| SCHWAB CHARLES CORP NEW |
SCHW |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| LIN FAMILY INVESTMENTS LP (11.961% INTERESTS) |
|
PRIVATE EQUITY |
PURCHASE
|
|
$1,000-5,15,000 |
| ENTERPRISE INC |
EE |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| ENTERPRISE INC |
EE |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| SUBURBAN STORE INC |
|
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| MANK MAIN RD BK MAIN RD |
|
nan |
PURCHASE
|
|
$1,000-15,000 |
| MANK MAIN RD BK MAIN RD |
|
nan |
PURCHASE
|
|
$1,000-15,000 |
| PricewaterhouseCoopers |
|
PRIVATE EQUITY |
PURCHASE
|
|
$1,000-15,000 |
| PricewaterhouseCoopers |
|
PRIVATE EQUITY |
PURCHASE
|
|
$1,000-15,000 |
| BEURING OR SEPERN INC |
|
PRIVATE EQUITY |
PURCHASE
|
|
$1,000-15,000 |
| SCHWAB CORP CORP NEW |
SCHW |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| SCHWAB MAIN ST PLATFORMS |
|
CASH |
PURCHASE
|
|
$1,000-15,000 |
| SCHWAB MAIN ST PLATFORMS |
|
CASH |
PURCHASE
|
|
$1,000-15,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| VERIZON ELL B1 HEALTH |
VZ |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| VERIZON ELL B1 HEALTH |
VZ |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| GENERAL MOTORS CO |
GM |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| GENERAL MOTORS CO |
GM |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| Mega Corp, Common Stock |
|
STOCK |
Partial Sale
|
|
$50,001 - $100,000 |
| UNIVERSITY COST INC |
|
PRIVATE EQUITY |
SALE
|
|
$1,000- $15,000 |
| DIAMOND COLD CITY & COUNTY |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| MASSACHUSETTS ST GO BONDS |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| GLOBAL PATS INC GEORGIA |
|
PRIVATE EQUITY |
SALE
|
|
$1,000- $15,000 |
| NEW YORK CITY ITA REV BN |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| FEDER CORP DEVLAMME COM |
|
STOCK |
SALE
|
|
$100,001- $200,000 |
| LILL FAMILY INVESTMENTS II LP (0.0286% INTEREST) |
|
PRIVATE EQUITY |
SALE
|
|
$1,000- $15,000 |
| CONAGRA BRANDS INC |
CAG |
STOCK |
SALE
|
|
$50,001-$100,000 |
| FEDEX CORP DELAWARE COM |
FDX |
STOCK |
EXCHANGE
|
|
$50,001-$100,000 |
| CAPITAL ONE FINANCIAL CORP |
COF |
STOCK |
PURCHASE
|
|
$100,001-250,000 |
| MOBILE ALA IND DEV BRD |
|
nan |
PURCHASE
|
|
$250,001-500,000 |
| AUTODESK INC DEL PAR 0.01 |
ADSK |
STOCK |
PURCHASE
|
|
$500,001-1,000,000 |
| AMAZON COM INC DEL COM |
AMZN |
STOCK |
PURCHASE
|
|
$1,000,001-5,000,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$5,000,001-25,000,000 |
| ACCELLON INC DEL COM |
|
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| SOLVEDEO TECHNOLOGIES |
|
nan |
PURCHASE
|
|
Over $50,000,000 |
| BURLINGTON STORE INC DEL |
BURL |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| AUTODESK INC DEL PAR 0.01 |
ADSK |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| BURLINGTON MOTORS STORE INC |
|
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| Future Homes Home & equity Inc |
|
REAL ESTATE |
PURCHASE
|
|
Over $50,000,000 |
| EPAM SYSTEMS INC DEL COM |
EPAM |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| EPAM SYSTEMS INC DEL COM |
EPAM |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| ENTERGIS INC BURLINGTON |
EG |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| ACCENTURE PLC BURNINGTA |
ACN |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| ACCENTURE PLC BURNINGTA |
ACN |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| EPAM SYSTEMS INC NHS SHS |
EPAM |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| SINGER LUKES CORP INC |
|
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| ALLEGHENY CITY PA DO RTS |
|
BOND |
PURCHASE
|
|
Over $50,000,000 |
| ALLEGHENY GROUP INC INC |
IG |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| ALBERMARLE CORP INC RTS |
ALB |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| Furniture Holding Inc |
FURN |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| Kennedy-Wilson Holdings Inc |
KW |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| Furmanlly Holding Inc |
|
nan |
PURCHASE
|
|
Over $50,000,000 |
| CREELY AUTOMOTIVE INC |
|
PRIVATE EQUITY |
PURCHASE
|
|
Over $50,000,000 |
| KEURIG DR PEPPER INC |
KDP |
STOCK |
PURCHASE
|
|
$1,000- $15,000 |
| SCHWAB CHARLES CORP NEW |
SCHW |
STOCK |
PURCHASE
|
|
$15,001- $50,000 |
| ROUND ROCK TEX MSPT SCH |
|
BOND |
PURCHASE
|
|
$50,001- $100,000 |
| SCHWAB CHARLES CORP NEW |
SCHW |
STOCK |
PURCHASE
|
|
$100,001- $250,000 |
| VERMONT ELD HEALTH |
|
FIXED INCOME |
PURCHASE
|
|
$250,001- $500,000 |
| COASTAL PARTS MFG GEORGIA |
|
PRIVATE EQUITY |
PURCHASE
|
|
$500,001- $1,000,000 |
| UNIVERSITY COLO LTD & CITY |
|
FIXED INCOME |
PURCHASE
|
|
$25,000,001- $50,000,000 |
| SCHWAB CHARLES CORP NEW |
SCHW |
STOCK |
PURCHASE
|
|
Over $50,000,000 |
| GLENCORE STAHLDER |
GLEN |
STOCK |
PURCHASE
|
|
$1,000- $15,000 |
| DERIVEN COLO LTD & CITY |
|
FIXED INCOME |
PURCHASE
|
|
$15,001- $50,000 |
| MASSACHUSETTS ST TREASURY |
|
FIXED INCOME |
PURCHASE
|
|
$50,001- $100,000 |
| MASSACHUSETTS ST TREASURY |
|
FIXED INCOME |
PURCHASE
|
|
$100,001- $250,000 |
| MASSACHUSETTS ST TREASURY |
|
FIXED INCOME |
PURCHASE
|
|
$250,001- $500,000 |
| UNTED STATES TREASURY |
SHY |
FIXED INCOME |
PURCHASE
|
|
$5,000,001- $25,000,000 |
| LINCOLN BANKED REBY |
|
FIXED INCOME |
PURCHASE
|
|
Over $50,000,000 |
| LUMA FAMILY INVESTMENTS LP (3.00%N, INTEREST) |
|
FIXED INCOME |
PURCHASE
|
|
$1,000- $15,000 |
| CONNECTICUT ST TREASURY |
|
FIXED INCOME |
PURCHASE
|
|
$15,001- $50,000 |
| CAPITAL ONE FINANCAL CORP |
COF |
STOCK |
PURCHASE
|
|
$50,001- $100,000 |
| FLORIDA ST GOVVERNORS |
|
BOND |
PURCHASE
|
|
$100,001- $250,000 |
| MOBILE ALABAMA LTD NEW DEV REB |
|
BOND |
PURCHASE
|
|
$250,001- $500,000 |
| MOBILE ALABAMA LTD NEW DEV REB |
|
BOND |
PURCHASE
|
|
$500,001- $1,000,000 |
| INVESTMENT ST VERTEX CORP |
VRTX |
STOCK |
PURCHASE
|
|
$1,000,001- $5,000,000 |
| AMAZON COM INC CORP |
AMZN |
STOCK |
PURCHASE
|
|
$5,000,001- $25,000,000 |
| ADOBE INC |
ADBE |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| SOLAR EDGE TECHNOLOGIES |
SEDG |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| MASSACHUSETTS ST |
|
BOND |
PURCHASE
|
|
$1,000-15,000 |
| AUTODESK INC DEL PUB |
ADSK |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| INTUITOR STORES INC |
|
nan |
PURCHASE
|
|
$1,000-15,000 |
| FASTENAL INC COM |
FAST |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| EPAM SYSTEMS INC |
EPAM |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| ACCENTURE PLC |
ACN |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| SCHNEIDER CHARLES CORP NEWYORK |
SCHW |
STOCK |
SALE
|
Nov. 22, 2022 |
$1,000- $15,000 |
| FLORIDA STR Bridge GOVERNORS |
|
BOND |
PURCHASE
|
Nov. 19, 2022 |
$50,001-100,000 |
| CONNECTICUT STRATEGY LP FIN |
|
FUND |
PURCHASE
|
Nov. 19, 2022 |
$15,001-50,000 |
| ADOBE INC PLATFORMS INC |
ADBE |
STOCK |
PURCHASE
|
Nov. 17, 2022 |
$25,000,001-50,000,000 |
| MANHATTAN HOTELS INTERNATIONAL INC |
|
STOCK |
SALE
|
Nov. 15, 2022 |
$1,000- $15,000 |
| LIBERTY HOUSE GROUP INC |
|
PRIVATE EQUITY |
SALE
|
Nov. 15, 2022 |
$1,000- $15,000 |
| LILL FAMILY INVESTMENTS II LP (17.2248% INTEREST) |
|
PRIVATE EQUITY |
SALE
|
Nov. 15, 2022 |
$1,000- $15,000 |
| LILL FAMILY INVESTMENTS II LP (17.2248% INTEREST) |
|
PRIVATE EQUITY |
SALE
|
Nov. 15, 2022 |
$1,000- $15,000 |
| UNITED STATES TREASURY |
SHY |
FIXED INCOME |
PURCHASE
|
Nov. 15, 2022 |
$500,001- $1,000,000 |
| SCHWAB CHARLES CORP NEW |
SCHW |
STOCK |
PURCHASE
|
Nov. 15, 2022 |
$1,000,001- $5,000,000 |
| LIMITED TREASURY HK GROUP |
|
FIXED INCOME |
PURCHASE
|
Nov. 15, 2022 |
$25,000,001- $50,000,000 |
| GENERAL MOTORS CO NEW |
GM |
STOCK |
PURCHASE
|
Nov. 14, 2022 |
$5,000,001- $25,000,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
Nov. 14, 2022 |
$25,000,001- $50,000,000 |
| GENERAL MOTORS CORP |
GM |
STOCK |
PURCHASE
|
Nov. 14, 2022 |
$1,000,001- $5,000,000 |
| COMCAST BRANDS INC |
CMCSA |
STOCK |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| COMCAST BRANDS INC |
CMCSA |
STOCK |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| COMCAST BRANDS INC |
CMCSA |
STOCK |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| MERCK AND CO INC SHS |
MRK |
STOCK |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| MERCK AND CO INC SHS |
MRK |
STOCK |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| ELEVANCE HEALTH INC |
ELV |
STOCK |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| DOWN INC RESID |
|
REAL ESTATE |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| COMCAST BRANDS INC |
CMCSA |
STOCK |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| MERCK AND CO INC SHS |
MRK |
STOCK |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| MERCK AND CO INC SHS |
MRK |
STOCK |
SALE
|
Nov. 9, 2022 |
$1,000- $15,000 |
| META PLATFORMS INC. |
META |
STOCK |
PURCHASE
|
Nov. 9, 2022 |
$1,000-15,000 |
| PULBER MORRISS INT, INC |
|
PRIVATE EQUITY |
SALE
|
Nov. 3, 2022 |
$1,000- $15,000 |
| PULBER MORRISS INT, INC |
|
PRIVATE EQUITY |
SALE
|
Nov. 3, 2022 |
$1,000- $15,000 |
| PULBER MORRISS INT, INC |
|
PRIVATE EQUITY |
SALE
|
Nov. 3, 2022 |
$1,000- $15,000 |
| PULBER MORRISS INT, INC |
|
PRIVATE EQUITY |
SALE
|
Nov. 3, 2022 |
$1,000- $15,000 |