,058 shares 4,058 $150K 0.04% -192 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,018 shares; 2017Q1: 1,013 shares; 2017Q2: 1,016 shares; 2017Q3: 1,394 shares; 2017Q4: 1,594 shares; 2018Q1: 1,225 shares 1,225 $149K 0.04% -369 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,364 shares; 2017Q1: 1,564 shares; 2017Q2: 1,574 shares; 2017Q3: 1,574 shares; 2017Q4: 1,610 shares; 2018Q1: 1,610 shares 1,610 $149K 0.04% 0 COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,694 shares; 2018Q1: 1,694 shares 1,694 $146K 0.04% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 905 shares; 2017Q1: 901 shares; 2017Q2: 902 shares; 2017Q3: 1,007 shares; 2017Q4: 1,007 shares; 2018Q1: 1,016 shares 1,016 $144K 0.04% +9 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 66,173 shares; 2017Q1: 73,347 shares; 2017Q2: 93,738 shares; 2017Q3: 95,641 shares; 2017Q4: 92,477 shares; 2018Q1: 2,447 shares 2,447 $142K 0.04% -90,030 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 929 shares; 2017Q1: 930 shares; 2017Q2: 926 shares; 2017Q3: 1,066 shares; 2017Q4: 1,066 shares; 2018Q1: 2,414 shares 2,414 $141K 0.04% +1,348 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,303 shares; 2017Q1: 1,313 shares; 2017Q2: 1,323 shares; 2017Q3: 1,332 shares; 2017Q4: 1,342 shares; 2018Q1: 1,353 shares 1,353 $141K 0.04% +11 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,000 shares; 2018Q1: 2,000 shares 2,000 $137K 0.03% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 735 shares; 2017Q1: 691 shares; 2017Q2: 691 shares; 2017Q3: 748 shares; 2017Q4: 795 shares; 2018Q1: 1,715 shares 1,715 $135K 0.03% +920 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,547 shares; 2017Q1: 1,621 shares; 2017Q2: 1,621 shares; 2017Q3: 1,621 shares; 2017Q4: 2,710 shares; 2018Q1: 1,716 shares 1,716 $133K 0.03% -994 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 872 shares; 2017Q1: 1,168 shares; 2017Q2: 1,203 shares; 2017Q3: 1,368 shares; 2017Q4: 1,368 shares; 2018Q1: 1,368 shares 1,368 $131K 0.03% 0 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,549 shares; 2017Q1: 1,549 shares; 2017Q2: 1,549 shares; 2017Q3: 2,323 shares; 2017Q4: 1,549 shares; 2018Q1: 1,549 shares 1,549 $131K 0.03% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 402 shares; 2017Q1: 535 shares; 2017Q2: 585 shares; 2017Q3: 592 shares; 2017Q4: 592 shares; 2018Q1: 585 shares 585 $129K 0.03% -7 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,453 shares; 2017Q1: 3,414 shares; 2017Q2: 2,968 shares; 2017Q3: 2,968 shares; 2017Q4: 10,092 shares; 2018Q1: 8,610 shares 8,610 $127K 0.03% -1,482 Timeline DISCOVERY HOLDING CO DISCOVERY HOLDING CO More: the full row for DISCOVERY HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 5,852 shares; 2017Q4: 5,852 shares; 2018Q1: 5,852 shares 5,852 $125K 0.03% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,222 shares; 2017Q1: 1,223 shares; 2017Q2: 1,225 shares; 2017Q3: 1,227 shares; 2017Q4: 955 shares; 2018Q1: 1,162 shares 1,162 $120K 0.03% +207 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 449 shares; 2017Q1: 450 shares; 2017Q2: 566 shares; 2017Q3: 568 shares; 2017Q4: 572 shares; 2018Q1: 573 shares 573 $118K 0.03% +1 Timeline Etho Climate Leadership US … Etho Climate Leadership US ETF More: the full row for Etho Climate Leadership US ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,050 shares; 2017Q1: 5,050 shares; 2017Q2: 5,050 shares; 2017Q3: 5,050 shares; 2017Q4: 5,050 shares; 2018Q1: 3,450 shares 3,450 $118K 0.03% -1,600 MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,240 shares; 2017Q1: 1,620 shares; 2017Q2: 1,620 shares; 2017Q3: 1,620 shares; 2017Q4: 2,257 shares; 2018Q1: 1,657 shares 1,657 $116K 0.03% -600 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,101 shares; 2017Q1: 2,101 shares; 2017Q2: 1,914 shares; 2017Q3: 1,854 shares; 2017Q4: 1,854 shares; 2018Q1: 2,604 shares 2,604 $116K 0.03% +750 Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,146 shares; 2017Q1: 2,146 shares; 2017Q2: 2,146 shares; 2017Q3: 2,146 shares; 2017Q4: 2,146 shares; 2018Q1: 2,146 shares 2,146 $115K 0.03% 0 Timeline BIONDVAX PHARMACEUTICALS LTD BIONDVAX PHARMACEUTICALS LTD More: the full row for BIONDVAX PHARMACEUTICALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,000 shares; 2017Q1: 17,000 shares; 2017Q2: 17,000 shares; 2017Q3: 19,045 shares; 2017Q4: 21,045 shares; 2018Q1: 21,045 shares 21,045 $114K 0.03% 0 Wachovia Corporation Wachovia Corporation More: the full row for Wachovia Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 946 shares; 2017Q3: 946 shares; 2017Q4: 946 shares; 2018Q1: 946 shares 946 $113K 0.03% 0 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,817 shares; 2017Q1: 2,517 shares; 2017Q2: 3,117 shares; 2017Q3: 2,517 shares; 2017Q4: 4,172 shares; 2018Q1: 2,517 shares 2,517 $112K 0.03% -1,655 Timeline SPDR S&P Midcap 400 SPDR S&P Midcap 400 More: the full row for SPDR S&P Midcap 400 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 218 shares; 2017Q1: 207 shares; 2017Q2: 192 shares; 2017Q3: 171 shares; 2017Q4: 171 shares; 2018Q1: 326 shares 326 $111K 0.03% +155 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,596 shares; 2017Q1: 9,127 shares; 2017Q2: 2,610 shares; 2017Q3: 2,610 shares; 2017Q4: 2,610 shares; 2018Q1: 1,750 shares 1,750 $109K 0.03% -860 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 355 shares; 2017Q4: 355 shares; 2018Q1: 355 shares 355 $109K 0.03% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,416 shares; 2017Q1: 9,416 shares; 2017Q2: 9,416 shares; 2017Q3: 9,416 shares; 2017Q4: 9,416 shares; 2018Q1: 9,416 shares 9,416 $109K 0.03% 0 Timeline RIVERVIEW FINL CORP NEW RIVERVIEW FINL CORP NEW More: the full row for RIVERVIEW FINL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 8,785 shares; 2018Q1: 8,785 shares 8,785 $109K 0.03% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 363 shares; 2017Q1: 447 shares; 2017Q2: 782 shares; 2017Q3: 1,020 shares; 2017Q4: 1,037 shares; 2018Q1: 1,090 shares 1,090 $108K 0.03% +53 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,090 shares; 2017Q1: 9,014 shares; 2017Q2: 9,014 shares; 2017Q3: 9,014 shares; 2017Q4: 9,014 shares; 2018Q1: 9,014 shares 9,014 $107K 0.03% 0 Timeline Basler Ag Ord Basler Ag Ord More: the full row for Basler Ag Ord Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 500 shares; 2017Q1: 500 shares; 2017Q2: 500 shares; 2017Q3: 500 shares; 2017Q4: 500 shares; 2018Q1: 500 shares 500 $106K 0.03% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,887 shares; 2017Q1: 1,392 shares; 2017Q2: 1,385 shares; 2017Q3: 1,385 shares; 2017Q4: 1,385 shares; 2018Q1: 1,385 shares 1,385 $105K 0.03% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 457 shares; 2017Q3: 357 shares; 2017Q4: 569 shares; 2018Q1: 569 shares 569 $104K 0.03% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 614 shares; 2017Q1: 571 shares; 2017Q2: 557 shares; 2017Q3: 700 shares; 2017Q4: 703 shares; 2018Q1: 646 shares 646 $102K 0.03% -57 Timeline BASF SE BASF SE More: the full row for BASF SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $101K 0.03% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,235 shares; 2017Q1: 1,985 shares; 2017Q2: 2,685 shares; 2017Q3: 2,029 shares; 2017Q4: 2,029 shares; 2018Q1: 1,985 shares 1,985 $100K 0.03% -44 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 981 shares; 2017Q1: 981 shares; 2017Q2: 981 shares; 2017Q3: 981 shares; 2017Q4: 981 shares; 2018Q1: 981 shares 981 $99K 0.03% 0 Timeline IPATH S&P GSCI CRUDE OI… IPATH S&P GSCI CRUDE OIL TOTAL More: the full row for IPATH S&P GSCI CRUDE OIL TOTAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,984 shares; 2017Q1: 12,984 shares; 2017Q2: 12,630 shares; 2017Q3: 14,137 shares; 2017Q4: 14,137 shares; 2018Q1: 13,531 shares 13,531 $99K 0.03% -606 DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 33,435 shares; 2017Q1: 36,854 shares; 2017Q2: 54,058 shares; 2017Q3: 1,191 shares; 2017Q4: 1,359 shares; 2018Q1: 1,359 shares 1,359 $98K 0.02% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 601 shares; 2017Q1: 601 shares; 2017Q2: 490 shares; 2017Q3: 490 shares; 2017Q4: 490 shares; 2018Q1: 622 shares 622 $97K 0.02% +132 Timeline LIBERTY MEDIA CORP-LIBERTY-C LIBERTY MEDIA CORP-LIBERTY-C More: the full row for LIBERTY MEDIA CORP-LIBERTY-C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 3,098 shares; 2017Q2: 3,098 shares; 2017Q3: 3,098 shares; 2017Q4: 3,098 shares; 2018Q1: 3,098 shares 3,098 $96K 0.02% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,318 shares; 2017Q1: 1,318 shares; 2017Q2: 1,318 shares; 2017Q3: 1,318 shares; 2017Q4: 1,318 shares; 2018Q1: 1,114 shares 1,114 $95K 0.02% -204 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,051 shares; 2017Q1: 1,051 shares; 2017Q2: 1,051 shares; 2017Q3: 1,051 shares; 2017Q4: 1,051 shares; 2018Q1: 1,051 shares 1,051 $95K 0.02% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,000 shares; 2017Q4: 900 shares; 2018Q1: 900 shares 900 $94K 0.02% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 298 shares; 2017Q1: 298 shares; 2017Q2: 298 shares; 2017Q3: 298 shares; 2017Q4: 298 shares; 2018Q1: 298 shares 298 $93K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 174 shares; 2017Q1: 303 shares; 2017Q2: 365 shares; 2017Q3: 365 shares; 2017Q4: 365 shares; 2018Q1: 365 shares 365 $92K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 21,393 shares; 2017Q1: 29,884 shares; 2017Q2: 58,054 shares; 2017Q3: 1,733 shares; 2017Q4: 3,351 shares; 2018Q1: 1,416 shares 1,416 $92K 0.02% -1,935 Timeline JARDINE MATHESON HOLDINGS L… JARDINE MATHESON HOLDINGS LTD ORD More: the full row for JARDINE MATHESON HOLDINGS LTD ORD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,500 shares; 2017Q1: 1,500 shares; 2017Q2: 1,500 shares; 2017Q3: 1,500 shares; 2017Q4: 1,500 shares; 2018Q1: 1,500 shares 1,500 $92K 0.02% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 430 shares; 2017Q1: 833 shares; 2017Q2: 839 shares; 2017Q3: 1,076 shares; 2017Q4: 1,242 shares; 2018Q1: 1,393 shares 1,393 $89K 0.02% +151 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,872 shares; 2017Q1: 2,872 shares; 2017Q2: 2,811 shares; 2017Q3: 2,232 shares; 2017Q4: 2,232 shares; 2018Q1: 2,001 shares 2,001 $89K 0.02% -231 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,496 shares; 2017Q1: 1,844 shares; 2017Q2: 1,834 shares; 2017Q3: 1,834 shares; 2017Q4: 1,219 shares; 2018Q1: 1,099 shares 1,099 $88K 0.02% -120 WGL HLDGS INC WGL HLDGS INC More: the full row for WGL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,052 shares; 2017Q1: 1,052 shares; 2017Q2: 1,052 shares; 2017Q3: 1,052 shares; 2017Q4: 1,052 shares; 2018Q1: 1,052 shares 1,052 $88K 0.02% 0 ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,225 shares; 2017Q1: 1,386 shares; 2017Q2: 914 shares; 2017Q3: 915 shares; 2017Q4: 915 shares; 2018Q1: 918 shares 918 $87K 0.02% +3 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,000 shares; 2017Q1: 2,000 shares; 2017Q2: 2,000 shares; 2017Q3: 2,000 shares; 2017Q4: 2,000 shares; 2018Q1: 2,204 shares 2,204 $87K 0.02% +204 Timeline CANTEL MEDICAL CORP CANTEL MEDICAL CORP More: the full row for CANTEL MEDICAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 769 shares; 2017Q1: 770 shares; 2017Q2: 770 shares; 2017Q3: 771 shares; 2017Q4: 771 shares; 2018Q1: 772 shares 772 $86K 0.02% +1 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 711 shares; 2017Q1: 3,743 shares; 2017Q2: 3,659 shares; 2017Q3: 3,659 shares; 2017Q4: 3,609 shares; 2018Q1: 813 shares 813 $85K 0.02% -2,796 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1,500 shares 1,500 $85K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 112 shares; 2017Q1: 67 shares; 2017Q2: not reported; 2017Q3: 67 shares; 2017Q4: 0 shares; 2018Q1: 1,536 shares 1,536 $84K 0.02% +1,536 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,410 shares; 2017Q1: 1,410 shares; 2017Q2: 1,410 shares; 2017Q3: 1,340 shares; 2017Q4: 1,340 shares; 2018Q1: 1,340 shares 1,340 $84K 0.02% 0 Timeline Aurubis Ag Ord Aurubis Ag Ord More: the full row for Aurubis Ag Ord Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $84K 0.02% 0 VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 876 shares; 2017Q1: 901 shares; 2017Q2: 938 shares; 2017Q3: 938 shares; 2017Q4: 898 shares; 2018Q1: 898 shares 898 $83K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 890 shares; 2017Q1: 890 shares; 2017Q2: 665 shares; 2017Q3: 665 shares; 2017Q4: 965 shares; 2018Q1: 965 shares 965 $82K 0.02% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,565 shares; 2017Q1: 1,462 shares; 2017Q2: 1,162 shares; 2017Q3: 1,162 shares; 2017Q4: 1,162 shares; 2018Q1: 1,068 shares 1,068 $81K 0.02% -94 Timeline NEENAH PAPER INC NEENAH PAPER INC More: the full row for NEENAH PAPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,028 shares; 2017Q1: 1,028 shares; 2017Q2: 1,028 shares; 2017Q3: 1,028 shares; 2017Q4: 1,028 shares; 2018Q1: 1,028 shares 1,028 $81K 0.02% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,500 shares; 2017Q1: 1,500 shares; 2017Q2: 1,500 shares; 2017Q3: 1,500 shares; 2017Q4: 1,500 shares; 2018Q1: 1,500 shares 1,500 $80K 0.02% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,122 shares; 2017Q1: 5,210 shares; 2017Q2: 5,286 shares; 2017Q3: 5,361 shares; 2017Q4: 5,437 shares; 2018Q1: 5,518 shares 5,518 $80K 0.02% +81 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 3,636 shares 3,636 $80K 0.02% new Timeline WARTSILA OYJ SHS B WARTSILA OYJ SHS B More: the full row for WARTSILA OYJ SHS B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,200 shares; 2017Q1: 1,200 shares; 2017Q2: 1,200 shares; 2017Q3: 1,200 shares; 2017Q4: 1,200 shares; 2018Q1: 3,600 shares 3,600 $79K 0.02% +2,400 FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,546 shares; 2018Q1: 2,546 shares 2,546 $78K 0.02% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 27 shares; 2017Q1: 27 shares; 2017Q2: 27 shares; 2017Q3: 155 shares; 2017Q4: 255 shares; 2018Q1: 655 shares 655 $78K 0.02% +400 Timeline SOBS SOLVAY BK CORP SOLVAY NEW YORK More: the full row for SOLVAY BK CORP SOLVAY NEW YORK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,791 shares; 2017Q1: 1,791 shares; 2017Q2: 1,791 shares; 2017Q3: 1,791 shares; 2017Q4: 1,879 shares; 2018Q1: 1,879 shares 1,879 $78K 0.02% 0 Timeline LIBERTY GLOBAL PLC A LIBERTY GLOBAL PLC A More: the full row for LIBERTY GLOBAL PLC A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,500 shares; 2017Q4: 2,500 shares; 2018Q1: 2,500 shares 2,500 $78K 0.02% 0 Hillman Group Capital 11.60% Hillman Group Capital 11.60% More: the full row for Hillman Group Capital 11.60% Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,500 shares; 2017Q1: 2,500 shares; 2017Q2: 2,500 shares; 2017Q3: 2,500 shares; 2017Q4: 2,500 shares; 2018Q1: 2,500 shares 2,500 $78K 0.02% 0 VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 486 shares; 2017Q1: 504 shares; 2017Q2: 504 shares; 2017Q3: 504 shares; 2017Q4: 504 shares; 2018Q1: 504 shares 504 $77K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,039 shares; 2017Q1: 2,039 shares; 2017Q2: 1,979 shares; 2017Q3: 1,995 shares; 2017Q4: 2,170 shares; 2018Q1: 279 shares 279 $74K 0.02% -1,891 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,080 shares; 2017Q1: 961 shares; 2017Q2: 1,173 shares; 2017Q3: 1,048 shares; 2017Q4: 1,048 shares; 2018Q1: 1,466 shares 1,466 $74K 0.02% +418 Timeline Flatbush Federal Bancorp, I… Flatbush Federal Bancorp, Inc. More: the full row for Flatbush Federal Bancorp, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 663 shares; 2017Q4: 2,222 shares; 2018Q1: 1,498 shares 1,498 $74K 0.02% -724 CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 200 shares; 2017Q1: 200 shares; 2017Q2: 200 shares; 2017Q3: 200 shares; 2017Q4: 200 shares; 2018Q1: 200 shares 200 $73K 0.02% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 423 shares; 2017Q1: 423 shares; 2017Q2: 2,004 shares; 2017Q3: 2,205 shares; 2017Q4: 3,410 shares; 2018Q1: 2,413 shares 2,413 $73K 0.02% -997 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,078 shares; 2017Q1: 1,023 shares; 2017Q2: 1,033 shares; 2017Q3: 775 shares; 2017Q4: 1,645 shares; 2018Q1: 700 shares 700 $70K 0.02% -945 Timeline TIME WARNER INC TIME WARNER INC More: the full row for TIME WARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,035 shares; 2017Q1: 9,843 shares; 2017Q2: 12,679 shares; 2017Q3: 13,573 shares; 2017Q4: 15,291 shares; 2018Q1: 739 shares 739 $70K 0.02% -14,552 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,412 shares; 2017Q1: 1,388 shares; 2017Q2: 518 shares; 2017Q3: 518 shares; 2017Q4: 553 shares; 2018Q1: 514 shares 514 $69K 0.02% -39 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,904 shares; 2017Q1: 1,904 shares; 2017Q2: 1,904 shares; 2017Q3: 3,904 shares; 2017Q4: 3,904 shares; 2018Q1: 3,904 shares 3,904 $69K 0.02% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,176 shares; 2017Q1: 1,176 shares; 2017Q2: 1,180 shares; 2017Q3: 1,180 shares; 2017Q4: 1,180 shares; 2018Q1: 1,180 shares 1,180 $68K 0.02% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 943 shares; 2017Q1: 1,050 shares; 2017Q2: 999 shares; 2017Q3: 999 shares; 2017Q4: 999 shares; 2018Q1: 999 shares 999 $67K 0.02% 0 Timeline VODAFONE GP PLC VODAFONE GP PLC More: the full row for VODAFONE GP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,688 shares; 2017Q1: 2,718 shares; 2017Q2: 2,718 shares; 2017Q3: 2,718 shares; 2017Q4: 2,400 shares; 2018Q1: 2,400 shares 2,400 $67K 0.02% 0 HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,125 shares; 2017Q1: 2,125 shares; 2017Q2: 2,125 shares; 2017Q3: 2,125 shares; 2017Q4: 2,125 shares; 2018Q1: 2,125 shares 2,125 $65K 0.02% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,795 shares; 2017Q1: 2,795 shares; 2017Q2: 855 shares; 2017Q3: 855 shares; 2017Q4: 855 shares; 2018Q1: 855 shares 855 $64K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 988 shares; 2017Q1: 1,233 shares; 2017Q2: 1,080 shares; 2017Q3: 1,081 shares; 2017Q4: 1,543 shares; 2018Q1: 1,067 shares 1,067 $63K 0.02% -476 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 466 shares; 2017Q1: 466 shares; 2017Q2: 466 shares; 2017Q3: 466 shares; 2017Q4: 466 shares; 2018Q1: 466 shares 466 $63K 0.02% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 800 shares; 2017Q1: 800 shares; 2017Q2: 800 shares; 2017Q3: 800 shares; 2017Q4: 800 shares; 2018Q1: 800 shares 800 $61K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,569 shares; 2017Q1: 1,502 shares; 2017Q2: 1,495 shares; 2017Q3: 1,495 shares; 2017Q4: 1,495 shares; 2018Q1: 1,495 shares 1,495 $60K 0.02% 0 Timeline ROCKWELL COLLINS INC ROCKWELL COLLINS INC More: the full row for ROCKWELL COLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 445 shares; 2017Q1: 445 shares; 2017Q2: 445 shares; 2017Q3: 445 shares; 2017Q4: 445 shares; 2018Q1: 445 shares 445 $60K 0.02% 0 SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 857 shares; 2017Q1: 901 shares; 2017Q2: 1,335 shares; 2017Q3: 1,417 shares; 2017Q4: 2,600 shares; 2018Q1: 1,186 shares 1,186 $59K 0.01% -1,414 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,448 shares; 2017Q1: 2,448 shares; 2017Q2: 2,448 shares; 2017Q3: 2,448 shares; 2017Q4: 2,648 shares; 2018Q1: 2,093 shares 2,093 $59K 0.01% -555 Timeline FIRST TRUST ENERGY INCOME A… FIRST TRUST ENERGY INCOME AND More: the full row for FIRST TRUST ENERGY INCOME AND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 2,691 shares 2,691 $59K 0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 575 shares; 2017Q1: 575 shares; 2017Q2: 575 shares; 2017Q3: 575 shares; 2017Q4: 575 shares; 2018Q1: 694 shares 694 $58K 0.01% +119 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 777 shares; 2017Q1: 1,002 shares; 2017Q2: 1,002 shares; 2017Q3: 1,113 shares; 2017Q4: 1,113 shares; 2018Q1: 1,113 shares 1,113 $58K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 832 shares; 2017Q1: 832 shares; 2017Q2: 832 shares; 2017Q3: 832 shares; 2017Q4: 832 shares; 2018Q1: 832 shares 832 $58K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,248 shares; 2017Q1: 1,248 shares; 2017Q2: 1,248 shares; 2017Q3: 1,248 shares; 2017Q4: 1,248 shares; 2018Q1: 1,248 shares 1,248 $57K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,557 shares; 2017Q1: 1,561 shares; 2017Q2: 1,561 shares; 2017Q3: 1,565 shares; 2017Q4: 770 shares; 2018Q1: 771 shares 771 $57K 0.01% +1 Timeline ARRIS GROUP INC ARRIS GROUP INC More: the full row for ARRIS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,251 shares; 2017Q1: 2,251 shares; 2017Q2: 2,251 shares; 2017Q3: 2,251 shares; 2017Q4: 2,149 shares; 2018Q1: 2,149 shares 2,149 $57K 0.01% 0 TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 513 shares; 2017Q1: 513 shares; 2017Q2: 513 shares; 2017Q3: 513 shares; 2017Q4: 430 shares; 2018Q1: 430 shares 430 $56K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 823 shares; 2017Q1: 825 shares; 2017Q2: 826 shares; 2017Q3: 829 shares; 2017Q4: 831 shares; 2018Q1: 832 shares 832 $54K 0.01% +1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 958 shares; 2017Q1: 958 shares; 2017Q2: 958 shares; 2017Q3: 958 shares; 2017Q4: 1,358 shares; 2018Q1: 958 shares 958 $54K 0.01% -400 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 142 shares; 2017Q1: 141 shares; 2017Q2: 406 shares; 2017Q3: 39 shares; 2017Q4: 841 shares; 2018Q1: 841 shares 841 $54K 0.01% 0 FS GLOBAL CREDIT OPPORTUNIT… FS GLOBAL CREDIT OPPORTUNITIES More: the full row for FS GLOBAL CREDIT OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 6,919 shares; 2018Q1: 7,027 shares 7,027 $54K 0.01% +108 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,462 shares; 2017Q1: 3,462 shares; 2017Q2: 3,462 shares; 2017Q3: 3,462 shares; 2017Q4: 3,462 shares; 2018Q1: 3,462 shares 3,462 $53K 0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 289 shares; 2017Q1: 293 shares; 2017Q2: 296 shares; 2017Q3: 919 shares; 2017Q4: 924 shares; 2018Q1: 928 shares 928 $53K 0.01% +4 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 122 shares; 2017Q1: 153 shares; 2017Q2: 153 shares; 2017Q3: 153 shares; 2017Q4: 153 shares; 2018Q1: 153 shares 153 $53K 0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 475 shares; 2017Q1: 495 shares; 2017Q2: 495 shares; 2017Q3: 575 shares; 2017Q4: 622 shares; 2018Q1: 575 shares 575 $52K 0.01% -47 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 709 shares; 2017Q1: 709 shares; 2017Q2: 855 shares; 2017Q3: 641 shares; 2017Q4: 578 shares; 2018Q1: 682 shares 682 $52K 0.01% +104 Timeline Konecranes Konecranes More: the full row for Konecranes Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,200 shares; 2017Q1: 1,200 shares; 2017Q2: 1,200 shares; 2017Q3: 1,200 shares; 2017Q4: 1,200 shares; 2018Q1: 1,200 shares 1,200 $52K 0.01% 0 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 97 shares; 2017Q1: 87 shares; 2017Q2: 75 shares; 2017Q3: 225 shares; 2017Q4: 327 shares; 2018Q1: 289 shares 289 $51K 0.01% -38 Timeline SPGM 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 461 shares; 2017Q1: 484 shares; 2017Q2: 484 shares; 2017Q3: 632 shares; 2017Q4: 632 shares; 2018Q1: 654 shares 654 $51K 0.01% +22 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 765 shares; 2017Q1: 765 shares; 2017Q2: 765 shares; 2017Q3: 765 shares; 2017Q4: 765 shares; 2018Q1: 765 shares 765 $50K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 43 shares; 2017Q1: 43 shares; 2017Q2: 43 shares; 2017Q3: 43 shares; 2017Q4: 43 shares; 2018Q1: 43 shares 43 $50K 0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 200 shares; 2017Q1: 200 shares; 2017Q2: 200 shares; 2017Q3: 200 shares; 2017Q4: 200 shares; 2018Q1: 200 shares 200 $50K 0.01% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 990 shares; 2017Q3: 990 shares; 2017Q4: 990 shares; 2018Q1: 990 shares 990 $49K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 886 shares; 2017Q4: 886 shares; 2018Q1: 856 shares 856 $49K 0.01% -30 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,402 shares; 2017Q1: 1,302 shares; 2017Q2: 1,302 shares; 2017Q3: 1,302 shares; 2017Q4: 1,302 shares; 2018Q1: 1,265 shares 1,265 $49K 0.01% -37 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 401 shares; 2017Q1: 401 shares; 2017Q2: 1,401 shares; 2017Q3: 1,401 shares; 2017Q4: 1,401 shares; 2018Q1: 1,401 shares 1,401 $49K 0.01% 0 SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,925 shares; 2017Q1: 7,925 shares; 2017Q2: 7,925 shares; 2017Q3: 7,925 shares; 2017Q4: 7,925 shares; 2018Q1: 7,925 shares 7,925 $49K 0.01% 0 WVFC WVS FINL CORP More: the full row for WVS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,000 shares; 2017Q1: 3,000 shares; 2017Q2: 3,000 shares; 2017Q3: 3,000 shares; 2017Q4: 3,000 shares; 2018Q1: 3,000 shares 3,000 $49K 0.01% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 75 shares; 2017Q1: 75 shares; 2017Q2: 75 shares; 2017Q3: 75 shares; 2017Q4: 75 shares; 2018Q1: 1,195 shares 1,195 $48K 0.01% +1,120 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 514 shares; 2017Q1: 514 shares; 2017Q2: 574 shares; 2017Q3: 514 shares; 2017Q4: 514 shares; 2018Q1: 514 shares 514 $48K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 281 shares; 2017Q1: 281 shares; 2017Q2: 832 shares; 2017Q3: 832 shares; 2017Q4: 832 shares; 2018Q1: 770 shares 770 $48K 0.01% -62 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,081 shares; 2017Q1: 4,081 shares; 2017Q2: 4,081 shares; 2017Q3: 4,081 shares; 2017Q4: 4,081 shares; 2018Q1: 4,081 shares 4,081 $48K 0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 179 shares; 2017Q1: 172 shares; 2017Q2: 172 shares; 2017Q3: 172 shares; 2017Q4: 194 shares; 2018Q1: 172 shares 172 $47K 0.01% -22 Timeline NEW YORK COMMUNITY BANCORP NEW YORK COMMUNITY BANCORP More: the full row for NEW YORK COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,644 shares; 2017Q1: 3,644 shares; 2017Q2: 3,644 shares; 2017Q3: 3,644 shares; 2017Q4: 3,644 shares; 2018Q1: 3,644 shares 3,644 $47K 0.01% 0 PENNS WOODS BANCORP INC PENNS WOODS BANCORP INC More: the full row for PENNS WOODS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,100 shares; 2017Q3: 1,101 shares; 2017Q4: 1,102 shares; 2018Q1: 1,103 shares 1,103 $47K 0.01% +1 DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 415 shares; 2017Q1: 415 shares; 2017Q2: 293 shares; 2017Q3: 293 shares; 2017Q4: 293 shares; 2018Q1: 293 shares 293 $46K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 406 shares; 2017Q1: 406 shares; 2017Q2: 420 shares; 2017Q3: 317 shares; 2017Q4: 402 shares; 2018Q1: 372 shares 372 $46K 0.01% -30 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,500 shares; 2017Q1: 3,500 shares; 2017Q2: 3,500 shares; 2017Q3: 3,500 shares; 2017Q4: 3,500 shares; 2018Q1: 3,500 shares 3,500 $46K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,110 shares; 2017Q1: 1,110 shares; 2017Q2: 1,110 shares; 2017Q3: 1,110 shares; 2017Q4: 1,110 shares; 2018Q1: 1,110 shares 1,110 $46K 0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,391 shares; 2017Q1: 5,391 shares; 2017Q2: 5,391 shares; 2017Q3: 5,391 shares; 2017Q4: 3,121 shares; 2018Q1: 1,639 shares 1,639 $45K 0.01% -1,482 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 701 shares; 2017Q3: 701 shares; 2017Q4: 701 shares; 2018Q1: 701 shares 701 $45K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 364 shares; 2017Q1: 364 shares; 2017Q2: 364 shares; 2017Q3: 364 shares; 2017Q4: 364 shares; 2018Q1: 300 shares 300 $44K 0.01% -64 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 616 shares; 2017Q1: 417 shares; 2017Q2: 417 shares; 2017Q3: 417 shares; 2017Q4: 417 shares; 2018Q1: 417 shares 417 $44K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 800 shares; 2017Q1: 800 shares; 2017Q2: 800 shares; 2017Q3: 800 shares; 2017Q4: 800 shares; 2018Q1: 800 shares 800 $44K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 454 shares; 2017Q1: 454 shares; 2017Q2: 454 shares; 2017Q3: 454 shares; 2017Q4: 454 shares; 2018Q1: 454 shares 454 $44K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 645 shares; 2017Q1: 445 shares; 2017Q2: 445 shares; 2017Q3: 445 shares; 2017Q4: 445 shares; 2018Q1: 445 shares 445 $44K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 890 shares; 2017Q1: 890 shares; 2017Q2: 665 shares; 2017Q3: 665 shares; 2017Q4: 1,065 shares; 2018Q1: 1,065 shares 1,065 $44K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 160 shares; 2017Q1: 160 shares; 2017Q2: 1,526 shares; 2017Q3: 1,526 shares; 2017Q4: 1,681 shares; 2018Q1: 1,526 shares 1,526 $44K 0.01% -155 JOHNSON CONTROLS INT F JOHNSON CONTROLS INT F More: the full row for JOHNSON CONTROLS INT F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,009 shares; 2017Q1: 1,028 shares; 2017Q2: 1,141 shares; 2017Q3: 765 shares; 2017Q4: 765 shares; 2018Q1: 1,255 shares 1,255 $44K 0.01% +490 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 300 shares; 2017Q1: 300 shares; 2017Q2: 350 shares; 2017Q3: 400 shares; 2017Q4: 400 shares; 2018Q1: 400 shares 400 $43K 0.01% 0 Timeline INTREXON CORP INTREXON CORP More: the full row for INTREXON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,776 shares; 2017Q1: 2,776 shares; 2017Q2: 2,776 shares; 2017Q3: 2,776 shares; 2017Q4: 2,776 shares; 2018Q1: 2,776 shares 2,776 $43K 0.01% 0 Atlas Copco Ab New Ord Atlas Copco Ab New Ord More: the full row for Atlas Copco Ab New Ord Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $43K 0.01% 0 XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,096 shares; 2017Q1: 3,121 shares; 2017Q2: 3,147 shares; 2017Q3: 3,172 shares; 2017Q4: 3,197 shares; 2018Q1: 3,222 shares 3,222 $42K 0.01% +25 Timeline Synovus Financial Corporati… Synovus Financial Corporation More: the full row for Synovus Financial Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 845 shares; 2017Q1: 845 shares; 2017Q2: 845 shares; 2017Q3: 845 shares; 2017Q4: 845 shares; 2018Q1: 845 shares 845 $42K 0.01% 0 F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,048 shares; 2017Q1: 3,149 shares; 2017Q2: 2,414 shares; 2017Q3: 3,414 shares; 2017Q4: 4,031 shares; 2018Q1: 3,722 shares 3,722 $41K 0.01% -309 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 600 shares; 2017Q1: 600 shares; 2017Q2: 600 shares; 2017Q3: 600 shares; 2017Q4: 600 shares; 2018Q1: 600 shares 600 $41K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 774 shares 774 $40K 0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 203 shares; 2017Q1: 318 shares; 2017Q2: 388 shares; 2017Q3: 373 shares; 2017Q4: 310 shares; 2018Q1: 304 shares 304 $39K 0.01% -6 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 481 shares 481 $39K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 580 shares; 2017Q1: 580 shares; 2017Q2: 630 shares; 2017Q3: 630 shares; 2017Q4: 630 shares; 2018Q1: 630 shares 630 $39K 0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,959 shares; 2017Q1: 1,845 shares; 2017Q2: 1,862 shares; 2017Q3: 1,872 shares; 2017Q4: 572 shares; 2018Q1: 572 shares 572 $39K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 335 shares; 2017Q1: 326 shares; 2017Q2: 326 shares; 2017Q3: 326 shares; 2017Q4: 300 shares; 2018Q1: 275 shares 275 $39K 0.01% -25 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 616 shares; 2017Q1: 616 shares; 2017Q2: 617 shares; 2017Q3: 617 shares; 2017Q4: 618 shares; 2018Q1: 619 shares 619 $39K 0.01% +1 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 700 shares; 2017Q1: 700 shares; 2017Q2: 700 shares; 2017Q3: 700 shares; 2017Q4: 700 shares; 2018Q1: 759 shares 759 $38K 0.01% +59 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 97 shares; 2017Q1: 98 shares; 2017Q2: 1,168 shares; 2017Q3: 668 shares; 2017Q4: 777 shares; 2018Q1: 820 shares 820 $38K 0.01% +43 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 460 shares; 2017Q1: 460 shares; 2017Q2: 460 shares; 2017Q3: 460 shares; 2017Q4: 460 shares; 2018Q1: 460 shares 460 $37K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,726 shares; 2017Q1: 2,726 shares; 2017Q2: 2,726 shares; 2017Q3: 2,726 shares; 2017Q4: 2,126 shares; 2018Q1: 2,126 shares 2,126 $37K 0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 500 shares; 2017Q1: 500 shares; 2017Q2: 500 shares; 2017Q3: 500 shares; 2017Q4: 500 shares; 2018Q1: 500 shares 500 $37K 0.01% 0 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 228 shares; 2017Q3: 228 shares; 2017Q4: 228 shares; 2018Q1: 228 shares 228 $37K 0.01% 0 WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,900 shares; 2017Q1: 2,900 shares; 2017Q2: 2,900 shares; 2017Q3: 2,900 shares; 2017Q4: 2,900 shares; 2018Q1: 2,900 shares 2,900 $37K 0.01% 0 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,335 shares; 2017Q1: 1,335 shares; 2017Q2: 1,335 shares; 2017Q3: 1,335 shares; 2017Q4: 1,335 shares; 2018Q1: 520 shares 520 $36K 0.01% -815 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,096 shares; 2017Q1: 1,096 shares; 2017Q2: 1,096 shares; 2017Q3: 1,096 shares; 2017Q4: 1,096 shares; 2018Q1: 1,096 shares 1,096 $36K 0.01% 0 Timeline CDXS CODEXIS INC More: the full row for CODEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 3,252 shares; 2017Q3: 3,252 shares; 2017Q4: 3,252 shares; 2018Q1: 3,252 shares 3,252 $36K 0.01% 0 Timeline Invesco Intl Developed Low … Invesco Intl Developed Low Vol More: the full row for Invesco Intl Developed Low Vol Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,414 shares; 2017Q1: 387 shares; 2017Q2: 405 shares; 2017Q3: 1,038 shares; 2017Q4: 1,058 shares; 2018Q1: 1,088 shares 1,088 $36K 0.01% +30 ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 406 shares; 2017Q1: 170 shares; 2017Q2: 170 shares; 2017Q3: 170 shares; 2017Q4: 370 shares; 2018Q1: 370 shares 370 $35K 0.01% 0 Timeline WSBF WATERSTONE FINL INC MD More: the full row for WATERSTONE FINL INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,000 shares; 2017Q1: 2,000 shares; 2017Q2: 2,000 shares; 2017Q3: 2,000 shares; 2017Q4: 2,000 shares; 2018Q1: 2,000 shares 2,000 $35K 0.01% 0 Timeline CHINA PETROLEUM AND CHEMICA… CHINA PETROLEUM AND CHEMICAL-A More: the full row for CHINA PETROLEUM AND CHEMICAL-A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 390 shares; 2017Q1: 390 shares; 2017Q2: 390 shares; 2017Q3: 390 shares; 2017Q4: 390 shares; 2018Q1: 390 shares 390 $35K 0.01% 0 GCI LIBERTY INC COM CLASS A GCI LIBERTY INC COM CLASS A More: the full row for GCI LIBERTY INC COM CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 666 shares 666 $35K 0.01% new Corporate Ppty Assoc17 Glba… Corporate Ppty Assoc17 Glbal I More: the full row for Corporate Ppty Assoc17 Glbal I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 3,500 shares 3,500 $35K 0.01% new XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 387 shares; 2017Q2: 387 shares; 2017Q3: 387 shares; 2017Q4: 387 shares; 2018Q1: 387 shares 387 $34K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 455 shares; 2017Q1: 455 shares; 2017Q2: 456 shares; 2017Q3: 760 shares; 2017Q4: 722 shares; 2018Q1: 722 shares 722 $34K 0.01% 0 Timeline AQUA AMERICA INC AQUA AMERICA INC More: the full row for AQUA AMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $34K 0.01% 0 BAYRY BAYER AG-SPONSORED ADR More: the full row for BAYER AG-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 92 shares; 2017Q1: 92 shares; 2017Q2: 392 shares; 2017Q3: 1,568 shares; 2017Q4: 1,200 shares; 2018Q1: 1,200 shares 1,200 $34K 0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 632 shares; 2017Q1: 587 shares; 2017Q2: 837 shares; 2017Q3: 837 shares; 2017Q4: 837 shares; 2018Q1: 796 shares 796 $33K 0.01% -41 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $33K 0.01% 0 Timeline BLV 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 55 shares; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 366 shares 366 $33K 0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $33K 0.01% 0 Timeline VERITEX HLDGS INC VERITEX HLDGS INC More: the full row for VERITEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1,199 shares 1,199 $33K 0.01% new SPDR SERIES TRUST BLOOMBERG… SPDR SERIES TRUST BLOOMBERG BR More: the full row for SPDR SERIES TRUST BLOOMBERG BR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 22 shares; 2017Q2: 140 shares; 2017Q3: 140 shares; 2017Q4: 871 shares; 2018Q1: 929 shares 929 $33K 0.01% +58 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 867 shares; 2017Q1: 872 shares; 2017Q2: 551 shares; 2017Q3: 406 shares; 2017Q4: 407 shares; 2018Q1: 386 shares 386 $32K 0.01% -21 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 776 shares; 2017Q1: 776 shares; 2017Q2: 776 shares; 2017Q3: 776 shares; 2017Q4: 776 shares; 2018Q1: 776 shares 776 $32K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 550 shares; 2017Q1: 550 shares; 2017Q2: 550 shares; 2017Q3: 550 shares; 2017Q4: 550 shares; 2018Q1: 550 shares 550 $32K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 285 shares; 2017Q1: 285 shares; 2017Q2: 285 shares; 2017Q3: 285 shares; 2017Q4: 285 shares; 2018Q1: 285 shares 285 $32K 0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,584 shares; 2017Q1: 2,584 shares; 2017Q2: 2,584 shares; 2017Q3: 2,584 shares; 2017Q4: 2,584 shares; 2018Q1: 2,584 shares 2,584 $32K 0.01% 0 Timeline Chubb Corporation Chubb Corporation More: the full row for Chubb Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 263 shares; 2017Q1: 173 shares; 2017Q2: 231 shares; 2017Q3: 231 shares; 2017Q4: 231 shares; 2018Q1: 231 shares 231 $32K 0.01% 0 WDFN WOODLANDS FINANCIAL SVCS CO More: the full row for WOODLANDS FINANCIAL SVCS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,012 shares; 2017Q1: 1,012 shares; 2017Q2: 1,012 shares; 2017Q3: 1,012 shares; 2017Q4: 1,012 shares; 2018Q1: 1,012 shares 1,012 $32K 0.01% 0 Timeline INVO Bioscience Inc INVO Bioscience Inc More: the full row for INVO Bioscience Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 59,970 shares; 2017Q1: 59,970 shares; 2017Q2: 59,970 shares; 2017Q3: 59,970 shares; 2017Q4: 59,970 shares; 2018Q1: 59,970 shares 59,970 $32K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 92 shares; 2017Q1: 75 shares; 2017Q2: 25 shares; 2017Q3: 25 shares; 2017Q4: 91 shares; 2018Q1: 75 shares 75 $31K 0.01% -16 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 250 shares; 2017Q1: 250 shares; 2017Q2: 250 shares; 2017Q3: 250 shares; 2017Q4: 250 shares; 2018Q1: 250 shares 250 $31K 0.01% 0 Timeline SEATTLE GENETICS INC SEATTLE GENETICS INC More: the full row for SEATTLE GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 600 shares; 2017Q1: 600 shares; 2017Q2: 600 shares; 2017Q3: 600 shares; 2017Q4: 600 shares; 2018Q1: 600 shares 600 $31K 0.01% 0 SKFRY SKF AB ADR More: the full row for SKF AB ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,500 shares; 2017Q1: 1,500 shares; 2017Q2: 1,500 shares; 2017Q3: 1,500 shares; 2017Q4: 1,500 shares; 2018Q1: 1,500 shares 1,500 $31K 0.01% 0 Timeline ROYAL BANK OF SCOT-SPON ADR ROYAL BANK OF SCOT-SPON ADR More: the full row for ROYAL BANK OF SCOT-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,085 shares; 2017Q1: 7,085 shares; 2017Q2: 7,085 shares; 2017Q3: 7,085 shares; 2017Q4: 4,219 shares; 2018Q1: 4,219 shares 4,219 $31K 0.01% 0 Thyssen Krupp Ag Ord Thyssen Krupp Ag Ord More: the full row for Thyssen Krupp Ag Ord Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,200 shares; 2017Q1: 1,200 shares; 2017Q2: 1,200 shares; 2017Q3: 1,200 shares; 2017Q4: 1,200 shares; 2018Q1: 1,200 shares 1,200 $31K 0.01% 0 ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 356 shares; 2017Q1: 356 shares; 2017Q2: 356 shares; 2017Q3: 356 shares; 2017Q4: 356 shares; 2018Q1: 356 shares 356 $30K 0.01% 0 Timeline FEZ 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 750 shares; 2017Q1: 750 shares; 2017Q2: 750 shares; 2017Q3: 750 shares; 2017Q4: 750 shares; 2018Q1: 750 shares 750 $30K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 500 shares; 2017Q1: 500 shares; 2017Q2: 760 shares; 2017Q3: 650 shares; 2017Q4: 650 shares; 2018Q1: 650 shares 650 $29K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 194 shares; 2017Q1: 194 shares; 2017Q2: 194 shares; 2017Q3: 194 shares; 2017Q4: 540 shares; 2018Q1: 210 shares 210 $28K 0.01% -330 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 253 shares; 2017Q1: 253 shares; 2017Q2: 253 shares; 2017Q3: 253 shares; 2017Q4: 253 shares; 2018Q1: 253 shares 253 $28K 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 170 shares; 2017Q1: 170 shares; 2017Q2: 170 shares; 2017Q3: 170 shares; 2017Q4: 170 shares; 2018Q1: 170 shares 170 $28K 0.01% 0 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 83 shares; 2017Q1: 166 shares; 2017Q2: 366 shares; 2017Q3: 366 shares; 2017Q4: 437 shares; 2018Q1: 437 shares 437 $28K 0.01% 0 Timeline HOSPITALITY PROPERTIES TRUST HOSPITALITY PROPERTIES TRUST More: the full row for HOSPITALITY PROPERTIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,100 shares; 2017Q1: 1,100 shares; 2017Q2: 1,100 shares; 2017Q3: 1,100 shares; 2017Q4: 1,100 shares; 2018Q1: 1,100 shares 1,100 $28K 0.01% 0 SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 140 shares; 2017Q1: 140 shares; 2017Q2: 140 shares; 2017Q3: 140 shares; 2017Q4: 140 shares; 2018Q1: 140 shares 140 $27K 0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 694 shares; 2017Q1: 592 shares; 2017Q2: 592 shares; 2017Q3: 592 shares; 2017Q4: 505 shares; 2018Q1: 505 shares 505 $27K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 285 shares; 2017Q1: 255 shares; 2017Q2: 413 shares; 2017Q3: 413 shares; 2017Q4: 413 shares; 2018Q1: 413 shares 413 $27K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 133 shares; 2017Q1: 133 shares; 2017Q2: 133 shares; 2017Q3: 133 shares; 2017Q4: 133 shares; 2018Q1: 247 shares 247 $27K 0.01% +114 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 310 shares; 2017Q1: 310 shares; 2017Q2: 310 shares; 2017Q3: 310 shares; 2017Q4: 310 shares; 2018Q1: 310 shares 310 $27K 0.01% 0 Timeline VECTREN CORP VECTREN CORP More: the full row for VECTREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 428 shares; 2017Q1: 428 shares; 2017Q2: 428 shares; 2017Q3: 428 shares; 2017Q4: 428 shares; 2018Q1: 428 shares 428 $27K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 590 shares; 2017Q1: 590 shares; 2017Q2: 590 shares; 2017Q3: 590 shares; 2017Q4: 590 shares; 2018Q1: 590 shares 590 $26K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 244 shares; 2017Q4: 244 shares; 2018Q1: 244 shares 244 $26K 0.01% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 375 shares; 2017Q1: 375 shares; 2017Q2: 375 shares; 2017Q3: 375 shares; 2017Q4: 375 shares; 2018Q1: 375 shares 375 $26K 0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 227 shares; 2017Q1: 227 shares; 2017Q2: 227 shares; 2017Q3: 228 shares; 2017Q4: 501 shares; 2018Q1: 501 shares 501 $26K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 832 shares; 2017Q4: 832 shares; 2018Q1: 611 shares 611 $26K 0.01% -221 Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,183 shares; 2017Q1: 1,183 shares; 2017Q2: 1,183 shares; 2017Q3: 1,183 shares; 2017Q4: 1,183 shares; 2018Q1: 823 shares 823 $26K 0.01% -360 Timeline WESTERN ASSET MUN PARTNERS F WESTERN ASSET MUN PARTNERS F More: the full row for WESTERN ASSET MUN PARTNERS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,828 shares; 2017Q1: 1,828 shares; 2017Q2: 1,828 shares; 2017Q3: 1,828 shares; 2017Q4: 1,828 shares; 2018Q1: 1,828 shares 1,828 $26K 0.01% 0 CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $26K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 385 shares; 2017Q1: 345 shares; 2017Q2: 305 shares; 2017Q3: 245 shares; 2017Q4: 245 shares; 2018Q1: 245 shares 245 $25K 0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 234 shares; 2017Q1: 234 shares; 2017Q2: 234 shares; 2017Q3: 234 shares; 2017Q4: 234 shares; 2018Q1: 234 shares 234 $25K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 538 shares; 2018Q1: 538 shares 538 $25K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 48 shares; 2017Q1: 248 shares; 2017Q2: 248 shares; 2017Q3: 248 shares; 2017Q4: 248 shares; 2018Q1: 248 shares 248 $25K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,250 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $25K 0.01% 0 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1,700 shares 1,700 $25K 0.01% new Timeline STANLEY WORKS STANLEY WORKS More: the full row for STANLEY WORKS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 163 shares; 2017Q1: 163 shares; 2017Q2: 163 shares; 2017Q3: 163 shares; 2017Q4: 868 shares; 2018Q1: 163 shares 163 $25K 0.01% -705 Covenant Bank Covenant Bank More: the full row for Covenant Bank Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 3,031 shares; 2018Q1: 3,031 shares 3,031 $25K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $24K 0.01% 0 Timeline ARCONIC INC ARCONIC INC More: the full row for ARCONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,042 shares; 2017Q1: 1,042 shares; 2017Q2: 1,042 shares; 2017Q3: 1,042 shares; 2017Q4: 1,042 shares; 2018Q1: 1,042 shares 1,042 $24K 0.01% 0 TRANSCANADA CORP TRANSCANADA CORP More: the full row for TRANSCANADA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 570 shares; 2017Q1: 570 shares; 2017Q2: 570 shares; 2017Q3: 570 shares; 2017Q4: 570 shares; 2018Q1: 570 shares 570 $24K 0.01% 0 PRUDENTIAL FIN 5.75%52 PRUDENTIAL FIN 5.75%52 More: the full row for PRUDENTIAL FIN 5.75%52 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 960 shares; 2017Q1: 960 shares; 2017Q2: 960 shares; 2017Q3: 960 shares; 2017Q4: 960 shares; 2018Q1: 960 shares 960 $24K 0.01% 0 PARTNERRE LTD 5.875% PARTNERRE LTD 5.875% More: the full row for PARTNERRE LTD 5.875% Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 967 shares; 2017Q1: 967 shares; 2017Q2: 967 shares; 2017Q3: 967 shares; 2017Q4: 967 shares; 2018Q1: 967 shares 967 $24K 0.01% 0 UNITED DEV FUNDING XXXREG… UNITED DEV FUNDING XXXREGISTRAT… More: the full row for UNITED DEV FUNDING XXXREGISTRATION REVOKED BY THE SEC EFF: 08/13/20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,120 shares; 2017Q1: 7,120 shares; 2017Q2: 7,120 shares; 2017Q3: 7,120 shares; 2017Q4: 7,120 shares; 2018Q1: 7,120 shares 7,120 $24K 0.01% 0 Caltex Australia Ord Caltex Australia Ord More: the full row for Caltex Australia Ord Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $24K 0.01% 0 FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 822 shares; 2017Q1: 822 shares; 2017Q2: 822 shares; 2017Q3: 822 shares; 2017Q4: 822 shares; 2018Q1: 822 shares 822 $23K 0.01% 0 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,605 shares; 2017Q1: 3,605 shares; 2017Q2: 3,605 shares; 2017Q3: 3,605 shares; 2017Q4: 3,605 shares; 2018Q1: 3,605 shares 3,605 $23K 0.01% 0 Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,620 shares; 2017Q1: 2,620 shares; 2017Q2: 2,620 shares; 2017Q3: 2,620 shares; 2017Q4: 2,620 shares; 2018Q1: 1,660 shares 1,660 $23K 0.01% -960 Timeline PRAXAIR INC PRAXAIR INC More: the full row for PRAXAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13 shares; 2017Q1: 13 shares; 2017Q2: 46 shares; 2017Q3: 13 shares; 2017Q4: 13 shares; 2018Q1: 160 shares 160 $23K 0.01% +147 ALKERMES INC ALKERMES INC More: the full row for ALKERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 400 shares; 2017Q1: 400 shares; 2017Q2: 400 shares; 2017Q3: 400 shares; 2017Q4: 400 shares; 2018Q1: 400 shares 400 $23K 0.01% 0 POWERSHARES ETF TRUST POWERSHARES ETF TRUST More: the full row for POWERSHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 375 shares; 2017Q1: 375 shares; 2017Q2: 375 shares; 2017Q3: 375 shares; 2017Q4: 375 shares; 2018Q1: 375 shares 375 $23K 0.01% 0 Johnson Matthey New Ordf Johnson Matthey New Ordf More: the full row for Johnson Matthey New Ordf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 540 shares; 2017Q1: 540 shares; 2017Q2: 540 shares; 2017Q3: 540 shares; 2017Q4: 540 shares; 2018Q1: 540 shares 540 $23K 0.01% 0 CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 200 shares; 2017Q1: 200 shares; 2017Q2: 200 shares; 2017Q3: 200 shares; 2017Q4: 200 shares; 2018Q1: 200 shares 200 $22K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 704 shares; 2017Q1: 648 shares; 2017Q2: 648 shares; 2017Q3: 648 shares; 2017Q4: 648 shares; 2018Q1: 648 shares 648 $22K 0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 522 shares; 2017Q1: 522 shares; 2017Q2: 522 shares; 2017Q3: 522 shares; 2017Q4: 522 shares; 2018Q1: 522 shares 522 $22K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 200 shares; 2017Q2: 200 shares; 2017Q3: 200 shares; 2017Q4: 200 shares; 2018Q1: 200 shares 200 $22K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 733 shares; 2017Q1: 733 shares; 2017Q2: 733 shares; 2017Q3: 733 shares; 2017Q4: 424 shares; 2018Q1: 424 shares 424 $22K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,231 shares; 2017Q1: 1,231 shares; 2017Q2: 401 shares; 2017Q3: 401 shares; 2017Q4: 401 shares; 2018Q1: 214 shares 214 $22K 0.01% -187 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 261 shares; 2017Q4: 261 shares; 2018Q1: 261 shares 261 $22K 0.01% 0 Timeline CLAYMORE EXCHANGE TRD FD TR CLAYMORE EXCHANGE TRD FD TR More: the full row for CLAYMORE EXCHANGE TRD FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 529 shares; 2017Q1: 529 shares; 2017Q2: 1,037 shares; 2017Q3: 1,037 shares; 2017Q4: 1,037 shares; 2018Q1: 1,037 shares 1,037 $22K 0.01% 0 NVDA 1 12/1/18 NVDA 1 12/1/18 More: the full row for NVDA 1 12/1/18 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 45 shares; 2017Q3: 10 shares; 2017Q4: 104 shares; 2018Q1: 95 shares 95 $22K 0.01% -9 EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 405 shares; 2017Q1: 405 shares; 2017Q2: 405 shares; 2017Q3: 405 shares; 2017Q4: 405 shares; 2018Q1: 405 shares 405 $21K 0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 136 shares; 2017Q1: 136 shares; 2017Q2: 179 shares; 2017Q3: 179 shares; 2017Q4: 414 shares; 2018Q1: 190 shares 190 $21K 0.01% -224 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 453 shares; 2017Q1: 453 shares; 2017Q2: 453 shares; 2017Q3: 617 shares; 2017Q4: 617 shares; 2018Q1: 435 shares 435 $21K 0.01% -182 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 133 shares 133 $21K 0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 202 shares; 2017Q1: 202 shares; 2017Q2: 202 shares; 2017Q3: 202 shares; 2017Q4: 202 shares; 2018Q1: 202 shares 202 $21K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 286 shares; 2017Q4: 286 shares; 2018Q1: 286 shares 286 $21K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 101 shares; 2017Q1: 101 shares; 2017Q2: 101 shares; 2017Q3: 101 shares; 2017Q4: 101 shares; 2018Q1: 101 shares 101 $20K 0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 250 shares; 2018Q1: 410 shares 410 $20K 0.01% +160 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 195 shares; 2017Q1: 195 shares; 2017Q2: 195 shares; 2017Q3: not reported; 2017Q4: 195 shares; 2018Q1: 195 shares 195 $20K 0.01% 0 Timeline WADDELL & REED FINL INC WADDELL & REED FINL INC More: the full row for WADDELL & REED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $20K 0.01% 0 MONSANTO CO NEW MONSANTO CO NEW More: the full row for MONSANTO CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 178 shares; 2017Q1: 178 shares; 2017Q2: 175 shares; 2017Q3: 175 shares; 2017Q4: 208 shares; 2018Q1: 175 shares 175 $20K 0.01% -33 PROSHARES PROSHARES More: the full row for PROSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 562 shares; 2017Q1: 562 shares; 2017Q2: 562 shares; 2017Q3: not reported; 2017Q4: 562 shares; 2018Q1: 562 shares 562 $20K 0.01% 0 INVESCO AEROSPACE & DEFENSE… INVESCO AEROSPACE & DEFENSE ETF More: the full row for INVESCO AEROSPACE & DEFENSE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 110 shares; 2017Q1: 350 shares; 2017Q2: 350 shares; 2017Q3: 351 shares; 2017Q4: 351 shares; 2018Q1: 351 shares 351 $20K 0.01% 0 Invesco S&P 500 Pure Growth Invesco S&P 500 Pure Growth More: the full row for Invesco S&P 500 Pure Growth Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 460 shares; 2017Q1: 209 shares; 2017Q2: 203 shares; 2017Q3: 198 shares; 2017Q4: 188 shares; 2018Q1: 181 shares 181 $20K 0.01% -7 FS INVESTMENT CORP III COM FS INVESTMENT CORP III COM More: the full row for FS INVESTMENT CORP III COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 4,020 shares; 2017Q3: 4,020 shares; 2017Q4: 4,020 shares; 2018Q1: 2,413 shares 2,413 $20K 0.01% -1,607 Cronos Group, Inc. Cronos Group, Inc. More: the full row for Cronos Group, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,000 shares; 2017Q1: 3,000 shares; 2017Q2: 3,000 shares; 2017Q3: 3,000 shares; 2017Q4: 3,000 shares; 2018Q1: 3,000 shares 3,000 $20K 0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 610 shares; 2017Q1: 610 shares; 2017Q2: 610 shares; 2017Q3: 610 shares; 2017Q4: 610 shares; 2018Q1: 610 shares 610 $19K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,107 shares; 2017Q1: 1,203 shares; 2017Q2: 2,109 shares; 2017Q3: 2,003 shares; 2017Q4: 2,003 shares; 2018Q1: 803 shares 803 $19K <0.01% -1,200 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 140 shares; 2017Q1: 140 shares; 2017Q2: 140 shares; 2017Q3: 140 shares; 2017Q4: 140 shares; 2018Q1: 390 shares 390 $19K <0.01% +250 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,383 shares; 2017Q1: 1,383 shares; 2017Q2: 1,233 shares; 2017Q3: 1,233 shares; 2017Q4: 1,833 shares; 2018Q1: 1,233 shares 1,233 $19K <0.01% -600 MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 600 shares 600 $19K <0.01% -400 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,691 shares; 2017Q1: 2,117 shares; 2017Q2: 1,468 shares; 2017Q3: 1,468 shares; 2017Q4: 1,519 shares; 2018Q1: 1,519 shares 1,519 $19K <0.01% 0 UBS Alerian MLP/ MLPI UBS Alerian MLP/ MLPI More: the full row for UBS Alerian MLP/ MLPI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 984 shares; 2017Q1: 905 shares; 2017Q2: 905 shares; 2017Q3: 905 shares; 2017Q4: 905 shares; 2018Q1: 905 shares 905 $19K <0.01% 0 DIVIDEND CAPITAL DIVIDEND CAPITAL More: the full row for DIVIDEND CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,551 shares; 2018Q1: 2,551 shares 2,551 $19K <0.01% 0 InvenTrust Properties Corp … InvenTrust Properties Corp REI More: the full row for InvenTrust Properties Corp REI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 5,716 shares; 2017Q4: 5,716 shares; 2018Q1: 5,716 shares 5,716 $19K <0.01% 0 OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 650 shares 650 $18K <0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,000 shares; 2017Q1: 2,000 shares; 2017Q2: 2,000 shares; 2017Q3: 2,000 shares; 2017Q4: 2,000 shares; 2018Q1: 2,000 shares 2,000 $18K <0.01% 0 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 620 shares; 2017Q1: 620 shares; 2017Q2: 620 shares; 2017Q3: 620 shares; 2017Q4: 620 shares; 2018Q1: 500 shares 500 $18K <0.01% -120 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,089 shares; 2017Q1: 250 shares; 2017Q2: 250 shares; 2017Q3: 250 shares; 2017Q4: 250 shares; 2018Q1: 250 shares 250 $18K <0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 244 shares; 2017Q1: 463 shares; 2017Q2: 517 shares; 2017Q3: 594 shares; 2017Q4: 484 shares; 2018Q1: 484 shares 484 $18K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 24,803 shares; 2017Q1: 25,809 shares; 2017Q2: 27,790 shares; 2017Q3: 782 shares; 2017Q4: 750 shares; 2018Q1: 77 shares 77 $18K <0.01% -673 Timeline TWN TAIWAN FD INC More: the full row for TAIWAN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 503 shares; 2017Q1: 503 shares; 2017Q2: 503 shares; 2017Q3: 503 shares; 2017Q4: 403 shares; 2018Q1: 403 shares 403 $18K <0.01% 0 Timeline ALPINE TOTAL DYNAMIC DIVID F ALPINE TOTAL DYNAMIC DIVID F More: the full row for ALPINE TOTAL DYNAMIC DIVID F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,000 shares; 2017Q1: 2,000 shares; 2017Q2: 2,000 shares; 2017Q3: 2,000 shares; 2017Q4: 2,000 shares; 2018Q1: 2,000 shares 2,000 $18K <0.01% 0 CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 230 shares; 2017Q1: 230 shares; 2017Q2: 230 shares; 2017Q3: 230 shares; 2017Q4: 410 shares; 2018Q1: 230 shares 230 $17K <0.01% -180 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 468 shares; 2017Q1: 468 shares; 2017Q2: 468 shares; 2017Q3: 468 shares; 2017Q4: 277 shares; 2018Q1: 277 shares 277 $17K <0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 95 shares; 2017Q3: 95 shares; 2017Q4: 95 shares; 2018Q1: 95 shares 95 $17K <0.01% 0 Timeline INGERSOLL-RAND COMPANY LTD INGERSOLL-RAND COMPANY LTD More: the full row for INGERSOLL-RAND COMPANY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 456 shares; 2017Q1: 456 shares; 2017Q2: 346 shares; 2017Q3: 346 shares; 2017Q4: 199 shares; 2018Q1: 199 shares 199 $17K <0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 373 shares; 2017Q1: 376 shares; 2017Q2: 378 shares; 2017Q3: 381 shares; 2017Q4: 384 shares; 2018Q1: 386 shares 386 $17K <0.01% +2 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 255 shares; 2017Q1: 255 shares; 2017Q2: 256 shares; 2017Q3: 255 shares; 2017Q4: 255 shares; 2018Q1: 255 shares 255 $17K <0.01% 0 ABIOMED INC ABIOMED INC More: the full row for ABIOMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 60 shares; 2018Q1: 60 shares 60 $17K <0.01% 0 VEREIT INC VEREIT INC More: the full row for VEREIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,439 shares; 2018Q1: 2,439 shares 2,439 $17K <0.01% 0 FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 673 shares; 2017Q1: 673 shares; 2017Q2: 673 shares; 2017Q3: 673 shares; 2017Q4: 673 shares; 2018Q1: 673 shares 673 $17K <0.01% 0 Timeline SPROTT PHYSICAL GOLD SILVER SPROTT PHYSICAL GOLD SILVER More: the full row for SPROTT PHYSICAL GOLD SILVER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,320 shares; 2017Q1: 1,320 shares; 2017Q2: 1,320 shares; 2017Q3: 1,320 shares; 2017Q4: 3,020 shares; 2018Q1: 1,320 shares 1,320 $17K <0.01% -1,700 POWERSHARES S&P SMALLCA… POWERSHARES S&P SMALLCAP LOW More: the full row for POWERSHARES S&P SMALLCAP LOW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,672 shares; 2017Q1: 10,690 shares; 2017Q2: 879 shares; 2017Q3: 387 shares; 2017Q4: 387 shares; 2018Q1: 387 shares 387 $17K <0.01% 0 CARA THERAPEUTICS INC CARA THERAPEUTICS INC More: the full row for CARA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 1,000 shares; 2017Q2: 1,200 shares; 2017Q3: 1,700 shares; 2017Q4: 1,350 shares; 2018Q1: 1,350 shares 1,350 $17K <0.01% 0 KEARNY FINANCIAL CORP KEARNY FINANCIAL CORP More: the full row for KEARNY FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,794 shares; 2017Q1: 1,794 shares; 2017Q2: 1,794 shares; 2017Q3: 1,794 shares; 2017Q4: 1,294 shares; 2018Q1: 1,294 shares 1,294 $17K <0.01% 0 PROSHARES ULTRA FINANCIALS … PROSHARES ULTRA FINANCIALS ETF More: the full row for PROSHARES ULTRA FINANCIALS ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 140 shares; 2017Q1: 140 shares; 2017Q2: 140 shares; 2017Q3: 140 shares; 2017Q4: 140 shares; 2018Q1: 140 shares 140 $17K <0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 505 shares; 2017Q1: 505 shares; 2017Q2: 371 shares; 2017Q3: 155 shares; 2017Q4: 158 shares; 2018Q1: 159 shares 159 $16K <0.01% +1 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 302 shares; 2017Q1: 303 shares; 2017Q2: 303 shares; 2017Q3: 303 shares; 2017Q4: 303 shares; 2018Q1: 304 shares 304 $16K <0.01% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 322 shares; 2017Q1: 322 shares; 2017Q2: 637 shares; 2017Q3: 637 shares; 2017Q4: 200 shares; 2018Q1: 200 shares 200 $16K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 447 shares; 2017Q4: 447 shares; 2018Q1: 447 shares 447 $16K <0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 149 shares; 2017Q1: 149 shares; 2017Q2: 440 shares; 2017Q3: 149 shares; 2017Q4: 565 shares; 2018Q1: 565 shares 565 $16K <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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 75 shares; 2018Q1: 200 shares 200 $16K <0.01% +125 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 790 shares; 2017Q1: 790 shares; 2017Q2: 640 shares; 2017Q3: 640 shares; 2017Q4: 664 shares; 2018Q1: 414 shares 414 $16K <0.01% -250 LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,000 shares; 2017Q1: 2,000 shares; 2017Q2: 2,000 shares; 2017Q3: 2,000 shares; 2017Q4: 2,000 shares; 2018Q1: 2,000 shares 2,000 $16K <0.01% 0 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,502 shares; 2017Q1: 1,511 shares; 2017Q2: 1,519 shares; 2017Q3: 1,526 shares; 2017Q4: 1,535 shares; 2018Q1: 1,511 shares 1,511 $16K <0.01% -24 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,845 shares; 2017Q1: 2,845 shares; 2017Q2: 2,845 shares; 2017Q3: 2,129 shares; 2017Q4: 2,131 shares; 2018Q1: 2,129 shares 2,129 $16K <0.01% -2 ALCOA INC ALCOA INC More: the full row for ALCOA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 347 shares; 2017Q1: 347 shares; 2017Q2: 347 shares; 2017Q3: 347 shares; 2017Q4: 347 shares; 2018Q1: 347 shares 347 $16K <0.01% 0 CLIFTON SAVINGS BANCORP INC CLIFTON SAVINGS BANCORP INC More: the full row for CLIFTON SAVINGS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $16K <0.01% 0 NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 230 shares; 2017Q1: 230 shares; 2017Q2: 230 shares; 2017Q3: 230 shares; 2017Q4: 230 shares; 2018Q1: 230 shares 230 $15K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 100 shares; 2017Q1: 100 shares; 2017Q2: 100 shares; 2017Q3: 170 shares; 2017Q4: 100 shares; 2018Q1: 100 shares 100 $15K <0.01% 0 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 500 shares; 2017Q2: 500 shares; 2017Q3: 500 shares; 2017Q4: 500 shares; 2018Q1: 500 shares 500 $15K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 390 shares; 2017Q1: 267 shares; 2017Q2: 287 shares; 2017Q3: 152 shares; 2017Q4: 218 shares; 2018Q1: 175 shares 175 $15K <0.01% -43 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 65 shares; 2017Q2: 65 shares; 2017Q3: 65 shares; 2017Q4: 65 shares; 2018Q1: 65 shares 65 $15K <0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 173 shares; 2017Q1: 173 shares; 2017Q2: 100 shares; 2017Q3: 100 shares; 2017Q4: 100 shares; 2018Q1: 100 shares 100 $15K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 101 shares; 2017Q1: 221 shares; 2017Q2: 222 shares; 2017Q3: 223 shares; 2017Q4: 223 shares; 2018Q1: 224 shares 224 $15K <0.01% +1 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 513 shares; 2017Q1: 513 shares; 2017Q2: 513 shares; 2017Q3: 513 shares; 2017Q4: 513 shares; 2018Q1: 513 shares 513 $15K <0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 300 shares; 2017Q1: 300 shares; 2017Q2: 300 shares; 2017Q3: 300 shares; 2017Q4: 300 shares; 2018Q1: 300 shares 300 $15K <0.01% 0 Timeline WPX ENERGY INC WPX ENERGY INC More: the full row for WPX ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $15K <0.01% 0 GOLDCORP INC NEW GOLDCORP INC NEW More: the full row for GOLDCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 100 shares; 2017Q1: 100 shares; 2017Q2: 100 shares; 2017Q3: 100 shares; 2017Q4: 1,100 shares; 2018Q1: 1,100 shares 1,100 $15K <0.01% 0 INTEGRATED DEVICE TECHNOLOG… INTEGRATED DEVICE TECHNOLOGY INC More: the full row for INTEGRATED DEVICE TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 500 shares; 2018Q1: 500 shares 500 $15K <0.01% 0 REXNORD CORP REXNORD CORP More: the full row for REXNORD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,750 shares; 2017Q1: 1,750 shares; 2017Q2: 1,750 shares; 2017Q3: 1,750 shares; 2017Q4: 1,750 shares; 2018Q1: 500 shares 500 $15K <0.01% -1,250 DELL TECHNOLOGIES INC CLASS… DELL TECHNOLOGIES INC CLASS CLASS… More: the full row for DELL TECHNOLOGIES INC CLASS CLASS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 160 shares; 2017Q1: 160 shares; 2017Q2: 149 shares; 2017Q3: 204 shares; 2017Q4: 204 shares; 2018Q1: 204 shares 204 $15K <0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 56 shares; 2017Q1: 142 shares; 2017Q2: 227 shares; 2017Q3: 142 shares; 2017Q4: 142 shares; 2018Q1: 142 shares 142 $14K <0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 161 shares; 2017Q1: 150 shares; 2017Q2: 150 shares; 2017Q3: 150 shares; 2017Q4: 150 shares; 2018Q1: 202 shares 202 $14K <0.01% +52 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 47,933 shares; 2017Q1: 323 shares; 2017Q2: 258 shares; 2017Q3: 250 shares; 2017Q4: 250 shares; 2018Q1: 250 shares 250 $14K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 705 shares; 2017Q1: 705 shares; 2017Q2: 705 shares; 2017Q3: 705 shares; 2017Q4: 241 shares; 2018Q1: 155 shares 155 $14K <0.01% -86 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 187 shares; 2017Q1: 187 shares; 2017Q2: 187 shares; 2017Q3: 187 shares; 2017Q4: 100 shares; 2018Q1: 100 shares 100 $14K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 599 shares; 2017Q1: 599 shares; 2017Q2: 360 shares; 2017Q3: 360 shares; 2017Q4: 360 shares; 2018Q1: 360 shares 360 $14K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,116 shares; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,656 shares; 2017Q4: 833 shares; 2018Q1: 833 shares 833 $14K <0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 120 shares; 2017Q1: 120 shares; 2017Q2: 120 shares; 2017Q3: 120 shares; 2017Q4: 120 shares; 2018Q1: 120 shares 120 $14K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 114 shares; 2017Q1: 114 shares; 2017Q2: 244 shares; 2017Q3: 244 shares; 2017Q4: 130 shares; 2018Q1: 130 shares 130 $14K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 272 shares; 2017Q1: 272 shares; 2017Q2: 272 shares; 2017Q3: 272 shares; 2017Q4: 272 shares; 2018Q1: 272 shares 272 $14K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 510 shares; 2018Q1: 360 shares 360 $14K <0.01% -150 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares 1,000 $14K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 779 shares; 2017Q1: 609 shares; 2017Q2: 464 shares; 2017Q3: 464 shares; 2017Q4: 251 shares; 2018Q1: 251 shares 251 $14K <0.01% 0