| Jul 8, 2026 |  Part of advisor-driven quarterly rebalancing Amphenol Corporation Common Stock | Buy | $1k - $15k | |
| Jul 8, 2026 |  Abbott Laboratories Common Stock | Sell | $1k - $15k | |
| Jul 8, 2026 |  Part of advisor-driven quarterly rebalancing S&P Global Inc. Common Stock | Sell | $1k - $15k | |
| Jul 8, 2026 |  Part of advisor-driven quarterly rebalancing McKesson Corporation Common Stock | Buy | $1k - $15k | |
| Apr 7, 2026 |  NextEra Energy, Inc. Common Stock | Buy | $1k - $15k | |
| Apr 7, 2026 |  Carrier Global Corporation Common Stock | Buy | $1k - $15k | |
| Apr 7, 2026 |  American Express Company Common Stock | Sell | $1k - $15k | |
| Apr 7, 2026 |  American Water Works Company, Inc. Common Stock | Sell | $1k - $15k | |
| Apr 7, 2026 |  Sonida Senior Living, Inc. Common Stock | Sell | $1k - $15k | |
| Apr 7, 2026 |  Westinghouse Air Brake Technologies Corporation Common Stock | Buy | $1k - $15k | |
| Apr 7, 2026 |  Broadridge Financial Solutions, Inc. Common Stock | Sell | $1k - $15k | |
| Apr 7, 2026 |  Paychex, Inc. - Common Stock | Sell | $1k - $15k | |
| Apr 7, 2026 |  Caseys General Stores, Inc. - Common Stock | Buy | $1k - $15k | |
| Mar 31, 2026 |  Sonida Senior Living, Inc. Common Stock | Exchange | $1k - $15k | |
| Jan 7, 2026 | ESEssex Property Trust, Inc. Common Stock | Sell | $1k - $15k | |
| Jan 7, 2026 |  Mondelez International, Inc. - Class A Common Stock | Sell | $1k - $15k | |
| Jan 7, 2026 |  Waste Management, Inc. Common Stock | Buy | $1k - $15k | |
| Jan 7, 2026 |  Darden Restaurants, Inc. Common Stock | Buy | $1k - $15k | |
| Jan 7, 2026 |  Meta Platforms, Inc. - Class A Common Stock | Buy | $1k - $15k | |
| Jan 7, 2026 |  Verisk Analytics, Inc. - Common Stock | Sell | $1k - $15k | |
| Oct 6, 2025 |  American Electric Power Company, Inc. | Buy | $1k - $15k | |
| Oct 6, 2025 |  Walmart Inc. Common Stock | Buy | $1k - $15k | |
| Oct 6, 2025 |  Old Dominion Freight Line, Inc. - Common Stock | Sell | $1k - $15k | |
| Oct 6, 2025 |  Abbott Laboratories Common Stock | Buy | $1k - $15k | |
| Oct 6, 2025 |  Colgate-Palmolive Company Common Stock | Sell | $1k - $15k | |
| Oct 6, 2025 |  Zoetis Inc. Class A Common Stock | Sell | $1k - $15k | |
| Apr 9, 2025 |  American Express Company Common Stock | Buy | $1k - $15k | |
| Apr 9, 2025 |  NextEra Energy, Inc. Common Stock | Sell | $1k - $15k | |
| Jan 7, 2025 |  Alphabet Inc. - Class A Common Stock | Buy | $1k - $15k | |
| Jan 7, 2025 |  Broadridge Financial Solutions, Inc. Common Stock | Buy | $1k - $15k | |
| Jan 7, 2025 |  General Dynamics Corporation Common Stock | Sell | $1k - $15k | |
| Jan 7, 2025 |  Cintas Corporation - Common Stock | Buy | $1k - $15k | |
| Jan 7, 2025 |  Comcast Corporation - Class A Common Stock | Sell | $1k - $15k | |
| Jan 7, 2025 |  UnitedHealth Group Incorporated Common Stock | Sell | $1k - $15k | |
| Jan 7, 2025 |  Verisk Analytics, Inc. - Common Stock | Buy | $1k - $15k | |
| Jan 7, 2025 |  Booz Allen Hamilton Holding Corporation Common Stock | Sell | $1k - $15k | |
| Jul 2, 2024 |  Goldman Sachs Group, Inc. | Buy | $1k - $15k | |
| Jul 2, 2024 |  Hartford Financial Services Group, | Sell | $1k - $15k | |
| Jul 2, 2024 |  Old Dominion Freight Line, Inc. - | Buy | $1k - $15k | |
| Jul 2, 2024 |  Waste Management, Inc. Common | Sell | $1k - $15k | |
| Apr 4, 2024 |  United Parcel Service, Inc. Common | Sell | $1k - $15k | |
| Apr 4, 2024 |  FedEx Corporation Common Stock | Buy | $1k - $15k | |
| Jan 9, 2024 | | Buy | $1k - $15k | |
| Jan 9, 2024 |  Colgate-Palmolive Company | Buy | $1k - $15k | |
| Jan 9, 2024 | | Sell | $1k - $15k | |
| Jan 9, 2024 |  Bristol-Myers Squibb Company | Sell | $1k - $15k | |