| Amazon.com, Inc. - Common Stock (AMZN) |
AMZN |
STOCK |
Sale (partial)
|
Aug. 4, 2025 |
$1,001 - $15,000 |
| Arthur J. Gallagher & Co. Common Stock (AJG) |
AJG |
STOCK |
Sale
|
Aug. 4, 2025 |
$1,001 - $15,000 |
| Applied Materials, Inc. - Common Stock (AMAT) |
AMAT |
STOCK |
Sale (partial)
|
Aug. 4, 2025 |
$1,001 - $15,000 |
| Autoliv, Inc. Common Stock (ALV) |
ALV |
STOCK |
Sale
|
Aug. 4, 2025 |
$1,001 - $15,000 |
| West Pharmaceutical Services, Inc. Common Stock (WST) |
WST |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Baxter International Inc. Common Stock (BAX) |
BAX |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Albertsons Companies, Inc. Class A Common Stock (ACI) |
ACI |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Kinder Morgan, Inc. Common Stock (KMI) |
KMI |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Targa Resources, Inc. Common Stock (TRGP) |
TRGP |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Teleflex Incorporated Common Stock (TFX) |
TFX |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American Depositary Shares (BABA) |
BABA |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Texas Pacific Land Corporation Common Stock (TPL) |
TPL |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| BHP Group Limited American Depositary Shares |
BHP |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Unilever PLC Common Stock (UL) |
UL |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| XPO, Inc. Common Stock (XPO) |
XPO |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| AstraZeneca PLC - American Depositary Shares (AZN) |
AZN |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| EPAM Systems, Inc. Common Stock (EPAM) |
EPAM |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Morningstar, Inc. - Common Stock (MORN) |
MORN |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Encompass Health Corporation Common Stock (EHC) |
EHC |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Applied Materials, Inc. - Common Stock (AMAT) |
AMAT |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Zoetis Inc. Class A Common Stock (ZTS) |
ZTS |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Dropbox, Inc. - Class A Common Stock (DBX) |
DBX |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| ASML Holding N.V. - New York Registry Shares (ASML) |
ASML |
STOCK |
Sale (partial)
|
July 22, 2025 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Sale (partial)
|
July 22, 2025 |
$1,001 - $15,000 |
| New York Times Company (NYT) |
NYT |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) |
NTES |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| AbbVie Inc. Common Stock (ABBV) |
ABBV |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Micron Technology, Inc. - Common Stock (MU) |
MU |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) |
META |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Novanta Inc. - Common Shares (NOVT) |
NOVT |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Merit Medical Systems, Inc. - Common Stock (MMSI) |
MMSI |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Antero Resources Corporation Common Stock (AR) |
AR |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Group 1 Automotive, Inc. Common Stock (GPI) [ST] |
GPI |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Darden Restaurants, Inc. Common Stock (DRI) |
DRI |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Autoliv, Inc. Common Stock (ALV) |
ALV |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Danaher Corporation Common Stock (DHR) |
DHR |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Range Resources Corporation Common Stock (RRC) |
RRC |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Curtiss-Wright Corporation Common Stock (CW) |
CW |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Repligen Corporation - Common Stock (RGEN) |
RGEN |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Revvity, Inc. Common Stock (RVTY) |
RVTY |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Gartner, Inc. Common Stock (IT) |
IT |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| AbbVie Inc. Common Stock (ABBV) |
ABBV |
STOCK |
Sale (partial)
|
July 22, 2025 |
$1,001 - $15,000 |
| ConAgra Brands, Inc. Common Stock (CAG) |
CAG |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Medpace Holdings, Inc. - Common Stock (MEDP) |
MEDP |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Roper Technologies, Inc. (ROP) |
ROP |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| HDFC Bank Limited Common Stock (HDB) |
HDB |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| McCormick & Company, Incorporated Common Stock (MKC) |
MKC |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Whirlpool Corporation Common Stock (WHR) |
WHR |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Royal Gold, Inc. - Common Stock (RGLD) |
RGLD |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| CNH Industrial N.V. Common Shares (CNH) |
CNH |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Cisco Systems, Inc. - Common Stock (CSCO) |
CSCO |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Waters Corporation Common Stock (WAT) |
WAT |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Thermo Fisher Scientific Inc Common Stock (TMO) |
TMO |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Sanofi - American Depositary Shares (SNY) |
SNY |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Union Pacific Corporation Common Stock (UNP) |
UNP |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| SAP SE ADS (SAP) |
SAP |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) |
AMZN |
STOCK |
Sale (partial)
|
July 22, 2025 |
$1,001 - $15,000 |
| Schlumberger N.V. Common Stock (SLB) |
SLB |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Novartis AG Common Stock (NVS) |
NVS |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| lululemon athletica inc. - Common Stock (LULU) |
LULU |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Hormel Foods Corporation Common Stock (HRL) |
HRL |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Lithia Motors, Inc. Common Stock (LAD) |
LAD |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Exxon Mobil Corporation Common Stock (XOM) |
XOM |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Western Alliance Bancorporation Common Stock (WAL) |
WAL |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| WD-40 Company - Common Stock (WDFC) |
WDFC |
STOCK |
Sale
|
July 22, 2025 |
$1,001 - $15,000 |
| Fiserv, Inc. Common Stock (FI) |
FI |
STOCK |
Purchase
|
July 22, 2025 |
$1,001 - $15,000 |
| Northern Oil and Gas, Inc. Common Stock (NOG) |
NOG |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Newmont Corporation (NEM) |
NEM |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Four Corners Property Trust, Inc. Common Stock (FCPT) |
FCPT |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Gartner, Inc. Common Stock (IT) |
IT |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| General Mills, Inc. Common Stock (GIS) |
GIS |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Agilent Technologies, Inc. Common Stock (A) |
A |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) |
MUFG |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) |
META |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP) |
ADP |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| lululemon athletica inc. - Common Stock (LULU) |
LULU |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Hormel Foods Corporation Common Stock (HRL) |
HRL |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Linde plc - Ordinary Shares (LIN) |
LIN |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Landstar System, Inc. - Common Stock (LSTR) |
LSTR |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. |
BRK.B |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| International Business Machines Corporation Common Stock (IBM) |
IBM |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Kimberly-Clark Corporation Common Stock (KMB) |
KMB |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG) |
ISRG |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Albertsons Companies, Inc. Class A Common Stock (ACI) |
ACI |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Jack Henry & Associates, Inc. - Common Stock (JKHY) |
JKHY |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) |
ALEX |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| BlackRock, Inc. Common Stock (BLK) |
BLK |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Teleflex Incorporated Common Stock (TFX) |
TFX |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Western Alliance Bancorporation Common Stock (WAL) |
WAL |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Six Flags Entertainment Corporation Common Stock New (FUN) |
FUN |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Service Corporation International Common Stock (SCI) |
SCI |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| WD-40 Company - Common Stock (WDFC) |
WDFC |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Waters Corporation Common Stock (WAT) |
WAT |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Schlumberger N.V. Common Stock (SLB) |
SLB |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| SAP SE ADS (SAP) |
SAP |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Charles Schwab Corporation (SCHW) |
SCHW |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Salesforce, Inc. Common Stock (CRM) |
CRM |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Salesforce, Inc. Common Stock (CRM) |
CRM |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| W.R. Berkley Corporation Common Stock (WRB) |
WRB |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) |
CTSH |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| W. P. Carey Inc. REIT (WPC) |
WPC |
REAL ESTATE |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Advanced Drainage Systems, Inc. Common Stock (WMS) |
WMS |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| COPT Defense Properties Common Shares of Beneficial Interest (CDP) |
COPT |
REAL ESTATE |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Cousins Properties Incorporated Common Stock (CUZ) |
CUZ |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) |
CRWD |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Anheuser-Busch Inbev SA Sponsored ADR (BUD) |
BUD |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Darden Restaurants, Inc. Common Stock (DRI) |
DRI |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Deere & Company Common Stock (DE) |
DE |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Progressive Corporation (PGR) |
PGR |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Diamondback Energy, Inc. - Common Stock (FANG) |
FANG |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Progress Software Corporation Common Stock (PRGS) |
PRGS |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Phillips Edison & Company, Inc. Common Stock (PECO) |
PECO |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Pfizer, Inc. Common Stock (PFE) |
PFE |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Eli Lilly and Company Common Stock (LLY) |
LLY |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| PDD Holdings Inc. - American Depositary Shares (PDD) |
PDD |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Paychex, Inc. - Common Stock (PAYX) |
PAYX |
STOCK |
Purchase
|
July 16, 2025 |
$1,001 - $15,000 |
| Palo Alto Networks, Inc. (PANW) |
PANW |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Equitable Holdings, Inc. Common Stock (EQH) |
EQH |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Everest Group, Ltd. Common Stock (EG) |
EG |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| United Parcel Service, Inc. Common Stock (UPS) |
UPS |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| NOV Inc. Common Stock (NOV) |
NOV |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| NICE Ltd - American Depositary Shares (NICE) |
NICE |
STOCK |
Sale
|
July 16, 2025 |
$1,001 - $15,000 |
| Abbott Laboratories Common Stock (ABT) |
ABT |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Dynatrace, Inc. Common Stock (DT) |
DT |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Globe Life Inc. Common Stock (GL) |
GL |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Accenture plc Class A Ordinary Shares (ACN) |
ACN |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Okta, Inc. - Class A Common Stock (OKTA) |
OKTA |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Equity Lifestyle Properties, Inc. Common Stock (ELS) |
ELS |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Procter & Gamble Company (PG) |
PG |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Curtiss-Wright Corporation Common Stock (CW) |
CW |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Philip Morris International Inc Common Stock (PM) |
PM |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Monster Beverage Corporation - Common Stock (MNST) |
MNST |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Haleon plc American Depositary Shares (HLN) [ST] |
HLN |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Coca-Cola Company (KO) |
KO |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| US Foods Holding Corp. Common Stock (USFD) |
USFD |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| General Mills, Inc. Common Stock (GIS) |
GIS |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Williams Companies, Inc. (WMB) |
WMB |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| National Grid Transco, PLC National Grid PLC (NGG) |
NGG |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Ingredion Incorporated Common Stock (INGR) |
INGR |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Kinder Morgan, Inc. Common Stock (KMI) |
KMI |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Kimberly-Clark Corporation Common Stock (KMB) |
KMB |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Antero Resources Corporation Common Stock (AR) |
AR |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP) |
ADP |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Ecopetrol S.A. American Depositary Shares (EC) |
EC |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG) |
ISRG |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Penumbra, Inc. Common Stock (PEN) |
PEN |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| American International Group, Inc. New Common Stock (AIG) |
AIG |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Jack Henry & Associates, Inc. - Common Stock (JKHY) |
JKHY |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Quanta Services, Inc. Common Stock (PWR) |
PWR |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Novo Nordisk A/S Common Stock (NVO) |
NVO |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Elevance Health, Inc. Common Stock (ELV) |
ELV |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| BJ's Wholesale Club Holdings, Inc. Common Stock |
BJ |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Tesla, Inc. - Common Stock (TSLA) |
TSLA |
STOCK |
Sale (partial)
|
July 10, 2025 |
$1,001 - $15,000 |
| Autodesk, Inc. - Common Stock |
ADSK |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Charles Schwab Corporation (SCHW) |
SCHW |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Eli Lilly and Company Common Stock (LLY) |
LLY |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) |
COST |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Sea Limited American Depositary Shares (SE) |
SE |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) |
CTSH |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Verizon Communications Inc. Common Stock (VZ) |
VZ |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| W. P. Carey Inc. REIT (WPC) |
WPC |
REAL ESTATE |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Progressive Corporation (PGR) |
PGR |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Palo Alto Networks, Inc. (PANW) |
PANW |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Progress Software Corporation Common Stock (PRGS) |
PRGS |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| Sprouts Farmers Market, Inc. - Common Stock (SFM) |
SFM |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Viper Energy, Inc. - Class A Common Stock (VNOM) |
VNOM |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Globus Medical, Inc. Class A Common Stock (GMED) |
GMED |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Broadridge Financial Solutions, Inc. Common Stock (BR) |
BR |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Adobe Inc. - Common Stock (ADBE) |
ADBE |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Employers Holdings Inc Common Stock (EIG) |
EIG |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Fortive Corporation Common Stock (FTV) |
FTV |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Cousins Properties Incorporated Common Stock (CUZ) |
CUZ |
STOCK |
Purchase
|
July 10, 2025 |
$1,001 - $15,000 |
| AT&T Inc. (T) |
T |
STOCK |
Sale
|
July 10, 2025 |
$1,001 - $15,000 |
| Dynatrace, Inc. Common Stock (DT) |
DT |
STOCK |
Sale (partial)
|
June 24, 2025 |
$1,001 - $15,000 |
| Exxon Mobil Corporation Common Stock (XOM) |
XOM |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Procter & Gamble Company (PG) |
PG |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| AptarGroup, Inc. Common Stock (ATR) |
ATR |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| National Grid Transco, PLC National Grid PLC (NGG) |
NGG |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Philip Morris International Inc Common Stock (PM) |
PM |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| eBay Inc. - Common Stock (EBAY) |
EBAY |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Ingredion Incorporated Common Stock (INGR) |
INGR |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) |
IBKR |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Texas Roadhouse, Inc. - Common Stock (TXRH) |
TXRH |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Yum! Brands, Inc. (YUM) |
YUM |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Intuit Inc. - Common Stock (INTU) |
INTU |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Pepsico, Inc. (PEP) |
PEP |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Elevance Health, Inc. Common Stock (ELV) |
ELV |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| JD.com, Inc. - American Depositary Shares (JD) |
JD |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| ING Group, N.V. Common Stock (ING) |
ING |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| The J.M. Smucker Company Common Stock (SJM) |
SJM |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Infosys Limited American Depositary Shares (INFY) |
INFY |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| NatWest Group plc American Depositary Shares, (NWG) |
NWG |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Becton, Dickinson and Company Common Stock (BDX) |
BDX |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| ICICI Bank Limited Common Stock (IBN) |
IBN |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| BP p.l.c. Common Stock (BP) [ST] |
BP |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] |
BTI |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| NOV Inc. Common Stock (NOV) |
NOV |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Sony Group Corporation American Depositary Shares (SONY) |
SONY |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Somnigroup International Inc. Common Stock (SGI) |
SGI |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Alphabet Inc. - Class A Common Stock (GOOGL) |
GOOGL |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Humana Inc. Common Stock (HUM) |
HUM |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| VeriSign, Inc. - Common Stock (VRSN) |
VRSN |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Service Corporation International Common Stock (SCI) |
SCI |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Linde plc - Ordinary Shares (LIN) |
LIN |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Accenture plc Class A Ordinary Shares (ACN) |
ACN |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Abbott Laboratories Common Stock (ABT) |
ABT |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Arcelor Mittal NY Registry Shares |
MT |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Honda Motor Company, Ltd. Common Stock (HMC) |
HMC |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| ChampionX Corporation (CHX) |
CHX |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Chemed Corp (CHE) |
CHE |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Chevron Corporation Common Stock (CVX) |
CVX |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| LyondellBasell Industries NV Ordinary Shares Class A (LYB) |
LYB |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Magnolia Oil & Gas Corporation Class A Common Stock (MGY) |
MGY |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Chord Energy Corporation - Common Stock (CHRD) |
CHRD |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Mastercard Incorporated Common Stock (MA) |
MA |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Church & Dwight Company, Inc. Common Stock (CHD) |
CHD |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Waste Management, Inc. Common Stock (WM) |
WM |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Equinor ASA (EQNR) |
EQNR |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| TotalEnergies SE (TTE) |
TTE |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Clorox Company (CLX) |
CLX |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Ovintiv Inc. (OVV) |
OVV |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| CNH Industrial N.V. Common Shares (CNH) |
CNH |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Toyota Motor Corporation Common Stock (TM) |
TM |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Ross Stores, Inc. - Common Stock (ROST) |
ROST |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Coca-Cola Company (KO) |
KO |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Northrop Grumman Corporation Common Stock (NOC) |
NOC |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| VALE S.A. American Depositary Shares (VALE) |
VALE |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Colgate-Palmolive Company Common Stock (CL) |
CL |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| McDonald's Corporation Common Stock (MCD) |
MCD |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Trip.com Group Limited - American Depositary Shares (TCOM) |
TCOM |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| ConocoPhillips Common Stock (COP) |
COP |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Merck & Company, Inc. Common Stock (MRK) |
MRK |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Rio Tinto Plc Common Stock (RIO) |
RIO |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Halliburton Company Common Stock (HAL) |
HAL |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Reliance, Inc. Common Stock (RS) |
RS |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Amgen Inc. - Common Stock (AMGN) |
AMGN |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| RB Global, Inc. Common Stock (RBA) |
RBA |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Crescent Energy Company Class A Common Stock (CRGY) |
CRGY |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Cummins Inc. Common Stock (CMI) |
CMI |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Haleon plc American Depositary Shares (HLN) [ST] |
HLN |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Viper Energy, Inc. - Class A Common Stock (VNOM) |
VNOM |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| AGCO Corporation Common Stock (AGCO) |
AGCO |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Guidewire Software, Inc. Common Stock (GWRE) [ST] |
GWRE |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| GSK plc American Depositary Shares (GSK) [ST] |
GSK |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| General Mills, Inc. Common Stock (GIS) |
GIS |
STOCK |
Sale (partial)
|
June 24, 2025 |
$1,001 - $15,000 |
| Deere & Company Common Stock (DE) |
DE |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Diageo plc Common Stock (DEO) |
DEO |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Gold Fields Limited American Depositary Shares (GFI) |
GFI |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Verizon Communications Inc. Common Stock (VZ) |
VZ |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Dolby Laboratories Common Stock (DLB) |
DLB |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Dow Inc. Common Stock (DOW) |
DOW |
STOCK |
Purchase
|
June 24, 2025 |
$1,001 - $15,000 |
| Globus Medical, Inc. Class A Common Stock (GMED) |
GMED |
STOCK |
Sale (partial)
|
June 24, 2025 |
$1,001 - $15,000 |
| Duolingo, Inc. - Class A Common Stock (DUOL) |
DUOL |
STOCK |
Sale
|
June 24, 2025 |
$1,001 - $15,000 |
| Adobe Inc. - Common Stock (ADBE) |
ADBE |
STOCK |
Purchase
|
June 23, 2025 |
$1,001 - $15,000 |
| United States Steel Corporation Common Stock (X) |
X |
STOCK |
Sale
|
June 20, 2025 |
$1,001 - $15,000 |
| Newmont Corporation (NEM) |
NEM |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| AbbVie Inc. Common Stock (ABBV) |
ABBV |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Advanced Drainage Systems, Inc. Common Stock (WMS) |
WMS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Advanced Micro Devices, Inc. (AMD) |
AMD |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Agilent Technologies, Inc. Common Stock (A) |
A |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Agree Realty Corporation Common Stock (ADC) |
ADC |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Alaska Air Group, Inc. Common Stock (ALK) |
ALK |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American Depositary Shares (BABA) |
BABA |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Allegion plc Ordinary Shares (ALLE) |
ALLE |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) |
AMZN |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| American Express Company Common Stock (AXP) |
AXP |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| American International Group, Inc. New Common Stock (AIG) |
AIG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Aramark Common Stock (ARMK) |
ARMK |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Armstrong World Industries Inc Common Stock (AWI) |
AWI |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| ASML Holding N.V. - New York Registry Shares (ASML) |
ASML |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| AstraZeneca PLC - American Depositary Shares (AZN) |
AZN |
STOCK |
Sale (partial)
|
June 17, 2025 |
$1,001 - $15,000 |
| AT&T Inc. (T) |
T |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Autodesk, Inc. - Common Stock |
ADSK |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Avantor, Inc. Common Stock (AVTR) |
AVTR |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Avient Corporation Common Stock (AVNT) |
AVNT |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Bank of America Corporation Common Stock (BAC) |
BAC |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Barclays PLC Common Stock (BCS) |
BCS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Becton, Dickinson and Company Common Stock (BDX) |
BDX |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| BHP Group Limited American Depositary Shares |
BHP |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| BILL Holdings, Inc. Common Stock |
BILL |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Black Hills Corporation Common Stock |
BKH |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] |
BTI |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Broadcom Inc. - Common Stock (AVGO) [ST] |
AVGO |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Broadridge Financial Solutions, Inc. Common Stock (BR) |
BR |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Brookline Bancorp, Inc. - Common Stock (BRKL) |
BRKL |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Brown Forman Inc Class B Common Stock (BF.B) |
BF.B |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Brunswick Corporation Common Stock (BC) |
BC |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Burlington Stores, Inc. Common Stock (BURL) |
BURL |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Campbell Soup Company Common Stock (CPB) |
CPB |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Capri Holdings Limited Ordinary Shares (CPRI) |
CPRI |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Carlisle Companies Incorporated Common Stock (CSL) |
CSL |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Chevron Corporation Common Stock (CVX) |
CVX |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Church & Dwight Company, Inc. Common Stock (CHD) |
CHD |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Ciena Corporation (CIEN) |
CIEN |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| CNH Industrial N.V. Common Shares (CNH) |
CNH |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Coherent Corp. (COHR) |
COHR |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Colgate-Palmolive Company Common Stock (CL) |
CL |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Community Financial System, Inc. Common Stock (CBU) |
CBU |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Constellation Brands, Inc. Common Stock (STZ) |
STZ |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Core & Main, Inc. Class A Common Stock (CNM) |
CNM |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) |
COST |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Coterra Energy Inc. Common Stock (CTRA) |
CTRA |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Cytokinetics, Incorporated - Common Stock (CYTK) |
CYTK |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| D.R. Horton, Inc. Common Stock (DHI) |
DHI |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| DBA Sempra Common Stock (SRE) |
SRE |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Delta Air Lines, Inc. Common Stock (DAL) |
DAL |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Diamondback Energy, Inc. - Common Stock (FANG) |
FANG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Dick's Sporting Goods Inc Common Stock (DKS) |
DKS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| DocuSign, Inc. - Common Stock (DOCU) |
DOCU |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Duke Energy Corporation (DUK) |
DUK |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Duolingo, Inc. - Class A Common Stock (DUOL) |
DUOL |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Dynatrace, Inc. Common Stock (DT) |
DT |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Eastman Chemical Company Common Stock (EMN) |
EMN |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| eBay Inc. - Common Stock (EBAY) |
EBAY |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| EMCOR Group, Inc. Common Stock (EME) |
EME |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Employers Holdings Inc Common Stock (EIG) |
EIG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Equitable Holdings, Inc. Common Stock (EQH) |
EQH |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Equity Lifestyle Properties, Inc. Common Stock (ELS) |
ELS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Essent Group Ltd. Common Shares (ESNT) |
ESNT |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Everest Group, Ltd. Common Stock (EG) |
EG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Evertec, Inc. Common Stock (EVTC) |
EVTC |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Exelon Corporation (EXC) |
EXC |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| First Financial Bankshares, Inc. - Common Stock (FFIN) |
FFIN |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| First Hawaiian, Inc. - Common Stock (FHB) |
FHB |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| First Industrial Realty Trust, Inc. Common Stock (FR) |
FR |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Fortive Corporation Common Stock (FTV) |
FTV |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| GATX Corporation Common Stock (GATX) |
GATX |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| General Mills, Inc. Common Stock (GIS) |
GIS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Genworth Financial Inc Common Stock (GNW) |
GNW |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Globe Life Inc. Common Stock (GL) |
GL |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Globus Medical, Inc. Class A Common Stock (GMED) |
GMED |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Graco Inc. Common Stock (GGG) |
GGG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Graphic Packaging Holding Company (GPK) [ST] |
GPK |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| GSK plc American Depositary Shares (GSK) [ST] |
GSK |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Guidewire Software, Inc. Common Stock (GWRE) [ST] |
GWRE |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Halliburton Company Common Stock (HAL) |
HAL |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Hasbro, Inc. - Common Stock (HAS) |
HAS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| HDFC Bank Limited Common Stock (HDB) |
HDB |
STOCK |
Sale (partial)
|
June 17, 2025 |
$1,001 - $15,000 |
| HealthEquity, Inc. - Common Stock (HQY) |
HQY |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Healthpeak Properties, Inc. Common Stock (DOC) |
DOC |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Hewlett Packard Enterprise Company Common Stock (HPE) |
HPE |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Hilltop Holdings Inc. (HTH) |
HTH |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Home BancShares, Inc. Common Stock (HOMB) |
HOMB |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Honeywell International Inc. (HON) |
HON |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| HSBC Holdings, plc. Common Stock (HSBC) |
HSBC |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Hyatt Hotels Corporation Class A Common Stock (H) |
H |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Illinois Tool Works Inc. Common Stock (ITW) |
ITW |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Independence Realty Trust, Inc. Common Stock (IRT) |
IRT |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Infosys Limited American Depositary Shares (INFY) |
INFY |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) |
IBKR |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| International Business Machines Corporation Common Stock (IBM) |
IBM |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Intuit Inc. - Common Stock (INTU) |
INTU |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| ITT Inc. Common Stock (ITT) |
ITT |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| JD.com, Inc. - American Depositary Shares (JD) |
JD |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| KB Home Common Stock (KBH) |
KBH |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Keurig Dr Pepper Inc. (KDP) |
KDP |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Kite Realty Group Trust Common Stock (KRG) |
KRG |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Landstar System, Inc. - Common Stock (LSTR) |
LSTR |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Lincoln National Corporation Common Stock (LNC) |
LNC |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Lloyds Banking Group Plc American Depositary Shares (LYG) |
LYG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Loews Corporation Common Stock (L) |
L |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Louisiana-Pacific Corporation Common Stock (LPX) |
LPX |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Mastercard Incorporated Common Stock (MA) |
MA |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| MGIC Investment Corporation Common Stock (MTG) |
MTG |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) |
MUFG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Monster Beverage Corporation - Common Stock (MNST) |
MNST |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| National Beverage Corp. - Common Stock (FIZZ) |
FIZZ |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| NatWest Group plc American Depositary Shares, (NWG) |
NWG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) |
NTES |
STOCK |
Sale (partial)
|
June 17, 2025 |
$1,001 - $15,000 |
| Neurocrine Biosciences, Inc. - Common Stock (NBIX) |
NBIX |
STOCK |
Sale (partial)
|
June 17, 2025 |
$1,001 - $15,000 |
| NNN REIT, Inc. Common Stock (NNN) |
NNN |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Nokia Corporation Sponsored American Depositary Shares (NOK) |
NOK |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Northern Trust Corporation - Common Stock (NTRS) |
NTRS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Northrop Grumman Corporation Common Stock (NOC) |
NOC |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| NorthWestern Energy Group, Inc. - Common Stock (NWE) |
NWE |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) |
NCLH |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Novartis AG Common Stock (NVS) |
NVS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Okta, Inc. - Class A Common Stock (OKTA) |
OKTA |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Oracle Corporation Common Stock (ORCL) |
ORCL |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) |
PLTR |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Park Hotels & Resorts Inc. Common Stock (PK) |
PK |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Patrick Industries, Inc. - Common |
PAT |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Polaris Inc. Common Stock (PII) |
PII |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Principal Financial Group Inc (PFG) |
PFG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Pure Storage, Inc. Class A Common Stock (PSTG) |
PSTG |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Regions Financial Corporation Common Stock (RF) |
RF |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Reliance, Inc. Common Stock (RS) |
RS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Repligen Corporation - Common Stock (RGEN) |
RGEN |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Revvity, Inc. Common Stock (RVTY) |
RVTY |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| RLI Corp. Common Stock (RLI) |
RLI |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Roivant Sciences Ltd. - Common Shares (ROIV) |
ROIV |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Ross Stores, Inc. - Common Stock (ROST) |
ROST |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Salesforce, Inc. Common Stock (CRM) |
CRM |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Sanofi - American Depositary Shares (SNY) |
SNY |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Sea Limited American Depositary Shares (SE) |
SE |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Seacoast Banking Corporation of Florida - Common Stock (SBCF) |
SBCF |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Sealed Air Corporation Common Stock (SEE) |
SEE |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Selective Insurance Group, Inc. - Common Stock (SIGI) |
SIGI |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| ServiceNow, Inc. Common Stock (NOW) |
NOW |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Sherwin-Williams Company (SHW) |
SHW |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Smith & Nephew SNATS, Inc. Common Stock (SNN) |
SNN |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Sony Group Corporation American Depositary Shares (SONY) |
SONY |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Southside Bancshares, Inc. - Common Stock (SBSI) |
SBSI |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Spire Inc. Common Stock (SR) |
SR |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Starwood Property Trust Inc. (STWD) |
STWD |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Stifel Financial Corporation Common Stock (SF) |
SF |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Taylor Morrison Home Corporation Common Stock (TMHC) |
TMHC |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Teradyne, Inc. (TER) |
TER |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Tesla, Inc. - Common Stock (TSLA) |
TSLA |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Texas Instruments Incorporated - Common Stock (TXN) |
TXN |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Texas Roadhouse, Inc. - Common Stock (TXRH) |
TXRH |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| The Bank of New York Mellon Corporation Common Stock (BK) |
BK |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| The Middleby Corporation - Common Stock (MIDD) |
MIDD |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Timken Company (TKR) |
TKR |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| T-Mobile US, Inc. (TMUS) |
TMUS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| TotalEnergies SE (TTE) |
TTE |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Toyota Motor Corporation Common Stock (TM) |
TM |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Travel Leisure Co. Common Stock (TNL) |
TNL |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Trinity Industries, Inc. Common Stock (TRN) |
TRN |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Unilever PLC Common Stock (UL) |
UL |
STOCK |
Sale (partial)
|
June 17, 2025 |
$1,001 - $15,000 |
| United Parcel Service, Inc. Common Stock (UPS) |
UPS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Unum Group Common Stock (UNM) |
UNM |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Urban Edge Properties Common Shares of Beneficial Interest (UE) |
UE |
REAL ESTATE |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Veris Residential, Inc. Common Stock (VRE) |
VRE |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| VeriSign, Inc. - Common Stock (VRSN) |
VRSN |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Vistra Corp. Common Stock (VST) |
VST |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Voya Financial, Inc. Common Stock (VOYA) |
VOYA |
STOCK |
Sale
|
June 17, 2025 |
$1,001 - $15,000 |
| Walmart Inc. Common Stock (WMT) |
WMT |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Waste Management, Inc. Common Stock (WM) |
WM |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Watsco, Inc. Common Stock (WSO) |
WSO |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| West Pharmaceutical Services, Inc. Common Stock (WST) |
WST |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Workday, Inc. - Class A Common Stock (WDAY) |
WDAY |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| WSFS Financial Corporation - Common Stock (WSFS) |
WSFS |
STOCK |
Purchase
|
June 17, 2025 |
$1,001 - $15,000 |
| Core & Main, Inc. Class A Common Stock (CNM) |
CNM |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| COPT Defense Properties Common Shares of Beneficial Interest (CDP) |
COPT |
REAL ESTATE |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| RLI Corp. Common Stock (RLI) |
RLI |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Veris Residential, Inc. Common Stock (VRE) |
VRE |
STOCK |
Purchase
|
June 11, 2025 |
$15,001 - $50,000 |
| Aramark Common Stock (ARMK) |
ARMK |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Community Financial System, Inc. Common Stock (CBU) |
CBU |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) |
NTES |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Alaska Air Group, Inc. Common Stock (ALK) |
ALK |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Nokia Corporation Sponsored American Depositary Shares (NOK) |
NOK |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| GameStop Corporation Common Stock (GME) |
GME |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| GATX Corporation Common Stock (GATX) |
GATX |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Genworth Financial Inc Common Stock (GNW) |
GNW |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Five Below, Inc. - Common Stock (FIVE) |
FIVE |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| United Bankshares, Inc. - Common Stock (UBSI) |
UBSI |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Avantor, Inc. Common Stock (AVTR) |
AVTR |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| National Beverage Corp. - Common Stock (FIZZ) |
FIZZ |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| First Hawaiian, Inc. - Common Stock (FHB) |
FHB |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| First Financial Bankshares, Inc. - Common Stock (FFIN) |
FFIN |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Moody's Corporation Common Stock (MCO) |
MCO |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| NewJersey Resources Corporation Common Stock (NJR) |
NJR |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| F.N.B. Corporation Common Stock (FNB) |
FNB |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Getty Realty Corporation Common Stock (GTY) |
GTY |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Novartis AG Common Stock (NVS) |
NVS |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Trinity Industries, Inc. Common Stock (TRN) |
TRN |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Gold Fields Limited American Depositary Shares (GFI) |
GFI |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Evertec, Inc. Common Stock (EVTC) |
EVTC |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
June 11, 2025 |
$1,001 - $15,000 |
| Travel Leisure Co. Common Stock (TNL) |
TNL |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| MGIC Investment Corporation Common Stock (MTG) |
MTG |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| HDFC Bank Limited Common Stock (HDB) |
HDB |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| HealthEquity, Inc. - Common Stock (HQY) |
HQY |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Hilltop Holdings Inc. (HTH) |
HTH |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| MasTec, Inc. Common Stock (MTZ) |
MTZ |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Neurocrine Biosciences, Inc. - Common Stock (NBIX) |
NBIX |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Agree Realty Corporation Common Stock (ADC) |
ADC |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Magnolia Oil & Gas Corporation Class A Common Stock (MGY) |
MGY |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Horace Mann Educators Corporation Common Stock (HMN) |
HMN |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Essent Group Ltd. Common Shares (ESNT) |
ESNT |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Louisiana-Pacific Corporation Common Stock (LPX) |
LPX |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Avient Corporation Common Stock (AVNT) |
AVNT |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Lincoln National Corporation Common Stock (LNC) |
LNC |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Equinor ASA (EQNR) |
EQNR |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| United States Steel Corporation Common Stock (X) |
X |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Li Auto Inc. - American Depositary Shares (LI) |
LI |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Toro Company (TTC) |
TTC |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Kite Realty Group Trust Common Stock (KRG) |
KRG |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Independence Realty Trust, Inc. Common Stock (IRT) |
IRT |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| TJX Companies, Inc. (TJX) |
TJX |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Timken Company (TKR) |
TKR |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| United Therapeutics Corporation - Common Stock (UTHR) |
UTHR |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| The Middleby Corporation - Common Stock (MIDD) |
MIDD |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) |
BRK.B |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Parker-Hannifin Corporation Common Stock (PH) |
PH |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| AGCO Corporation Common Stock (AGCO) |
AGCO |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Patrick Industries, Inc. - Common Stock (PATK) |
PATK |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| The Campbell's Company - Common Stock (CPB) |
CPB |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| BHP Group Limited American Depositary Shares |
BHP |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| BJ's Wholesale Club Holdings, Inc. Common Stock |
BJ |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Franklin BSP Realty Trust, Inc. Common Stock (FBRT) |
FBRT |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Four Corners Property Trust, Inc. Common Stock (FCPT) |
FCPT |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Tenet Healthcare Corporation Common Stock (THC) |
THC |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Black Hills Corporation Common Stock |
BKH |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| American Airlines Group, Inc. Common Stock (AAL) |
AAL |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Voya Financial, Inc. Common Stock (VOYA) |
VOYA |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Starwood Property Trust Inc. (STWD) |
STWD |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Brinks Company (BCO) [ST] |
BCO |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Sprouts Farmers Market, Inc. - Common Stock (SFM) |
SFM |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Armstrong World Industries Inc Common Stock (AWI) |
AWI |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Broadcom Inc. - Common Stock (AVGO) |
AVGO |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Anheuser-Busch Inbev SA Sponsored ADR (BUD) |
BUD |
STOCK |
Sale (partial)
|
June 11, 2025 |
$1,001 - $15,000 |
| Brown Forman Inc Class B Common Stock (BF.B) |
BF.B |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Brunswick Corporation Common Stock (BC) |
BC |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Selective Insurance Group, Inc. - Common Stock (SIGI) |
SIGI |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Dollar General Corporation Common Stock (DG) |
DG |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) |
VRTX |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Unum Group Common Stock (UNM) |
UNM |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Flowers Foods, Inc. Common Stock (FLO) |
FLO |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| Cytokinetics, Incorporated - Common Stock (CYTK) |
CYTK |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Burlington Stores, Inc. Common Stock (BURL) |
BURL |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Science Applications International Corporation - Common Stock (SAIC) |
SAIC |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| BWX Technologies, Inc. Common Stock (BWXT) |
BWXT |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Capri Holdings Limited Ordinary Shares (CPRI) |
CPRI |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Caseys General Stores, Inc. - Common Stock (CASY) |
CASY |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| ChampionX Corporation (CHX) |
CHX |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| Repligen Corporation - Common Stock (RGEN) |
RGEN |
STOCK |
Purchase
|
June 11, 2025 |
$1,001 - $15,000 |
| CNO Financial Group, Inc. Common Stock (CNO) |
CNO |
STOCK |
Sale
|
June 11, 2025 |
$1,001 - $15,000 |
| PLDT Inc. Sponsored ADR (PHI) |
PLDT |
STOCK |
Sale
|
June 10, 2025 |
$1,001 - $15,000 |
| Novartis AG Common Stock (NVS) |
NVS |
STOCK |
Sale
|
June 10, 2025 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| PDD Holdings Inc. - American Depositary Shares (PDD) |
PDD |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| Ecopetrol S.A. American Depositary Shares (EC) |
EC |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| Dell Technologies Inc. Class C Common Stock (DELL) |
DELL |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| Royal Gold, Inc. - Common Stock (RGLD) |
RGLD |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| SAP SE ADS (SAP) |
SAP |
STOCK |
Sale
|
June 10, 2025 |
$1,001 - $15,000 |
| Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) |
VRTX |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| Vertiv Holdings, LLC Class A Common Stock (VRT) |
VRT |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| Broadcom Inc. - Common Stock (AVGO) |
AVGO |
STOCK |
Sale
|
June 10, 2025 |
$1,001 - $15,000 |
| Vontier Corporation Common Stock (VNT) |
VNT |
STOCK |
Sale
|
June 10, 2025 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| Thermo Fisher Scientific Inc Common Stock (TMO) |
TMO |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| Baker Hughes Company - Common Stock (BKR) |
BKR |
STOCK |
Sale
|
June 10, 2025 |
$1,001 - $15,000 |
| LXP Industrial Trust Common Stock (LXP) |
LXP |
STOCK |
Sale
|
June 10, 2025 |
$1,001 - $15,000 |
| Martin Marietta Materials, Inc. Common Stock (MLM) |
MLM |
STOCK |
Sale
|
June 10, 2025 |
$1,001 - $15,000 |
| HDFC Bank Limited Common Stock (HDB) |
HDB |
STOCK |
Sale (partial)
|
June 10, 2025 |
$1,001 - $15,000 |
| Moody's Corporation Common Stock (MCO) |
MCO |
STOCK |
Sale
|
June 10, 2025 |
$1,001 - $15,000 |
| Tesla, Inc. - Common Stock (TSLA) |
TSLA |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Ecopetrol S.A. American Depositary Shares (EC) |
EC |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Amedisys Inc - Common Stock (AMED) |
AMED |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| SAP SE ADS (SAP) |
SAP |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Royal Gold, Inc. - Common Stock (RGLD) |
RGLD |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| CNO Financial Group, Inc. Common Stock (CNO) |
CNO |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| F.N.B. Corporation Common Stock (FNB) |
FNB |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| NewJersey Resources Corporation Common Stock (NJR) |
NJR |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Crescent Energy Company Class A Common Stock (CRGY) |
CRGY |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American Depositary Shares (BABA) |
BABA |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| United Bankshares, Inc. - Common Stock (UBSI) |
UBSI |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| United Bankshares, Inc. - Common Stock (UBSI) |
UBSI |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| NorthWestern Energy Group, Inc. - Common Stock (NWE) |
NWE |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Dollar General Corporation Common Stock (DG) |
DG |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Novartis AG Common Stock (NVS) |
NVS |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Novo Nordisk A/S Common Stock (NVO) |
NVO |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| ServiceNow, Inc. Common Stock (NOW) |
NOW |
STOCK |
Sale (partial)
|
June 9, 2025 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
June 9, 2025 |
$15,001 - $50,000 |
| HDFC Bank Limited Common Stock (HDB) |
HDB |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Sale
|
June 9, 2025 |
$1,001 - $15,000 |
| Shell PLC American Depositary Shares (SHEL) |
SHEL |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| LyondellBasell Industries NV Ordinary Shares Class A (LYB) |
LYB |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| LXP Industrial Trust Common Stock (LXP) |
LXP |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Anheuser-Busch Inbev SA Sponsored ADR (BUD) |
BUD |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Four Corners Property Trust, Inc. Common Stock (FCPT) |
FCPT |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Shopify Inc. - Class A Subordinate Voting Shares (SHOP) |
SHOP |
STOCK |
Sale
|
June 9, 2025 |
$1,001 - $15,000 |
| Brookline Bancorp, Inc. - Common Stock (BRKL) |
BRKL |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Eaton Corporation, PLC Ordinary Shares (ETN) |
ETN |
STOCK |
Sale (partial)
|
June 9, 2025 |
$1,001 - $15,000 |
| Smith & Nephew SNATS, Inc. Common Stock (SNN) |
SNN |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Horace Mann Educators Corporation Common Stock (HMN) |
HMN |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| ASML Holding N.V. - New York Registry Shares (ASML) |
ASML |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Wynn Resorts, Limited - Common Stock (WYNN) |
WYNN |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Southside Bancshares, Inc. - Common Stock (SBSI) |
SBSI |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Vontier Corporation Common Stock (VNT) |
VNT |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| PLDT Inc. Sponsored ADR (PHI) |
PLDT |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Unilever PLC Common Stock (UL) |
UL |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Franklin BSP Realty Trust, Inc. Common Stock (FBRT) |
FBRT |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Illumina, Inc. - Common Stock (ILMN) |
ILMN |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| AstraZeneca PLC - American Depositary Shares (AZN) |
AZN |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Toro Company (TTC) |
TTC |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Palo Alto Networks, Inc. (PANW) |
PANW |
STOCK |
Sale (partial)
|
June 9, 2025 |
$1,001 - $15,000 |
| KB Home Common Stock (KBH) |
KBH |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) |
COST |
STOCK |
Sale
|
June 9, 2025 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Getty Realty Corporation Common Stock (GTY) |
GTY |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Synopsys, Inc. - Common Stock (SNPS) |
SNPS |
STOCK |
Sale
|
June 9, 2025 |
$1,001 - $15,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG) |
ISRG |
STOCK |
Sale (partial)
|
June 9, 2025 |
$1,001 - $15,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Park Hotels & Resorts Inc. Common Stock (PK) |
PK |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Flowers Foods, Inc. Common Stock (FLO) |
FLO |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) |
AMZN |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) |
BRK.B |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| Eli Lilly and Company Common Stock (LLY) |
LLY |
STOCK |
Sale (partial)
|
June 9, 2025 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| American Airlines Group, Inc. Common Stock (AAL) |
AAL |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| PDD Holdings Inc. - American Depositary Shares (PDD) |
PDD |
STOCK |
Purchase
|
June 9, 2025 |
$1,001 - $15,000 |
| TROY MICH CITY SCH D GO 5% 05/01/2036 CALLABLE |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 - $50,000 |
| SWARTZ CREEK MICH CM GO 5% 05/01/2039 CALLABLE [GS] |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 - $50,000 |
| BLOOMFIELD CHARTER T REV 5% 04/01/2038 CALLABLE [GS] |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 - $50,000 |
| KALAMAZOO MICH WTR R REV 5% 09/01/2029 |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 |
| LANSE CREUSE MICH PU GO 5% 05/01/2039 CALLABLE [GS] |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 - $50,000 |
| MACOMB INTER SCH DIS GO 5% 05/01/2036 CALLABLE |
|
BOND |
Sale
|
June 6, 2025 |
$1,001 - $15,000 |
| GRANDVILLE MICH PUB GO 5% S 05/01/2038 CALLABLE [GS] |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 |
| GRAND RAPIDS MICH GO 5% 10/01/2034 |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 - $50,000 |
| MICHIGAN ST TRUNK LI REV 5% 11/15/2033 CALLABLE |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 - $50,000 |
| MICHIGAN ST TRUNK LI REV 5% 11/15/2038 CALLABLE |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 - $50,000 |
| ROMEO MICH CMNTY SCH GO 4% S 05/01/2033 CALLABLE |
|
BOND |
Sale
|
June 6, 2025 |
$15,001 |
| The Trade Desk, Inc. - Class A Common Stock (TTD) |
TTD |
STOCK |
Purchase
|
March 28, 2025 |
$1,001 - $15,000 |
| HubSpot, Inc. Common Stock (HUBS) |
HUBS |
STOCK |
Sale
|
March 28, 2025 |
$1,001 - $15,000 |
| Workday, Inc. - Class A Common Stock (WDAY) |
WDAY |
STOCK |
Purchase
|
March 21, 2025 |
$1,001 - $15,000 |
| Salesforce, Inc. Common Stock (CRM) |
CRM |
STOCK |
Sale
|
March 21, 2025 |
$1,001 - $15,000 |
| Chipotle Mexican Grill, Inc. Common Stock (CMG) |
CMG |
STOCK |
Sale
|
March 20, 2025 |
$1,001 - $15,000 |
| Sysco Corporation Common Stock (SYY) |
SYY |
STOCK |
Purchase
|
March 20, 2025 |
$1,001 - $15,000 |
| Arista Networks, Inc. Common Stock (ANET) |
ANET |
STOCK |
Sale
|
March 20, 2025 |
$1,001 - $15,000 |
| Vertiv Holdings, LLC Class A Common Stock (VRT) |
VRT |
STOCK |
Purchase
|
March 20, 2025 |
$1,001 - $15,000 |
| Swartz Creek Mich CM GO 5% Due 05/01/2039 [GS] |
|
BOND |
Purchase
|
March 13, 2025 |
$15,001 - $50,000 |
| Eaton Corporation, PLC Ordinary Shares (ETN) |
ETN |
STOCK |
Purchase
|
March 13, 2025 |
$1,001 - $15,000 |
| Emerson Electric Company Common Stock (EMR) |
EMR |
STOCK |
Sale
|
March 12, 2025 |
$1,001 - $15,000 |
| Dynatrace, Inc. Common Stock (DT) |
DT |
STOCK |
Sale
|
March 12, 2025 |
$1,001 - $15,000 |
| ServiceNow, Inc. Common Stock (NOW) |
NOW |
STOCK |
Purchase
|
March 12, 2025 |
$1,001 - $15,000 |
| Williams Companies, Inc. (WMB) |
WMB |
STOCK |
Purchase
|
Feb. 24, 2025 |
$1,001 - $15,000 |
| The Trade Desk, Inc. - Class A Common Stock (TTD) |
TTD |
STOCK |
Sale
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Sherwin-Williams Company (SHW) |
SHW |
STOCK |
Sale
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Uber Technologies, Inc. Common Stock (UBER) |
UBER |
STOCK |
Purchase
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| HubSpot, Inc. Common Stock (HUBS) |
HUBS |
STOCK |
Purchase
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Lanse Creuse Mich P 5%39 [GS] |
|
BOND |
Purchase
|
Feb. 18, 2025 |
$15,001 - $50,000 |
| Intuit Inc. - Common Stock (INTU) |
INTU |
STOCK |
Sale
|
Feb. 14, 2025 |
$1,001 - $15,000 |
| Wyoming Mich Pub SC 4%35 GO UTX Due 05/31/35 |
|
BOND |
Purchase
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| Grandville Mich PUB 5%38 GO LTX Due 10/01/38 |
|
BOND |
Purchase
|
Feb. 11, 2025 |
$15,001 - $50,000 |
| Grand Rapids Mich 5%34 GO LTX Due 10/01/34 |
|
BOND |
Purchase
|
Feb. 10, 2025 |
$15,001 - $50,000 |
| Michigan ST Trunk L 5%33 COMB Tax Due 11/15/33 |
|
BOND |
Purchase
|
Feb. 6, 2025 |
$15,001 - $50,000 |
| Romeo Mich CMNTY SC 4%33 GO P UTX Due 05/01/33 |
|
BOND |
Purchase
|
Feb. 5, 2025 |
$15,001 |
| Emerson Electric Company Common Stock (EMR) |
EMR |
STOCK |
Purchase
|
Feb. 5, 2025 |
$1,001 - $15,000 |
| Eaton Corporation, PLC Ordinary Shares (ETN) |
ETN |
STOCK |
Sale
|
Feb. 5, 2025 |
$1,001 - $15,000 |
| Macomb Inter SCH DI 5%36 GO UTX Due 5/01/36 |
|
BOND |
Purchase
|
Feb. 5, 2025 |
$1,001 - $15,000 |
| ServiceNow, Inc. Common Stock (NOW) |
NOW |
STOCK |
Sale
|
Feb. 5, 2025 |
$1,001 - $15,000 |
| Dynatrace, Inc. Common Stock (DT) |
DT |
STOCK |
Purchase
|
Feb. 5, 2025 |
$1,001 - $15,000 |
| Bloomfield Charter 5%38 DB LTX Due 04/01/38 [GS] |
|
BOND |
Purchase
|
Jan. 31, 2025 |
$15,001 - $50,000 |
| Michigan Trunk L 5%38 COMB TAX Due 11/15/38 |
|
BOND |
Purchase
|
Jan. 31, 2025 |
$15,001 - $50,000 |
| Troy Mich City SCH 5%36 Go UTX Due 05/01/36 |
|
BOND |
Purchase
|
Jan. 30, 2025 |
$15,001 - $50,000 |
| Kalamazoo Mich WTR 5%29 WTR UTIL Due 09/01/29 |
|
BOND |
Purchase
|
Jan. 30, 2025 |
$15,001 |
| Broadcom Inc. - Common Stock (AVGO) |
AVGO |
STOCK |
Purchase
|
Jan. 22, 2025 |
$1,001 - $15,000 |
| NXP Semiconductors N.V. - Common Stock (NXPI) |
NXPI |
STOCK |
Sale
|
Jan. 22, 2025 |
$1,001 - $15,000 |
| Zoetis Inc. Class A Common Stock (ZTS) |
ZTS |
STOCK |
Sale
|
Jan. 15, 2025 |
$1,001 - $15,000 |
| Dell Technologies Inc. Class C Common Stock (DELL) |
DELL |
STOCK |
Purchase
|
Jan. 15, 2025 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Eli Lilly and Company Common Stock (LLY) |
LLY |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Parker-Hannifin Corporation Common Stock (PH) |
PH |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| The Trade Desk, Inc. - Class A Common Stock (TTD) |
TTD |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Thermo Fisher Scientific Inc Common Stock (TMO) |
TMO |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Baker Hughes Company - Common Stock (BKR) |
BKR |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Synopsys, Inc. - Common Stock (SNPS) |
SNPS |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| TJX Companies, Inc. (TJX) |
TJX |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Zoetis Inc. Class A Common Stock (ZTS) |
ZTS |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Palo Alto Networks, Inc. (PANW) |
PANW |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG) |
ISRG |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Intuit Inc. - Common Stock (INTU) |
INTU |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Boston Scientific Corporation Common Stock (BSX) [ST] |
BSX |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| O'Reilly Automotive, Inc. - Common Stock (ORLY) |
ORLY |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Howmet Aerospace Inc. Common Stock (HWM) |
HWM |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Alphabet Inc. - Class A Common Stock (GOOGL) |
GOOGL |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Arthur J. Gallagher & Co. Common Stock (AJG) |
AJG |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Visa Inc. (V) |
V |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Shopify Inc. - Class A Subordinate Voting Shares (SHOP) |
SHOP |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Sherwin-Williams Company (SHW) |
SHW |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Salesforce, Inc. Common Stock (CRM) |
CRM |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| NXP Semiconductors N.V. - Common Stock (NXPI) |
NXPI |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| ServiceNow, Inc. Common Stock (NOW) |
NOW |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Netflix, Inc. - Common Stock (NFLX) |
NFLX |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Martin Marietta Materials, Inc. Common Stock (MLM) |
MLM |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Cintas Corporation - Common Stock (CTAS) |
CTAS |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Chipotle Mexican Grill, Inc. Common Stock (CMG) |
CMG |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) |
META |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Arista Networks, Inc. Common Stock (ANET) |
ANET |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Goldman Sachs Group, Inc. (GS) |
GS |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) |
VRTX |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) |
COST |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Moody's Corporation Common Stock (MCO) |
MCO |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Ecolab Inc. Common Stock (ECL) |
ECL |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Eaton Corporation, PLC Ordinary Shares (ETN) |
ETN |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) |
AMZN |
STOCK |
Purchase
|
Dec. 11, 2024 |
$1,001 - $15,000 |
| Tesla, Inc. - Common Stock (TSLA) |
TSLA |
STOCK |
Purchase
|
Nov. 8, 2024 |
$15,001 - $50,000 |
| NuScale Power Corporation Class A Common Stock (SMR) |
SMR |
STOCK |
Purchase
|
Nov. 8, 2024 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
Nov. 7, 2024 |
$100,001 - $250,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) |
PLTR |
STOCK |
Purchase
|
Nov. 7, 2024 |
$100,001 - $250,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Purchase
|
Nov. 7, 2024 |
$100,001 - $250,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) |
PLTR |
STOCK |
Sale (partial)
|
Oct. 23, 2024 |
$50,001 - $100,000 |
| Advanced Micro Devices, Inc. (AMD) |
AMD |
STOCK |
Sale
|
Oct. 23, 2024 |
$15,001 - $50,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Sale
|
Oct. 23, 2024 |
$100,001 - $250,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Sale (partial)
|
Oct. 23, 2024 |
$50,001 - $100,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) |
PLTR |
STOCK |
Purchase
|
Aug. 14, 2024 |
$15,001 - $50,000 |
| Sealed Air Corporation Common Stock (SEE) |
SEE |
STOCK |
Purchase
|
June 11, 2024 |
$1,001 - $15,000 |
| ASML Holding N.V. - New York Registry Shares (ASML) |
ASML |
STOCK |
Sale (partial)
|
June 10, 2024 |
$1,001 - $15,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Purchase
|
June 6, 2024 |
$15,001 - $50,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) |
PLTR |
STOCK |
Purchase
|
June 6, 2024 |
$15,001 - $50,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
June 6, 2024 |
$50,001 |
| WYOMING MICH PUB SCH GO 4% 05/01/2035 CALLABLE |
|
BOND |
Sale
|
June 6, 2024 |
$1,001 - $15,000 |
| Advanced Micro Devices, Inc. (AMD) |
AMD |
STOCK |
Purchase
|
June 6, 2024 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
March 11, 2024 |
$15,001 |
| Advanced Micro Devices, Inc. (AMD) |
AMD |
STOCK |
Purchase
|
March 11, 2024 |
$15,001 - $50,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Purchase
|
March 11, 2024 |
$15,001 - $50,000 |