| The blackstone group Inc. Class a (bX) |
BX |
STOCK |
Purchase
|
May 26, 2020 |
$50,001 - $100,000 |
| goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) |
GSLC |
ETF |
Sale
|
May 26, 2020 |
$15,001 |
| goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) |
GSLC |
ETF |
Sale
|
May 26, 2020 |
$15,001 |
| First Trust Cloud Computing ETF (SKYY) |
SKYY |
ETF |
Purchase
|
May 26, 2020 |
$15,001 - $50,000 |
| The blackstone group Inc. Class a (bX) |
BX |
STOCK |
Purchase
|
May 26, 2020 |
$15,001 - $50,000 |
| Principal U.S. Mega-Cap Multi-Factor Index ETF (USMC) |
USMC |
ETF |
Purchase
|
May 26, 2020 |
$1,001 - $15,000 |
| Principal U.S. Mega-Cap Multi-Factor Index ETF (USMC) |
USMC |
ETF |
Purchase
|
May 26, 2020 |
$15,001 - $50,000 |
| Principal U.S. Mega-Cap Multi-Factor Index ETF (USMC) |
USMC |
ETF |
Purchase
|
May 26, 2020 |
$1,001 - $15,000 |
| Principal U.S. Mega-Cap Multi-Factor Index ETF (USMC) |
USMC |
ETF |
Purchase
|
May 26, 2020 |
$15,001 - $50,000 |
| JP Morgan Chase & Co. (JPM) |
JPM |
STOCK |
Purchase
|
May 19, 2020 |
$15,001 |
| JP Morgan Chase & Co. (JPM) |
JPM |
STOCK |
Purchase
|
May 19, 2020 |
$1,001 - $15,000 |
| otis Worldwide Corporation (oTIS) |
OTIS |
STOCK |
Sale
|
May 19, 2020 |
$1,001 - $15,000 |
| PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN 4.850% dUE 05/29/49 |
PNC |
BOND |
Purchase
|
May 19, 2020 |
$50,001 - $100,000 |
| Verizon Communications Inc. (VZ) |
VZ |
STOCK |
Purchase
|
May 19, 2020 |
$15,001 - $50,000 |
| apple Inc. (aaPL) |
AAPL |
STOCK |
Purchase
|
May 19, 2020 |
$15,001 - $50,000 |
| becton, dickinson and Company (bdX) |
BDX |
STOCK |
Sale
|
May 19, 2020 |
$15,001 - $50,000 |
| Carrier global Corporation (CaRR) |
CARR |
STOCK |
Sale
|
May 19, 2020 |
$1,001 - $15,000 |
| First Trust Cloud Computing ETF (SKYY) |
SKYY |
ETF |
Purchase
|
May 19, 2020 |
$15,001 |
| First Trust Cloud Computing ETF (SKYY) |
SKYY |
ETF |
Purchase
|
May 19, 2020 |
$15,001 |
| First Trust Cloud Computing ETF (SKYY) |
SKYY |
ETF |
Purchase
|
May 19, 2020 |
$15,001 |
| Home depot, Inc. (Hd) |
HD |
STOCK |
Purchase
|
May 19, 2020 |
$15,001 |
| iShares Core S&P Total U.S. Stock Market ETF (IToT) |
ITOT |
ETF |
Purchase
|
May 19, 2020 |
$15,001 |
| Vanguard div appreciation ETF (VIg) |
VIG |
ETF |
Purchase
|
May 19, 2020 |
$15,001 - $50,000 |
| Vanguard div appreciation ETF (VIg) |
VIG |
ETF |
Purchase
|
May 19, 2020 |
$15,001 - $50,000 |
| amazon.com, Inc. (aMZN) |
AMZN |
STOCK |
Purchase
|
May 19, 2020 |
$50,001 - $100,000 |
| UIT FIRST TRUST dIVERSIFIEd INCoME & gRoWTH PoRT SER 2015 |
FDTDX |
FUND |
Redemption
|
May 12, 2020 |
$50,001 - $100,000 |
| Procter & gamble Company (Pg) |
PG |
STOCK |
Purchase
|
May 11, 2020 |
$15,001 - $50,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Purchase
|
May 11, 2020 |
$15,001 |
| darden Restaurants, Inc. (dRI) |
DRI |
STOCK |
Purchase
|
May 11, 2020 |
$15,001 - $50,000 |