| Mar 3, 2026 | NSITINSIGHT ENTERPRISES INC | Buy | $15k - $50k | |
| Mar 31, 2026 | | Buy | $15k - $50k | |
| Mar 4, 2026 | AJGARTHUR J GALLAGHER & CO | Buy | $15k - $50k | |
| Mar 2, 2026 | MAMASTERCARD INCORPORATED CLA | Buy | $15k - $50k | |
| Mar 31, 2026 | VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | Buy | - | |
| Mar 20, 2026 | IVVISHARES CORE S&P S00 ETF | Buy | - | |
| Mar 26, 2026 | DFICDIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | Buy | - | |
| Mar 31, 2026 | VOOVANGUARD INDEX FUNDS S&P 500 ETF USD | Buy | - | |
| Mar 6, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 | HLTHILTON WORLDWIDE HLDGS INC | Buy | $1k - $15k | |
| Mar 31, 2026 | | Buy | - | |
| Mar 13, 2026 | | Buy | $15k - $50k | |
| Mar 25, 2026 | AJGARTHUR J GALLAGHER & CO | Buy | $15k - $50k | |
| Mar 12, 2026 | AJGARTHURJ GALLAGHER & CO | Buy | $15k - $50k | |
| Mar 31, 2026 | | Buy | $1k - $15k | |
| Mar 27, 2026 | BSXBOSTON SCIENTIFIC CORP | Buy | - | |
| Mar 20, 2026 | | Buy | - | |
| Mar 2, 2026 | | Buy | - | |
| Mar 2, 2026 | | Buy | $1k - $15k | |
| Mar 4, 2026 | | Buy | $1k - $15k | |
| Mar 17, 2026 | MAMASTERCARD INCORPORATED CLA | Buy | $1k - $15k | |
| Mar 20, 2026 | | Buy | $1k - $15k | |
| Mar 24, 2026 | | Buy | $1k - $15k | |
| Mar 18, 2026 | | Buy | $1k - $15k | |
| Mar 10, 2026 | | Buy | $1k - $15k | |
| Mar 17, 2026 | | Buy | $1k - $15k | |
| Mar 23, 2026 | | Buy | $1k - $15k | |
| Mar 19, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 | | Buy | $1k - $15k | |
| Mar 5, 2026 | DHRDANAHER CORPORATION COM | Buy | $1k - $15k | |
| Mar 4, 2026 | | Buy | $1k - $15k | |
| Mar 17, 2026 | SPGIS&P GLOBAL INC COM b¢ | Buy | $1k - $15k | |
| Mar 27, 2026 | | Buy | $1k - $15k | |
| Mar 23, 2026 | | Buy | $1k - $15k | |
| Mar 27, 2026 | | Buy | $1k - $15k | |
| Mar 4, 2026 | | Buy | $1k - $15k | |
| Mar 17, 2026 | | Buy | $1k - $15k | |
| Mar 11, 2026 | | Buy | $1k - $15k | |
| Mar 31, 2026 | | Buy | $1k - $15k | |
| Mar 3, 2026 | | Buy | $1k - $15k | |
| Mar 3, 2026 | HLTHILTON WORLDWIDE HLDGS INC | Buy | $1k - $15k | |
| Mar 4, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 | | Buy | $15k - $50k | |
| Mar 25, 2026 | | Buy | $15k - $50k | |
| Mar 4, 2026 | | Buy | $15k - $50k | |
| Mar 31, 2026 | | Buy | $15k - $50k | |
| Mar 4, 2026 | | Buy | $50k - $100k | |
| Mar 4, 2026 | | Buy | $100k - $250k | |
| Mar 23, 2026 | AREALEXANDRIA REAL ESTATE EQUITIES | Buy | $100k - $250k | |
| Mar 2, 2026 | EQHEQUITABLE HLDGS INC COM | Buy | $50k - $100k | |
| Mar 27, 2026 | VTIVANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | Buy | - | |
| Mar 24, 2026 | VEAVANGUARD DEVELOPED MARKETS INDEX FUND ETF | Buy | - | |
| Mar 30, 2026 | DFAIDFA INTERNATIONAL CORE EQUITY | Buy | - | |
| Mar 23, 2026 | | Buy | $15k - $50k | |
| Mar 13, 2026 | SWKSTANLEY BLACK & DECKER INC b | Buy | $15k - $50k | |
| Mar 23, 2026 | BAXBAXTER INTERNATIONAL INC | Buy | $15k - $50k | |
| Mar 13, 2026 | GPCGENUINE PARTS CO COM USD1 | Buy | $15k - $50k | |
| Mar 4, 2026 | IBMINTERNATIONAL BUS MACH CORP » | Buy | $15k - $50k | |
| Mar 23, 2026 | | Buy | $15k - $50k | |
| Mar 13, 2026 | | Buy | $15k - $50k | |
| Mar 2, 2026 | LPLALPL FINANCIAL HOLDINGS INC | Buy | $100k - $250k | |
| Mar 23, 2026 | DOCHEALTHPEAK PROPERTIES INC | Buy | $100k - $250k | |
| Mar 4, 2026 | | Buy | $100k - $250k | |
| Feb 4, 2026 | | Buy | $50k - $100k | |
| Feb 12, 2026 | HURNHuron Consulting Group Inc | Buy | $50k - $100k | |
| Feb 3, 2026 | MWAMueller Water Products Inc | Buy | $15k - $50k | |
| Feb 13, 2026 | | Buy | $15k - $50k | |
| Feb 12, 2026 | HLIHoulihan Lokey Inc Cl A | Buy | $15k - $50k | |
| Feb 11, 2026 | | Buy | $15k - $50k | |
| Feb 27, 2026 | HURNHuron Consulting Group Inc | Buy | $15k - $50k | |
| Feb 27, 2026 | LPXLouisiana-Pacific Corp | Buy | $15k - $50k | |
| Feb 27, 2026 | | Buy | $15k - $50k | |
| Feb 5, 2026 | | Buy | $15k - $50k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 | | Buy | $1k - $15k | |
| Feb 10, 2026 | | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $1k - $15k | |
| Feb 13, 2026 | PSTGPure Storage Inc Cl A | Buy | $15k - $50k | |
| Feb 3, 2026 | | Buy | $15k - $50k | |
| Feb 4, 2026 | | Buy | $15k - $50k | |
| Feb 4, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | SPOTSpotify Technology S.A. Com | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $1k - $15k | |
| Feb 4, 2026 | SPOTSpotify Technology S.A. Com | Buy | $1k - $15k | |
| Feb 10, 2026 | SPOTSpotify Technology S.A. Com | Buy | $1k - $15k | |
| Feb 10, 2026 | | Buy | $1k - $15k | |
| Feb 13, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 | | Buy | $1k - $15k | |
| Feb 20, 2026 | METAMeta Platforms Inc Class A | Buy | $1k - $15k | |
| Feb 11, 2026 | METAMeta Platforms Inc Class A | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 11, 2026 | | Buy | $1k - $15k | |
| Feb 11, 2026 | | Buy | $1k - $15k | |
| Feb 26, 2026 | PSTGPure Storage Inc Cl A | Buy | $1k - $15k | |
| Feb 10, 2026 | | Buy | $1k - $15k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 | | Buy | $1k - $15k | |
| Feb 10, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 3, 2026 | | Buy | $1k - $15k | |
| Feb 9, 2026 | | Buy | $1k - $15k | |
| Feb 26, 2026 | | Buy | $1k - $15k | |
| Feb 11, 2026 | UBERUber Technologies Inc Com | Buy | $1k - $15k | |
| Feb 26, 2026 | NVDANvidia Corporation Com | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $1k - $15k | |
| Feb 13, 2026 | UBERUber Technologies Inc Com | Buy | $1k - $15k | |
| Feb 13, 2026 | | Buy | $1k - $15k | |
| Feb 23, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 3, 2026 | | Buy | $1k - $15k | |
| Feb 18, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 | MLMMartin Marietta Materials Inc | Buy | $1k - $15k | |
| Feb 6, 2026 | HLTHilton Worldwide Hldgs Inc | Buy | $1k - $15k | |
| Feb 2, 2026 | ELEstee Lauder Companies Inc Class A | Buy | $1k - $15k | |
| Feb 6, 2026 | | Buy | $1k - $15k | |
| Feb 24, 2026 | | Buy | $1k - $15k | |
| Feb 11, 2026 | | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $15k - $50k | |
| Feb 23, 2026 | MLMMartin Marietta Materials Inc | Buy | $15k - $50k | |
| Feb 10, 2026 | | Buy | $15k - $50k | |
| Feb 13, 2026 | | Buy | $15k - $50k | |
| Feb 23, 2026 | HLTHilton Worldwide Hldgs Inc | Buy | $15k - $50k | |
| Feb 4, 2026 | GOOGLAlphabet Inc Cap Stk Cl A | Buy | $15k - $50k | |
| Feb 10, 2026 | | Buy | $15k - $50k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $15k - $50k | |
| Feb 12, 2026 | | Buy | $15k - $50k | |
| Feb 18, 2026 | | Buy | $50k - $100k | |
| Feb 17, 2026 | BAXBaxter International Inc | Buy | $50k - $100k | |
| Feb 6, 2026 | DOCHealthpeak Properties Inc Com | Buy | $15k - $50k | |
| Feb 20, 2026 | | Buy | $15k - $50k | |
| Feb 20, 2026 | CVSCVS Health Corporation | Buy | $15k - $50k | |
| Feb 12, 2026 | VSHVishay Intertechnology Inc | Buy | $15k - $50k | |
| Feb 20, 2026 | | Buy | $15k - $50k | |
| Feb 17, 2026 | | Buy | $15k - $50k | |
| Feb 6, 2026 | AREAlexandria Real Estate Equities | Buy | $15k - $50k | |
| Jan 21, 2026 | | Buy | - | |
| Jan 13, 2026 | | Buy | $25M - $50M | |
| Jan 13, 2026 | | Buy | - | |
| Jan 13, 2026 | VSNTVERSANT MEDIA GROUP INC COM CLA | Buy | - | |
| Jan 30, 2026 | | Buy | - | |
| Jan 13, 2026 | | Buy | - | |
| Jan 14, 2026 | | Buy | - | |
| Jan 26, 2026 | | Buy | - | |
| Jan 13, 2026 | | Buy | - | |
| Jan 29, 2026 | | Buy | - | |
| Jan 29, 2026 | | Buy | $25M - $50M | |
| Jan 8, 2026 | | Buy | - | |
| Jan 30, 2026 | | Buy | $25M - $50M | |
| Jan 30, 2026 | | Buy | $5M - $25M | |
| Jan 30, 2026 | | Buy | $5M - $25M | |
| Jan 13, 2026 | | Buy | $25M - $50M | |
| Jan 26, 2026 | | Buy | $25M - $50M | |
| Jan 30, 2026 | | Buy | $5M - $25M | |
| Jan 30, 2026 | MELIP__ FF MERCADOLIBRE INC — Xf | Buy | $5M - $25M | |
| Jan 9, 2026 | | Buy | Over $50M | |
| Jan 27, 2026 | | Buy | Over $50M | |
| Jan 13, 2026 | IFFINTERNATIONAL FLAVORS &FRAGRANCES | Buy | Spouse/DC amount over $1M | |
| Jan 13, 2026 | BAXBAXTER INTERNATIONAL INC | Buy | Over $50M | |
| Jan 13, 2026 | CVSCVS HEALTH CORPORATION | Buy | - | |
| Jan 13, 2026 | | Buy | Spouse/DC amount over $1M | |
| Jan 26, 2026 | VOOVanguard Index FDS S&P 500 ETF | Buy | $5M - $25M | |
| Jan 23, 2026 | VOOVanguard Index FDS S&P 500 ETF | Buy | $5M - $25M | |
| Jan 28, 2026 | NSITINSIGHT ENTERPRISES INC | Buy | $25M - $50M | |
| Dec 18, 2025 | LINLinden Structured Capital Fd II | Buy | - | |
| Dec 22, 2025 | LSEGLONDON STOCK EX GRP ADR SPON | Buy | - | |
| Dec 23, 2025 | LSEGLONDON STOCKEXGRPADRSPON | Buy | - | |
| Dec 22, 2025 | HLMIXHarding Loevner Internationa) Eq Instl | Buy | - | |
| Dec 16, 2025 | HLMIXHARDING LOEVNER INTL | Buy | - | |
| Dec 3, 2025 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Dec 19, 2025 | NWGAXNATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A | Buy | - | |
| Dec 9, 2025 | | Buy | - | |
| Dec 16, 2025 | | Buy | - | |
| Dec 19, 2025 | MWAMueller Water Products Inc | Buy | - | |
| Dec 22, 2025 | MWAMueller Water Products Inc | Buy | - | |
| Dec 11, 2025 | | Buy | - | |
| Dec 16, 2025 | SMEGFSIEMENS ENERGY AG-UNSP | Buy | - | |
| Dec 17, 2025 | SMEGFSIEMENS ENERGY AG-UNSP | Buy | - | |
| Dec 22, 2025 | | Buy | - | |
| Dec 15, 2025 | | Buy | - | |
| Dec 19, 2025 | | Buy | - | |
| Dec 15, 2025 | | Buy | - | |
| Dec 18, 2025 | | Buy | - | |
| Dec 16, 2025 | | Buy | - | |
| Dec 17, 2025 | SAP“SP SAP SE-SPONSORED ADR | Buy | - | |
| Dec 16, 2025 | | Buy | - | |
| Dec 15, 2025 | | Buy | - | |
| Dec 10, 2025 | | Buy | - | |
| Dec 12, 2025 | | Buy | - | |
| Dec 15, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Dec 16, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Dec 16, 2025 | UBERUBER TECHNOLOGIES INC oo | Buy | - | |
| Dec 10, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Dec 16, 2025 | | Buy | - | |
| Dec 16, 2025 | | Buy | - | |
| Dec 16, 2025 | VTEBVANGUARD MUNI BD TAX-EXEMPT ETF | Buy | - | |
| Dec 11, 2025 | VTEBVANGUARD MUNI BD TAX-EXEMPT ETF | Buy | - | |
| Dec 15, 2025 | EQTALEXANDRIA REAL EST EQTS | Buy | - | |
| Dec 15, 2025 | | Buy | - | |
| Dec 4, 2025 | GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Dec 4, 2025 | | Buy | - | |
| Dec 4, 2025 | | Buy | - | |
| Dec 4, 2025 | | Buy | - | |
| Dec 15, 2025 | | Buy | - | |
| Dec 23, 2025 | DFAIDFA International Core ETF | Buy | - | |
| Dec 11, 2025 | DFAEDFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL CLASS | Buy | - | |
| Dec 23, 2025 | VTIVANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHARES | Buy | - | |
| Dec 11, 2025 | DFICDFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTL CLASS | Buy | - | |
| Dec 24, 2025 | DFAIDFA International Core ETF | Buy | - | |
| Dec 26, 2025 | | Buy | - | |
| Dec 12, 2025 | | Buy | - | |
| Dec 1, 2025 | VGLTVANGUARB LONG TERM TAX | Buy | - | |
| Dec 9, 2025 | VGLTVANGUARD LONG TERM TAX | Buy | - | |
| Dec 24, 2025 | VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETE | Buy | - | |
| Dec 3, 2025 | VGLTVANGUARD LONG TERM TAX | Buy | - | |
| Nov 20, 2025 | LINLinden Structured Capital Fdll | Buy | - | |
| Nov 19, 2025 | | Buy | - | |
| Nov 19, 2025 | | Buy | - | |
| Nov 19, 2025 | | Buy | - | |
| Nov 20, 2025 | | Buy | - | |
| Nov 19, 2025 | CVCOCAVCO INDS INC DELCOM | Buy | - | |
| Nov 18, 2025 | | Buy | - | |
| Nov 20, 2025 | MSAs5P MSA SAFETY INC COM ° | Buy | - | |
| Nov 4, 2025 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Nov 28, 2025 | | Buy | - | |
| Nov 4, 2025 | | Buy | - | |
| Nov 24, 2025 | | Buy | - | |
| Nov 19, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Nov 3, 2025 | VGLT” VANGUARD LONG TERM TAX | Buy | - | |
| Nov 26, 2025 | FCFSFIRSTCASH HLDGS INCCOM ; b§ « | Buy | - | |
| Nov 24, 2025 | | Buy | - | |
| Nov 13, 2025 | | Buy | - | |
| Nov 14, 2025 | | Buy | - | |
| Nov 13, 2025 | | Buy | - | |
| Oct 8, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 14, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 20, 2025 | | Buy | $1k - $15k | |
| Oct 8, 2025 | METAMeta Platforms Inc-Class A | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | HLTHilton Worldwide Holdings | Buy | $1k - $15k | |
| Oct 23, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | METAMeta Platforms Inc-Class A | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 30, 2025 | | Buy | $1k - $15k | |
| Oct 30, 2025 | ASMLASML Holding NV-NY Reg Shs | Buy | $1k - $15k | |
| Oct 17, 2025 | | Buy | $1k - $15k | |
| Oct 23, 2025 | | Buy | $1k - $15k | |
| Oct 23, 2025 | ASMLASML Holding NV-NY Reg Shs | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | CDNSCadence Design Sys Inc | Buy | $1k - $15k | |
| Oct 7, 2025 | ASMLASML Holding NV-NY Reg Shs | Buy | $1k - $15k | |
| Oct 17, 2025 | | Buy | $1k - $15k | |
| Oct 23, 2025 | | Buy | $1k - $15k | |
| Oct 22, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 17, 2025 | PINSPinterest Inc Reg Shs | Buy | $15k - $50k | |
| Oct 17, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 23, 2025 | | Buy | $1k - $15k | |
| Oct 31, 2025 | | Buy | $1k - $15k | |
| Oct 24, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 17, 2025 | GOOGLAlphabet Inc Shs Cl A | Buy | $15k - $50k | |
| Oct 14, 2025 | | Buy | $15k - $50k | |
| Oct 3, 2025 | | Buy | $1k - $15k | |
| Oct 10, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | TSMTaiwan Semiconductor-SP ADR | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 16, 2025 | ANETArista Networks Inc Reg | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 17, 2025 | CHTRCharter Communications Inc A | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 22, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | ELThe Estee Lauder Companies Inc | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | BAYRYBayer AG-Sponsored ADR | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 22, 2025 | COFCapital One Financial Corp | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | UBERUber Technologies Inc | Buy | $1k - $15k | |
| Oct 8, 2025 | SSDSimpson Manufacturing Co | Buy | $1k - $15k | |
| Oct 27, 2025 | ASMLASML Holding NV-NY Reg Shs | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | ANETArista Networks Inc Reg | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | CMCSAComcast Corp-Class A | Buy | $1k - $15k | |
| Oct 31, 2025 | | Buy | $1k - $15k | |
| Oct 13, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | UNHUnitedHealth Group Inc | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 24, 2025 | GPNGlobal Pmts Inc Georgia | Buy | $15k - $50k | |
| Oct 22, 2025 | | Buy | $15k - $50k | |
| Oct 24, 2025 | AREAlexandria Real Est Eqts | Buy | $15k - $50k | |
| Oct 10, 2025 | | Buy | $1k - $15k | |
| Oct 10, 2025 | | Buy | $1k - $15k | |
| Oct 24, 2025 | | Buy | $1k - $15k | |
| Oct 24, 2025 | GPNGlobal Pmts Inc Georgia | Buy | $1k - $15k | |
| Oct 10, 2025 | | Buy | $1k - $15k | |
| Oct 10, 2025 | AREAlexandria Real Est Eqts | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | LPLALPL Financial Holdings | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | SWKStanley Black & Decker | Buy | $1k - $15k | |
| Oct 27, 2025 | GPNGlobal Pmts Inc Georgia | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | IBMIntl Business Machines | Buy | $1k - $15k | |
| Oct 27, 2025 | AREAlexandria Real Est Eqts | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | EQHEquitable Holdings Inc | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 17, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | UTHRUnited Therapeutics Corp | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 24, 2025 | | Buy | $50k - $100k | |
| Oct 22, 2025 | | Buy | $15k - $50k | |
| Oct 10, 2025 | | Buy | $15k - $50k | |
| Oct 22, 2025 | | Buy | $15k - $50k | |
| Oct 1, 2025 | | Buy | $1k - $15k | |
| Sep 16, 2025 | | Buy | - | |
| Sep 5, 2025 | LSEGLONDON STOCK EXCHG-UNSP ADR | Buy | - | |
| Sep 12, 2025 | LSEGLONDON STOCK EXCHG-UNSP ADR | Buy | - | |
| Sep 30, 2025 | DFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Sep 30, 2025 | VTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | - | |
| Oct 5, 2025 | DFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Sep 30, 2025 | DFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Sep 11, 2025 | | Buy | - | |
| Sep 22, 2025 | | Buy | - | |
| Sep 9, 2025 | | Buy | - | |
| Sep 25, 2025 | | Buy | - | |
| Sep 4, 2025 | | Buy | - | |
| Sep 11, 2025 | | Buy | - | |
| Sep 10, 2025 | | Buy | - | |
| Sep 18, 2025 | | Buy | - | |
| Sep 30, 2025 | METAMETA PLATFORMS INC-CLASS A | Buy | - | |
| Sep 3, 2025 | METAMETA PLATFORMS INC-CLASS A | Buy | - | |
| Sep 23, 2025 | | Buy | - | |
| Sep 8, 2025 | | Buy | - | |
| Sep 8, 2025 | | Buy | - | |
| Sep 22, 2025 | | Buy | - | |
| Sep 22, 2025 | | Buy | - | |
| Sep 30, 2025 | VTEBVANGUARD MUNI BD TAX-EXEMPT ETF | Buy | - | |
| Sep 29, 2025 | VTEBVANGUARD TAX-EXEMPT BOND ETF | Buy | - | |
| Sep 25, 2025 | | Buy | - | |
| Sep 22, 2025 | CNMCORE & MAIN INC COMCLA — | Buy | - | |
| Sep 8, 2025 | | Buy | - | |
| Sep 22, 2025 | CSLCarlisle Companies, inc. | Buy | - | |
| Sep 16, 2025 | | Buy | - | |
| Sep 22, 2025 | NSITInsight Enterprises, Inc. | Buy | - | |
| Sep 22, 2025 | WTMWhite Mountains Insurance Group Ltd | Buy | - | |
| Sep 22, 2025 | MSAMSA Safety incorporated | Buy | - | |
| Sep 11, 2025 | NSITInsight Enterprises, Inc. | Buy | - | |
| Sep 4, 2025 | | Buy | - | |
| Sep 16, 2025 | | Buy | - | |
| Sep 3, 2025 | | Buy | - | |
| Sep 11, 2025 | | Buy | - | |
| Sep 9, 2025 | | Buy | - | |
| Sep 30, 2025 | ELTHE ESTEE LAUDER COMPANIES INC | Buy | - | |
| Sep 30, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Sep 9, 2025 | | Buy | - | |
| Sep 4, 2025 | | Buy | - | |
| Sep 16, 2025 | | Buy | - | |
| Sep 25, 2025 | | Buy | - | |
| Sep 25, 2025 | | Buy | - | |
| Sep 22, 2025 | | Buy | - | |
| Sep 11, 2025 | | Buy | - | |
| Sep 8, 2025 | ANETARISTA NETWORKS INC REG | Buy | - | |
| Sep 26, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Sep 19, 2025 | | Buy | - | |
| Sep 16, 2025 | | Buy | - | |
| Sep 18, 2025 | EQTALEXANDRIA REAL EST EQTS | Buy | - | |
| Sep 26, 2025 | | Buy | - | |
| Sep 24, 2025 | | Buy | - | |
| Sep 26, 2025 | | Buy | - | |
| Sep 24, 2025 | EQHEQUITABLE HOLDINGS INC | Buy | - | |
| Sep 2, 2025 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Dec 20, 2024 | NWGAXNATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A | Buy | - | |
| Mar 25, 2024 | SAFRFSAFRAN SA EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Dec 11, 2024 | DFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Sep 30, 2024 | DFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Jun 30, 2025 | DFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Jun 28, 2024 | DFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | Date uncertain |
| Mar 28, 2025 | VTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | - | |
| Jul 1, 2024 | VTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | - | Date uncertain |
| Dec 24, 2024 | VTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | - | |
| Sep 30, 2024 | VTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | - | |
| Mar 25, 2024 | VTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | - | Date uncertain |
| Jun 30, 2025 | DFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Jun 28, 2024 | DFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | Date uncertain |
| Dec 11, 2024 | DFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Sep 30, 2024 | DFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Mar 31, 2025 | DFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Mar 28, 2024 | DFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | Date uncertain |
| Mar 31, 2025 | DFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | |
| Mar 28, 2024 | DFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | - | Date uncertain |
| Oct 23, 2024 | UALBANY ROAD STRATEGIC OPPORTUNITY FUND | Buy | - | |
| Jan 31, 2025 | UALBANY ROAD STRATEGIC OPPORTUNITY FUND | Buy | - | |
| Mar 25, 2024 | AMZNAMAZON.COM INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | COFCAPITAL ONE FINANCIAL CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | CMCSACOMCAST CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | GSGOLDMAN SACHS GROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | HLTHILTON WORLDWIDE HOLDINGS IN EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | MSFTMICROSOFT CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | NFLXNETFLIX INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | SAPSAP SE EXCHANGED FOR EAGLE-CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | VVISA INC CLA SHRS EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 31, 2025 | VTIVANGUARD TOTAL STOCK MARKET ETF | Buy | - | |
| Jul 2, 2024 | VTIVANGUARD TOTAL STOCK MARKET ETF | Buy | - | Date uncertain |
| Mar 28, 2024 | VTIVANGUARD TOTAL STOCK MARKET ETF | Buy | - | Date uncertain |
| Sep 21, 2025 | SSDSimpson Manufacturing Co | Buy | - | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 15, 2025 | | Buy | - | |
| Aug 21, 2025 | COFCAPITAL ONE FINANCIAL CORP | Buy | - | |
| Sep 5, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 | ELTHE ESTEE LAUDER COMPANIES INC | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 29, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 6, 2025 | | Buy | $5M - $25M | |
| Aug 1, 2025 | VGLTVANGUARD LONG TERM TAX EXEMPT FUND | Buy | - | |
| Aug 29, 2025 | | Buy | - | |
| Aug 29, 2025 | | Buy | - | |
| Aug 7, 2025 | | Buy | - | |
| Aug 8, 2025 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| Aug 7, 2025 | | Buy | - | |
| Aug 8, 2025 | | Buy | - | |
| Aug 27, 2025 | | Buy | - | |
| Aug 9, 2025 | | Buy | - | |
| Aug 15, 2025 | | Buy | - | |
| Aug 21, 2025 | HAYWHayward Holdings, inc. | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 | HLTHILTON WORLDWIDE HOLOINGS IN | Buy | - | |
| Aug 8, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 20, 2025 | METAMETA PLATFORMS INC-CLASS A | Buy | - | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 15, 2025 | METAMETA PLATFORMS INC-CLASS A | Buy | $1M - $5M | |
| Aug 21, 2025 | MLMMARTIN MARIETTA MATERIALS | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Sep 5, 2025 | | Buy | $1M - $5M | |
| Jun 21, 2025 | MSAMSA Safety Incorporated | Buy | $1M - $5M | |
| Aug 21, 2025 | METAMETA PLATFORMS INC-CLASS A | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | LPXLOUISIANA-PAC Corp Com | Buy | $1M - $5M | |
| Aug 21, 2025 | BJWBJ's Wholesale Club Holdings | Buy | $1M - $5M | |
| Aug 21, 2025 | PPLApplied Industrial Technologies | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | NSITInsight Enterprises, Inc. | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Sep 5, 2025 | WTMWhite Mountains insurance Group Ltd | Buy | $1M - $5M | |
| Aug 22, 2025 | IBMINTL BUSINESS MACHINES | Buy | $25M - $50M | |
| Aug 22, 2025 | SWKSTANLEY BLACK & DECKER | Buy | - | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | FDXFEDEX CORP DELAWARE COM | Buy | $25M - $50M | |
| Aug 22, 2025 | GPNGLOBAL PMTS INC GEORGIA | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 7, 2025 | | Buy | $25M - $50M | |
| Aug 5, 2025 | | Buy | - | |
| Aug 20, 2025 | | Buy | $25M - $50M | |
| Aug 7, 2025 | | Buy | $5M - $25M | |
| Aug 20, 2025 | | Buy | $5M - $25M | |
| Aug 20, 2025 | ZIONZions Bancorporation NA | Buy | $5M - $25M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 8, 2025 | | Buy | $5M - $25M | |
| Aug 8, 2025 | | Buy | $5M - $25M | |
| Aug 12, 2025 | PINSPINTEREST INC REG SHS | Buy | $5M - $25M | |
| Aug 6, 2025 | | Buy | $5M - $25M | |
| Aug 15, 2025 | | Buy | $5M - $25M | |
| Aug 29, 2025 | CVCOCaveo Inds inc Detcom | Buy | Over $50M | |
| Aug 22, 2025 | | Buy | - | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | ARWArrow Electronics, Inc. | Buy | $1M - $5M | |
| Aug 21, 2025 | DCIDonaldson Company, Inc. | Buy | $1M - $5M | |
| Aug 28, 2025 | SAFRFSAFRAN SA-UNSPON ADR | Buy | $1M - $5M | |
| Aug 22, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | TSMTAIWAN SEMICONDUCTOR-SP AOR | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 29, 2025 | ANETARISTA NETWORKS INC REG | Buy | $1M - $5M | |
| Aug 21, 2025 | CDNSCADENCE DESIGN SYS INC | Buy | $1M - $5M | |
| Aug 19, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 | CHTRCHARTER COMMUNICATIONS INC-A | Buy | - | |
| Aug 6, 2025 | | Buy | - | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 15, 2025 | | Buy | $5M - $25M | |
| Aug 14, 2025 | BAYRYBAYER AG-SPONSORED ADR | Buy | $5M - $25M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 20, 2025 | WTMWhite Mountains Insurance Group Ltd | Buy | $5M - $25M | |
| Aug 21, 2025 | ZIONZions Bancorporation NA | Buy | $1M - $5M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | CNMCORE & MAIN INC COMCLA | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 7, 2025 | UTHRUNITED THERAPEUTICS COR | Buy | $25M - $50M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | SAFRFSAFRAN SA-UNSPON ADR | Buy | $1M - $5M | |
| Aug 21, 2025 | BAYRYBAYER AG-SPONSORED ADR | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 27, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | CMCSACOMCAST CORP-CLASS A | Buy | $5M - $25M | |
| Aug 21, 2025 | UBERUBER TECHNOLOGIES INC | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 7, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | ANETARISTA NETWORKS INC REG | Buy | $25M - $50M | |
| Aug 7, 2025 | | Buy | $25M - $50M | |
| Aug 15, 2025 | | Buy | $25M - $50M | |
| Aug 20, 2025 | ANET# "ARISTA NETWORKS INC REG | Buy | $25M - $50M | |
| Aug 29, 2025 | | Buy | $25M - $50M | |
| Aug 8, 2025 | | Buy | Over $50M | |
| Aug 21, 2025 | | Buy | Over $50M | |
| Aug 21, 2025 | VOOVANGUARD INDEX FUNDS S&P 500 ETF | Buy | Over $50M | |
| Aug 21, 2025 | GOOGLALPHABET INC SHS CLA | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 | UNHP UNITEDHEALTH GROUP INC | Buy | - | |
| Aug 22, 2025 | LPLALPL FINANCIAL HOLDINGS | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 27, 2025 | EQTALEXANDRIA REAL EST EQT | Buy | - | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | UTHRP UNITED THERAPEUTICS CORP | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | EQHEQUITABLE HOLDINGS INC | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | Over $50M | |
| Jul 7, 2025 | LSEGLONDON STOCK EXCHG-UNSP ADR | Buy | - | |
| Jul 8, 2025 | SAFRFSAFRAN SA-UNSPON ADR | Buy | - | |
| Jul 11, 2025 | | Buy | - | |
| Jul 30, 2025 | PINSPINTEREST INC REG SHS | Buy | - | |
| Jul 18, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Jul 23, 2025 | | Buy | - | |
| Jul 21, 2025 | | Buy | - | |
| Jul 25, 2025 | | Buy | - | |
| Jul 8, 2025 | | Buy | - | |
| Jul 25, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Jul 21, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Jul 23, 2025 | ASMLASML HOLDING NV-NY REG SHS | Buy | - | |
| Jul 31, 2025 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| Jul 30, 2025 | | Buy | - | |
| Jul 31, 2025 | | Buy | - | |
| Jul 1, 2025 | | Buy | - | |
| Jul 7, 2025 | | Buy | - | |
| Jul 2, 2025 | | Buy | - | |
| Jul 29, 2025 | | Buy | - | |
| Jul 11, 2025 | | Buy | - | |
| Jul 11, 2025 | | Buy | - | |
| Jul 11, 2025 | | Buy | - | |
| Jul 30, 2025 | | Buy | - | |
| Jul 7, 2025 | VTEBVANGUARD MUNI BD TAX-EXEMPT ETF | Buy | - | |
| Jul 24, 2025 | SWKSTANLEY BLACK & DECKER | Buy | - | |
| Jul 3, 2025 | GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Jul 24, 2025 | GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Jul 24, 2025 | | Buy | - | |
| Jul 29, 2025 | SAFRFSAFRAN SA-UNSPON ADR | Buy | - | |
| Jul 3, 2025 | | Buy | - | |
| Jul 3, 2025 | NFGNAT FUEL GAS CO.NJ $1 x | Buy | - | |
| Jul 24, 2025 | | Buy | - | |
| Jul 3, 2025 | FDXFEDEX CORP DELAWARE COM | Buy | - | |
| Jul 24, 2025 | IBMINTL BUSINESS MACHINES | Buy | - | |
| Jul 1, 2025 | VTIVanguard Total Stock Market Index Fund Institutional Shares | Buy | - | |
| Jul 1, 2025 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Jul 1, 2025 | | Buy | - | |
| Jul 2, 2025 | VTIVanguard Index Fds Vanguard Total Stk Mkt ETF | Buy | - | |
| Jun 2, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 6, 2025 | | Buy | - | |
| Jun 9, 2025 | | Buy | - | |
| Jun 20, 2025 | | Buy | - | |
| Jun 9, 2025 | | Buy | - | |
| Jun 26, 2025 | | Buy | - | |
| Jun 23, 2025 | | Buy | - | |
| Jun 13, 2025 | | Buy | - | |
| Jun 12, 2025 | | Buy | - | |
| Jun 26, 2025 | | Buy | - | |
| Jun 26, 2025 | | Buy | - | |
| Jun 30, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 6, 2025 | ADSKAUTODESK INC DEL PV$0.01 | Buy | - | |
| Jun 9, 2025 | | Buy | - | |
| Jun 6, 2025 | | Buy | - | |
| Jun 16, 2025 | HLTHILTON WORLDWIDE HOLDINGS | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 12, 2025 | | Buy | - | |
| Jun 16, 2025 | METAsp META PLATFORMS INC-CLASS A | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | CHTRCHARTER COMMUNICATIONS INC-A | Buy | - | |
| Jun 26, 2025 | CDNSCADENCE DESIGN SYS INC | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 27, 2025 | ADSKAUTODESK INC DEL PvS0.01 | Buy | - | |
| Jun 16, 2025 | CMCSACOMCAST CORP-CLASS A | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | ANETARISTA NETWORKS INC REG | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | FISVFISERV INC WISC PV 1CT | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | ANETARISTA NETWORKS INC REG | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 20, 2025 | | Buy | - | |
| Jun 5, 2025 | | Buy | - | |
| Jun 27, 2025 | FDXFEDEX CORP DELAWARE COM | Buy | - | |
| Jun 5, 2025 | | Buy | - | |
| Jun 27, 2025 | GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Jun 27, 2025 | LPLALPL FINANCIAL HOLDINGS | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jul 5, 2025 | SWKSTANLEY BLACK & DECKER | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 | UTHRUNITED THERAPEUTICS CORP | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Feb 5, 2025 | | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 | IBM(NTL BUSINESS MACHINES | Buy | - | |
| Feb 5, 2025 | | Buy | - | |
| Jul 5, 2025 | EQHEQUITABLE HOLDINGS INC | Buy | - | |
| May 16, 2025 | UNHUNITEDHEALTH GROUP INC | Buy | $1k - $15k | |
| May 12, 2025 | | Buy | $15k - $50k | |
| May 15, 2025 | | Buy | - | |
| May 19, 2025 | | Buy | - | |
| May 1, 2025 | ZIONZions Bancorporation NA | Buy | - | |
| May 28, 2025 | | Buy | - | |
| May 1, 2025 | VGLTVANGUARD LONG TERM TAX | Buy | - | |
| May 28, 2025 | COFCAPITAL ONE FINANCIAL CORP i | Buy | - | |
| May 21, 2025 | | Buy | - | |
| May 19, 2025 | SWKSTANLEY BLACK & DECKER | Buy | $15k - $50k | |
| May 20, 2025 | UNHf_ UNITEDHEALTH GROUP INC | Buy | $1k - $15k | |
| May 19, 2025 | | Buy | $1k - $15k | |
| May 19, 2025 | | Buy | $1k - $15k | |
| May 28, 2025 | | Buy | $1k - $15k | |
| May 15, 2025 | | Buy | $15k - $50k | |
| May 19, 2025 | | Buy | $15k - $50k | |
| May 12, 2025 | GPNGLOBAL PMTS INC GEORGIA | Buy | $100k - $250k | |
| May 19, 2025 | | Buy | $100k - $250k | |
| Apr 1, 2025 | VGLTVANGUARD LONG TERM TAX | Buy | - | |
| Apr 11, 2025 | SSDSimpson Manufacturing Co | Buy | - | |
| Apr 8, 2025 | | Buy | $50k - $100k | |
| Apr 23, 2025 | | Buy | - | |
| Apr 1, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 8, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 8, 2025 | | Buy | $50k - $100k | |
| Apr 2, 2025 | BJWBJ's Wholesale Club Holdings | Buy | $15k - $50k | |
| Apr 7, 2025 | SWKSTANLEY BLACK & DECKER | Buy | $50k - $100k | |
| Apr 14, 2025 | | Buy | - | |
| Apr 15, 2025 | | Buy | - | |
| Apr 11, 2025 | | Buy | - | |
| Apr 15, 2025 | MSAMSA Safety Incorporated iE | Buy | $50k - $100k | |
| Apr 28, 2025 | FISVFISERV INC WISC PV 1CT | Buy | $50k - $100k | |
| Apr 24, 2025 | UNHUNITEDHEALTH GROUP INC | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 8, 2025 | UBERUBER TECHNOLOGIES INC | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 7, 2025 | HAYWHayward Holdings, inc. I | Buy | $15k - $50k | |
| Apr 4, 2025 | | Buy | $15k - $50k | |
| Apr 7, 2025 | ARWArrow Electronics, Inc. | Buy | $15k - $50k | |
| Apr 4, 2025 | NSITInsight Enterprises, inc. | Buy | $15k - $50k | |
| Apr 1, 2025 | | Buy | $15k - $50k | |
| Apr 2, 2025 | | Buy | - | |
| Apr 14, 2025 | | Buy | - | |
| Apr 14, 2025 | | Buy | - | |
| Apr 1, 2025 | | Buy | - | |
| May 5, 2025 | | Buy | - | |
| Apr 11, 2025 | | Buy | - | |
| Apr 23, 2025 | | Buy | - | |
| Apr 11, 2025 | | Buy | $15k - $50k | |
| Apr 14, 2025 | BJWBJ's Wholesale Club Holdings | Buy | $15k - $50k | |
| Apr 14, 2025 | | Buy | $15k - $50k | |
| Apr 28, 2025 | ANETARISTA NETWORKS INC REG | Buy | $50k - $100k | |
| Apr 8, 2025 | AJGGALLAGHER ARTHUR J & CO | Buy | $50k - $100k | |
| Apr 2, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 8, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 2, 2025 | | Buy | $50k - $100k | |
| Apr 4, 2025 | | Buy | $15k - $50k | |
| Mar 13, 2025 | UNHUNITEDHEALTH GROUP INC | Buy | $25M - $50M | |
| Mar 26, 2025 | | Buy | $25M - $50M | |
| Mar 18, 2025 | | Buy | $25M - $50M | |
| Apr 5, 2025 | | Buy | $25M - $50M | |
| Mar 19, 2025 | CHTRCHARTER COMMUNICATIONS INC | Buy | $25M - $50M | |
| Mar 26, 2025 | | Buy | $25M - $50M | |
| Mar 19, 2025 | | Buy | $25M - $50M | |
| Mar 21, 2025 | | Buy | $25M - $50M | |
| Mar 17, 2025 | MLMMARTIN MARIETTA MATERIALS | Buy | $25M - $50M | |
| Mar 5, 2025 | | Buy | - | |
| Mar 10, 2025 | | Buy | - | |
| Apr 5, 2025 | | Buy | - | |
| Mar 12, 2025 | | Buy | - | |
| Mar 6, 2025 | | Buy | - | |
| Mar 11, 2025 | | Buy | - | |
| Mar 14, 2025 | | Buy | - | |
| Mar 11, 2025 | | Buy | $25M - $50M | |
| Mar 4, 2025 | | Buy | $25M - $50M | |
| Mar 6, 2025 | | Buy | Spouse/DC amount over $1M | |
| Mar 4, 2025 | | Buy | Over $50M | |
| Mar 4, 2025 | | Buy | $25M - $50M | |
| Mar 6, 2025 | NFGoP NAT FUEL GAS CO Ni $1 | Buy | Over $50M | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 31, 2025 | | Buy | - | |
| Jan 13, 2025 | | Buy | - | |
| Jan 15, 2025 | | Buy | - | |
| Jan 23, 2025 | | Buy | - | |
| Jan 13, 2025 | | Buy | - | |
| Jan 30, 2025 | | Buy | - | |
| Jan 21, 2025 | | Buy | - | |
| Jan 30, 2025 | ANETARISTANETWORKS INC REG | Buy | - | |
| Jan 30, 2025 | | Buy | - | |
| Jan 27, 2025 | | Buy | - | |
| Jan 21, 2025 | WTMWhite Mountains Insurance Group Ltd EE D_v232025 ff 2/s/202s | Buy | - | |
| Jan 23, 2025 | DCIDonaldson Company, Inc. | Buy | - | |
| Jan 2, 2025 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 31, 2025 | | Buy | - | |
| Jan 9, 2025 | HLTHILTON WORLDWIDE HOLDINGS | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | TSMTAIWAN SEMICONDUCTOR it | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 30, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 27, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 23, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | CHTRCHARTER COMMUNICATIONS INC | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 16, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 21, 2025 | | Buy | - | |
| Jan 28, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 30, 2025 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | CSLCarlisle Companies, Inc. | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | PPLBeacon Roofing Supply Inc Class A . ‘ | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | GTESGates Industrial Corp PLC | Buy | - | |
| Dec 20, 2024 | CNMCORE & MAIN INC COMCLA | Buy | - | |
| Dec 20, 2024 | ARWArrow Electronics, Inc. | Buy | - | |
| Dec 20, 2024 | NSITinsight Enterprises, Inc. | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 23, 2024 | | Buy | - | |
| Dec 24, 2024 | CHTRCHARTER COMMUNICATIONS INC | Buy | - | |
| Dec 5, 2024 | CSLCarlisle Companies, Inc. t | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 6, 2024 | | Buy | - | |
| Dec 13, 2024 | LPLA° LPL FINANCIAL HOLDINGS | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | FDXFEDEX CORP DELAWARE COM —TT | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | LVSf_LAS VEGAS SANDS CorP | Buy | - | |
| Dec 13, 2024 | GPNGLOBAL PMTS INC GEORGIA a | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | UTHRUNITED THERAPEUTICS CORP , I | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | IBMINTLBUSINESS MACHINES + | Buy | - | |
| Dec 20, 2024 | HLMIXHARDING LOEVNER INTL | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 12, 2024 | DFAEL DFAEMERGING MARKETS | Buy | - | |
| Dec 12, 2024 | | Buy | - | |
| Dec 2, 2024 | IEVANGUARD LONG TERM TAX iE | Buy | - | |
| Dec 26, 2024 | | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | ZIONZions Bancorporation NA. | Buy | - | |
| Dec 20, 2024 | BJBJ's Wholesale Club Holdings | Buy | - | |
| Dec 12, 2024 | IPGInterpublic Group of Companies Inc l x! | Buy | - | |
| Dec 24, 2024 | OXYOCCIDENTAL PETROLEUM CORP j | Buy | - | |
| Dec 2, 2024 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Dec 20, 2024 | DCIDonaldson Company, Inc. | Buy | - | |
| Dec 20, 2024 | WTMWhite Mountains Insurance Group Ltd | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | SSDSimpson Manufacturing Co | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 20, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | EQHEQUITABLE HOLDINGS INC | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 24, 2024 | | Buy | - | |
| Dec 19, 2024 | HAYWHayward Holdings, Inc. | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 16, 2024 | | Buy | - | |
| Dec 24, 2024 | | Buy | - | |
| Dec 23, 2024 | NVOpC NOVO NORDISK AS ADR | Buy | - | |
| Dec 11, 2024 | DCIDonaldson Company, Inc. | Buy | - | |
| Dec 12, 2024 | | Buy | - | |
| Dec 6, 2024 | DTpC DYNATRACE INC REG SHS | Buy | - | |
| Dec 6, 2024 | | Buy | - | |
| Dec 6, 2024 | FISVFISERV INC WISC PV 1CT iE f | Buy | - | |
| Dec 12, 2024 | | Buy | - | |
| Dec 10, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 4, 2024 | | Buy | - | |
| Nov 22, 2024 | ARWArrow Electronics, inc. | Buy | - | |
| Nov 14, 2024 | | Buy | - | |
| Nov 12, 2024 | | Buy | - | |
| Nov 1, 2024 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| Nov 8, 2024 | DTDYNATRACE INC REG SHS iE | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 18, 2024 | | Buy | - | |
| Nov 19, 2024 | HLTHILTON WORLDWIDE HOLDINGS | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 22, 2024 | | Buy | - | |
| Nov 18, 2024 | | Buy | - | |
| Nov 27, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 12, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 6, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 7, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 12, 2024 | | Buy | - | |
| Nov 19, 2024 | CDNSCADENCE DESIGN SYS INC | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | COFCAPITAL ONE FINANCIAL CORP | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 8, 2024 | | Buy | - | |
| Nov 1, 2024 | ASMLASML HLDG NV NY REG SHS | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | VOOVANGUARD INDEX FUNDS S&P 500 ETF | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | FISVME OC Bf FISERV SNC WESC PV, | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 22, 2024 | PPLApplied Industrial Technologies | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 4, 2024 | ASMLASML HLDG NV NY REG SHS. | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | CHTRCHARTER COMMUNICATIONS INC | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 18, 2024 | VOOI VANGUARD INDEX FUNDS S&P 500 ETF | Buy | - | |
| Nov 6, 2024 | GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 6, 2024 | UTHRpC UNITED THERAPEUTICS CORP | Buy | - | |
| Nov 20, 2024 | LPLALPL FINANCIAL HOLDINGS | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | UTHRUNITED THERAPEUTICS CORP | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | FDXFEDEX CORP DELAWARE COM | Buy | - | |
| Nov 20, 2024 | IBMINTL BUSINESS MACHINES | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | EQHP EQUITABLE HOLDINGS INC | Buy | - | |
| Nov 19, 2024 | UTHRUNITED THERAPEUTICS CORP | Buy | - | |
| Nov 1, 2024 | VGLTVANGUARD LONG TERM TAX | Buy | - | |
| Nov 13, 2024 | | Buy | - | |
| Nov 19, 2024 | NBIXNEUROCRINE BIOSCNCE INC | Buy | - | |
| Nov 29, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | OXYMB DC RR J OCCIDENTAL PETROLEUM CORP SI | Buy | - | |
| Nov 19, 2024 | UBERMR OC HF UBER TECHNOLOGIES [NC Si | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | UNHHE OC BN J RUNITEDHEALTH GROUP. (NC SRD | Buy | - | |
| Nov 15, 2024 | WDAYHE OC BR WORKDAY, (NC | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Oct 1, 2024 | | Buy | - | |
| Oct 22, 2024 | | Buy | - | |
| Oct 25, 2024 | | Buy | - | |
| Oct 24, 2024 | | Buy | - | |
| Oct 3, 2024 | | Buy | - | |
| Oct 30, 2024 | | Buy | - | |
| Oct 31, 2024 | | Buy | - | |
| Oct 25, 2024 | | Buy | - | |
| Oct 25, 2024 | | Buy | - | |
| Oct 25, 2024 | ASMLASML HLOG NV NY REG SHS | Buy | - | |
| Oct 28, 2024 | PPLApplied Industrial Technologies % | Buy | - | |
| Oct 30, 2024 | ASMLASML HLDG NV NY REG SHS | Buy | - | |
| Oct 3, 2024 | | Buy | - | |
| Oct 25, 2024 | | Buy | - | |
| Oct 25, 2024 | | Buy | - | |
| Oct 10, 2024 | CSLCarlisle Companies, inc. X% | Buy | - | |
| Oct 24, 2024 | OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Oct 31, 2024 | ASMLASML HLDG NV NY REG SHS | Buy | - | |
| Oct 9, 2024 | | Buy | - | |
| Oct 9, 2024 | | Buy | - | |
| Oct 28, 2024 | IBMINTL BUSINESS MACHINES | Buy | - | |
| Oct 1, 2024 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Oct 1, 2024 | | Buy | - | |
| Oct 25, 2024 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| Oct 30, 2024 | CDNSCADENCE DESIGN SYS INC ® | Buy | - | |
| Nov 5, 2024 | GEVGE VERNOVA INE K 10/3/2t124 | Buy | - | |
| Sep 25, 2024 | | Buy | - | |
| Sep 20, 2024 | | Buy | - | |
| Sep 16, 2024 | | Buy | - | |
| Sep 16, 2024 | | Buy | - | |
| Sep 23, 2024 | | Buy | - | |
| Sep 13, 2024 | | Buy | - | |
| Sep 10, 2024 | CNMCORE & MAIN INC COMCL A | Buy | - | |
| Sep 25, 2024 | | Buy | - | |
| Sep 6, 2024 | BJBJ's Wholesale Club Holdings | Buy | - | |
| Sep 26, 2024 | | Buy | - | |
| Sep 19, 2024 | GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Sep 19, 2024 | | Buy | - | |
| Sep 30, 2024 | | Buy | - | |
| Sep 30, 2024 | | Buy | - | |
| Sep 19, 2024 | AIG=. AMERICAN INTERNATIONAL | Buy | - | |
| Sep 3, 2024 | VGLTVANGUARD LONG TERM TAX | Buy | - | |
| Sep 3, 2024 | | Buy | - | |
| Aug 23, 2024 | | Buy | - | |
| Sep 5, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 2, 2024 | | Buy | - | |
| Aug 2, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Sep 5, 2024 | SAPwussouni st sap pus % 08-19.2024 | Buy | - | |
| Mar 2, 2024 | | Buy | - | |
| Sep 3, 2024 | SNPSsynopsys mc Tx 0809-2004 | Buy | - | |
| Mar 8, 2024 | CDNSCADENCE DESIGN SYS INC | Buy | - | |
| Aug 9, 2024 | | Buy | - | |
| Aug 5, 2024 | CDNSCADENCE DESIGN SvS INC | Buy | - | |
| Aug 23, 2024 | CDNSCADENCE DESIGN SYS INC | Buy | - | |
| Sep 5, 2024 | WTMWhite Mountains insurance Group Lid | Buy | - | |
| Sep 3, 2024 | GTESGates industria! Corp PLC | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | DCIDonaldson Company, inc. | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | NSITInsight Enterprises, inc. | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Aug 26, 2024 | ASMLS?___ASMLHIDG NV NYREG SHS | Buy | - | |
| Aug 27, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Sep 5, 2024 | | Buy | - | |
| Aug 26, 2024 | HLTJL_ HILTON WORLDWIDE HOLDINGS | Buy | - | |
| Aug 25, 2024 | | Buy | - | |
| Mar 26, 2024 | AMZNP____ AMAZON COMINC COM | Buy | - | |
| Sep 5, 2024 | PPLBencon Roofing Supply inc | Buy | - | |
| Sep 3, 2024 | | Buy | - | |
| Aug 25, 2024 | | Buy | - | |
| Sep 5, 2024 | | Buy | - | |
| Aug 26, 2024 | COFSP____ CAPITAL ONE FINANCIAL CORP | Buy | - | |
| Aug 27, 2024 | | Buy | - | |
| Aug 26, 2024 | OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | CHTR# CHARTER COMMUNICATIONS INC | Buy | - | |
| Aug 26, 2024 | VOOVANGUARD INDEX FUNDS S&P 500 €1F | Buy | - | |
| Aug 16, 2024 | GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Jun 16, 2024 | LPLA# LPL FINANCIAL HOLDINGS | Buy | - | |
| Aug 12, 2024 | | Buy | - | |
| Aug 19, 2024 | | Buy | - | |
| Aug 19, 2024 | | Buy | - | |
| Aug 2, 2024 | | Buy | - | |
| Aug 9, 2024 | | Buy | - | |
| Aug 19, 2024 | | Buy | - | |
| Mar 20, 2024 | | Buy | - | |
| Aug 2, 2024 | AIGAMERICAN INTERNATIONAL | Buy | - | |
| Aug 19, 2024 | | Buy | - | |
| Aug 16, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 6, 2024 | SFSTIFEL FINANCIAL CORP IE | Buy | - | |
| Aug 1, 2024 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Sep 8, 2024 | CDNSCADENCE DESIGN SYS INC | Buy | - | |
| Aug 9, 2024 | CDNSCADENCE DESIGN SYS INC | Buy | - | |
| Mar 9, 2024 | CDNSCADENCE DESIGN SYS INC | Buy | - | |
| Mar 9, 2024 | | Buy | - | |
| Aug 26, 2024 | GTESGates industrial Corp PLC * | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | ARWArrow Blectronics, inc, | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Aug 21, 2024 | | Buy | - | |
| Mar 26, 2024 | CSLcarlisle Companies, Inc. | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Sep 5, 2024 | FTNTFORTINET INC _— " Ix ts262004 | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| May 26, 2024 | ADSKAUTODESK INC DEL PVS0.01 | Buy | - | |
| Aug 26, 2024 | FISVFISERV INC WISC PV 1CT | Buy | - | |
| Aug 26, 2024 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| Aug 26, 2024 | NBIXNEUROCRINE BIOSCNCE INC | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Sep 5, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | SAPVANGUARD INDEX FUNDS SAP 500 ETF | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 20, 2024 | | Buy | - | |
| Aug 20, 2024 | | Buy | - | |
| Aug 2, 2024 | | Buy | - | |
| Aug 5, 2024 | | Buy | - | |
| Jul 29, 2024 | SAFRFSAFRAN SA-UNSPON ADR | Buy | - | |
| Jul 25, 2024 | | Buy | - | |
| Jul 19, 2024 | | Buy | - | |
| Jul 18, 2024 | | Buy | - | |
| Jul 12, 2024 | UALBANY ROAD STRATEGIC OPPORTUNITY FUND | Buy | - | |
| Jul 15, 2024 | | Buy | - | |
| Jul 15, 2024 | | Buy | - | |
| Jul 18, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| Jul 15, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| Jul 25, 2024 | GSDt GOLDMAN SACHS GROUP INC | Buy | - | |
| Jul 15, 2024 | TSMTAIWAN SEMICONDUCTOR-SP ADR | Buy | - | |
| Jul 2, 2024 | | Buy | - | |
| Jul 2, 2024 | | Buy | - | |
| Jul 2, 2024 | STf_ SENSATA TECHNOLOGIES | Buy | - | |
| Jul 2, 2024 | | Buy | - | |
| Jul 1, 2024 | DFAEDFA EMERGING MARKETS. | Buy | - | |
| Aug 5, 2024 | | Buy | - | |
| Jun 11, 2024 | SAFRFSAFRAN SA-UNSPON ADR | Buy | - | |
| Jun 3, 2024 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Jun 10, 2024 | | Buy | - | |
| Jun 26, 2024 | | Buy | - | |
| Jun 28, 2024 | METApC META PLATFORMS iNC | Buy | - | |
| Jun 21, 2024 | MNSTpC MONSTER BEVERAGE SHS | Buy | - | |
| Jun 6, 2024 | BAYRYpC BAYER AG-SPONSORED ADR | Buy | - | |
| Jun 6, 2024 | | Buy | - | |
| Jun 11, 2024 | | Buy | - | |
| Jun 6, 2024 | | Buy | - | |
| Jun 4, 2024 | | Buy | - | |
| Jul 5, 2024 | WTMWhite Mountains insurance Group Ltd | Buy | - | |
| Jun 3, 2024 | | Buy | - | |
| Jun 11, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| Jun 20, 2024 | | Buy | - | |
| Jun 20, 2024 | | Buy | - | |
| Jun 3, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| Jun 4, 2024 | | Buy | - | |
| Jun 3, 2024 | METAMETA PLATFORMS INC-CLASS A | Buy | - | |
| Jun 20, 2024 | | Buy | - | |
| Jun 20, 2024 | FISVFISERV INC WISC PV 1CT | Buy | - | |
| Jun 4, 2024 | | Buy | - | |
| Jun 10, 2024 | FISVFISERV INC WISC PV 1CT | Buy | - | |
| Jun 10, 2024 | | Buy | - | |
| Jun 10, 2024 | | Buy | - | |
| Jun 10, 2024 | | Buy | - | |
| Jun 20, 2024 | ASMLASML HLDG NV NY REG SHS | Buy | - | |
| Jun 21, 2024 | | Buy | - | |
| Jun 20, 2024 | | Buy | - | |
| Jun 13, 2024 | | Buy | - | |
| Jun 21, 2024 | | Buy | - | |
| Jun 20, 2024 | | Buy | - | |
| Jun 14, 2024 | | Buy | - | |
| Jun 17, 2024 | | Buy | - | |
| Jun 14, 2024 | | Buy | - | |
| Jun 5, 2024 | | Buy | - | |
| Jun 5, 2024 | | Buy | - | |
| Jun 5, 2024 | STpC SENSATA TECHNOLOGIES | Buy | - | |
| Jun 5, 2024 | | Buy | - | |
| Jun 24, 2024 | | Buy | - | |
| Jun 14, 2024 | | Buy | - | |
| Jun 20, 2024 | | Buy | - | |
| Jun 13, 2024 | | Buy | - | |
| Jun 21, 2024 | | Buy | - | |
| Jun 20, 2024 | | Buy | - | |
| Jun 25, 2024 | WTMWhite Mountains Insurance Group Ltd | Buy | - | |
| Jun 23, 2024 | | Buy | - | |
| Jun 24, 2024 | | Buy | - | |
| May 21, 2024 | | Buy | - | |
| May 31, 2024 | | Buy | - | |
| May 9, 2024 | | Buy | - | |
| May 10, 2024 | | Buy | - | |
| May 29, 2024 | | Buy | - | |
| May 29, 2024 | | Buy | - | |
| Jun 5, 2024 | | Buy | - | |
| May 14, 2024 | | Buy | - | |
| May 6, 2024 | | Buy | - | |
| May 24, 2024 | | Buy | - | |
| May 2, 2024 | | Buy | - | |
| May 22, 2024 | | Buy | - | |
| May 2, 2024 | | Buy | - | |
| May 28, 2024 | | Buy | - | |
| May 29, 2024 | | Buy | - | |
| May 20, 2024 | | Buy | - | |
| May 30, 2024 | | Buy | - | |
| May 6, 2024 | | Buy | - | |
| May 28, 2024 | | Buy | - | |
| May 13, 2024 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| May 17, 2024 | | Buy | - | |
| May 29, 2024 | | Buy | - | |
| May 20, 2024 | | Buy | - | |
| May 3, 2024 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| May 6, 2024 | | Buy | - | |
| May 31, 2024 | | Buy | - | |
| May 29, 2024 | | Buy | - | |
| May 13, 2024 | | Buy | - | |
| May 9, 2024 | | Buy | - | |
| May 10, 2024 | | Buy | - | |
| May 17, 2024 | | Buy | - | |
| May 9, 2024 | CMGCHIPOTLE MEXICAN GRILL | Buy | - | |
| May 10, 2024 | CMGCHIPOTLE MEXICAN GRILL | Buy | - | |
| May 9, 2024 | | Buy | - | |
| Jun 5, 2024 | | Buy | - | |
| May 6, 2024 | | Buy | - | |
| May 13, 2024 | PPLBeacon Roofing Supply Inc Class A | Buy | - | |
| May 10, 2024 | | Buy | - | |
| May 22, 2024 | | Buy | - | |
| Jun 5, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| May 8, 2024 | | Buy | - | |
| May 17, 2024 | | Buy | - | |
| May 14, 2024 | MARMARRIOTT INTERNATIONAL | Buy | - | |
| May 28, 2024 | | Buy | - | |
| May 14, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| May 31, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| May 24, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| May 3, 2024 | MARMARRIOTT INTERNATIONAL | Buy | - | |
| May 13, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| May 10, 2024 | | Buy | - | |
| May 20, 2024 | | Buy | - | |
| May 14, 2024 | | Buy | - | |
| May 3, 2024 | | Buy | - | |
| May 10, 2024 | | Buy | - | |
| May 22, 2024 | | Buy | - | |
| May 23, 2024 | | Buy | - | |
| May 21, 2024 | | Buy | - | |
| May 24, 2024 | | Buy | - | |
| May 20, 2024 | | Buy | - | |
| May 13, 2024 | VSHP VISHAY INTERTECHNLGY % | Buy | - | |
| May 22, 2024 | | Buy | - | |
| May 20, 2024 | | Buy | - | |
| May 24, 2024 | | Buy | - | |
| May 10, 2024 | | Buy | - | |
| May 20, 2024 | EQHEQUITABLE HOLDINGS INC | Buy | - | |
| May 3, 2024 | | Buy | - | |
| May 15, 2024 | | Buy | - | |
| May 20, 2024 | | Buy | - | |
| May 1, 2024 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| May 23, 2024 | | Buy | - | |
| May 22, 2024 | | Buy | - | |
| May 17, 2024 | | Buy | - | |
| May 10, 2024 | | Buy | - | |
| May 13, 2024 | | Buy | - | |
| May 22, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| May 17, 2024 | GSGOLDMAN SACHS GROUP INC | Buy | - | |
| May 16, 2024 | | Buy | - | |
| May 13, 2024 | | Buy | - | |
| May 24, 2024 | GSGOLOMAN SACHS GROUP INC | Buy | - | |
| May 31, 2024 | GSGOLOMAN SACHS GROUP INC | Buy | - | |
| Apr 29, 2024 | | Buy | - | |
| Apr 10, 2024 | | Buy | - | |
| Apr 9, 2024 | HLMIXHarding Loevner International Eq Inst! | Buy | - | |
| Apr 10, 2024 | | Buy | - | |
| Apr 23, 2024 | NVOLd NOVO NORDISK AS ADR | Buy | - | |
| Apr 24, 2024 | | Buy | - | |
| Apr 12, 2024 | METApC META PLATFORMS INC | Buy | - | |
| Apr 18, 2024 | | Buy | - | |
| Apr 9, 2024 | | Buy | - | |
| Apr 22, 2024 | | Buy | - | |
| Apr 30, 2024 | | Buy | - | |
| Apr 10, 2024 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| May 6, 2024 | | Buy | - | |
| Apr 15, 2024 | | Buy | - | |
| Apr 22, 2024 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Apr 29, 2024 | | Buy | - | |
| Apr 30, 2024 | | Buy | - | |
| Apr 29, 2024 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Apr 11, 2024 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Apr 19, 2024 | | Buy | - | |
| Apr 30, 2024 | FISVFISERV INC WISC PV 1CT | Buy | - | |
| Apr 10, 2024 | | Buy | - | |
| Apr 30, 2024 | | Buy | - | |
| Apr 22, 2024 | BJBJ's Wholesale Club Holdings | Buy | - | |
| Apr 23, 2024 | | Buy | - | |
| Apr 22, 2024 | | Buy | - | |
| Apr 12, 2024 | | Buy | - | |
| Apr 25, 2024 | | Buy | - | |
| Apr 29, 2024 | GOOGLpC ALPHABET INC-CL C | Buy | - | |
| Apr 2, 2024 | | Buy | - | |
| Apr 2, 2024 | | Buy | - | |
| Apr 24, 2024 | | Buy | - | |
| Apr 18, 2024 | | Buy | - | |
| Apr 12, 2024 | | Buy | - | |
| Apr 9, 2024 | | Buy | - | |
| Apr 30, 2024 | | Buy | - | |
| Apr 12, 2024 | CMGCHIPOTLE MEXICAN GRILL | Buy | - | |
| Apr 12, 2024 | ADSKAUTODESK INC DEL PVS0.01 | Buy | - | |
| Apr 12, 2024 | BSXBOSTON SCIENTIFIC CORP | Buy | - | |
| Apr 15, 2024 | | Buy | - | |
| Apr 24, 2024 | | Buy | - | |
| Apr 30, 2024 | | Buy | - | |
| Apr 26, 2024 | | Buy | - | |
| Apr 24, 2024 | BSXBOSTON SCIENTIFIC CORP | Buy | - | |
| Apr 23, 2024 | BSXBOSTON SCIENTIFIC CORP | Buy | - | |
| Apr 3, 2024 | | Buy | - | |
| Apr 22, 2024 | | Buy | - | |
| Apr 3, 2024 | | Buy | - | |
| Apr 3, 2024 | | Buy | - | |
| Apr 3, 2024 | | Buy | - | |
| Apr 22, 2024 | | Buy | - | |
| Apr 10, 2024 | VOOVANGUAAD INDEX FUNDS S&P 500 ETF | Buy | - | |
| Apr 10, 2024 | VTIDe Vanguard Total Stock Market ETF | Buy | - | |
| Apr 1, 2024 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Apr 1, 2024 | DFAEDe DFA EMERGING MARKETS | Buy | - | |
| Apr 9, 2024 | DFAEDFA EMERGING MARKETS CORE EQUITY | Buy | - | |
| Apr 16, 2024 | | Buy | - | |
| Apr 24, 2024 | | Buy | - | |
| Apr 24, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Mar 7, 2024 | JPMJP MORGAN CHASE BANK - USD % | Buy | - | |
| Mar 18, 2024 | CSLCarlisle Companies, Iric, | Buy | - | |
| Apr 8, 2024 | | Buy | - | |
| Apr 8, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Apr 6, 2024 | | Buy | - | |
| Mar 5, 2024 | ADSKAUTODESK INC DEL PV$0.01 | Buy | - | |
| Mar 5, 2024 | | Buy | - | |
| Mar 27, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Mar 28, 2024 | EPAM“EPAM SYSTEMS INC SHS | Buy | - | |
| Mar 11, 2024 | | Buy | - | |
| Mar 11, 2024 | | Buy | - | |
| Mar 20, 2024 | MARMARRIOTT INTERNATIONAL | Buy | - | |
| Mar 14, 2024 | | Buy | - | |
| Mar 4, 2024 | | Buy | - | |
| Mar 22, 2024 | CMGCHIPOTLE MEXICAN GRILL | Buy | - | |
| Mar 16, 2024 | CSLCarlisle Companies, inc. | Buy | - | |
| Apr 8, 2024 | | Buy | - | |
| Apr 8, 2024 | WWDWOODWARD INC % "‘B7ae/2004 4i612024 % | Buy | - | |
| Mar 1, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Apr 8, 2024 | COFCAPITAL ONE FINL CORP % ~ B/25/2024 | Buy | - | |
| Feb 25, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Apr 8, 2024 | HLTHILTON WORLDWIRE HODGS INC | Buy | - | |
| Mar 25, 2024 | TSMTAIWAN SEMICONDUCTOR MFG CO | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Mar 28, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Mar 25, 2024 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Mar 6, 2024 | | Buy | - | |
| Mar 1, 2024 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Mar 5, 2024 | IBMJ _INTL BUSINESS MACHINES | Buy | - | |
| Mar 24, 2024 | JPMJP MORGAN CHASE BANK - USD | Buy | - | |
| Mar 1, 2024 | | Buy | - | |
| Mar 20, 2024 | | Buy | - | |
| Mar 7, 2024 | | Buy | - | |
| Mar 6, 2024 | | Buy | - | |
| Mar 6, 2024 | | Buy | - | |
| Mar 11, 2024 | ADSKAUTODESK INC DEL PV$0.01 | Buy | - | |
| Apr 8, 2024 | | Buy | - | |
| Mar 11, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Mar 26, 2024 | COFCAPITAL ONE FINL CORP. | Buy | - | |
| Mar 28, 2024 | HLTHILTON WORLDWIRE HODGS INC | Buy | - | |
| Apr 6, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Apr 6, 2024 | | Buy | - | |
| Apr 8, 2024 | UNHUNITEDHEALTH GROUP ING | Buy | - | |
| Apr 8, 2024 | | Buy | - | |
| Mar 5, 2024 | | Buy | - | |
| Mar 25, 2024 | | Buy | - | |
| Mar 21, 2024 | JPMJP MORGAN CHASE BANK - USD | Buy | - | |
| Mar 5, 2024 | | Buy | - | |
| Mar 11, 2024 | | Buy | - | |
| Mar 15, 2024 | | Buy | - | |
| Mar 22, 2024 | | Buy | - | |
| Mar 28, 2024 | | Buy | - | |
| Mar 5, 2024 | | Buy | - | |
| Feb 16, 2024 | CMGCHIPOTLE MEXICAN GRILL | Buy | - | |
| Feb 1, 2024 | OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Feb 16, 2024 | | Buy | - | |
| Feb 21, 2024 | | Buy | - | |
| Feb 23, 2024 | | Buy | - | |
| Feb 16, 2024 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| Feb 21, 2024 | | Buy | - | |
| Feb 9, 2024 | UBERP UBER TECHNOLOGIES INC | Buy | - | |
| Mar 5, 2024 | BAYRYBAYER AG-SPONSORED ADB | Buy | - | |
| Feb 9, 2024 | TMOpC THERMO FISHER SCIENTIFIC | Buy | - | |
| Feb 21, 2024 | | Buy | - | |
| Feb 21, 2024 | | Buy | - | |
| Feb 22, 2024 | BAYRYTa BAYER AG-SPONSORED ADR | Buy | - | |
| Feb 21, 2024 | MARMARRIOTT INTERNATIONAL | Buy | - | |
| Feb 21, 2024 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Feb 14, 2024 | VOOVANGUARD INDEX FUNDS S&P 500 ETF | Buy | - | |
| Feb 20, 2024 | | Buy | - | |
| Mar 5, 2024 | VOOVANGUARD INDEX FUNOS S&P 500 ETF | Buy | - | |
| Feb 21, 2024 | | Buy | - | |
| Feb 20, 2024 | | Buy | - | |
| Feb 20, 2024 | | Buy | - | |
| Feb 23, 2024 | | Buy | - | |
| Feb 27, 2024 | | Buy | - | |
| Feb 20, 2024 | | Buy | - | |
| Feb 20, 2024 | AIGAMERICAN INTERNATIONAL | Buy | - | |
| Feb 20, 2024 | | Buy | - | |
| Feb 27, 2024 | | Buy | - | |
| Feb 23, 2024 | | Buy | - | |
| Feb 1, 2024 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Feb 20, 2024 | | Buy | - | |
| Mar 5, 2024 | UNHUNITEDHEALTH GROUP INC K 2/21) 2024 | Buy | - | |
| Feb 21, 2024 | | Buy | - | |
| Feb 21, 2024 | | Buy | - | |
| Feb 21, 2024 | | Buy | - | |
| Feb 26, 2024 | | Buy | - | |
| Feb 16, 2024 | | Buy | - | |
| Jan 25, 2024 | JPMJP MORGAN CHASE BANK TIME DEPOSITS | Buy | - | |
| Jan 17, 2024 | | Buy | - | |
| Jan 19, 2024 | | Buy | - | |
| Jan 22, 2024 | SPYSPDR S&P 500 EIF TRUST % | Buy | - | |
| Jan 16, 2024 | | Buy | - | |
| Jan 19, 2024 | | Buy | - | |
| Jan 10, 2024 | | Buy | - | |
| Jan 22, 2024 | | Buy | - | |
| Jan 5, 2024 | JPMDe JP MORGAN CHASE BANK TIME DEPOSITS | Buy | - | |
| Jan 23, 2024 | | Buy | - | |
| Jan 19, 2024 | | Buy | - | |
| Jan 19, 2024 | | Buy | - | |
| Jan 23, 2024 | | Buy | - | |
| Feb 5, 2024 | IPGInterpublic Group of Companies inc | Buy | - | |
| Jan 17, 2024 | DCIDonaldson Company, Inc. | Buy | - | |
| Jan 17, 2024 | SSDSimpson Manufacturing Co | Buy | - | |
| Feb 5, 2024 | NSIToC insight Enterprises, inc. | Buy | - | |
| Jan 19, 2024 | AIGAMERICAN INTERNATIONAL | Buy | - | |
| Jan 2, 2024 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Jan 10, 2024 | | Buy | - | |
| Jan 11, 2024 | JPMJP MORGAN CHASE BANK TIME DEPOSITS | Buy | - | |
| Jan 16, 2024 | VOOVANGUARD INDEX FUNDS S&P 500 ETF | Buy | - | |
| Jan 11, 2024 | | Buy | - | |
| Jan 12, 2024 | | Buy | - | |
| Jan 26, 2024 | | Buy | - | |
| Jan 4, 2024 | | Buy | - | |
| Jan 29, 2024 | | Buy | - | |
| Jan 26, 2024 | CMGCHIPOTLE MEXICAN GRILL | Buy | - | |
| Jan 17, 2024 | | Buy | - | |
| Jan 17, 2024 | | Buy | - | |
| Jan 17, 2024 | | Buy | - | |
| Jan 17, 2024 | GTESGates industrial Corp PLC | Buy | - | |
| Jan 17, 2024 | IPGInterpublic Group of Companies inc | Buy | - | |
| Jan 17, 2024 | | Buy | - | |
| Jan 17, 2024 | | Buy | - | |
| Jan 17, 2024 | NSITinsight Enterprises, inc. | Buy | - | |
| Jan 17, 2024 | ZIONZions Bancorporation NA | Buy | - | |
| Jan 17, 2024 | WTMWhite Mountains Insurance Group Ltd | Buy | - | |
| Jan 17, 2024 | PPLBeacon Roofing Supply Inc Class A | Buy | - | |
| Jan 17, 2024 | BJBJ's Wholesale Cub Holdings | Buy | - | |
| Jan 17, 2024 | | Buy | - | |
| Jan 22, 2024 | | Buy | - | |
| Jan 18, 2024 | | Buy | - | |
| Jan 29, 2024 | OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Jan 12, 2024 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| Feb 5, 2024 | COFGAPITAL ONE FINANCIAL CORP | Buy | - | |
| Jan 23, 2024 | UBERUBER TECHNOLOGIES INC | Buy | - | |
| Jan 16, 2024 | TSMTAIWAN SEMICONDUGTOR-SP | Buy | - | |
| Jan 19, 2024 | | Buy | - | |
| Jan 19, 2024 | IBMDe INTL BUSINESS MACHINES | Buy | - | |
| Jan 19, 2024 | | Buy | - | |
| Jan 23, 2024 | EQHEQUITABLE HOLDINGS INC | Buy | - | |
| Jan 19, 2024 | | Buy | - | |
| Jan 19, 2024 | | Buy | - | |
| Jan 11, 2024 | JPMJP MORGAN CHASE SANK TIME DEPOSITS | Buy | - | |
| Jan 22, 2024 | VTEBVANGUARD MUNI BD TAX-EXEMPT ETF % | Buy | - | |
| Feb 5, 2024 | VTELVanguard Long-Term Tax-Exempt Fund Admiral Shares | Buy | - | |
| Jan 22, 2024 | VTELVanguard Long-Term Tax-Exempt Fund Admiral Shares | Buy | - | |
| Jan 19, 2024 | | Buy | - | |
| Jan 19, 2024 | FDXFEDEX CORP DELAWARE COM | Buy | - | |
| Dec 20, 2023 | IPGINTERPUBLIC GROUPCOS INC COM | Buy | - | |
| Dec 7, 2023 | | Buy | - | |
| Dec 20, 2023 | PPLAPPLIED INDL TECHNOLOGIES INC COM | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 21, 2023 | | Buy | - | |
| Dec 13, 2023 | | Buy | - | |
| Dec 5, 2023 | | Buy | - | |
| Dec 7, 2023 | UTHRUNITED THERAPEUTICS CORP | Buy | - | |
| Dec 13, 2023 | | Buy | - | |
| Dec 20, 2023 | VTELVANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES | Buy | - | |
| Dec 22, 2023 | | Buy | - | |
| Dec 20, 2023 | HLMIXHARDING LOEVNER INTL | Buy | - | |
| Dec 21, 2023 | | Buy | - | |
| Dec 21, 2023 | SPYSPDR S&P 500 ETF TRUST | Buy | - | |
| Dec 18, 2023 | BSXBOSTON SCIENTIFIC CORP | Buy | - | |
| Dec 20, 2023 | CNMCORE & MAIN INC COMCL A b,§ | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 20, 2023 | FCFSFIRSTCASH HLDGS INCCOM | Buy | - | |
| Dec 18, 2023 | | Buy | - | |
| Dec 1, 2023 | GTESGATES INDUSTRIAL CORPORATION | Buy | - | |
| Dec 20, 2023 | GTESGATES INDUSTRIAL CORPORATION | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 20, 2023 | HLIHOULIHAN LOKEY INC CLA | Buy | - | |
| Dec 20, 2023 | NSITINSIGHT ENTERPRISESINC COM | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Nov 30, 2023 | | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 20, 2023 | OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 13, 2023 | | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 7, 2023 | | Buy | - | |
| Dec 14, 2023 | | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 14, 2023 | VTELVANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES | Buy | - | |
| Dec 20, 2023 | ZIONZIONS BANCORPORATIONCOM | Buy | - | |
| Dec 13, 2023 | | Buy | - | |
| Dec 20, 2023 | AIGAMERICAN INTERNATIONAL | Buy | - | |
| Dec 7, 2023 | | Buy | - | |
| Dec 13, 2023 | | Buy | - | |
| Dec 7, 2023 | | Buy | - | |
| Dec 5, 2023 | | Buy | - | |
| Dec 5, 2023 | | Buy | - | |
| Dec 1, 2023 | VTELVANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES | Buy | - | |
| Dec 20, 2023 | | Buy | - | |
| Dec 16, 2023 | | Buy | - | |
| Jan 8, 2024 | | Buy | - | |
| Jan 8, 2024 | | Buy | - | |
| Jan 8, 2024 | | Buy | - | |
| Jan 8, 2024 | NSITINSIGHT ENTERPRISESINC COM | Buy | - | |
| Dec 14, 2023 | | Buy | - | |
| Dec 14, 2023 | VOOVANGUARD INDEX FDSS&P 500 ETF SHS NEW | Buy | - | |
| Jan 8, 2024 | | Buy | - | |
| Jan 8, 2024 | SPYSPDR S&P 500 ETF TRUST | Buy | - | |
| Dec 8, 2023 | | Buy | - | |
| Nov 1, 2023 | FLTFLEETGOR TECHNOLOGIS INC | Buy | - | |
| Nov 1, 2023 | GTESGATES INDUSTRIAL CORPORATION PLC | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Nov 1, 2023 | NSITINSIGHT ENTERPRISESINC COM | Buy | - | |
| Nov 4, 2023 | IPGINTERPUBLIC GROUPCOS INC COM | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Nov 7, 2023 | | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Dec 8, 2023 | | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Dec 8, 2023 | TSMTAIWAN SEMICONDUCTOR-SP | Buy | - | |
| Nov 1, 2023 | TMXNTRIMAS CORP COM NEW % | Buy | - | |
| Nov 20, 2023 | | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Dec 6, 2023 | WTMWHITE MOUNTAINS INSURANCE GROUP LTD | Buy | - | |
| Nov 7, 2023 | | Buy | - | |
| Nov 16, 2023 | | Buy | - | |
| Nov 16, 2023 | | Buy | - | |
| Nov 8, 2023 | | Buy | - | |
| Nov 1, 2023 | TAX+ VANGUARD LONG TERM TAX | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Dec 6, 2023 | PPLAPPLIED INDLTECHNOLOGIES INC COM | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Nov 16, 2023 | JPMJP MORGAN CHASE BANK- TIME DEPOSITS | Buy | - | |
| Nov 2, 2023 | JPMJP MORGAN CHASE BANK- TIME DEPOSITS | Buy | - | |
| Nov 1, 2023 | PPLBEACON ROOFINGSUPPLY INC COM | Buy | - | |
| Nov 20, 2023 | CHTRCHARTER COMMUNICATIONS INC-A | Buy | - | |
| Nov 2, 2023 | CMGCHIPOTLE MEXICAN GRILL | Buy | - | |
| Nov 30, 2023 | JPMDG JP MORGAN CHASE BANK- TIME DEPOSITS | Buy | - | |
| Dec 8, 2023 | ZIONZIONS BANCORPORATIONCOM | Buy | - | |
| Nov 1, 2023 | WTMWHITE MOUNTAINS INSURANCE GROUP LTD | Buy | - | |
| Nov 1, 2023 | CNMCORE & MAIN INC COMCL A | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Nov 22, 2023 | | Buy | - | |
| Nov 1, 2023 | FCFSFIRSTCASH HLOGS INCCOM | Buy | - | |
| Dec 6, 2023 | | Buy | - | |
| Dec 8, 2023 | NSITINSIGHT ENTERPRISESING COM | Buy | - | |
| Nov 1, 2023 | IPGINTERPUBLIC GROUPCOS INC COM | Buy | - | |
| Nov 1, 2023 | | Buy | - | |
| Nov 4, 2023 | | Buy | - | |
| Nov 8, 2023 | TSMTAIWAN SEMICONDUCTOR-SP | Buy | - | |
| Nov 20, 2023 | | Buy | - | |
| Nov 30, 2023 | JPMJP MORGAN CHASE BANK- TIME DEPOSITS P.4 | Buy | - | |
| Nov 30, 2023 | | Buy | - | |
| Dec 8, 2023 | | Buy | - | |
| Dec 8, 2023 | PPLBEACON ROOFINGSUPPLY ING COM | Buy | - | |
| Nov 4, 2023 | DFAIDIMENSIONAL ETF TR US SM CAP ETF | Buy | - | |
| Nov 3, 2023 | | Buy | - | |
| Dec 6, 2023 | | Buy | - | |
| Dec 8, 2023 | FCFSFIRSTCASH HLDGS INCCOM | Buy | - | |
| Nov 2, 2023 | FLTFLEETCOR TECHNOLOGIS INC | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 31, 2023 | | Buy | - | |
| Oct 26, 2023 | DFAIDFA INTERNATIONALCORE EQUITY | Buy | - | |
| Oct 2, 2023 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Oct 2, 2023 | | Buy | - | |
| Oct 26, 2023 | | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 27, 2023 | TMOTHERMO FISHER SCIENTIFIC | Buy | - | |
| Oct 12, 2023 | TSMTAIWAN SEMICONDUCTOR-SP ADR | Buy | - | |
| Oct 12, 2023 | | Buy | - | |
| Oct 12, 2023 | | Buy | - | |
| Oct 31, 2023 | PYPLPAYPAL HOLDINGS INC SHS | Buy | - | |
| Oct 27, 2023 | PYPLPAYPAL HOLDINGS INC SHS | Buy | - | |
| Oct 18, 2023 | PYPLPAYPAL HOLDINGS INC SHS | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 12, 2023 | OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 27, 2023 | NBIXNEUROCRINE BIOSCNCE ING | Buy | - | |
| Oct 2, 2023 | | Buy | - | |
| Oct 27, 2023 | MNSTDG MONSTER BEVERAGE SHS | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 25, 2023 | METAMETA PLATFORMS INC-CLASS A | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Sep 29, 2023 | NSITINSIGHT ENTERPRISESINC COM | Buy | - | |
| Oct 5, 2023 | | Buy | - | |
| Sep 28, 2023 | | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 18, 2023 | FLTFLEETCOR TECGHNOLOGIS ING | Buy | - | |
| Oct 27, 2023 | FLTFLEETCOR TECHNOLOGIS INC | Buy | - | |
| Oct 31, 2023 | FLTFLEETCOR TECHNOLOG!S INC | Buy | - | |
| Oct 27, 2023 | FISVFISERV INC WISC PV 1CT | Buy | - | |
| Oct 5, 2023 | FCFSFIRST CASH HLOGS INC COM | Buy | - | |
| Oct 27, 2023 | EPAMEPAM SYSTEMS INC SHS P.4 | Buy | - | |
| Oct 31, 2023 | | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Nov 6, 2023 | | Buy | - | |
| Oct 12, 2023 | | Buy | - | |
| Oct 27, 2023 | CMGDG CHIPOTLE MEXICAN GRILL | Buy | - | |
| Oct 18, 2023 | CMGCHIPOTLE MEXICAN GRILL. | Buy | - | |
| Oct 31, 2023 | BSXG BOSTON SCIENTIFIC CORP | Buy | - | |
| Oct 18, 2023 | BSXBOSTON SCIENTIFIC CORP | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 27, 2023 | ASML* 9) ASML HLDG NV NY REG SHS | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 16, 2023 | GOOGLALPHABET INC SHS CLC | Buy | - | |
| Oct 27, 2023 | GOOGLALPHABET INC SHS CLA | Buy | - | |
| Oct 31, 2023 | GOOGLALPHABET INC SHS CLA | Buy | - | |
| Oct 27, 2023 | OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Oct 5, 2023 | JPMJP MORGAN CHASE BANK TIME DEPOSITS | Buy | - | |
| Oct 13, 2023 | | Buy | - | |
| Oct 19, 2023 | | Buy | - | |
| Oct 2, 2023 | | Buy | - | |
| Oct 19, 2023 | | Buy | - | |
| Nov 6, 2023 | | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 25, 2023 | DFICOFA iNTERNATIONALCORE EQUITY | Buy | - | |
| Oct 18, 2023 | JPMJP MORGAN CHASE BANK TIME DEPOSITS ».§ | Buy | - | |
| Oct 25, 2023 | IDEQLAZARD INTERNATIONAL STRATEGIC EQUITY | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 27, 2023 | | Buy | - | |
| Oct 25, 2023 | DFAIDFA INTERNATIONALCORE EQUITY | Buy | - | |
| Oct 12, 2023 | | Buy | - | |
| Nov 6, 2023 | | Buy | - | |
| Nov 8, 2023 | | Buy | - | |
| Oct 19, 2023 | JPMJP MORGAN CHASE BANK TIME DEPOSITS | Buy | - | |
| Oct 16, 2023 | CMGG CHIPOTLE MEXICAN GRILL | Buy | - | |
| Sep 29, 2023 | CNMCORE & MAIN INC COMCL A | Buy | - | |
| Nov 8, 2023 | NSITINSIGHT ENTERPRISESINC COM | Buy | - | |
| Oct 13, 2023 | METAMETA PLATFORMS INC-CLASS A | Buy | - | |
| Aug 5, 2023 | | Buy | - | |
| Sep 20, 2023 | | Buy | - | |
| Sep 14, 2023 | | Buy | - | |
| Sep 13, 2023 | | Buy | - | |
| Mar 15, 2023 | | Buy | - | |
| Sep 16, 2023 | | Buy | - | |
| Sep 22, 2023 | | Buy | - | |
| Jun 15, 2023 | AAPADVANCE AUTO PARTS INC | Buy | - | |
| Sep 12, 2023 | | Buy | - | |
| Aug 7, 2023 | | Buy | - | |
| Sep 12, 2023 | | Buy | - | |
| Aug 1, 2023 | | Buy | - | |
| Sep 15, 2023 | | Buy | - | |
| Sep 18, 2023 | | Buy | - | |
| Sep 7, 2023 | | Buy | - | |
| Aug 6, 2023 | | Buy | - | |
| Sep 6, 2023 | | Buy | - | |
| Sep 8, 2023 | | Buy | - | |
| Sep 1, 2023 | | Buy | - | |
| Oct 5, 2023 | | Buy | - | |
| Sep 19, 2023 | | Buy | - | |
| Sep 18, 2023 | | Buy | - | |
| Oct 5, 2023 | | Buy | - | |
| Sep 13, 2023 | KLACG __OAKLAND UNIV MICH REV | Buy | - | |
| Oct 5, 2023 | | Buy | - | |
| Sep 12, 2023 | | Buy | - | |
| Sep 7, 2023 | | Buy | - | |
| Oct 5, 2023 | | Buy | - | |
| Oct 6, 2023 | | Buy | - | |
| Oct 5, 2023 | KLACOAKLAND UNIV MICH REV | Buy | - | |
| Sep 14, 2023 | | Buy | - | |
| Sep 21, 2023 | JPMJP MORGAN CHASE BANK - TIME DEPOSIT | Buy | - | |
| Sep 7, 2023 | JPMJP MORGAN CHASE BANK - TIME DEPOSIT | Buy | - | |
| Oct 6, 2023 | | Buy | - | |
| Sep 22, 2023 | | Buy | - | |
| Aug 23, 2023 | | Buy | - | |
| Sep 5, 2023 | UHPS SPECIAL SITUATIONS OPPORTUNITY FUND II | Buy | - | |
| Aug 8, 2023 | | Buy | - | |
| Sep 5, 2023 | | Buy | - | |
| Sep 5, 2023 | | Buy | - | |
| Jun 8, 2023 | SEDGSOLAREDGE TECHNOLOGIES | Buy | - | |
| Sep 6, 2023 | | Buy | - | |
| Sep 1, 2023 | VTIVANGUARD INDEX FDSVANGUARD TOTAL STKMKT ETF | Buy | - | |
| Aug 18, 2023 | | Buy | - | |
| Aug 18, 2023 | | Buy | - | |
| Sep 5, 2023 | FLTFLEETCOR TECHNOLOGIS INC | Buy | - | |
| Sep 8, 2023 | | Buy | - | |
| Aug 1, 2023 | QQQINVESCO QQQ TR UNITSER | Buy | - | |
| Aug 1, 2023 | VTIVANGUARD INDEX FOSVANGUARD TOTAL STKMKT ETF | Buy | - | |
| Aug 1, 2023 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Aug 31, 2023 | FLTFLEETCOR TECHNOLOGIS INC | Buy | - | |
| Aug 14, 2023 | AZNASTRAZENECA PLC SPND ADR | Buy | - | |
| Sep 5, 2023 | | Buy | - | |
| Sep 5, 2023 | | Buy | - | |
| Aug 25, 2023 | | Buy | - | |
| Aug 16, 2023 | MARMARRIOTT INTERNATIONAL | Buy | - | |
| Aug 4, 2023 | | Buy | - | |
| Aug 14, 2023 | NBIXNEUROCRINE BIOSCNCE INC | Buy | - | |
| Sep 5, 2023 | | Buy | - | |
| Sep 14, 2023 | | Buy | - | |
| Aug 17, 2023 | | Buy | - | |
| Aug 8, 2023 | SEDGSOLAREDGE TECHNOLOGIES | Buy | - | |
| Aug 2, 2023 | UHPS SPECIAL SITUATIONS OPPORTUNITY FUND | Buy | - | |
| Aug 8, 2023 | AIGAMERICAN INTERNATIONAL | Buy | - | |
| Aug 3, 2023 | | Buy | - | |
| Sep 5, 2023 | | Buy | - | |
| Aug 16, 2023 | | Buy | - | |
| Aug 18, 2023 | | Buy | - | |
| Sep 8, 2023 | | Buy | - | |
| Aug 1, 2023 | SAPVANGUARD INDEX FDSSAP 800 ETF SHS NEW | Buy | - | |
| Aug 22, 2023 | | Buy | - | |
| Sep 5, 2023 | | Buy | - | |
| Apr 18, 2023 | | Buy | - | |
| Sep 5, 2023 | | Buy | - | |
| Jun 29, 2023 | | Buy | - | |
| Aug 1, 2023 | VOOVANGUARD INDEX FDSS&P 500 ETF SHS NEW | Buy | - | |
| Jun 17, 2023 | | Buy | - | |
| Jun 17, 2023 | | Buy | - | |
| Jun 15, 2023 | | Buy | - | |
| Jun 14, 2023 | PAYC) PAYCOM SOFTWARE INC | Buy | - | |
| Aug 18, 2023 | NBIXNEUROCRINE BIOSCNCE INC | Buy | - | |
| Sep 5, 2023 | | Buy | - | |
| Aug 31, 2023 | PYPLPAYPAL HOLDINGS INC SHS | Buy | - | |
| Aug 23, 2023 | PYPLPAYPAL HOLDINGS INC SHS | Buy | - | |
| Aug 31, 2023 | | Buy | - | |
| Aug 29, 2023 | | Buy | - | |
| Aug 22, 2023 | | Buy | - | |
| Aug 31, 2023 | | Buy | - | |
| Aug 4, 2023 | CMGG CHIPOTLE MEXICAN GRILL | Buy | - | |
| Aug 4, 2023 | | Buy | - | |
| Aug 4, 2023 | | Buy | - | |
| Aug 4, 2023 | | Buy | - | |
| Jul 27, 2023 | VTIVANGUARD INDEX FDSVANGUARD TOTAL STKMKT ETE | Buy | - | |
| Aug 4, 2023 | ADPDG__ AUTOMATIC DATA PROG | Buy | - | |
| Aug 4, 2023 | VGLTVANGUARD LONG TERM TAX b§ 7132023 | Buy | - | |
| Jul 20, 2023 | SEDGSOLAREDGE TECHNOLOGIES | Buy | - | |
| Aug 4, 2023 | AZNASTRAZENECA PLC SPND ADR | Buy | - | |
| Jul 28, 2023 | SEDGSOLAREDGE TECHNOLOGIES | Buy | - | |
| Aug 4, 2023 | QQQDG INVESCO QQQ TRUNITSER | Buy | - | |
| Aug 4, 2023 | VOODG VANGUARD INDEX FDSS&P 500 ETF SHS NEW | Buy | - | |
| Aug 4, 2023 | VTIpC VANGUARD INDEX FOSVANGUARD TOTAL STKMKT ETF | Buy | - | |
| Aug 4, 2023 | FISVFISERV ING WISC PV ICT | Buy | - | |
| Jul 24, 2023 | | Buy | - | |
| Aug 4, 2023 | | Buy | - | |
| Jul 28, 2023 | | Buy | - | |
| Jun 20, 2023 | | Buy | - | |
| Jun 1, 2023 | | Buy | - | |
| Jun 5, 2023 | | Buy | - | |
| Jun 26, 2023 | | Buy | - | |
| Jun 5, 2023 | | Buy | - | |
| Jun 21, 2023 | | Buy | - | |
| Jun 21, 2023 | TMOTHERMO FISHER SCIENTIFIC E | Buy | - | |
| Jun 16, 2023 | | Buy | - | |
| Jul 5, 2023 | NSITInsight Enterprises, Inc. | Buy | - | |
| Jun 21, 2023 | | Buy | - | |
| Jun 8, 2023 | | Buy | - | |
| Jun 29, 2023 | | Buy | - | |
| Jun 8, 2023 | | Buy | - | |
| Jun 8, 2023 | | Buy | - | |
| Jun 21, 2023 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Jun 9, 2023 | | Buy | - | |
| Jun 5, 2023 | METADG META PLATFORMS INC | Buy | - | |
| Jun 16, 2023 | UNHUNITEDHEALTH GROUP INC * | Buy | - | |
| Jun 5, 2023 | | Buy | - | |
| Jun 15, 2023 | NSITInsight Enterprises, inc. | Buy | - | |
| Jun 21, 2023 | | Buy | - | |
| Jun 1, 2023 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Jun 5, 2023 | AAPADVANCE AUTO PARTS ING | Buy | - | |
| Jun 5, 2023 | | Buy | - | |
| Jun 5, 2023 | | Buy | - | |
| Jun 1, 2023 | | Buy | - | |
| Jun 26, 2023 | | Buy | - | |
| Jun 12, 2023 | | Buy | - | |
| May 3, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | EQHEQUITABLE HOLDINGS ING | Buy | - | |
| Jun 4, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 8, 2023 | | Buy | - | |
| Jun 2, 2023 | | Buy | - | |
| May 4, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 10, 2023 | | Buy | - | |
| May 2, 2023 | TMOTHERMO FISHER SCIENTIFIC | Buy | - | |
| May 30, 2023 | | Buy | - | |
| May 8, 2023 | SEDGSOLAREDGE TECHNOLOGIES | Buy | - | |
| May 11, 2023 | | Buy | - | |
| May 5, 2023 | CSLCarlisle Companies, inc. | Buy | - | |
| May 4, 2023 | DCIDonaldson Company, Inc. | Buy | - | |
| May 10, 2023 | MARMARRIOTT INTERNATIONAL | Buy | - | |
| Jun 5, 2023 | | Buy | - | |
| May 10, 2023 | | Buy | - | |
| Jun 5, 2023 | | Buy | - | |
| May 18, 2023 | | Buy | - | |
| May 1, 2023 | | Buy | - | |
| Jun 11, 2023 | | Buy | - | |
| May 17, 2023 | | Buy | - | |
| May 2, 2023 | | Buy | - | |
| May 4, 2023 | | Buy | - | |
| May 5, 2023 | | Buy | - | |
| May 26, 2023 | NFGDG NAT FUEL GAS GO NU $1 | Buy | - | |
| May 25, 2023 | NFGDG NAT FUEL GAS CO NJ $1 | Buy | - | |
| May 24, 2023 | | Buy | - | |
| May 23, 2023 | | Buy | - | |
| May 5, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 2, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | AIGAMERICAN INTERNATIONAL | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | AAPADVANCE AUTO PARTS ING | Buy | - | |
| May 12, 2023 | | Buy | - | |
| Jun 17, 2023 | | Buy | - | |
| May 12, 2023 | FDXFEDEX CORP DELAWARE COM | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| Jun 12, 2023 | EQHEQUITABLE HOLDINGS INC | Buy | - | |
| May 12, 2023 | | Buy | - | |
| Jun 12, 2023 | | Buy | - | |
| May 12, 2023 | UTHRUNITED THERAPEUTICS CORP | Buy | - | |
| Jun 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| Jun 10, 2023 | | Buy | - | |
| May 23, 2023 | | Buy | - | |
| May 1, 2023 | BJBJ's Wholesale Glub Holdings | Buy | - | |
| Jun 4, 2023 | CSLCarlisle Companies, Inc. | Buy | - | |
| May 23, 2023 | | Buy | - | |
| May 10, 2023 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| May 10, 2023 | METADG META PLATFORMS ING | Buy | - | |
| Jun 10, 2023 | | Buy | - | |
| Jun 10, 2023 | | Buy | - | |
| May 12, 2023 | IBMINTL BUSINESS MACHINES | Buy | - | |
| May 12, 2023 | | Buy | - | |
| May 12, 2023 | | Buy | - | |
| Jun 5, 2023 | | Buy | - | |
| Apr 3, 2023 | ADSKAUTODESK INC DEL PV$0.01 | Buy | - | |
| Apr 20, 2023 | | Buy | - | |
| Apr 5, 2023 | | Buy | - | |
| Apr 5, 2023 | | Buy | - | |
| Apr 3, 2023 | | Buy | - | |
| Apr 3, 2023 | TAXDG VANGUARD LONG TERM TAX | Buy | - | |
| Apr 20, 2023 | | Buy | - | |
| Apr 14, 2023 | AIGAMERICAN INTERNATIONAL | Buy | - | |
| Apr 26, 2023 | | Buy | - | |
| Apr 4, 2023 | | Buy | - | |
| Apr 5, 2023 | | Buy | - | |
| Apr 25, 2023 | | Buy | - | |
| Apr 3, 2023 | | Buy | - | |
| Apr 6, 2023 | | Buy | - | |
| Apr 3, 2023 | | Buy | - | |
| Apr 14, 2023 | EQHEQUITABLE HOLDINGS INC | Buy | - | |
| Apr 26, 2023 | | Buy | - | |
| Apr 3, 2023 | PYPLCC PAYPAL HOLDINGS INC SHS | Buy | - | |
| Apr 3, 2023 | | Buy | - | |
| Apr 5, 2023 | SEDGSOLAREDGE TECHNOLOGIES | Buy | - | |
| Apr 5, 2023 | | Buy | - | |
| Apr 5, 2023 | BSXBOSTON SCIENTIFIC CORP | Buy | - | |
| Apr 21, 2023 | BSXBOSTON SCIENTIFIC CORP | Buy | - | |
| Apr 5, 2023 | | Buy | - | |
| Apr 5, 2023 | NSITinsight Enterprises, Inc. | Buy | - | |
| Apr 5, 2023 | | Buy | - | |
| Apr 5, 2023 | ADSKAUTODESK INC DEL PV$0.01 | Buy | - | |
| Mar 15, 2023 | IBMINTL BUSINESS MACHINES | Buy | - | |
| Mar 22, 2023 | FDXFEDEX CORP DELAWARE COM | Buy | - | |
| Mar 1, 2023 | | Buy | - | |
| Mar 31, 2023 | | Buy | - | |
| Mar 16, 2023 | | Buy | - | |
| Mar 10, 2023 | ZIONZions Bancorperation NA | Buy | - | |
| Mar 8, 2023 | GTESGates Industrial Corp PLC | Buy | - | |
| Mar 27, 2023 | | Buy | - | |
| Mar 10, 2023 | | Buy | - | |
| Mar 16, 2023 | CSLCarlisle Companies, Inc, | Buy | - | |
| Mar 27, 2023 | EPAMDG EPAM SYSTEMS ING SHS | Buy | - | |
| Mar 27, 2023 | | Buy | - | |
| Mar 28, 2023 | ADSKDG AUTODESK INC DEL PV$0.01 % | Buy | - | |
| Apr 6, 2023 | | Buy | - | |
| Mar 27, 2023 | | Buy | - | |
| Mar 27, 2023 | | Buy | - | |
| Mar 27, 2023 | ASMLASML HLDG NV NY REG SHS | Buy | - | |
| Mar 23, 2023 | | Buy | - | |
| Mar 28, 2023 | UHPS SPECIAL SITUATIONS OPPORTUNITY FUND | Buy | - | |
| Mar 16, 2023 | | Buy | - | |
| Mar 27, 2023 | | Buy | - | |
| Mar 27, 2023 | GOOGLALPHABET INC SHS CLA | Buy | - | |
| Mar 17, 2023 | | Buy | - | |
| Mar 1, 2023 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Mar 30, 2023 | | Buy | - | |
| Mar 1, 2023 | | Buy | - | |
| Mar 31, 2023 | | Buy | - | |
| Mar 31, 2023 | | Buy | - | |
| Mar 1, 2023 | | Buy | - | |
| Mar 29, 2023 | UHPS SPECIAL SITUATIONS OPPORTUNITY FUND | Buy | - | |
| Apr 8, 2023 | | Buy | - | |
| Mar 16, 2023 | | Buy | - | |
| Mar 24, 2023 | | Buy | - | |
| Mar 31, 2023 | FDXFEDEX CORP DELAWARE CON | Buy | - | |
| Mar 18, 2023 | IBMINTL BUSINESS MAGHINES | Buy | - | |
| Mar 27, 2023 | | Buy | - | |
| Feb 10, 2023 | SEDGSOLAREDGE TECHNOLOGIES | Buy | - | |
| Feb 1, 2023 | ZIONZions Bancorporation NA | Buy | - | |
| Feb 6, 2023 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Feb 8, 2023 | | Buy | - | |
| Feb 6, 2023 | | Buy | - | |
| Feb 6, 2023 | | Buy | - | |
| Mar 6, 2023 | | Buy | - | |
| Feb 8, 2023 | | Buy | - | |
| Feb 13, 2023 | HLTHILTON WORLDWIDE HOLDINGS | Buy | - | |
| Feb 10, 2023 | | Buy | - | |
| Feb 15, 2023 | MARDG MARRIOTT INTERNATIONAL | Buy | - | |
| Feb 16, 2023 | | Buy | - | |
| Feb 10, 2023 | GOOGLALPHABET INC SHS_CLC | Buy | - | |
| Feb 1, 2023 | | Buy | - | |
| Feb 9, 2023 | | Buy | - | |
| Feb 9, 2023 | | Buy | - | |
| Feb 3, 2023 | | Buy | - | |
| Feb 1, 2023 | TA‘SP VANGUARD LONG TERM TA | Buy | - | |
| Feb 18, 2023 | | Buy | - | |
| Feb 6, 2023 | | Buy | - | |
| Feb 6, 2023 | | Buy | - | |
| Feb 8, 2023 | | Buy | - | |
| Feb 6, 2023 | | Buy | - | |
| Feb 8, 2023 | BURLBURLINGTON STORES INC | Buy | - | |
| Feb 6, 2023 | | Buy | - | |
| Feb 2, 2023 | VTELVanguard Long-Term Tax-Exempt Fund Admiral Shares | Buy | - | |
| Feb 6, 2023 | HLTHILTON WORLDWIDE HOLDINGS | Buy | - | |
| Feb 16, 2023 | | Buy | - | |
| Feb 14, 2023 | PYPLPAYPAL HOLDINGS INC SHS | Buy | - | |
| Feb 1, 2023 | | Buy | - | |
| Feb 10, 2023 | | Buy | - | |
| Feb 13, 2023 | | Buy | - | |
| Feb 1, 2023 | TAXVANGUARD LONG TERM TAX | Buy | - | |
| Feb 3, 2023 | FDXDG FEDEX CORP DELAWARE COM | Buy | - | |
| Mar 8, 2023 | UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Feb 13, 2023 | GOOGLDG ALPHABET INC SHS CLA | Buy | - | |
| Mar 6, 2023 | MARMARRIOTT INTERNATIONAL | Buy | - | |
| Feb 8, 2023 | ADSKAUTODESK INC DEL PV$0.01 | Buy | - | |
| Feb 10, 2023 | | Buy | - | |
| Feb 8, 2023 | | Buy | - | |
| Feb 10, 2023 | ADSKAUTODESK ING DEL PV$0.01 | Buy | - | |
| Feb 8, 2023 | | Buy | - | |
| Feb 6, 2023 | BURLBURLINGTON STORES INC | Buy | - | |
| Feb 6, 2023 | GOOGLALPHABET ING SHS CLC | Buy | - | |
| Feb 6, 2023 | | Buy | - | |
| Feb 8, 2023 | | Buy | - | |
| Feb 15, 2023 | | Buy | - | |
| Feb 10, 2023 | ORLY‘SP O'REILLY AUTOMOTIVE INC | Buy | - | |
| Mar 3, 2023 | FDXP FEDEX CORP DELAWARE GOM. | Buy | - | |
| Feb 6, 2023 | | Buy | - | |
| Jan 24, 2023 | | Buy | - | |
| Jan 5, 2023 | | Buy | - | |
| Jan 5, 2023 | | Buy | - | |
| Jan 10, 2023 | | Buy | - | |
| Jan 10, 2023 | | Buy | - | |
| Jan 6, 2023 | | Buy | - | |
| Jan 23, 2023 | KDPDG KEURIG DR PEPPER INC | Buy | - | |
| Jan 17, 2023 | ADSKAUTODESK INC DEL PV$0.01 | Buy | - | |
| Jan 24, 2023 | | Buy | - | |
| Jan 3, 2023 | VGLTVANGUARD LONG TERM TAX | Buy | - | |
| Jan 20, 2023 | | Buy | - | |
| Jan 5, 2023 | SEDGSOLAREOGE TECHNOLOGIES | Buy | - | |
| Feb 7, 2023 | | Buy | - | |
| Jan 20, 2023 | GEHCGE HEALTHCARE TECHNOLOGY | Buy | - | |
| Jan 5, 2023 | AIGAMERICAN INTERNATIONAL | Buy | - | |
| Jan 10, 2023 | KWKennedy-Wilson Holdings Inc | Buy | - | |