| GENCLION INC |
|
STOCK |
Exchange
|
|
$15,001-50,000 |
| TEXAS ST GO COLLEGE |
|
BOND |
PURCHASE
|
|
$15,001-50,000 |
| PALM BEACH CNTY FLA SCH |
|
BOND |
PURCHASE
|
|
$15,001-50,000 |
| ARIZONA ST & TRAYNON TEX |
|
REAL ESTATE |
PURCHASE
|
|
$15,001-50,000 |
| EAGLE LUTHERAN FLA TEX |
|
BOND |
PURCHASE
|
|
$15,001-50,000 |
| FORT LAUDERDALE FLA TEX |
|
BOND |
PURCHASE
|
|
$15,001-50,000 |
| ABROTT LLB ASSETS |
|
FUND |
PURCHASE
|
|
$15,001-50,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
Purchase
|
|
$50,001-$100,000 |
| LINDA MAYS MCCAUL PARTNERS & LTD |
|
PRIVATE EQUITY |
Purchase
|
|
$15,001-$50,000 |
| COLUMBIA GASNING RATE LTD |
|
BOND |
Purchase
|
|
$15,001-$50,000 |
| UBER TECHNOLOGY INC |
UBER |
STOCK |
PURCHASE
|
|
$15,001-50,000 |
| DYNA TRACINT INC REG S95 |
DT |
STOCK |
PURCHASE
|
|
$15,001-50,000 |
| FORTINET INC REG |
FTNT |
STOCK |
PURCHASE
|
|
$15,001-50,000 |
| UBER TECHNOLOGY INC |
UBER |
STOCK |
PURCHASE
|
|
$15,001-50,000 |
| BELLEPORTE IN AREA SCH |
|
BOND |
PURCHASE
|
|
$15,001-50,000 |
| SLM FAMILY INVESTMENTS III LP |
|
PRIVATE EQUITY |
Purchase
|
|
$15,001-$50,000 |
| UNITED THERAPEUTICS CORP |
UTHR |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| FERTILIZER AND MINES INC |
FMI |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| FERTILIZER AND MINES INC |
FMI |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| NATURAL FUEL GAS CO NO 51 COM |
|
COMMODITY |
Purchase
|
|
$15,001-$50,000 |
| ALLSTATE CORP COM |
ALL |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| NATURAL FUEL GAS CO NO 51 COM |
|
COMMODITY |
Purchase
|
|
$15,001-$50,000 |
| BELLEPORTE IN AREA SCH |
|
BOND |
PURCHASE
|
|
$15,001-50,000 |
| BELLEPORTE IN AREA SCH |
|
BOND |
PURCHASE
|
|
$15,001-50,000 |
| AT&T INC CL B |
T |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| TYCO FOMS INC CL A |
TYC |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| PRUDENTIAL FIN INC |
PRU |
STOCK |
PURCHASE
|
|
$100,001-$250,000 |
| NAT FUEL GAS CO SN $1 |
|
BOND |
PURCHASE
|
|
$50,001-$100,000 |
| ALLSTATE CORP DEL CM |
ALL |
STOCK |
PURCHASE
|
|
$50,001-$100,000 |
| NAT FUEL GAS CO SN $1 |
|
BOND |
PURCHASE
|
|
$50,001-$100,000 |
| AT&T INC |
T |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| TYSON FOODS INC CLA |
TSN |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| DOMINION ENERGY INC |
D |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| CHEVRON CORP |
CVX |
STOCK |
Exchange
|
|
$50,001-100,000 |
| NVIDIA |
NVDA |
STOCK |
Sale
|
|
$1,000-15,000 |
| LINN FAMILY PARTNERS II LP |
|
PRIVATE EQUITY |
Exchange
|
|
$100,001-250,000 |
| GLOBAL PARTS INC GEORGIA |
|
PRIVATE EQUITY |
Exchange
|
|
$15,001-50,000 |
| GENUINE PARTS COMPANY |
GPC |
STOCK |
Exchange
|
|
$15,001-50,000 |
| UNITED HEALTHCARE CORP |
UNH |
STOCK |
Exchange
|
|
$15,001-50,000 |
| LP FINANCIAL HOLDINGS LLC |
|
PRIVATE EQUITY |
Exchange
|
|
$15,001-50,000 |
| SP FINANCIAL COMMUNITY SVCS |
SPSK |
FUND |
Exchange
|
|
$15,001-50,000 |
| MURPHY OIL CORP |
MUR |
STOCK |
Exchange
|
|
$15,001-50,000 |
| ALLY FINANCIAL INC |
ALLY |
STOCK |
Exchange
|
|
$15,001-50,000 |
| CELSIUS INC |
CELH |
STOCK |
Exchange
|
|
$15,001-50,000 |
| LAS VEGAS SANDS CORP INC |
LVS |
STOCK |
Exchange
|
|
$15,001-50,000 |
| MERCK AND CO INC |
MRK |
STOCK |
Exchange
|
|
$15,001-50,000 |
| TAPESTRY INC |
TPR |
STOCK |
Exchange
|
|
$15,001-50,000 |
| KOAT (TPE) THERMS PC DIS |
KOAT |
STOCK |
Exchange
|
|
$15,001-50,000 |
| GLOW MAC INC GEORGIA |
|
PRIVATE EQUITY |
Exchange
|
|
$15,001-50,000 |
| UNITED PHARMACEUTICALS CORP |
|
PRIVATE EQUITY |
Exchange
|
|
$15,001-50,000 |
| FIDE CORP DELAWARE COM |
FIDE |
STOCK |
Exchange
|
|
$15,001-50,000 |
| INTEL BUSINESS MACHINES |
IBM |
STOCK |
Exchange
|
|
$15,001-50,000 |
| DOMINION ENERGY INC |
D |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| INTL BUSINESS MACHINES INC |
IBM |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| CENCORA INC |
COR |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| FEDEX CORP DELAWARE COM |
FDX |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| LIM FAMILY INVESTMENTS LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$1,000-615,000 |
| CENCORA INC THERAPEUTICS CORP |
COR |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| UNITED THERAPEUTICS CORP |
UTHR |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| KRAFT HEINZ HOLDINGS CO |
KHC |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| DOW INC NBC INC GEORGIA |
DOW |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| MEXIC TEL INC AND CO SNO |
TELMEX |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| TAPESTRY INC |
TPR |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| LAS VEGAS SANDS CORP |
LVS |
STOCK |
Purchase
|
|
$1,000-$15,000 |
| CENCORA INC |
COR |
STOCK |
Purchase
|
|
$1,000-$15,000 |
| GE VERINOVA INC |
GEV |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| HONEYWELL AEROSPACE INC |
HON |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| GE VERINOVA INC |
GEV |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| GE VERINOVA INC |
GEV |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| GE VERINOVA INC |
GEV |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| GE VERINOVA INC |
GEV |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| HATTON WORLDWIDE HOLDINGS IN |
|
PRIVATE EQUITY |
PURCHASE
|
|
$1,000-$15,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| ALPHABET INC |
GOOGL |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| CAPITALONE 2023 ALLOCATE |
|
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| HPS SPECIALTY OPP FUND II LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$15,001-$90,000 |
| FORTINET INC |
FTNT |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| DYNAMITE INC REG SHS |
|
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| FORTING INC |
|
nan |
PURCHASE
|
|
$15,001-$50,000 |
| HP SPECIAL OPP FUND II LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$15,001-$50,000 |
| AMARMAX COM |
AMMX |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| HP SPECIAL OPP FUND II LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$15,001-$50,000 |
| LIBERTY BROADBAND |
LBRDK |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| Arrow Electronics, Inc. |
ARE |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| ABOTI L&S |
|
nan |
PURCHASE
|
|
$15,001-$50,000 |
| SARGENT-L ALAMIA FLA WTH |
|
REAL ESTATE |
PURCHASE
|
|
$15,001-$50,000 |
| GORGE-N WITH BARDMAN TEX |
|
nan |
PURCHASE
|
|
$15,001-$50,000 |
| SARGENT & BARDMAN TEX |
|
nan |
PURCHASE
|
|
$15,001-$50,000 |
| ALAMIA TRUSTY TR BRD |
|
FUND |
PURCHASE
|
|
$15,001-$50,000 |
| PALM BEACH TRUST FL SCH |
|
FUND |
PURCHASE
|
|
$15,001-$50,000 |
| EGY ST CO COLLEGE |
|
FIXED INCOME |
PURCHASE
|
|
$15,001-$50,000 |
| MCCAUL FAMILY INVESTMENT TEX LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$50,001-$100,000 |
| HONA MAYS MCCAUL PATNERS LTD |
|
FUND |
PURCHASE
|
|
$100,001-$250,000 |
| COLUMBIA FLOATING RATE LTD |
CLFL |
FUND |
PURCHASE
|
|
$100,001-$250,000 |
| CUMBERLAND INVESTMENTS III LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$500,001-$1,000,000 |
| UNITED THERAPEUTICS CORP |
UTHR |
STOCK |
PURCHASE
|
|
$100,001-$250,000 |
| FRUITY PEACH MTS INC |
|
nan |
PURCHASE
|
|
$100,001-$250,000 |
| WISCONSIN ENERGY & ECONOMIC |
|
BOND |
PURCHASE
|
Dec. 5, 2024 |
$15,001-$50,000 |
| SANO FI |
SANOFY |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$15,001-$50,000 |
| COM |
COM |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$15,001-$50,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| NOVO NORDISK A S ADR |
NVO |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$15,001-$50,000 |
| VISA INC CL A SHARES |
V |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$15,001-$50,000 |
| AUTODESK INC DEL PS015 |
ADSK |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$15,001-$50,000 |
| TSWAN SEMICONDUCTOR |
TSM |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| CAPITAL ONE FINANCIAL CORP |
COF |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| ALPHABET INC |
GOOGL |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| MAYS-ALLOCATE |
|
nan |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| SUREFIRE INC |
|
nan |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| SUREFIRE INC |
|
nan |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| BELLPONTE PA SCH |
|
BOND |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| SNOWFLAKE INC |
SNOW |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| BELLPONTE PA SCH |
|
BOND |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| BELLPONTE PA SCH |
|
BOND |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| CADENCE DESIGN SYS INC |
CDNS |
STOCK |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| ARBORIST LABS |
|
nan |
PURCHASE
|
Dec. 5, 2024 |
$1,000-$15,000 |
| WORLDWIDE INC INC |
|
nan |
PURCHASE
|
Dec. 5, 2024 |
$15,001-$50,000 |
| MAYS-ALLOCATE |
|
nan |
PURCHASE
|
Nov. 29, 2024 |
$1,000-$15,000 |
| CONOPOLISURES |
|
nan |
PURCHASE
|
Nov. 29, 2024 |
$1,000-$15,000 |
| VANGUARD INDEX FUNDS S&P 500 ETF |
VOO |
ETF |
Sale
|
Nov. 28, 2024 |
$1,000-15,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
PURCHASE
|
Nov. 27, 2024 |
$1,000-$15,000 |
| MAYS-ALLOCATE |
|
nan |
PURCHASE
|
Nov. 27, 2024 |
$1,000-$15,000 |
| VISA INC |
V |
STOCK |
PURCHASE
|
Nov. 23, 2024 |
$15,001-$50,000 |
| APPLE INC |
AAPL |
STOCK |
PURCHASE
|
Nov. 23, 2024 |
$1,000-$15,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
Nov. 22, 2024 |
$1,000-$15,000 |
| Applied Industrial Technologies |
AIT |
STOCK |
PURCHASE
|
Nov. 22, 2024 |
$15,001-$50,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
Nov. 22, 2024 |
$1,000-$15,000 |
| CAPITAL VENT CAPITAL 2023 ALLOCATE |
|
PRIVATE EQUITY |
PURCHASE
|
Nov. 20, 2024 |
$15,001-50,000 |
| MUNI CORP OIL CORP |
|
BOND |
PURCHASE
|
Nov. 20, 2024 |
$1,000-$15,000 |
| INTEL CORP INC |
INTC |
STOCK |
PURCHASE
|
Nov. 20, 2024 |
$1,000-$15,000 |
| FELIXITY NATL MIMO SVCS |
|
PRIVATE EQUITY |
PURCHASE
|
Nov. 20, 2024 |
$1,000-$15,000 |
| ALLY FINN CORP INC |
ALLY |
STOCK |
PURCHASE
|
Nov. 20, 2024 |
$1,000-$15,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| GENUINE PARTS CO INC |
GPK |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| UNITED RENTALS INC COM |
URI |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| LP FINANCIAL HOLDINGS INC |
LP |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| SUN FIRST FINANCIAL HOLDINGS INC |
SFFH |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| SNOWFLAKE INC |
SNOW |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| TSWAN SEMICONDUCTOR |
TSM |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| ALLEGheny CITY PA GQ NTS |
|
BOND |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| NOWHERE AEROSPACE INC |
|
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| HELTON WORLDWIDE HOLDINGS IN |
HLTN |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| AIRCAP HOLDINGS IN VF |
CPR |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| MEDTRONIC INC |
MDT |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| CADENCE DESIGN SYS INC |
CDNS |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| CHARTER COMMUNICATIONS INC |
CHTR |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| META PLATFORMS INC CL A |
META |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| APPLE INC |
AAPL |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| ARISTA NETWORKS INC COM |
ANET |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| MICROSOFT CORP COM |
MSFT |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| NVIDIA CORP COM |
NVDA |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| VANGUARD INDEX FUNDS SMP 500 ETF |
VOO |
ETF |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| Vanguard Index Funds SAP 500 ETF |
VOO |
ETF |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| COMCAST CORP |
CMCSA |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| BAYER AG |
BAYN |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| NOVY MONDIK AG |
MONDK |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| BAYER AG |
BAYN |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| OCCIDENTAL PETROLEUM CORP |
OXY |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| VISA INC CL A SHRS |
V |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| AUTODESK INC (NVDD02) |
ADSK |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| ELEVANCE HEALTH INC |
ELV |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$1,000-$15,000 |
| WOODLAND INC |
|
PRIVATE EQUITY |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| ADVANCED MICRO DV INC MF |
ADMDX |
FUND |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| AUTODESK INC (NVDD01) |
ADSK |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| NEW JERSEY ST FG-MFA MF |
NJFGF |
FUND |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| ADOBE INC |
ADBE |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| OCCIDENTAL PETROLEUM CORP |
OXY |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| Acrops Collines Bv Reg Shs |
|
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| CARPENTER TECHNOLOGY INC |
CRS |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| ELEVANCE HEALTH INC |
ELV |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| RELIQUENCE BIOSCINE INC |
RELI |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| SAP SE |
SAP |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| AMGEN HLG NV REG SHS |
AMGN |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| HUMANA INC MF |
HUM |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| ALCON CORP |
ALCON |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| INTUIT INC PLC |
INTU |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| FORTIVALE INC PLC |
|
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| BAKER HUGHES CO NY LTD VAL |
BKR |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| FIVESTAR INC PVC LT VAL |
|
BOND |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| PROLOGIS INC NV |
PLD |
STOCK |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| Vanguard Index Funds SAP 500 ETF |
VOO |
ETF |
PURCHASE
|
Nov. 19, 2024 |
$15,001-$50,000 |
| MPW-ALLOCATE |
MPW |
REAL ESTATE |
PURCHASE
|
Nov. 15, 2024 |
$15,001-50,000 |
| MNS-ALLOCATE |
|
FUND |
PURCHASE
|
Nov. 15, 2024 |
$15,001-50,000 |
| MPW-ALLOCATE |
MPW |
REAL ESTATE |
PURCHASE
|
Nov. 15, 2024 |
$15,001-50,000 |
| MPW-ALLOCATE |
MPW |
REAL ESTATE |
PURCHASE
|
Nov. 15, 2024 |
$15,001-50,000 |
| ALPHABET INC |
GOOGL |
STOCK |
PURCHASE
|
Nov. 15, 2024 |
$15,001-50,000 |
| CONNECTICUT STS HEN LN |
|
BOND |
PURCHASE
|
Nov. 13, 2024 |
$15,001-$50,000 |
| PORT SEATTLE PORTLAND INTL APT |
|
BOND |
PURCHASE
|
Nov. 13, 2024 |
$1,000-$15,000 |
| APPL INC |
AAPL |
STOCK |
PURCHASE
|
Nov. 12, 2024 |
$1,000-$15,000 |
| LIBERTY BROADBAND |
LBRDK |
STOCK |
PURCHASE
|
Nov. 7, 2024 |
$15,001-50,000 |
| MNS-ALLOCATE |
|
FUND |
PURCHASE
|
Nov. 7, 2024 |
$15,001-50,000 |
| Arrow Electronics, Inc. |
ARE |
STOCK |
PURCHASE
|
Nov. 7, 2024 |
$15,001-50,000 |
| MNS-ALLOCATE |
|
FUND |
PURCHASE
|
Nov. 7, 2024 |
$15,001-50,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
PURCHASE
|
Nov. 6, 2024 |
$1,000-$15,000 |
| GLOWA FAMILY TRUSTS PNS GEORGIA |
|
FUND |
PURCHASE
|
Nov. 6, 2024 |
$1,000-$15,000 |
| ASML HLNG NV REG SHS |
ASML |
STOCK |
PURCHASE
|
Nov. 4, 2024 |
$15,001-$50,000 |
| AJAX MARK COM |
|
nan |
PURCHASE
|
Nov. 4, 2024 |
$15,001-50,000 |
| NEW JERSEY ST HG-MFA MF |
|
FUND |
PURCHASE
|
Nov. 1, 2024 |
$15,001-$50,000 |
| CLARE CNTY LEV LTD TAX |
|
BOND |
PURCHASE
|
Nov. 1, 2024 |
$15,001-$50,000 |
| APPLE INC |
AAPL |
STOCK |
PURCHASE
|
Nov. 1, 2024 |
$15,001-$50,000 |
| PRODUS NV |
PRDY |
STOCK |
PURCHASE
|
Nov. 1, 2024 |
$15,001-$50,000 |
| ST PAUL MINS SALES TAX |
|
FIXED INCOME |
PURCHASE
|
Nov. 1, 2024 |
$15,001-$50,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
Purchase
|
Dec. 5, 2004 |
$15,001-$50,000 |
| ABBOTT LAB |
ABT |
STOCK |
Purchase
|
Dec. 5, 2004 |
$15,001-$50,000 |
| GE VERMOUNT INC |
|
nan |
Purchase
|
Dec. 5, 2004 |
$15,001-$50,000 |
| CONCAST CORP |
CMCSA |
STOCK |
Purchase
|
Dec. 5, 2004 |
$15,001-$50,000 |
| TERADYNE SEMICONDUCTOR |
TER |
STOCK |
Purchase
|
Dec. 5, 2004 |
$15,001-$50,000 |
| ST PAUL MINS ST HES LN |
SPM |
STOCK |
Purchase
|
Dec. 5, 2004 |
$100,001-$250,000 |
| NEXEN PLATINUMS INC |
|
PRIVATE EQUITY |
Purchase
|
Dec. 5, 2004 |
$15,001-$50,000 |
| TRIMEX CORP |
|
STOCK |
Purchase
|
Dec. 5, 2004 |
$15,001-$50,000 |
| ALLEGHENY CNTY PA GO NTS |
|
FIXED INCOME |
Purchase
|
Nov. 20, 2004 |
$15,001-$50,000 |
| ACOOS CORP |
|
STOCK |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| AMAZON COM INC COM |
AMZN |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| MICROSOFT CORP COM |
MSFT |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| ASML HOLDING NV |
ASML |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| APPL INC LN |
AAPL |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| APPLE INC |
AAPL |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| META PLATFORMS INC |
META |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| ALPHABET INC CL B |
GOOGL |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| ALPHABET INC CL A |
GOOGL |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| WISCONSIN MFG & ECONOMIC |
|
FUND |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| INTUIT INC |
INTU |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| COMMUNICATIONS INC |
|
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| FORTUNE INC |
|
nan |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| AIG INC NY NY REG SHS |
AIG |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| Applied Industrial Technologies |
AIT |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| UNILEVER PLC |
UL |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| FISERV INC WISC PV 1 SCT |
FISV |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| HUMANA INC |
HUM |
STOCK |
Purchase
|
Nov. 19, 2004 |
$50,001-$100,000 |
| SHELL PLC |
SHEL |
STOCK |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| ADN PLC |
ADN |
STOCK |
Purchase
|
Nov. 19, 2004 |
$1,000-$15,000 |
| SARIAN SA |
SRN |
STOCK |
Purchase
|
Nov. 19, 2004 |
$1,000-$15,000 |
| SYNOPSIS INC |
SNPS |
STOCK |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| GENEVA DESIGN SYS INC |
|
PRIVATE EQUITY |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| MAPLE INC |
|
nan |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| APPLE INC |
AAPL |
STOCK |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| VANGUARD INDEX FNDS S&P 500 ETF |
VOO |
ETF |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| ASML HOLDING NV REG SBS |
ASML |
STOCK |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| NEUROCRINE BIOSCIENCE INC |
NBIX |
STOCK |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| DYNAMITRAC INC REG SBS |
|
BOND |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| CANNON FINANCIAL CORP |
|
STOCK |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| VISA INC CORP |
V |
STOCK |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| MICROSOFT COM COM |
MSFT |
STOCK |
Purchase
|
Nov. 19, 2004 |
$100,001-$250,000 |
| WOODROUND INC |
|
PRIVATE EQUITY |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| MOVIDE INC |
|
PRIVATE EQUITY |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| SAP SE |
SAP |
STOCK |
Purchase
|
Nov. 19, 2004 |
$15,001-$50,000 |
| PORT SEATTLE WASH NAVY |
|
BOND |
Purchase
|
Nov. 15, 2004 |
$100,001-$250,000 |
| ST PAUL WATN NAVY REV |
|
BOND |
Purchase
|
Nov. 12, 2004 |
$100,001-$250,000 |
| APPLE INC |
AAPL |
STOCK |
Purchase
|
Nov. 12, 2004 |
$15,001-$50,000 |
| CONNECTICUT ST GO BND |
|
BOND |
Purchase
|
Nov. 8, 2004 |
$100,001-$250,000 |
| TRIMBLE CORP |
TRMB |
STOCK |
Purchase
|
Nov. 7, 2004 |
$15,001-$50,000 |
| CONOCOPHILLIPS INC |
COP |
STOCK |
Purchase
|
Nov. 4, 2004 |
$100,001-$250,000 |
| ST PAUL MINS SALES TAX |
|
FIXED INCOME |
Purchase
|
Nov. 1, 2004 |
$100,001-$250,000 |
| ASML HOLDING NV NY REG SBS |
ASML |
STOCK |
Purchase
|
Nov. 1, 2004 |
$15,001-$50,000 |