| RHODE IS HSG & MTG FIN |
|
BOND |
EXCHANGE
|
|
$100,001-$250,000 |
| NEW YORK ST MTG AGY FIN |
|
FIXED INCOME |
EXCHANGE
|
|
$100,001-$250,000 |
| ATLANTA GA METRO B |
|
FIXED INCOME |
EXCHANGE
|
|
$1,000-$15,000 |
| OCCIDENTAL ONLY FLA SALES |
OXY |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| OCCIDENTAL CNTY FLA SALES |
|
FIXED INCOME |
PURCHASE
|
|
$100,001-$250,000 |
| BOT CAPITAL PARTNERS FUND 4 LP |
|
PRIVATE EQUITY |
Purchase
|
|
$15,001-$50,000 |
| CHERRY CREEK COLLO 2 NO |
|
PRIVATE EQUITY |
Purchase
|
|
$50,001-$100,000 |
| MSA FAMILY COLLO 2 NO |
|
REAL ESTATE |
Purchase
|
|
$50,001-$100,000 |
| CONCOPHILLIPS |
COP |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| GE VENTURA LLC |
|
PRIVATE EQUITY |
Purchase
|
|
$100,001-$250,000 |
| NETFLIX COM LLC |
NFLX |
STOCK |
Purchase
|
|
$100,001-$250,000 |
| EDISON INC LLC |
|
PRIVATE EQUITY |
Purchase
|
|
$100,001-$250,000 |
| SIDERIS INC LLC |
|
PRIVATE EQUITY |
Purchase
|
|
$100,001-$250,000 |
| EDISON INC LLC W/Y LT |
|
PRIVATE EQUITY |
Purchase
|
|
$100,001-$250,000 |
| Apple Inc |
AAPL |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| DFA EMERGING MARKETS |
DFEM |
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| ARIZONA LAKE FISH DEPT |
|
nan |
Purchase
|
|
$100,001-$250,000 |
| FORTINET INC COM |
FTNT |
STOCK |
Purchase
|
|
$100,001-$250,000 |
| ROCKETNET INC COM |
RCKT |
STOCK |
Purchase
|
|
$100,001-$250,000 |
| AMAZON COM INC COM |
AMZN |
STOCK |
Purchase
|
|
$100,001-$250,000 |
| UBER TECHNOLOGIES INC COM |
UBER |
STOCK |
Purchase
|
|
$100,001-$250,000 |
| Snapcomm Manufacturers Co |
|
nan |
Purchase
|
|
$100,001-$250,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| DYNATRACE INC REG SHS |
DT |
STOCK |
Purchase
|
|
$100,001-$250,000 |
| UNITED STATES MCCAUL PARTNERS LTD |
|
PRIVATE EQUITY |
PURCHASE
|
|
$1,000-$15,000 |
| KRAFT (HEINZ) CO SHS |
KHC |
STOCK |
EXCHANGE
|
|
$100,001-$250,000 |
| Arrow Electronics, Inc. |
ARE |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| DOW INC NEB SGS |
DOW |
STOCK |
EXCHANGE
|
|
$100,001-$250,000 |
| DOLLAR TREE INC |
DLTR |
STOCK |
EXCHANGE
|
|
$100,001-$250,000 |
| CAO MTL INC CLA |
CAO |
STOCK |
EXCHANGE
|
|
$100,001-$250,000 |
| NULSEY CORP CORPORATION |
|
STOCK |
EXCHANGE
|
|
$100,001-$250,000 |
| Saba Software, Inc. |
|
STOCK |
PURCHASE
|
|
$50,001-$100,000 |
| LUM FAMILY INVESTMENTS II LP |
|
PRIVATE EQUITY |
EXCHANGE
|
|
$100,001-$250,000 |
| MERICK AND BINO INC SHS |
|
STOCK |
EXCHANGE
|
|
$100,001-$250,000 |
| NC HSNG FIN AGY INVESTMENTS II LP |
|
PRIVATE EQUITY |
EXCHANGE
|
|
$100,001-$250,000 |
| NC HSNG FIN AGY |
|
BOND |
EXCHANGE
|
|
$100,001-$250,000 |
| GALLAGHER MTG FIN & CO |
GMFI |
FUND |
EXCHANGE
|
|
$100,001-$250,000 |
| BACIN WMS USA MTN DIST |
|
BOND |
EXCHANGE
|
|
$100,001-$250,000 |
| PORT AUTHORITY LN & NJ |
|
BOND |
Purchase
|
|
$15,001-$50,000 |
| MINNESOTA STATE RURAL MTG FIN |
|
BOND |
EXCHANGE
|
|
$100,001-$250,000 |
| LLM FAMILY INVESTMENTS LP |
|
PRIVATE EQUITY |
Purchase
|
May 5, 2025 |
$1,000-$15,000 |
| DENVER CITY LTD C/O APTY |
|
PRIVATE EQUITY |
Purchase
|
May 5, 2025 |
$15,001-$50,000 |
| CENTURY CITY LTD C/O APTY |
|
PRIVATE EQUITY |
Purchase
|
May 5, 2025 |
$15,001-$50,000 |
| MAYS-CONOCOPHILLIPS |
COP |
STOCK |
PURCHASE
|
May 5, 2025 |
$100,001-$250,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
May 5, 2025 |
$100,001-$250,000 |
| SHELL PLC |
SHEL |
STOCK |
PURCHASE
|
May 5, 2025 |
$100,001-$250,000 |
| CVS HEALTH CORP |
CVS |
STOCK |
EXCHANGE
|
May 5, 2025 |
$100,001-$250,000 |
| CONOCOPHILLIPS |
COP |
STOCK |
PURCHASE
|
April 29, 2025 |
$100,001-$250,000 |
| CONOCOPHILLIPS |
COP |
STOCK |
PURCHASE
|
April 29, 2025 |
$100,001-$250,000 |
| KING CITY WASH SIV NEV |
|
PRIVATE EQUITY |
PURCHASE
|
April 29, 2025 |
$1,000-$15,000 |
| Insight Enterprises, Inc. |
NSIT |
STOCK |
PURCHASE
|
April 29, 2025 |
$15,001-$50,000 |
| nVent Electric |
NVT |
STOCK |
PURCHASE
|
April 29, 2025 |
$15,001-$50,000 |
| MAGNITUDE LLC SGD BNS 2025 |
|
BOND |
PURCHASE
|
April 29, 2025 |
$50,001-$100,000 |
| LENNOX CORP INC |
LKS |
STOCK |
PURCHASE
|
April 29, 2025 |
$100,001-$250,000 |
| MAYS-ALLOCATE |
|
nan |
PURCHASE
|
April 28, 2025 |
$100,001-$250,000 |
| ALPHABET INC |
GOOGL |
STOCK |
PURCHASE
|
April 28, 2025 |
$100,001-$250,000 |
| MAYS-ALLOCATE |
|
nan |
PURCHASE
|
April 27, 2025 |
$100,001-$250,000 |
| ADOBE INC |
ADBE |
STOCK |
PURCHASE
|
April 27, 2025 |
$100,001-$250,000 |
| SHELL PLC |
SHEL |
STOCK |
PURCHASE
|
April 27, 2025 |
$100,001-$250,000 |
| SHELL PLC |
SHEL |
STOCK |
PURCHASE
|
April 27, 2025 |
$100,001-$250,000 |
| SCHNEIDER'S USA MTN FIN |
|
BOND |
EXCHANGE
|
April 23, 2025 |
$100,001-$250,000 |
| ONEMAN HIRED INCOME |
|
FUND |
PURCHASE
|
April 20, 2025 |
$1,000-$15,000 |
| MAYS-DIRECTLY ALLOCATE |
|
nan |
PURCHASE
|
April 15, 2025 |
$100,001-$250,000 |
| MAYS-DIRECTLY ALLOCATE |
|
nan |
PURCHASE
|
April 15, 2025 |
$100,001-$250,000 |
| Singapore Manufacturers Co |
|
STOCK |
Purchase
|
April 12, 2025 |
$100,001-$250,000 |
| ALPHABET INC |
GOOGL |
STOCK |
PURCHASE
|
April 11, 2025 |
$100,001-$250,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
PURCHASE
|
April 11, 2025 |
$1,000-$15,000 |
| DENG CO INTERNATIONAL |
|
nan |
Purchase
|
April 8, 2025 |
$1,000-$15,000 |
| B/Y Wholesale Club Holdings |
|
PRIVATE EQUITY |
EXCHANGE
|
April 7, 2025 |
$100,001-$250,000 |
| Hayward Holdings, Inc. |
|
PRIVATE EQUITY |
Purchase
|
April 7, 2025 |
$100,001-$250,000 |
| B/Y Wholesale Club Holdings |
|
PRIVATE EQUITY |
EXCHANGE
|
April 7, 2025 |
$100,001-$250,000 |
| BWPACT LTD MKT FIN |
|
FUND |
EXCHANGE
|
April 7, 2025 |
$100,001-$250,000 |
| B/Y Wholesale Club Holdings |
|
PRIVATE EQUITY |
EXCHANGE
|
April 4, 2025 |
$50,001-$100,000 |
| B/Y Wholesale Club Holdings |
|
PRIVATE EQUITY |
EXCHANGE
|
April 3, 2025 |
$15,001-$50,000 |
| UNDERWRITE ALTO GROUP INC |
|
PRIVATE EQUITY |
Purchase
|
April 2, 2025 |
$100,001-$250,000 |
| FOMENTERA INC |
|
PRIVATE EQUITY |
Purchase
|
April 2, 2025 |
$100,001-$250,000 |
| PIC INC |
|
nan |
Purchase
|
April 2, 2025 |
$100,001-$250,000 |
| MYS-ALLOCATE |
|
FUND |
Purchase
|
May 15, 2023 |
$15,001-$50,000 |
| Avient Electric |
|
nan |
Purchase
|
May 5, 2023 |
$15,001-$50,000 |
| BRADLEY TL GBO 2025 |
|
BOND |
Purchase
|
May 5, 2023 |
$15,001-$50,000 |
| SHELL PLC |
SHEL |
STOCK |
Purchase
|
May 5, 2023 |
$15,001-$50,000 |
| MYS-ALLOCATE |
|
FUND |
Purchase
|
May 5, 2023 |
$15,001-$50,000 |
| CONCOPHILLIPS |
COP |
STOCK |
Purchase
|
May 5, 2023 |
$15,001-$50,000 |
| CONCOPHILLIPS |
COP |
STOCK |
Purchase
|
May 5, 2023 |
$15,001-$50,000 |
| SHELL PLC |
SHEL |
STOCK |
Purchase
|
May 5, 2023 |
$15,001-$50,000 |
| ALPHABET INC |
GOOGL |
STOCK |
Purchase
|
May 5, 2023 |
$15,001-$50,000 |
| ALPHABET INC |
GOOGL |
STOCK |
Purchase
|
April 28, 2023 |
$15,001-$50,000 |
| HP DIRECT |
HPQ |
STOCK |
Purchase
|
April 27, 2023 |
$15,001-$50,000 |
| LENNMAR CORP |
LEN |
STOCK |
Purchase
|
April 22, 2023 |
$15,001-$50,000 |
| ADEN INC |
|
nan |
Purchase
|
April 22, 2023 |
$15,001-$50,000 |
| SHELL PLC |
SHEL |
STOCK |
Purchase
|
April 22, 2023 |
$15,001-$50,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
Purchase
|
April 14, 2023 |
$15,001-$50,000 |
| META PLATFORMS INC |
META |
STOCK |
Purchase
|
April 14, 2023 |
$15,001-$50,000 |
| MYS-ALLOCATE |
|
FUND |
Purchase
|
April 14, 2023 |
$15,001-$50,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
Purchase
|
April 11, 2023 |
$15,001-$50,000 |
| MYS-ALLOCATE |
|
FUND |
Purchase
|
April 11, 2023 |
$15,001-$50,000 |
| OMENMANI HOUSE INCOM |
|
REAL ESTATE |
Purchase
|
April 7, 2023 |
$1,000-$15,000 |
| Arial Electronics Inc |
|
STOCK |
Purchase
|
April 7, 2023 |
$15,001-$50,000 |
| Insight Enterprises, Inc. |
NSIT |
STOCK |
Purchase
|
April 4, 2023 |
$15,001-$50,000 |
| KING COTTY WASH SWB REV |
|
nan |
Purchase
|
April 4, 2023 |
$15,001-$50,000 |