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