| May 20, 2026 | JP Morgan 3-Year Auto Callable BufferBond | BuySelf | $5M - $25M | |
| May 20, 2026 | | BuySelf | $1M - $5M | |
| Feb 17, 2026 | Prudential RILA - 10% Buffer 3-year | BuySelf | $1M - $5M | |
| Feb 9, 2026 | Brighthouse Buffered Annuity S&P | SellSelf | $5M - $25M | |
| Feb 9, 2026 | Brighthouse Buffered Annuity Russell | ExchangeSelf | $5M - $25M | |
| Dec 30, 2025 | JP Morgan 3-year one-time callable | BuySelf | $5M - $25M | |
| Dec 30, 2025 | JP Morgan 3-year auto callable buffer | BuyEntity | $5M - $25M | |
| Dec 29, 2025 | Prudential RILA - 10% Buffer 3-year | BuyEntity | $5M - $25M | |
| Dec 29, 2025 | Prudential RILA - 10% Buffer 6-year | BuySelf | $5M - $25M | |
| Nov 13, 2025 | Bank of Montreal 13-Month Digital | BuySelf | $5M - $25M | |
| May 13, 2025 | General Motors Financial Company | SellSelf | $50k - $100k | |
| May 13, 2025 | Kansas City MO 4.0000 2030-02-01 | SellSelf | $15k - $50k | |
| May 13, 2025 | JP Morgan 4.912 7-25-33 '32/ | SellSelf | $1k - $15k | |
| May 13, 2025 | | SellSelf | $15k - $50k | |
| May 13, 2025 | Citigroup Inc 5.875 2033-02-22 | SellSelf | $50k - $100k | |
| May 12, 2025 | JP Morgan Chase & Co. Common Stock | SellSelf | $100k - $250k | |
| May 12, 2025 | A Amgen Inc. - Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | B | SellSelf | $15k - $50k | |
| May 12, 2025 | W Workday, Inc. - Class A Common Stock | SellSelf | $50k - $100k | |
| May 12, 2025 | Primerica, Inc. Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | First Busey Corporation - Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | L Lam Research Corporation - Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | Abbott Laboratories Common Stock | SellSelf | $50k - $100k | |
| May 12, 2025 | Fiserv, Inc. Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | Nasdaq, Inc. - Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | I Intuit Inc. - Common Stock | SellSelf | $100k - $250k | |
| May 12, 2025 | P Prudential Financial, Inc. Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | A Autodesk, Inc. - Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | I IDEXX Laboratories, Inc. - Common Stock | SellSelf | $100k - $250k | |
| May 12, 2025 | American Water Works Company, Inc. Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | Goldman Sachs Group, Inc. (GS) | SellSelf | $15k - $50k | |
| May 12, 2025 | Cencora, Inc. Common Stock | SellSelf | $50k - $100k | |
| May 12, 2025 | NiSource Inc Common Stock | SellSelf | $50k - $100k | |
| May 12, 2025 | L Cheniere Energy, Inc. Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | C ConocoPhillips Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | A Adobe Inc. - Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | C | SellSelf | $15k - $50k | |
| May 12, 2025 | S Synopsys, Inc. - Common Stock | SellSelf | $50k - $100k | |
| May 12, 2025 | Match Group, Inc. - Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | A Axon Enterprise, Inc. - Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | A Automatic Data Processing, Inc. - Common Stock | SellSelf | $50k - $100k | |
| May 12, 2025 | C Charter Communications, Inc. - Class A Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | A American Express Company Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | A Arch Capital Group Ltd. - Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | MicroStrategy Incorporated - Class A Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | B Bank of America Corporation Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | Chubb Limited Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | Coterra Energy Inc. Common Stock | SellSelf | $15k - $50k | |
| May 12, 2025 | P | SellSelf | $15k - $50k | |
| May 12, 2025 | | SellSelf | $15k - $50k | |