| MANATEE CNTY FLA REV RF |
|
BOND |
SALE
|
|
$250,001 - $500,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| AMAZON COM INC COM |
AMZN |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| BROADCOM INC |
AVGO |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| THOROUGHBRED BRDGS & TUNL |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| NEW YORK ST DORM AT RVS |
|
REAL ESTATE |
PURCHASE
|
|
$1,000-$15,000 |
| NYS DORM AT ST PERS INC |
|
REAL ESTATE |
PURCHASE
|
|
$1,000-$15,000 |
| DECATUR TWP MARION CO IN |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
SALE
|
|
$100,001 - $250,000 |
| HARRIS CNTY TEX FLOOD |
|
BOND |
SALE
|
|
$250,001 - $500,000 |
| BROWARD CNTY FLA ARPT |
|
BOND |
SALE
|
|
$250,001 - $500,000 |
| MANATEE CNTY FLA PUB |
|
BOND |
SALE
|
|
$250,001 - $500,000 |
| PORT AUTH N Y & NJ |
|
BOND |
SALE
|
|
$250,001 - $500,000 |
| NVIDIA |
NVDA |
STOCK |
SALE
|
|
$250,001 - $500,000 |
| LLM FAMILY INVESTMENTS LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$1,000,001-$5,000,000 |
| PORT AUTH N Y & NJ |
|
BOND |
SALE
|
|
$250,001 - $500,000 |
| HARRIS CNTY TEX REF BDS |
|
BOND |
SALE
|
|
$250,001 - $500,000 |
| GLOBAL PMTS INC GEORGIA |
|
PRIVATE EQUITY |
SALE
|
|
$250,001 - $500,000 |
| INT FLAVORINGS FABRICINC |
|
PRIVATE EQUITY |
SALE
|
|
$250,001 - $500,000 |
| ALEXANDRIA REAL EST EQTS |
ARE |
REAL ESTATE |
SALE
|
|
$250,001 - $500,000 |
| NAT FUEL GAS CO NJ |
|
BOND |
SALE
|
|
$100,001 - $250,000 |
| SENSATA TECHNOLOGIES |
ST |
STOCK |
SALE
|
|
$1,001 - $15,000 |
| DOLLAR TREE INC |
DLTR |
STOCK |
SALE
|
|
$1,001 - $15,000 |
| GLOBAL PMTS INC GEORGIA |
|
PRIVATE EQUITY |
SALE
|
|
$1,001 - $15,000 |
| DOLLAR TREE INC |
DLTR |
STOCK |
SALE
|
|
$1,001 - $15,000 |
| ALEXANDRIA REAL EST EQTS |
ARE |
REAL ESTATE |
SALE
|
|
$1,001 - $15,000 |
| TAPESTRY INC |
TPR |
STOCK |
SALE
|
|
$1,001 - $15,000 |
| LPL FINANCIAL HOLDINGS |
LPLR |
STOCK |
SALE
|
|
$1,001 - $15,000 |
| INTEL CORP |
INTC |
STOCK |
SALE
|
|
$1,001 - $15,000 |
| SENSATA TECHNOLOGIES |
ST |
STOCK |
SALE
|
|
$1,000-15,000 |
| VISHAY INTERTECHNOLOGY |
VCRT |
STOCK |
SALE
|
|
$1,000-15,000 |
| CACI INTL INC CL A |
CACI |
STOCK |
SALE
|
|
$1,000-15,000 |
| CHEVRON CORP |
CVX |
STOCK |
SALE
|
|
$1,000-15,000 |
| MURPHY OIL CORP |
MUR |
STOCK |
SALE
|
|
$1,000-15,000 |
| GLOBAL PMTS INC GEORGIA |
|
PRIVATE EQUITY |
SALE
|
|
$1,000-15,000 |
| LAS VEGAS SANDS CORP |
LVS |
STOCK |
SALE
|
|
$1,000-15,000 |
| AFL INC |
AFL |
STOCK |
SALE
|
|
$1,000-15,000 |
| INTL BUSINESS MACHINES |
IBM |
STOCK |
SALE
|
|
$1,000-15,000 |
| NUCOR CORPORATION |
NUE |
STOCK |
SALE
|
|
$1,000-15,000 |
| GENUINE PARTS CO |
GPC |
STOCK |
SALE
|
|
$1,000-15,000 |
| ALEXANDRIA REAL EST EQITS |
ARE |
REAL ESTATE |
SALE
|
|
$1,000-15,000 |
| HUMANA INC |
HUM |
STOCK |
SALE
|
|
$1,000-15,000 |
| TYCOON FOODS INC CL A |
|
STOCK |
SALE
|
|
$1,000-15,000 |
| DOLLAR TREE INC |
DLTR |
STOCK |
SALE
|
|
$1,000-15,000 |
| EQUITABLE HOLDINGS INC |
EQU |
STOCK |
SALE
|
|
$1,000-15,000 |
| GLOBAL PMTS INC GEORGIA |
|
PRIVATE EQUITY |
SALE
|
|
$1,000-15,000 |
| MERCK AND CO INC SHS |
MRK |
STOCK |
SALE
|
|
$1,000-15,000 |
| DOMINION ENERGY INC |
D |
STOCK |
SALE
|
|
$1,000-15,000 |
| ALLSTATE CORP DEL COM |
ALL |
STOCK |
SALE
|
|
$1,000-15,000 |
| CENCORA INC |
COR |
STOCK |
SALE
|
|
$1,000-15,000 |
| AT&T INC |
T |
STOCK |
SALE
|
|
$1,000-15,000 |
| NAT FUEL GAS CO NJ |
|
BOND |
SALE
|
|
$1,000-15,000 |
| CVS HEALTH CORP |
CVS |
STOCK |
SALE
|
|
$1,000-15,000 |
| UNITED THERAPEUTICS CORP |
UTHR |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| DOLLAR TREE INC |
DLTR |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| CITIGROUP INC COM NEW |
C |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| NAT FUEL GAS CO NJ |
|
BOND |
PURCHASE
|
|
$15,001-$50,000 |
| CHEVRON CORP |
CVX |
STOCK |
PURCHASE
|
|
$50,001-100,000 |
| INTEL CORP |
INTC |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| TAPESTRY INC |
TPR |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| GLOBAL PATS INC GEORGIA |
|
PRIVATE EQUITY |
PURCHASE
|
|
$50,001-100,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| DFA EMERGING MARKETS |
DFEM |
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| VANGUARD TOTAL STOCK |
VTSAX |
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| RCPDIRECT LP LLC |
|
PRIVATE EQUITY |
PURCHASE
|
|
$50,001-$100,000 |
| GE VERNOYA INC |
|
PRIVATE EQUITY |
PURCHASE
|
|
$50,001-$100,000 |
| U.S. TREASURY BILL |
BIL |
BILL |
PURCHASE
|
|
$50,001-$100,000 |
| U.S. TREASURY BILL |
BIL |
BILL |
PURCHASE
|
|
$50,001-$100,000 |
| U.S. TREASURY BILL |
BIL |
BILL |
PURCHASE
|
|
$1,000-$15,000 |
| OHIO HSP FC RV ACT |
|
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| U.S. TREASURY BILL |
BIL |
BILL |
PURCHASE
|
|
$1,000-$15,000 |
| U.S. TREASURY BILL |
BIL |
BILL |
PURCHASE
|
|
$1,000-$15,000 |
| U.S. TREASURY BILL |
BIL |
BILL |
PURCHASE
|
|
$1,000-$15,000 |
| WYANDOTTE CNTY KANS CITY |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| HARRIS CNTY TEX CULTURAL |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| HUDSON YDS INFRASTR CORP |
HIC |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| MAINE HEALTH & HIGHER |
|
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| AUTODESK INC DEL PV50.01 |
ADSK |
STOCK |
PURCHASE
|
|
$1,000s-$15,000 |
| CADENCE DESIGN SYS INC |
CDNS |
STOCK |
PURCHASE
|
|
$1,000s-$15,000 |
| CARMAN-AINSWORTH CMMNTY |
|
REAL ESTATE |
PURCHASE
|
|
$1,000s-$15,000 |
| OHIO HSP FC RV ACT |
|
FUND |
PURCHASE
|
|
$1,000s-$15,000 |
| NEW YORK ST HFA PERS INC |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| NEW HOPE CULTURAL EFF |
|
FUND |
PURCHASE
|
|
$1,000s-$15,000 |
| ARKANSAS DEV FIN AUTH |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| AUSTIN TEX ELEC UTIL SYS |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| NEW BRAUNFELS TEX GO REF |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| NEW BRAUNFELS TEX GO REF |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| TEXARKANA TEX WTRWKS SAN |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| AVONWORTH PA SCH DIST |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| UNIVERSITY TANS HSP WWTR |
|
FUND |
PURCHASE
|
|
$1,000s-$15,000 |
| HONOLULU HI CY-CO WWTR |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| SALES TAX SECURITIZATION |
|
FIXED INCOME |
PURCHASE
|
|
$1,000s-$15,000 |
| MILLBROOK GA ALO WTS |
|
OPTION |
PURCHASE
|
|
$1,000s-$15,000 |
| PASADENA TEX ECONOMIC DEV |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| BIRMINGHAM JEFFERSON ALA |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| ILLINOIS ST TOLL HIGHY |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| STARK CNTY OHIO LIBR |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| MASTERCARD INC |
MA |
STOCK |
PURCHASE
|
|
$1,000s-$15,000 |
| NY ST DORM AUTH REVS NON |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| WAXAHACHEE TEX INDPT SCH |
|
BOND |
PURCHASE
|
|
$1,000s-$15,000 |
| BANGOR TWP MICH SCH DIST |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| METRO NASHVILLE AIRPT AUTH |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| TULPEHOCKEN PA AREA SCH |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| NEW YORK NY CTY TRANSF |
|
FIXED INCOME |
PURCHASE
|
|
$1,000- $15,000 |
| MARICOPA CNTY ARIZ INDL |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| CAPE CORAL FLA WTR & SWR |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| MISSOURI ST HEALTH & EDL |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| NORTHERN YORK CNTY PA |
|
FIXED INCOME |
PURCHASE
|
|
$1,000- $15,000 |
| JACKSONVILL FLA SPL REV |
|
FIXED INCOME |
PURCHASE
|
|
$1,000- $15,000 |
| UNIVERSITY ILL UNIV REVS |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| FORT MYERS FLA UTIL REV |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| WARREN CNTY MISS CTFS |
|
FIXED INCOME |
PURCHASE
|
|
$1,000- $15,000 |
| BELLEFONTE PA AREA SCH |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| TAMPA FLA A BOP REV BOS H |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| BOOKING HLDGS INC |
BKNG |
STOCK |
PURCHASE
|
|
$1,000- $15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
|
$1,000- $15,000 |
| LEXINGTON-FAY URB CO ARP |
|
REAL ESTATE |
PURCHASE
|
|
$1,000- $15,000 |
| PINTEREST INC REG SHS |
PINS |
STOCK |
PURCHASE
|
|
$1,000- $15,000 |
| SC WILLIAMSPORT PA ASD |
|
FIXED INCOME |
PURCHASE
|
|
$1,000- $15,000 |
| ILLINOIS FIN AT ACAD LSE |
|
FIXED INCOME |
PURCHASE
|
|
$1,000- $15,000 |
| HIDALGO CNTY TEX CTFS |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| BOWLING GREEN ST UNIV OH |
|
BOND |
PURCHASE
|
|
$1,000- $15,000 |
| REDDIT INC REG SHS-A |
RDDT |
STOCK |
PURCHASE
|
|
$1,000- $15,000 |
| NETFLIX COM INC |
NFLX |
STOCK |
SALE
|
|
$1,000- $15,000 |
| HOWMET AEROSPACE INC |
HWM |
STOCK |
SALE
|
|
$1,000- $15,000 |
| BRADLEY ILL GO BDS 2025 |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| MIAMI YV CAREER |
|
nan |
SALE
|
|
$1,000- $15,000 |
| VISA INC CL A SHRS |
V |
STOCK |
SALE
|
|
$1,000- $15,000 |
| HOUSTON TX UTIL SYS REV |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| MIES CNTY WSH SWR REV |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| SOUTHCENTRAL PA GEN AUTH |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| HILLSBOROUGH CNTY FLA |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| LAS VEGAS NV CONVENTION |
|
REAL ESTATE |
SALE
|
|
$1,000- $15,000 |
| OAKLAND UNIV MICH REV |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| ARISTA NETWORKS INC REG |
ANET |
STOCK |
SALE
|
|
$1,000- $15,000 |
| DUCOM INC |
DCOM |
STOCK |
SALE
|
|
$1,000- $15,000 |
| CHICAGO ILL PK DST GO |
|
FIXED INCOME |
SALE
|
|
$1,000- $15,000 |
| KING CNTY WASH HSG AUTH |
|
BOND |
SALE
|
|
$1,000- $15,000 |
| ORACLE CORP |
ORCL |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| ARISTA NETWORKS INC REG |
ANET |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| GREATER ORLANDO AVTN AT |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| METRO WASH DC ARPTS AT |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| ALPHABET INC SHS CL A |
GOOGL |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| STANLEY BLACK & DECKER |
SWK |
STOCK |
SALE
|
Nov. 5, 2025 |
$1,000-15,000 |
| STONE CITY BOND LSR |
|
BOND |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| RDN Alpha Partners LLC |
|
PRIVATE EQUITY |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| LENOVA CORP-A |
0992 |
STOCK |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| MARYLAND STEETT FRANK |
|
BOND |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| GEVERNOYA INC |
|
STOCK |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| BDOACCOMM INC |
|
PRIVATE EQUITY |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| May-Allocate LP |
|
FUND |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| May-Allocate 2023 LP |
|
PRIVATE EQUITY |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| Confederated Capital 2023 Allocate Access Fd |
|
FUND |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| U.S. TREASURY BILL |
BIL |
BILL |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| KANE CITY UNIT LLC |
|
REAL ESTATE |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| MARINA TRUST AND LP |
|
PRIVATE EQUITY |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| May-Allocate LP |
|
FUND |
PURCHASE
|
Oct. 30, 2025 |
$50,001-$100,000 |
| ASML HOLDING NV-NY REG SHS |
ASML |
STOCK |
PURCHASE
|
Oct. 30, 2025 |
$1,000-$15,000 |
| ALPHABET INC-CL C |
GOOG |
STOCK |
PURCHASE
|
Oct. 30, 2025 |
$1,000-$15,000 |
| ASML HOLDING NV-NY REG SHS |
ASML |
STOCK |
PURCHASE
|
Oct. 28, 2025 |
$1,000-$15,000 |
| WOODWARD INC |
WWD |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| AON PLC-CLASS A |
AON |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| META PLATFORMS INC-CLASS A |
META |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| MARTIN MARITTA MATERIALS |
LMT |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| VULCAN MATERIALS CO |
VMC |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| CHARTER COMMUNICATIONS INC-A |
CHTR |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| HURON CONSULTING LP |
HURN |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$50,001-$100,000 |
| ALCOA CORP |
AA |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| ALPHABET INC Sbs CL A |
GOOGL |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$50,001-$100,000 |
| LONDON STOCK EXCH-UNSP NDR |
|
FIXED INCOME |
PURCHASE
|
Oct. 27, 2025 |
$50,001-$100,000 |
| LONDON STOCK EXCHG-UNSP NDR |
|
FIXED INCOME |
PURCHASE
|
Oct. 27, 2025 |
$50,001-$100,000 |
| STONE CORP CLASS A |
SNNE |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$50,001-$100,000 |
| AIRCAP HOLDINGS NV |
CPR |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| THE ESTEE LAUDER COMPANIES INC. |
EL |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| ELEVANCE HEALTH INC |
ELV |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| ALPHABET INC-CL C |
GOOG |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| BAYER AG-SPONSORED ADR |
BAYRY |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| SHELL PLC-ADR |
SHEL |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| CAPITAL ONE FINANCIAL CORP |
COF |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| ALPHABET INC-CL A |
GOOGL |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| HILTON WORLDWIDE HOLDINGS IN. |
HLT |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| ASML HOLDING NV-NY REG SHS |
ASML |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| CONOCOPHILLIPS |
COP |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,001 - $15,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000s-$15,000 |
| WORKDAY INC-CLASS A |
WDAY |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| LENNAR CORP-A |
LEN |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| COMCAST CORP-CLASS A |
CMCSA |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| LONDON STOCK EXCHG-UNSP ADR |
UNSP |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| SAP SE-SPONSORED ADR |
SAP |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| TAIWAN SEMICONDUCTOR-SP ADR |
TSM |
STOCK |
SALE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| DANHER CORP |
DHR |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000-$15,000 |
| PTC INC |
PTC |
STOCK |
PURCHASE
|
Oct. 27, 2025 |
$1,000- $15,000 |
| VANGUARD MUNI BD TAX-EXEMPT ETF |
VTEB |
ETF |
SALE
|
Oct. 24, 2025 |
$250,001 - $500,000 |
| ASML HOLDING NV-NY REG SHS |
ASML |
STOCK |
PURCHASE
|
Oct. 16, 2025 |
$1,000-$15,000 |
| SHELL PLC-ADR |
SHEL |
STOCK |
PURCHASE
|
Oct. 15, 2025 |
$1,000-$15,000 |
| nVent Electric |
NVT |
STOCK |
PURCHASE
|
Oct. 10, 2025 |
$1,000-$15,000 |
| Simpson Manufacturing Co |
ZZZ |
STOCK |
PURCHASE
|
Oct. 9, 2025 |
$1,000-$15,000 |
| META PLATFORMS INC-CLASS A |
META |
STOCK |
PURCHASE
|
Oct. 8, 2025 |
$1,000-$15,000 |
| ASML HOLDING NV-NY REG SHS |
ASML |
STOCK |
PURCHASE
|
Oct. 7, 2025 |
$1,000s-$15,000 |
| FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND |
FALNX |
FUND |
SALE
|
Oct. 3, 2025 |
$1,000,001 - $5,000,000 |
| SHELL PLC-ADR |
SHEL |
STOCK |
PURCHASE
|
Oct. 2, 2025 |
$1,000-$15,000 |
| VANGUARD TOTAL STK MKT ETF |
VTI |
ETF |
PURCHASE
|
Oct. 1, 2025 |
$1,000-$15,000 |