| Primo Brands Corp (PRMB) |
PRMB |
STOCK |
Sale
|
|
$1,001 - $15,000 |
| Paycom Software, Inc. (PAYC) |
PAYC |
STOCK |
Sale
|
|
$1,001 - $15,000 |
| Netflix, Inc. (NFLX) |
NFLX |
STOCK |
Sale
|
|
$1,001 - $15,000 |
| Cigna Corp. (CI) |
CI |
STOCK |
Sale
|
|
$1,001 - $15,000 |
| Vanguard Information Technology Index Fund ETF Class Shares (VGT) |
VGT |
ETF |
Purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| Vanguard Total International Stock Index Fund ETF Shares (VXUS) |
VXUS |
ETF |
Purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) |
VWO |
ETF |
Purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| Vanguard Growth Index Fund ETF Class Shares (VUG) |
VUG |
ETF |
Purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Feb. 3, 2026 |
$15,001 - $50,000 |
| iShares Core S&P US Growth ETF (IUSG) |
IUSG |
ETF |
Sale
|
Feb. 2, 2026 |
$1,001 - $15,000 |
| Vanguard Growth Index Fund ETF Class Shares (VUG) |
VUG |
ETF |
Purchase
|
Feb. 2, 2026 |
$1,001 - $15,000 |
| Vanguard Developed Markets Index Fund ETF Shares (VEA) |
VEA |
ETF |
Sale
|
Feb. 2, 2026 |
$1,001 - $15,000 |
| Vanguard Developed Markets Index Fund ETF Shares (VEA) |
VEA |
ETF |
Sale
|
Feb. 2, 2026 |
$1,001 - $15,000 |
| iShares Core S&P US Value ETF (IUSV) |
IUSV |
ETF |
Sale
|
Feb. 2, 2026 |
$1,001 - $15,000 |
| iShares Core S&P US Value ETF (IUSV) |
IUSV |
ETF |
Sale
|
Feb. 2, 2026 |
$1,001 - $15,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Feb. 2, 2026 |
$1,001 - $15,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Feb. 2, 2026 |
$1,001 - $15,000 |
| iShares Core S&P US Growth ETF (IUSG) |
IUSG |
ETF |
Sale
|
Feb. 2, 2026 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Aon Plc (AON) |
AON |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Atmos Energy Corp. (ATO) |
ATO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Broadcom, Inc. (AVGO) |
AVGO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Broadcom, Inc. (AVGO) |
AVGO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| American Water Works Co., Inc. (AWK) |
AWK |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| American Express Co. (AXP) |
AXP |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Barrick Mining Corp (B) |
GOLD |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Boeing Co (BA) |
BA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Bae Systems PLC (BAESY) |
BAESY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Booz Allen Hamilton Holding Corp. (BAH) |
BAH |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Becton, Dickinson and Company (BDX) |
BDX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) |
BIL |
ETF |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Bio-Rad Laboratories Inc Class A (BIO) |
BIO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| The Bank of New York Mellon Corporation (BK) |
BK |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| BlackRock, Inc. (BLK) |
BLK |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Broadridge Financial Solutions, Inc. (BR) |
BR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. (BRKB) |
BRK.B |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| British American Tobacco Industries p.l.c. Common Stock ADR (BTI) |
BTI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) |
BUD |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Casey's General Stores, Inc. (CASY) |
CASY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Cameco Corporation Common Stock (CCJ) |
CCJ |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| CDW Corp. (CDW) |
CDW |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Compagnie Financiere Richemont SA ADR (CFRUY) |
CFRUY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| The Carlyle Group Inc. Common Stock (CG) |
CG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| C.H. Robinson Worldwide, Inc. (CHRW) |
CHRW |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Charter Communications, Inc. (CHTR) |
CHTR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Cincinnati Financial Corp. (CINF) |
CINF |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Colgate-Palmolive Co. (CL) |
CL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Comcast Corp. (CMCSA) |
CMCSA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| CME Group, Inc. (CME) |
CME |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Cummins, Inc. (CMI) |
CMI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| CenterPoint Energy, Inc. (CNP) |
CNP |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| ConocoPhillips (COP) |
COP |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Copart, Inc. (CPRT) |
CPRT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| salesforce.com, inc. (CRM) |
CRM |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| CoStar Group, Inc. (CSGP) |
CSGP |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Carlisle Cos., Inc. (CSL) |
CSL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Cintas Corp. (CTAS) |
CTAS |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Chevron Corp. (CVX) |
CVX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Chevron Corp. (CVX) |
CVX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Danone SA ADR (DANOY) |
DANOY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Dollar General Corp. (DG) |
DG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Danaher Corp. (DHR) |
DHR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Danaher Corp. (DHR) |
DHR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| SPDR Dow Jones Industrial Average ETF Trust (DIA) |
DIA |
ETF |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| SPDR Dow Jones Industrial Average ETF Trust (DIA) |
DIA |
ETF |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| The Walt Disney Co. (DIS) |
DIS |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Doximity Inc. Class A Common Stock (DOCS) |
DOCS |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Dynatrace Inc. Common Stock (DT) |
DT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| DTE Energy Co. (DTE) |
DTE |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Duke Energy Corp. (DUK) |
DUK |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| eBay, Inc. (EBAY) |
EBAY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Equifax, Inc. (EFX) |
EFX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Elevance Health Inc. Common Stock (ELV) |
ELV |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Agilent Technologies, Inc. (A) |
A |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| The Ensign Group, Inc. (ENSG) |
ENSG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Equity Residential (EQR) |
EQR |
REAL ESTATE |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Evercore, Inc. (EVR) |
EVR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Exelon Corp. (EXC) |
EXC |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Expeditors International of Washington, Inc. (EXPD) |
EXPD |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Fanuc Corp ADR (FANUY) |
FANUY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Fastenal Co. (FAST) |
FAST |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Fair Isaac Corp. (FICO) |
FICO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Five Below, Inc. (FIVE) |
FIVE |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) |
FMX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Floor & Decor Holdings, Inc. (FND) |
FND |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Franco-Nevada Corporation (FNV) |
FNV |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Freshpet Inc. (FRPT) |
FRPT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| GoDaddy, Inc. (GDDY) |
GDDY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| SPDR Gold Shares (GLD) |
GLD |
ETF |
Sale
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| Globant S.A. Common Shares (GLOB) |
GLOB |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Alphabet, Inc. (GOOG) |
GOOG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Alphabet, Inc. (GOOG) |
GOOG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Alphabet, Inc. (GOOG) |
GOOG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Alphabet, Inc. (GOOG) |
GOOG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Guidewire Software, Inc. (GWRE) |
GWRE |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| HCA Healthcare, Inc. (HCA) |
HCA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| HEICO Corp. (HEI) |
HEI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Heineken NV ADR (HEINY) |
HEINY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Haleon plc American Depositary Shares (HLN) |
HLN |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Honeywell International, Inc. (HON) |
HON |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Intercontinental Exchange, Inc. (ICE) |
ICE |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| IDEXX Laboratories, Inc. (IDXX) |
IDXX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| International Flavors & Fragrances, Inc. (IFF) |
IFF |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Imperial Oil Limited Common Stock (IMO) |
IMO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Intuit, Inc. (INTU) |
INTU |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Intuit, Inc. (INTU) |
INTU |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Gartner, Inc. (IT) |
IT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| iShares Russell 2000 ETF (IWM) |
IWM |
ETF |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| iShares Russell 2000 ETF (IWM) |
IWM |
ETF |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Jardine Matheson Holdings Ltd ADR (JMHLY) |
JMHLY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| JPMorgan Chase & Co. (JPM) |
JPM |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Kinsale Capital Group, Inc. (KNSL) |
KNSL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| The Coca-Cola Co. (KO) |
KO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| The Kroger Co. (KR) |
KR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Quaker Chemical Corp. (KWR) |
KWR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Lincoln Electric Holdings, Inc. (LECO) |
LECO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Eli Lilly & Co. (LLY) |
LLY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Grand Canyon Education, Inc. (LOPE) |
LOPE |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Lam Research Corp. (LRCX) |
LRCX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Lvmh Moet Hennessy Louis Vuitton SE ADR (LVMUY) |
LVMUY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Lloyds Banking Group Plc American Depositary Shares (LYG) |
LYG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Mastercard, Inc. (MA) |
MA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Mastercard, Inc. (MA) |
MA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Medtronic Plc (MDT) |
MDT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Medpace Holdings, Inc. (MEDP) |
MEDP |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Meta Platforms Inc. Class A Common Stock (META) |
META |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Meta Platforms Inc. Class A Common Stock (META) |
META |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Mitsubishi Electric Corp ADR (MIELY) |
MIELY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Merck KGaA ADR (MKKGY) |
MKKGY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Markel Corp. (MKL) |
MKL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Mueller Industries, Inc. (MLI) |
MLI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Martin Marietta Materials, Inc. (MLM) |
MLM |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Altria Group, Inc. (MO) |
MO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Modine Manufacturing Co. (MOD) |
MOD |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Morgan Stanley (MS) |
MS |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| MS&AD Insurance Group Holdings Inc ADR (MSADY) |
MSADY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Microsoft Corp. (MSFT) |
MSFT |
STOCK |
Sale
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| Microsoft Corp. (MSFT) |
MSFT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Motorola Solutions, Inc. (MSI) |
MSI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| NextEra Energy, Inc. (NEE) |
NEE |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Newmont Corp. (NEM) |
NEM |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| National Oilwell Varco, Inc. (NOV) |
NOV |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| ServiceNow, Inc. (NOW) |
NOW |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Nestle SA ADR (NSRGY) |
NSRGY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Nutrien Ltd. Common Shares (NTR) |
NTR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| NVIDIA Corp. (NVDA) |
NVDA |
STOCK |
Sale
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| NVIDIA Corp. (NVDA) |
NVDA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Novartis AG Common Stock (NVS) |
NVS |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| ONEOK, Inc. (OKE) |
OKE |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Oracle Corp. (ORCL) |
ORCL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Old Republic International Corp. (ORI) |
ORI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| O'Reilly Automotive, Inc. (ORLY) |
ORLY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Otis Worldwide Corporation Common Stock (OTIS) |
OTIS |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| PDF Solutions, Inc. (PDFS) |
PDFS |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Public Service Enterprise Group, Inc. (PEG) |
PEG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| PepsiCo, Inc. (PEP) |
PEP |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Progressive Corp. (PGR) |
PGR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Philip Morris International, Inc. (PM) |
PM |
STOCK |
Sale
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| PPG Industries, Inc. (PPG) |
PPG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| PPL Corp. (PPL) |
PPL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Prosus NV ADR (PROSY) |
PROSY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Privia Health Group Inc. Common Stock (PRVA) |
PRVA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Pure Storage, Inc. (PSTG) |
PSTG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Power Corporation of Canada (PWCDF) |
PWCDF |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| RB Global Inc (RBA) |
RBA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| RenaissanceRe Holdings Ltd. (RNR) |
RNR |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Rollins, Inc. (ROL) |
ROL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Ross Stores, Inc. (ROST) |
ROST |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Regal Rexnord Corporation Common Stock (RRX) |
RRX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Rush Street Interactive Inc. Class A Common Stock (RSI) |
RSI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| SAP SE ADS (SAP) |
SAP |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Starbucks Corp. (SBUX) |
SBUX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Starbucks Corp. (SBUX) |
SBUX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Shell PLC (SHEL) |
SHEL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| The Sherwin-Williams Co. (SHW) |
SHW |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| SLB Ltd (SLB) |
SLB |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| SMC Corp ADR (SMCAY) |
SMCAY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Shimano Inc ADR (SMNNY) |
SMNNY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Sompo Holdings Inc ADR (SMPNY) |
SMPNY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Snowflake Inc. Class A Common Stock (SNOW) |
SNOW |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| SECOM Co Ltd ADR (SOMLY) |
SOMLY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| S&P Global, Inc. (SPGI) |
SPGI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| S&P Global, Inc. (SPGI) |
SPGI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| SPDR S&P 500 ETF Trust (SPY) |
SPY |
ETF |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| SPDR S&P 500 ETF Trust (SPY) |
SPY |
ETF |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| STERIS Plc (STE) |
STE |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| AT&T Inc (T) |
T |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| TE Connectivity Ltd. (TEL) |
TEL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| The TJX Cos., Inc. (TJX) |
TJX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| The TJX Cos., Inc. (TJX) |
TJX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Thermo Fisher Scientific, Inc. (TMO) |
TMO |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Trimble, Inc. (TRMB) |
TRMB |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| TransUnion (TRU) |
TRU |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| TransUnion (TRU) |
TRU |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Tesla, Inc. (TSLA) |
TSLA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Tesla, Inc. (TSLA) |
TSLA |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Twist Bioscience Corp. (TWST) |
TWST |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Texas Instruments Incorporated (TXN) |
TXN |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Texas Instruments Incorporated (TXN) |
TXN |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Tyler Technologies, Inc. (TYL) |
TYL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Universal Health Services, Inc. (UHS) |
UHS |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Unilever PLC Common Stock (UL) |
UL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| UnitedHealth Group, Inc. (UNH) |
UNH |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| UOL Group Ltd ADR (UOLGY) |
UOLGY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Visa, Inc. (V) |
V |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Visa, Inc. (V) |
V |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Veeva Systems, Inc. (VEEV) |
VEEV |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Vanguard Information Technology Index Fund ETF Class Shares (VGT) |
VGT |
ETF |
Purchase
|
Jan. 30, 2026 |
$50,001 - $100,000 |
| Verisk Analytics, Inc. (VRSK) |
VRSK |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Verisk Analytics, Inc. (VRSK) |
VRSK |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Vertex Pharmaceuticals, Inc. (VRTX) |
VRTX |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Jan. 30, 2026 |
$250,001 - $500,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Jan. 30, 2026 |
$100,001 - $250,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Jan. 30, 2026 |
$100,001 - $250,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Jan. 30, 2026 |
$100,001 - $250,000 |
| Vanguard Value Index Fund ETF Shares (VTV) |
VTV |
ETF |
Purchase
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| Vanguard Growth Index Fund ETF Class Shares (VUG) |
VUG |
ETF |
Purchase
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| Vanguard Growth Index Fund ETF Class Shares (VUG) |
VUG |
ETF |
Purchase
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| Vanguard Total International Stock Index Fund ETF Shares (VXUS) |
VXUS |
ETF |
Purchase
|
Jan. 30, 2026 |
$50,001 - $100,000 |
| Vanguard Total International Stock Index Fund ETF Shares (VXUS) |
VXUS |
ETF |
Purchase
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| Vanguard Total International Stock Index Fund ETF Shares (VXUS) |
VXUS |
ETF |
Purchase
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| Vanguard Total International Stock Index Fund ETF Shares (VXUS) |
VXUS |
ETF |
Purchase
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| Verizon Communications, Inc. (VZ) |
VZ |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Verizon Communications, Inc. (VZ) |
VZ |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Workday, Inc. (WDAY) |
WDAY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Wells Fargo & Co. (WFC) |
WFC |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Workiva, Inc. (WK) |
WK |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Wal - Mart de Mexico SPN ADR (WMMVY) |
WMMVY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Walmart, Inc. (WMT) |
WMT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Walmart, Inc. (WMT) |
WMT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Wheaton Precious Metals Corp Common Shares (Canada) (WPM) |
WPM |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| West Pharmaceutical Services, Inc. (WST) |
WST |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| White Mountains Insurance Group Ltd. (WTM) |
WTM |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Willis Towers Watson Public Limited Company Ordinary Shares (WTW) |
WTW |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Weyerhaeuser Co. (WY) |
WY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Xcel Energy, Inc. (XEL) |
XEL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Exxon Mobil Corp. (XOM) |
XOM |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Enbridge Inc Common Stock (ENB) |
ENB |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| AIA Group Ltd ADR (AAGIY) |
AAGIY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Apple, Inc. (AAPL) |
AAPL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Apple, Inc. (AAPL) |
AAPL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| AbbVie, Inc. (ABBV) |
ABBV |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Ambev SA (ABEV) |
ABEV |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Abbott Laboratories (ABT) |
ABT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Accenture Plc (ACN) |
ACN |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Analog Devices, Inc. (ADI) |
ADI |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Autodesk, Inc. (ADSK) |
ADSK |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| American Electric Power Co., Inc. (AEP) |
AEP |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| American International Group, Inc. (AIG) |
AIG |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Alkami Technology Inc. Common Stock (ALKT) |
ALKT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Allstate Corp (ALL) |
ALL |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Applied Materials, Inc. (AMAT) |
AMAT |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Advanced Micro Devices, Inc. (AMD) |
AMD |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| AMETEK, Inc. (AME) |
AME |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Sale
|
Jan. 30, 2026 |
$15,001 - $50,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Reckitt Benckiser Group (RBGLY) |
RBGLY |
STOCK |
Sale
|
Jan. 30, 2026 |
$1,001 - $15,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) |
VTI |
ETF |
Purchase
|
Jan. 28, 2026 |
$250,001 - $500,000 |
| Alphabet Inc Class A (GOOGL) |
GOOGL |
STOCK |
Sale
|
Jan. 28, 2026 |
$1,001 - $15,000 |
| Alphabet, Inc. (GOOG) |
GOOG |
STOCK |
Sale
|
Jan. 28, 2026 |
$15,001 - $50,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Sale
|
Jan. 28, 2026 |
$15,001 - $50,000 |
| Treasury Trust Fund Institutional Shares (TTTXX) |
TTTXX |
FUND |
Sale
|
Jan. 28, 2026 |
$50,001 - $100,000 |
| Microsoft Corp. (MSFT) |
MSFT |
STOCK |
Sale
|
Jan. 28, 2026 |
$15,001 - $50,000 |
| Treasury Trust Fund Institutional Shares (TTTXX) |
TTTXX |
FUND |
Sale
|
Jan. 28, 2026 |
$50,001 - $100,000 |
| NVIDIA Corp. (NVDA) |
NVDA |
STOCK |
Sale
|
Jan. 28, 2026 |
$50,001 - $100,000 |
| Oracle Corp. (ORCL) |
ORCL |
STOCK |
Sale
|
Jan. 28, 2026 |
$1,001 - $15,000 |
| AT&T Inc (T) |
T |
STOCK |
Sale
|
Jan. 28, 2026 |
$1,001 - $15,000 |
| Meta Platforms Inc. Class A Common Stock (META) |
META |
STOCK |
Sale
|
Jan. 28, 2026 |
$15,001 - $50,000 |
| OHIO ST HWY CAP IMPT GO BDS W JUN20 05.000%MAY01 2031 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| HOUSTON TEX UTIL SYS REV COMB FIRST LIEN REF C JUL20 05.000%NOV15 2028 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| PIMA CNTY ARIZ SWR REV SYS OBLIGS SER B DEC20 05.000%JUL01 2027 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| TEXAS WTR DEV BRD REV ST REVOLVING FD REV BDS JUN20 05.000%AUG01 2027 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| TEXAS A & M UNIV REV FING SYS BDS SER E DEC17 05.000%MAY15 2027 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| NORTH CAROLINA ST GO REF BDS SER A MAR16 05.000%JUN01 2028 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| BROWARD CNTY FLA TOURIST DEV TAX REV BDS DEC21 05.000%SEP01 2032 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| SOUTH DAKOTA CONSERVANCY DIST REV ST REVOLVING JUL20 05.000%AUG01 2032 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| PRIVATE COLLEGES & UNIVS AUTH GA REV BDS EMORY B JUN20 05.000%SEP01 2031 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| NEW YORK ST URBAN DEV CORP REV PERS INCOME E DEC20 05.000%MAR15 2031 bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| NEW YORK N Y GO BDS SER C OCT20 05.000%AUG01 2034 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2033 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| MICHIGAN FIN AUTH REV HOSP REF BDS BHSH SER A MAY22 05.000%APR15 2037 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| CENTRAL PUGET SOUND WA RTA REV IMPT REF BDS 1 S NOV21 05.000%NOV01 2034 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| WASHINGTON ST VARIOUS PURP GO BDS SER C FEB19 05.000%FEB01 2033 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| OHIO ST ADULT CORRECTIONAL CAP FACS B NOV17 05.000%OCT01 2030 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| MAINE ST GO BDS SER B JUN19 05.000%JUN01 2028 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| NY ST DORM AUTH SLS TAX REV BDS SER C PRF28 JUL18 05.000%MAR15 2029 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| TEXAS WTR DEV BRD REV ST REVOLVING FD REV BDS JUN20 05.000%AUG01 2027 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| FLORIDA ST BRD ED PUB ED CAP OUTLAY REF BDS SER B SEP17 05.000%JUN01 2027 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| LOWER COLO RIV AT TEX TRANS RV REF BDS LCRA MAY20 05.000%MAY15 2030 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| LEWISVILLE TEX INDPT SCH DIST UNLTD TAX PSF GTD JUL20 05.000%AUG15 2026 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2029 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| MARYLAND ST TRANSN AUTH TRANSN FACS PRJS REV JUN20 05.000%JUL01 2035 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| DISTRICT COLUMBIA GO BDS SER A FEB19 05.000%OCT15 2034 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| NEW YORK N Y GO BDS SER C OCT20 05.000%AUG01 2034 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| UNIV CALIF REGTS MED CTR POOLED REV BDS SER P MAY22 05.000%MAY15 2037 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| BROWARD CNTY FLA TOURIST DEV TAX REV BDS DEC21 05.000%SEP01 2032 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| NEW YORK ST DORM AUTH ST PERS INCOME TAX REV A MAR21 05.000%MAR15 2030 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| FLORIDA ST BRD ED PUB ED FULL FAITH CREDIT CAP C AUG18 05.000%JUN01 2029 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| UNIVERSITY UTAH UNIV REV GEN BDS SER A DEC19 05.000%AUG01 2032 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |