| Feb 9, 2026 | RILABrighthouse Buffered Annuity Russell S | Exchange | $5M - 2000 | |
| Feb 9, 2026 | RILABrighthouse Buffered Annuity S&P | Sell | $5M - 500 | |
| Feb 17, 2026 | RILAPrudential RILA - 10% Buffer 3-year | Buy | $1M+ | |
| Dec 30, 2025 | JAGGJP Morgan 3-year one-time callable | Buy | $5M+ | |
| Dec 29, 2025 | RILAPrudential RILA - 10% Buffer 6-year | Buy | $5M+ | |
| Nov 13, 2025 | BMOBank of Montreal 13-Month Digital | Buy | $5M - $25M | |
| May 12, 2025 | RLIRLI Corp. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | ROSTRoss Stores, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | RCLRoyal Caribbean Cruises Ltd. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | RGLDRoyal Gold, Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | RTXRTX Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | RUSHBRush Enterprises, Inc. - Class B Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | SPGIS&P Global Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | CRMSalesforce, Inc. Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | CRMSalesforce, Inc. Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | TTWOTake-Two Interactive Software, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | TSLATesla, Inc. - Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | TXNTexas Instruments Incorporated - Common Stock | Sell | $100k - $250k | |
| May 8, 2025 | TXNTexas Instruments Incorporated - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CGThe Carlyle Group Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | CIThe Cigna Group Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | SJMThe J.M. Smucker Company Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | TTDThe Trade Desk, Inc. - Class A Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | TTDThe Trade Desk, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $50k - $100k | |
| May 12, 2025 | | Sell | $50k - $100k | |
| May 12, 2025 | TDGTransdigm Group Incorporated Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | TDGTransdigm Group Incorporated Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | UBERUber Technologies, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | UNPUnion Pacific Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | UCBUnited Community Banks, Inc. Common Stock | Sell | $50k - $100k | |
| May 8, 2025 | UPSUnited Parcel Service, Inc. Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | UNHUnitedHealth Group Incorporated Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | UVSPUnivest Financial Corporation - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | VZVerizon Communications Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | VRTXVertex Pharmaceuticals Incorporated - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $100k - $250k | |
| May 12, 2025 | WMTWalmart Inc. Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 8, 2025 | | Buy | $15k - $50k | |
| May 12, 2025 | WBDWarner Bros. Discovery, Inc. - Series A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | WFCWells Fargo & Company Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | WELLWelltower Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | WDCWestern Digital Corporation - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | PRUPrudential Financial, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | PGRProgressive Corporation | Sell | $50k - $100k | |
| May 12, 2025 | PGProcter & Gamble Company | Sell | $50k - $100k | |
| May 12, 2025 | PRIPrimerica, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | PSXPhillips 66 Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | PMPhilip Morris International Inc Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 12, 2025 | PYPLPayPal Holdings, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | PANWPalo Alto Networks, Inc. | Sell | $15k - $50k | |
| May 8, 2025 | PANWPalo Alto Networks, Inc. | Buy | $15k - $50k | |
| May 12, 2025 | PLTRPalantir Technologies Inc. - Class A Common Stock | Sell | $50k - $100k | |
| May 8, 2025 | ORCLOracle Corporation Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | ORCLOracle Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | ORIOld Republic International Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | OGEOGE Energy Corp Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | OXYOccidental Petroleum Corporation Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | OXYOccidental Petroleum Corporation Common Stock | Buy | $15k - $50k | |
| May 8, 2025 | NVDANVIDIA Corporation - Common Stock | Buy | $100k - $250k | |
| May 12, 2025 | NVDANVIDIA Corporation - Common Stock | Sell | $500k - $1M | |
| May 12, 2025 | NINiSource Inc Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | NEENextEra Energy, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | WMBWilliams Companies, Inc. | Sell | $50k - $100k | |
| May 8, 2025 | WDAYWorkday, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | WDAYWorkday, Inc. - Class A Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | ZTSZoetis Inc. Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | ZMZoom Communications, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 12, 2025 | NFLXNetflix, Inc. - Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | NDAQNasdaq, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | MSTRMicroStrategy Incorporated - Class A Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | MSFTMicrosoft Corporation - Common Stock | Buy | $500k - $1M | |
| May 12, 2025 | MSFTMicrosoft Corporation - Common Stock | Sell | $500k - $1M | |
| May 12, 2025 | METAMeta Platforms, Inc. - Class A Common Stock | Sell | $100k - $250k | |
| May 8, 2025 | MDTMedtronic plc. Ordinary Shares | Sell | $15k - $50k | |
| May 12, 2025 | MCKMcKesson Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | MCDMcDonald's Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | MTCHMatch Group, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | MAMastercard Incorporated Common Stock | Sell | $50k - $100k | |
| May 8, 2025 | MRVLMarvell Technology, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | MRVLMarvell Technology, Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | MPCMarathon Petroleum Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | LULUlululemon athletica inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | LOWLowe's Companies, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | LMTLockheed Martin Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | LFUSLittelfuse, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | LINLinde plc - Ordinary Shares | Sell | $50k - $100k | |
| May 12, 2025 | LENLennar Corporation Class A Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | LENLennar Corporation Class A Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | LRCXLam Research Corporation - Common Stock | Sell | $15k - $50k | |
| May 13, 2025 | KSUKansas City MO 4.0000 2030-02-01 | Sell | $15k - $50k | |
| May 12, 2025 | JPMJP Morgan Chase & Co. Common Stock | Sell | $100k - $250k | |
| May 13, 2025 | JPMJP Morgan 4.912 7-25-33 '32/ | Sell | $1k - $15k | |
| May 12, 2025 | JNJJohnson & Johnson Common Stock | Sell | $50k - $100k | |
| May 8, 2025 | ISRGIntuitive Surgical, Inc. - Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | ISRGIntuitive Surgical, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | INTUIntuit Inc. - Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | IBMInternational Business Machines Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | IDXXIDEXX Laboratories, Inc. - Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | IDAIDACORP, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | HUBBHubbell Inc Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 8, 2025 | | Sell | $50k - $100k | |
| May 12, 2025 | HOMBHome BancShares, Inc. Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | HNIHNI Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | HIWHighwoods Properties, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | THGHanover Insurance Group Inc | Sell | $15k - $50k | |
| May 8, 2025 | HALHalliburton Company Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | HALHalliburton Company Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | GSGoldman Sachs Group, Inc. (GS) [ST | Sell | $15k - $50k | |
| May 8, 2025 | GSGoldman Sachs Group, Inc. (GS) [ST | Buy | $15k - $50k | |
| May 12, 2025 | GILDGilead Sciences, Inc. - Common Stock | Sell | $15k - $50k | |
| May 13, 2025 | GMGeneral Motors Financial Company | Sell | $50k - $100k | |
| May 12, 2025 | GMGeneral Motors Company Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | GEVGE Vernova Inc. Common Stock | Sell | $50k - $100k | |
| May 8, 2025 | GEGE Aerospace Common Stock | Buy | $50k - $100k | |
| May 12, 2025 | GEGE Aerospace Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | FTNTFortinet, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | FIFiserv, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | BUSEFirst Busey Corporation - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | FISFidelity National Information Services, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | XOMExxon Mobil Corporation Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | EXPOExponent, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | EPAMEPAM Systems, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | LLYEli Lilly and Company Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | ELVElevance Health, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | EWEdwards Lifesciences Corporation Common Stock | Sell | $50k - $100k | |
| May 8, 2025 | ECLEcolab Inc. Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | DASHDoorDash, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | DGDollar General Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | DXCMDexCom, Inc. - Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | DXCMDexCom, Inc. - Common Stock | Buy | $15k - $50k | |
| May 8, 2025 | DVNDevon Energy Corporation Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | DVNDevon Energy Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | DALDelta Air Lines, Inc. Common Stock | Sell | $15k - $50k | |
| May 8, 2015 | DALDelta Air Lines, Inc. Common Stock | Buy | $15k - $50k | Date uncertain |
| May 12, 2025 | DEDeere & Company Common Stock | Sell | $50k - $100k | |
| May 8, 2015 | DHRDanaher Corporation Common Stock | Buy | $15k - $50k | Date uncertain |
| May 12, 2025 | DHRDanaher Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CVSCVS Health Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 12, 2025 | CCICrown Castle Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | CTRACoterra Energy Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CTRACoterra Energy Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | COSTCostco Wholesale Corporation - Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | CSGPCoStar Group, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CPRTCopart, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CEGConstellation Energy Corporation - Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | CEGConstellation Energy Corporation - Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | COPConocoPhillips Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CMCSAComcast Corporation - Class A Common Stock | Sell | $15k - $50k | |
| May 13, 2025 | CMCSAComcast 6.50% maturing | Sell | $15k - $50k | |
| May 12, 2025 | COINCoinbase Global, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | COINCoinbase Global, Inc. - Class A Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | | Sell | $100k - $250k | |
| May 12, 2025 | CNOCNO Financial Group, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CMECME Group Inc. - Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | NETCloudflare, Inc. Class A Common Stock | Sell | $15k - $50k | |
| May 13, 2025 | CCitigroup Inc 5.875 2033-02-22 [CS | Sell | $50k - $100k | |
| May 12, 2025 | CSCOCisco Systems, Inc. - Common Stock | Sell | $50k - $100k | |
| May 8, 2025 | CTASCintas Corporation - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CTASCintas Corporation - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | CBChubb Limited Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CMGChipotle Mexican Grill, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | CVXChevron Corporation Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | CVXChevron Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | LNGCheniere Energy, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CHTRCharter Communications, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | SCHWCharles Schwab Corporation | Sell | $15k - $50k | |
| May 8, 2025 | CRLCharles River Laboratories International, Inc. Common Stock $50,000 | Buy | $15k - $50k | |
| May 12, 2025 | CRLCharles River Laboratories International, Inc. Common Stock $50,000 | Sell | $15k - $50k | |
| May 12, 2025 | CNCCentene Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CORCencora, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | CBOECboe Global Markets, Inc. | Sell | $50k - $100k | |
| May 12, 2025 | CATCaterpillar, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | CWSTCasella Waste Systems, Inc. - Class A Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | CCLCarnival Corporation Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | CCLCarnival Corporation Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | CDNSCadence Design Systems, Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 12, 2025 | AVGOBroadcom Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | BMYBristol-Myers Squibb Company Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | BSXBoston Scientific Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | BKNGBooking Holdings Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | | Sell | $50k - $100k | |
| May 8, 2025 | XYZBlock, Inc. Class A Common Stock, | Sell | $15k - $50k | |
| May 8, 2025 | BLKBlackRock, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | BLKBlackRock, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | BRK-BBerkshire Hathaway Inc. New Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | BACBank of America Corporation Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | BACBank of America Corporation Common Stock | Buy | $15k - $50k | |
| May 8, 2025 | BALLBall Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | BALLBall Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | AXONAxon Enterprise, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | AZOAutoZone, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | ADPAutomatic Data Processing, Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | ADSKAutodesk, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 12, 2025 | ANETArista Networks, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | ARESAres Management Corporation Class A Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | ACGLArch Capital Group Ltd. - Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | APTVAptiv PLC Ordinary Shares | Sell | $15k - $50k | |
| May 12, 2025 | APTVAptiv PLC Ordinary Shares | Sell | $15k - $50k | |
| May 12, 2025 | APPApplovin Corporation - Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | AMATApplied Materials, Inc. - Common Stock | Sell | $50k - $100k | |
| May 8, 2025 | AMATApplied Materials, Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | AAPLApple Inc. - Common Stock | Sell | $100k - $250k | |
| May 8, 2025 | AAPLApple Inc. - Common Stock | Sell | $500k - $1M | |
| May 8, 2025 | AONAon plc Class A Ordinary Shares | Sell | $15k - $50k | |
| May 12, 2025 | ADIAnalog Devices, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | AMGNAmgen Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | AWKAmerican Water Works Company, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | SBACSBA Communications Corporation - Class A Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | SNDRSchneider National, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | SHWSherwin-Williams Company | Sell | $15k - $50k | |
| May 12, 2025 | SNOWSnowflake Inc. Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | SPOTSpotify Technology S.A. Ordinary Shares | Sell | $50k - $100k | |
| May 12, 2025 | SYKStryker Corporation Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | SNPSSynopsys, Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | SYYSysco Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 12, 2025 | MMMM Company Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | ABTAbbott Laboratories Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | ADBEAdobe Inc. - Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | ADBEAdobe Inc. - Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | AMDAdvanced Micro Devices, Inc. | Sell | $50k - $100k | |
| May 8, 2025 | AMDAdvanced Micro Devices, Inc. - Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | AAgilent Technologies, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | AKAMAkamai Technologies, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | ALBAlbemarle Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | ALNYAlnylam Pharmaceuticals, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | GOOGLAlphabet Inc. - Class A Common Stock | Sell | $100k - $250k | |
| May 12, 2025 | GOOGAlphabet Inc. - Class C Capital Stock | Sell | $100k - $250k | |
| May 12, 2025 | AMZNAmazon.com, Inc. - Common Stock | Sell | $250k - $500k | |
| May 8, 2025 | AEOAmerican Eagle Outfitters, Inc. Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | AEOAmerican Eagle Outfitters, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | AXPAmerican Express Company Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | AIGAmerican International Group, Inc. New Common Stock | Sell | $15k - $50k | |
| May 8, 2025 | AXPAmerican Express Company Common Stock | Buy | $15k - $50k | |
| May 12, 2025 | AMTAmerican Tower Corporation | Sell | $15k - $50k | |
| May 12, 2025 | RPDRapid7, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | PWRQuanta Services, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | PHMPulteGroup, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | ORealty Income Corporation Common Stock | Sell | $50k - $100k | |
| Apr 17, 2025 | ZTSZoetis Inc. Class A Common Stock | Sell | $15k - $50k | |
| Apr 17, 2025 | ABBVAbbVie Inc. Common Stock | Sell | $50k - $100k | |
| Apr 7, 2025 | ADBEAdobe Inc. - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | AMDAdvanced Micro Devices, Inc. | Sell | $50k - $100k | |
| Apr 17, 2025 | AAgilent Technologies, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | AKAMAkamai Technologies, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | ALBAlbemarle Corporation Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | AXPAmerican Express Company Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | AWKAmerican Water Works Company, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | AMGNAmgen Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | AAPLApple Inc. - Common Stock | Buy | $100k - $250k | |
| Apr 11, 2025 | AMATApplied Materials, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | AMATApplied Materials, Inc. - Common Stock | Buy | $50k - $100k | |
| Apr 7, 2025 | | Buy | $15k - $50k | |
| Apr 7, 2025 | APPApplovin Corporation - Class A Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | APTVAptiv PLC Ordinary Shares | Buy | $15k - $50k | |
| Apr 17, 2025 | ARESAres Management Corporation Class A Common Stock | Buy | $50k - $100k | |
| Apr 7, 2025 | ANETArista Networks, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | ADSKAutodesk, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | AVBAvalonBay Communities, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | BALLBall Corporation Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | BACBank of America Corporation Common Stock | Sell | $50k - $100k | |
| Apr 7, 2025 | BLKBlackRock, Inc. Common Stock | Buy | $50k - $100k | |
| Apr 11, 2025 | XYZBlock, Inc. Class A Common Stock, | Sell | $15k - $50k | |
| Apr 7, 2025 | BKNGBooking Holdings Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | AVGOBroadcom Inc. - Common Stock | Sell | $100k - $250k | |
| Apr 7, 2025 | BCBrunswick Corporation Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | | Buy | $15k - $50k | |
| Apr 7, 2025 | CCLCarnival Corporation Common Stock | Sell | $15k - $50k | |
| Apr 17, 2025 | CATCaterpillar, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | CBOECboe Global Markets, Inc. | Buy | $15k - $50k | |
| Apr 7, 2025 | LNGCheniere Energy, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | CVXChevron Corporation Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | CMGChipotle Mexican Grill, Inc. Common Stock | Buy | $50k - $100k | |
| Apr 7, 2025 | CTASCintas Corporation - Common Stock | Buy | $50k - $100k | |
| Apr 7, 2025 | CFGCitizens Financial Group, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 11, 2025 | | Sell | $15k - $50k | |
| Apr 7, 2025 | COPConocoPhillips Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | COPConocoPhillips Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | CCICrown Castle Inc. Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | | Buy | $15k - $50k | |
| Apr 7, 2025 | DHRDanaher Corporation Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | DVNDevon Energy Corporation Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | DXCMDexCom, Inc. - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | DFSDiscover Financial Services Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | ECLEcolab Inc. Common Stock | Buy | $100k - $250k | |
| Apr 7, 2025 | EWEdwards Lifesciences Corporation Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | XOMExxon Mobil Corporation Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | FISFidelity National Information Services, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | BUSEFirst Busey Corporation - Common Stock | Sell | $15k - $50k | |
| Apr 17, 2025 | FBINFortune Brands Innovations, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | FCXFreeport-McMoRan, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | GEGE Aerospace Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | GENGen Digital Inc. - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | GSGoldman Sachs Group, Inc. (GS) [ST | Sell | $15k - $50k | |
| Apr 7, 2025 | HALHalliburton Company Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | HOGHarley-Davidson, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 17, 2025 | HEI-AHeico Corporation Common Stock | Sell | $15k - $50k | |
| Apr 11, 2025 | HRIHerc Holdings Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | HRIHerc Holdings Inc. Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | HLTHilton Worldwide Holdings Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | HOMBHome BancShares, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | | Buy | $15k - $50k | |
| Apr 7, 2025 | HONHoneywell International Inc. | Sell | $15k - $50k | |
| Apr 7, 2025 | IDXXIDEXX Laboratories, Inc. - Common Stock | Buy | $50k - $100k | |
| Apr 7, 2025 | INTCIntel Corporation - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | IFFInternational Flavors & Fragrances, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | INTUIntuit Inc. - Common Stock | Buy | $100k - $250k | |
| Apr 7, 2025 | ISRGIntuitive Surgical, Inc. - Common Stock | Sell | $15k - $50k | |
| Apr 11, 2025 | KEYSKeysight Technologies Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | LRCXLam Research Corporation - Common Stock | Sell | $15k - $50k | |
| Apr 11, 2025 | LGIHLGI Homes, Inc. - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | LECOLincoln Electric Holdings, Inc. - Common Shares | Sell | $15k - $50k | |
| Apr 7, 2025 | LINLinde plc - Ordinary Shares | Buy | $50k - $100k | |
| Apr 17, 2025 | LFUSLittelfuse, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | LMTLockheed Martin Corporation Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | LOWLowe's Companies, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | LULUlululemon athletica inc. - Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | LULUlululemon athletica inc. - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | MRVLMarvell Technology, Inc. - Common Stock | Buy | $50k - $100k | |
| Apr 7, 2025 | MAMastercard Incorporated Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | MTCHMatch Group, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | MCDMcDonald's Corporation Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | MRKMerck & Company, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 17, 2025 | METAMeta Platforms, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | METAMeta Platforms, Inc. - Class A Common Stock | Sell | $100k - $250k | |
| Apr 7, 2025 | MCHPMicrochip Technology Incorporated - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | MUMicron Technology, Inc. - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | MSFTMicrosoft Corporation - Common Stock | Sell | $250k - $500k | |
| Apr 7, 2025 | MSMorgan Stanley Common Stock | Sell | $15k - $50k | |
| Apr 11, 2025 | NFLXNetflix, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | NEENextEra Energy, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | NSCNorfolk Southern Corporation Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | NVDANVIDIA Corporation - Common Stock | Sell | $50k - $100k | |
| Apr 7, 2025 | OXYOccidental Petroleum Corporation Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | ORCLOracle Corporation Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | PANWPalo Alto Networks, Inc. | Sell | $15k - $50k | |
| Apr 7, 2025 | PYPLPayPal Holdings, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | PFEPfizer, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | PSXPhillips 66 Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | PLDPrologis, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | QCOMQUALCOMM Incorporated - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | RPDRapid7, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | RGENRepligen Corporation - Common Stock | Sell | $15k - $50k | |
| Apr 17, 2025 | ROSTRoss Stores, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | RGLDRoyal Gold, Inc. - Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | SPGIS&P Global Inc. Common Stock | Sell | $50k - $100k | |
| Apr 7, 2025 | CRMSalesforce, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | SNDKSandisk Corporation - Common Stock | Sell | $15k - $50k | |
| Apr 11, 2025 | SLBSchlumberger N.V. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | SNDRSchneider National, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | SPOTSpotify Technology S.A. Ordinary Shares | Sell | $15k - $50k | |
| Apr 7, 2025 | STAGStag Industrial, Inc. Common Stock | Buy | $50k - $100k | |
| Apr 11, 2025 | STAGStag Industrial, Inc. Common Stock | Sell | $50k - $100k | |
| Apr 17, 2025 | STAGStag Industrial, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | SBUXStarbucks Corporation - Common Stock | Sell | $15k - $50k | |
| Apr 17, 2025 | SYKStryker Corporation Common Stock | Buy | $15k - $50k | |
| Apr 17, 2025 | SNPSSynopsys, Inc. - Common Stock | Buy | $50k - $100k | |
| Apr 7, 2025 | TGTTarget Corporation Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | TXNTexas Instruments Incorporated - Common Stock | Buy | $50k - $100k | |
| Apr 7, 2025 | CGThe Carlyle Group Inc. - Common Stock | Buy | $50k - $100k | |
| Apr 17, 2025 | CGThe Carlyle Group Inc. - Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | TTDThe Trade Desk, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | TMOThermo Fisher Scientific Inc Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | | Buy | $15k - $50k | |
| Apr 7, 2025 | | Buy | $50k - $100k | |
| Apr 7, 2025 | TDGTransdigm Group Incorporated Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | UBERUber Technologies, Inc. Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | UPSUnited Parcel Service, Inc. Common Stock | Buy | $50k - $100k | |
| Apr 17, 2025 | UPSUnited Parcel Service, Inc. Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | UNHUnitedHealth Group Incorporated Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | VLOValero Energy Corporation Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | | Sell | $15k - $50k | |
| Apr 7, 2025 | VSTVistra Corp. Common Stock | Sell | $15k - $50k | |
| Apr 11, 2025 | WMTWalmart Inc. Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | | Sell | $15k - $50k | |
| Apr 17, 2025 | WDCWestern Digital Corporation - Common Stock | Buy | $15k - $50k | |
| Apr 11, 2025 | WYWeyerhaeuser Company Common Stock | Sell | $15k - $50k | |
| Apr 7, 2025 | WDAYWorkday, Inc. - Class A Common Stock | Buy | $15k - $50k | |
| Apr 7, 2025 | ZTSZoetis Inc. Class A Common Stock | Buy | $15k - $50k | |
| Mar 31, 2025 | CZRCaesars Entertainment, Inc. - | Sell | $15k+ | |
| Mar 13, 2025 | CZRCaesars Entertainment, Inc. - | Buy | $15k+ | |
| Mar 5, 2025 | | Sell | $15k - $50k | |
| Mar 13, 2025 | AVGOBroadcom Inc. - Common Stock | Buy | $15k+ | |
| Mar 31, 2025 | XYZBlock, Inc. Class A Common Stock, | Buy | $50k+ | |
| Mar 5, 2025 | BDXBecton, Dickinson and Company | Sell | $15k+ | |
| Mar 5, 2025 | BALLBall Corporation Common Stock | Buy | $15k+ | |
| Mar 5, 2025 | AXONAxon Enterprise, Inc. - Common Stock P | Buy | $15k+ | |
| Mar 13, 2025 | ADSKAutodesk, Inc. - Common Stock | Sell | $15k+ | |
| Mar 5, 2025 | ANETArista Networks, Inc. Common Stock | Sell | $15k+ | |
| Mar 13, 2025 | ARESAres Management Corporation Class | Sell | $15k+ | |
| Mar 5, 2025 | APPApplovin Corporation - Class A | Sell | $15k+ | |
| Mar 13, 2025 | AMATApplied Materials, Inc. - Common | Buy | $15k+ | |
| Mar 31, 2025 | AAPLApple Inc. - Common Stock (AAPL) | Buy | $15k+ | |
| Mar 13, 2025 | AONAon plc Class A Ordinary Shares | Buy | $15k+ | |
| Mar 31, 2025 | ADIAnalog Devices, Inc. - Common Stock | Buy | $15k+ | |
| Mar 5, 2025 | ADIAnalog Devices, Inc. - Common Stock | Sell | $50k+ | |
| Mar 13, 2025 | AIGAmerican International Group, Inc. | Buy | $15k+ | |
| Mar 5, 2025 | AXPAmerican Express Company Common S (partial) | Sell | $15k+ | |
| Mar 31, 2025 | APDAir Products and Chemicals, Inc. | Sell | $15k+ | |
| Mar 13, 2025 | AAgilent Technologies, Inc. Common | Sell | $15k+ | |
| Mar 5, 2025 | AMDAdvanced Micro Devices, Inc. (AMD) | Buy | $15k+ | |
| Mar 31, 2025 | AMDAdvanced Micro Devices, Inc. (AMD) | Buy | $50k+ | |
| Mar 13, 2025 | WDCWestern Digital Corporation - | Sell | $15k+ | |
| Mar 5, 2025 | | Sell | $15k - $50k | |
| Mar 5, 2025 | VSTVistra Corp. Common Stock (VST) | Buy | $15k+ | |
| Mar 31, 2025 | VICRVicor Corporation - Common Stock | Sell | $15k+ | |
| Mar 5, 2025 | VICRVicor Corporation - Common Stock | Buy | $15k+ | |
| Mar 13, 2025 | VRTXVertex Pharmaceuticals Incorporated | Buy | $15k+ | |
| Mar 5, 2025 | PCVXVaxcyte, Inc. - Common Stock (PCVX) S | Sell | $15k+ | |
| Mar 13, 2025 | VLOValero Energy Corporation Common | Buy | $15k+ | |
| Mar 31, 2025 | ACNAccenture plc Class A Ordinary Shares S | Sell | $15k+ | |
| Mar 5, 2025 | ZTSZoetis Inc. Class A Common Stock | Buy | $15k+ | |
| Mar 13, 2025 | WYWeyerhaeuser Company Common | Buy | $15k+ | |
| Mar 31, 2025 | UNHUnitedHealth Group Incorporated | Buy | $15k+ | |
| Mar 31, 2025 | UCBUnited Community Banks, Inc. | Buy | $15k+ | |
| Mar 5, 2025 | TDGTransdigm Group Incorporated | Buy | $15k+ | |
| Mar 5, 2025 | | Sell | $15k - $50k | |
| Mar 31, 2025 | TTDThe Trade Desk, Inc. - Class A | Buy | $15k+ | |
| Mar 5, 2025 | CGThe Carlyle Group Inc. - Common | Sell | $15k+ | |
| Mar 13, 2025 | TXNTexas Instruments Incorporated - | Buy | $15k+ | |
| Mar 5, 2025 | TGTTarget Corporation Common Stock | Buy | $15k+ | |
| Mar 5, 2025 | SYYSysco Corporation Common Stock | Sell | $15k+ | |
| Mar 13, 2025 | SNPSSynopsys, Inc. - Common Stock | Sell | $15k+ | |
| Mar 13, 2025 | SYKStryker Corporation Common Stock | Sell | $50k+ | |
| Mar 31, 2025 | SPGSimon Property Group, Inc. Common | Sell | $50k+ | |
| Mar 31, 2025 | NOWServiceNow, Inc. Common Stock | Sell | $50k+ | |
| Mar 5, 2025 | SNDRSchneider National, Inc. Common | Sell | $15k+ | |
| Mar 13, 2025 | SLBSchlumberger N.V. Common Stock | Buy | $15k+ | |
| Mar 13, 2025 | ROSTRoss Stores, Inc. - Common Stock | Sell | $15k+ | |
| Mar 13, 2025 | RLIRLI Corp. Common Stock | Sell | $15k - $50k | |
| Mar 31, 2025 | RPDRapid7, Inc. - Common Stock (RPD) | Buy | $15k+ | |
| Mar 31, 2025 | PWRQuanta Services, Inc. Common Stock | Buy | $15k+ | |
| Mar 13, 2025 | PRUPrudential Financial, Inc. Common | Buy | $15k+ | |
| Mar 5, 2025 | ORCLOracle Corporation Common Stock | Buy | $15k+ | |
| Mar 31, 2025 | NVDANVIDIA Corporation - Common Stock S (partial) | Sell | $100k+ | |
| Mar 5, 2025 | NVTnVent Electric plc Ordinary Shares | Sell | $15k+ | |
| Mar 5, 2025 | NUENucor Corporation Common Stock | Buy | $15k+ | |
| Mar 31, 2025 | NUENucor Corporation Common Stock | Sell | $15k+ | |
| Mar 31, 2025 | NSCNorfolk Southern Corporation | Buy | $15k+ | |
| Mar 31, 2025 | NKENike, Inc. Common Stock | Sell | $15k - $50k | |
| Mar 13, 2025 | | Buy | $15k - $50k | |
| Mar 5, 2025 | MCDMcDonald's Corporation Common | Buy | $15k+ | |
| Mar 5, 2025 | MRVLMarvell Technology, Inc. - Common | Sell | $15k+ | |
| Mar 5, 2025 | MPCMarathon Petroleum Corporation | Buy | $15k+ | |
| Mar 13, 2025 | LFUSLittelfuse, Inc. - Common Stock | Sell | $15k+ | |
| Mar 5, 2025 | LGIHLGI Homes, Inc. - Common Stock | Buy | $15k+ | |
| Mar 31, 2025 | LENLennar Corporation Class A Common | Sell | $15k+ | |
| Mar 5, 2025 | LRCXLam Research Corporation - Common S (partial) | Sell | $50k+ | |
| Mar 13, 2025 | JPMJP Morgan Chase & Co. Common | Sell | $15k+ | |
| Mar 5, 2025 | JNJJohnson & Johnson Common Stock | Buy | $15k+ | |
| Mar 31, 2025 | | Sell | $15k - $50k | |
| Mar 13, 2025 | INTCIntel Corporation - Common Stock | Buy | $15k+ | |
| Mar 13, 2025 | IDXXIDEXX Laboratories, Inc. - Common | Buy | $15k+ | |
| Mar 31, 2025 | IEXIDEX Corporation Common Stock | Sell | $15k+ | |
| Mar 5, 2025 | IDAIDACORP, Inc. Common Stock (IDA) | Sell | $15k+ | |
| Mar 31, 2025 | HUBBHubbell Inc Common Stock (HUBB) | Buy | $15k+ | |
| Mar 31, 2025 | | Buy | $15k - $50k | |
| Mar 5, 2025 | HOMBHome BancShares, Inc. Common | Sell | $15k+ | |
| Mar 31, 2025 | HNIHNI Corporation Common Stock | Buy | $15k+ | |
| Mar 5, 2025 | HIWHighwoods Properties, Inc. Common | Buy | $15k+ | |
| Mar 5, 2025 | HRIHerc Holdings Inc. Common Stock | Sell | $15k+ | |
| Mar 13, 2025 | HEIHeico Corporation Common Stock | Buy | $15k+ | |
| Mar 31, 2025 | HOGHarley-Davidson, Inc. Common Stock P | Buy | $15k+ | |
| Mar 13, 2025 | HALHalliburton Company Common Stock | Sell | $15k+ | |
| Mar 5, 2025 | GSGoldman Sachs Group, Inc. | Buy | $15k - $50k | |
| Mar 31, 2025 | GILDGilead Sciences, Inc. - Common Stock P | Buy | $15k+ | |
| Mar 13, 2025 | FBINFortune Brands Innovations, Inc. | Buy | $15k+ | |
| Mar 13, 2025 | BUSEFirst Busey Corporation - Common | Buy | $15k+ | |
| Mar 13, 2025 | EXPOExponent, Inc. - Common Stock | Buy | $15k+ | |
| Mar 31, 2025 | EPAMEPAM Systems, Inc. Common Stock | Buy | $15k+ | |
| Mar 31, 2025 | DDDuPont de Nemours, Inc. Common | Sell | $15k+ | |
| Mar 5, 2025 | DGDollar General Corporation Common | Buy | $15k+ | |
| Mar 13, 2025 | DALDelta Air Lines, Inc. Common Stock | Sell | $15k+ | |
| Mar 13, 2025 | | Sell | $15k - $50k | |
| Mar 31, 2025 | CEGConstellation Energy Corporation - | Sell | $15k+ | |
| Mar 5, 2025 | COPConocoPhillips Common Stock (COP) | Sell | $15k+ | |
| Mar 31, 2025 | CMCSAComcast Corporation - Class A | Buy | $15k+ | |
| Mar 31, 2025 | COINCoinbase Global, Inc. - Class A | Sell | $15k+ | |
| Mar 13, 2025 | CMGChipotle Mexican Grill, Inc. Common | Sell | $15k+ | |
| Mar 5, 2025 | CNCCentene Corporation Common Stock | Buy | $15k+ | |
| Mar 5, 2025 | CBOECboe Global Markets, Inc. (CBOE) | Buy | $15k+ | |
| Mar 13, 2025 | CBOECboe Global Markets, Inc. (CBOE) | Buy | $15k+ | |
| Mar 13, 2025 | CATCaterpillar, Inc. Common Stock (CAT) S | Sell | $15k+ | |
| Feb 24, 2025 | HUBBHubbell Inc Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | | Buy | $15k - $50k | |
| Feb 24, 2025 | HOGHarley-Davidson, Inc. Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | HALHalliburton Company Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | GEGE Aerospace Common Stock | Buy | $50k - $100k | |
| Feb 24, 2025 | BUSEFirst Busey Corporation - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | FISFidelity National Information Services, Inc. Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | XOMExxon Mobil Corporation Common Stock | Buy | $50k - $100k | |
| Feb 24, 2025 | EXPOExponent, Inc. - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | EPAMEPAM Systems, Inc. Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | ELVElevance Health, Inc. Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | DVNDevon Energy Corporation Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | CSGPCoStar Group, Inc. - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | CMCSAComcast Corporation - Class A Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | CATCaterpillar, Inc. Common Stock | Sell | $50k - $100k | |
| Feb 24, 2025 | BCBrunswick Corporation Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | AVGOBroadcom Inc. - Common Stock | Buy | $100k - $250k | |
| Feb 24, 2025 | | Sell | $15k - $50k | |
| Feb 24, 2025 | XYZBlock, Inc. Class A Common Stock, | Sell | $15k - $50k | |
| Feb 24, 2025 | BLKBlackRock, Inc. Common Stock | Sell | $50k - $100k | |
| Feb 24, 2025 | AVBAvalonBay Communities, Inc. Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | ACGLArch Capital Group Ltd. - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | APPApplovin Corporation - Class A Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | AMGNAmgen Inc. - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | ALBAlbemarle Corporation Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | AKAMAkamai Technologies, Inc. - Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | APDAir Products and Chemicals, Inc. Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | ADBEAdobe Inc. - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | | Sell | $15k - $50k | |
| Feb 24, 2025 | TTDThe Trade Desk, Inc. - Class A Common Stock | Sell | $1k - $15k | |
| Feb 24, 2025 | ABBVAbbVie Inc. Common Stock | Buy | $50k - $100k | |
| Feb 24, 2025 | HOPEHope Bancorp, Inc. - Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | VRTXVertex Pharmaceuticals Incorporated - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | UNHUnitedHealth Group Incorporated Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | UPSUnited Parcel Service, Inc. Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | UNPUnion Pacific Corporation Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | CIThe Cigna Group Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | SHWSherwin-Williams Company | Buy | $15k - $50k | |
| Feb 24, 2025 | SNDKSandisk Corporation - Common Stock | Exchange | $1k - $15k | |
| Feb 24, 2025 | RTXRTX Corporation Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | RGLDRoyal Gold, Inc. - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | RPDRapid7, Inc. - Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | PWRQuanta Services, Inc. Common Stock | Sell | $50k - $100k | |
| Feb 24, 2025 | QCOMQUALCOMM Incorporated - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | PHMPulteGroup, Inc. Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | PLDPrologis, Inc. Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | PGProcter & Gamble Company | Sell | $50k - $100k | |
| Feb 24, 2025 | PRIPrimerica, Inc. Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | PFEPfizer, Inc. Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | ORCLOracle Corporation Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | OXYOccidental Petroleum Corporation Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | NVDANVIDIA Corporation - Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | NVTnVent Electric plc Ordinary Shares | Buy | $15k - $50k | |
| Feb 24, 2025 | NSCNorfolk Southern Corporation Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | MRPMillrose Properties, Inc. Class A Common Stock | Sell | $1k - $15k | |
| Feb 24, 2025 | MRPMillrose Properties, Inc. Class A Common Stock | Exchange | $1k - $15k | |
| Feb 24, 2025 | MSTRMicroStrategy Incorporated - Class A Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | MSFTMicrosoft Corporation - Common Stock | Sell | $50k - $100k | |
| Feb 24, 2025 | MRKMerck & Company, Inc. Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | LOWLowe's Companies, Inc. Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | LINLinde plc - Ordinary Shares | Sell | $15k - $50k | |
| Feb 24, 2025 | LENLennar Corporation Class A Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | JNJJohnson & Johnson Common Stock | Buy | $15k - $50k | |
| Feb 24, 2025 | | Sell | $50k - $100k | |
| Feb 24, 2025 | INTUIntuit Inc. - Common Stock | Sell | $15k - $50k | |
| Feb 24, 2025 | IEXIDEX Corporation Common Stock | Sell | $15k - $50k | |
| Jan 16, 2025 | CMCSAComcast 6.50% maturing | Buy | $15k - $50k | |