| AMGEN INC |
AMGN |
STOCK |
Sale
|
|
$15,001-50,000 |
| FISERV INC. |
FISV |
STOCK |
Sale
|
|
$15,001-50,000 |
| INTUIT INC |
INTU |
STOCK |
Sale
|
|
$15,001-50,000 |
| USER TECHNOLOGIES INC |
UTI |
STOCK |
Sale
|
|
$15,001-50,000 |
| MEGA-HOSINGS INC |
|
nan |
Sale
|
|
$15,001-50,000 |
| AUTODESK INC |
ADSK |
STOCK |
Sale
|
|
$15,001-50,000 |
| WEST TORNE N LTD CO AGO LTD A |
|
FUND |
PURCHASE
|
|
$16,001-100,000 |
| WINE LOWING TX TECH INCOPT |
|
nan |
PURCHASE
|
|
$16,001-100,000 |
| CADENCE DESIGN SYS INC |
CDNS |
STOCK |
Purchase
|
|
$15,001-50,000 |
| ASTRA NETWORKS INC REG |
|
STOCK |
Sale
|
|
$15,001-50,000 |
| NETFLIX COM INC |
NFLX |
STOCK |
Purchase
|
|
$15,001-50,000 |
| ASTRA NETWORKS INC |
|
PRIVATE EQUITY |
Sale
|
|
$15,001-50,000 |
| ASTRA NETWORKS INC |
|
PRIVATE EQUITY |
Sale
|
|
$15,001-50,000 |
| AMAZON COM INC COM |
AMZN |
STOCK |
Sale
|
|
$15,001-50,000 |
| CONNECTICUT 529 ST TAX |
|
FUND |
Sale
|
|
$15,001-50,000 |
| META PLATFORMS INC |
META |
STOCK |
Sale
|
|
$15,001-50,000 |
| CONNECTICUT 529 ST TAX |
|
FUND |
Sale
|
|
$15,001-50,000 |
| ASTRA NETWORKS INC REG |
|
STOCK |
Sale
|
|
$15,001-50,000 |
| BROWN-FORMAN INC |
BF.B |
STOCK |
Sale
|
|
$15,001-50,000 |
| COM |
COM |
STOCK |
Sale
|
|
$15,001-50,000 |
| ALTSATE CORP |
ALTS |
STOCK |
Purchase
|
|
$1,000-$15,000 |
| BROWN TOWER ST DC GOV AUTH ST |
|
REAL ESTATE |
PURCHASE
|
|
$16,001-100,000 |
| RHODES IS 1560 & SITE FTN |
|
REAL ESTATE |
PURCHASE
|
|
$16,001-100,000 |
| MAT FUEL GAS COM CO |
NG |
COMMODITY |
Purchase
|
|
$10,001-$50,000 |
| CITIGROUP INC COM NEW |
C |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| DATADOG INC |
DDOG |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| EQUINIX INC |
EQIX |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| CVS HEALTH CORP INC |
CVS |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| BROADCOM INC |
AVGO |
STOCK |
PURCHASE
|
|
$16,001-100,000 |
| BROADCOM INC |
AVGO |
STOCK |
PURCHASE
|
|
$16,001-100,000 |
| VANGUARD LONG TERM TREAS EXCEPT CORP FUND |
VLTAX |
FUND |
Purchase
|
|
$10,001-$50,000 |
| MERCK AND CO INC |
MRK |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| PRUDENTIAL INC REG S5-A |
PRU |
STOCK |
PURCHASE
|
|
$16,001-100,000 |
| PRUDENTIAL INC REG S5-A |
PRU |
STOCK |
PURCHASE
|
|
$16,001-100,000 |
| CHEVERON CORP INC |
CVX |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| UNITED HEALTH INC CL A |
UNH |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| REDOT INC REG SHS-A |
RDOT |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| REDOT INC REG SHS-A |
RDOT |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| DECCORA INC |
|
PRIVATE EQUITY |
PURCHASE
|
|
$15,001-$50,000 |
| METRILUX COM INC |
|
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| WORKDAY INC CLASS A |
WDAY |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| BRONDSON INC |
|
nan |
PURCHASE
|
|
$15,001-$50,000 |
| MASTERCARDIED INC |
MA |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| BRONDSON INC |
|
nan |
PURCHASE
|
|
$15,001-$50,000 |
| VISA INC CLASS A |
V |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| REDOT INC REG SHS-A |
RDOT |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| Mayo-Alberta LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$15,001-$50,000 |
| U.S. TREASURY BILL |
BIL |
BILL |
PURCHASE
|
|
$15,001-$50,000 |
| REDOT INC REG SHS-A |
RDOT |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| REDOT INC REG SHS-A |
RDOT |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| REDOT INC REG SHS-A |
RDOT |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| MODCOOP CORP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$15,001-$50,000 |
| Robert Half International Inc |
RHI |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| ALPHABET INC-CLASS A |
GOOGL |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| HLTON WORLDWIDE HOLDINGS IN |
HLT |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| UNITED THERAPEUTICS CORP |
UTHR |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| HUMANA INC |
HUM |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| NUCOR CORPORATION |
NUE |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| CIGNA INTL MKTS CO |
CI |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| GLOBAL PAYS INC CO |
|
STOCK |
Purchase
|
|
$10,001-$50,000 |
| STATELY BLACK & DECKER |
SWK |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| FEDEX CORP RELWARE COM |
FDX |
STOCK |
Purchase
|
|
$100,001-$250,000 |
| DOLLAR TREE INC |
DLTR |
STOCK |
Purchase
|
|
$1,000-15,000 |
| SUM COMMUNITYS INC |
SUM |
STOCK |
Purchase
|
|
$1,000-15,000 |
| TAPESTRY INC |
TPR |
STOCK |
Purchase
|
|
$1,000-15,000 |
| INTL VERSA SANDS CORP |
|
PRIVATE EQUITY |
Purchase
|
|
$1,000-15,000 |
| INTL BUSINESS MACHINES |
IBM |
STOCK |
Purchase
|
|
$1,000-15,000 |
| ALLY FIN INTL INC |
ALLY |
STOCK |
Purchase
|
|
$1,000-15,000 |
| CACI INTL INC CLA C |
CACI |
STOCK |
Purchase
|
|
$1,000-15,000 |
| INTEL CORP |
INTC |
STOCK |
Purchase
|
|
$1,000-15,000 |
| VIVACY INTERTECHNOLOGY |
VIVACY |
STOCK |
Purchase
|
|
$1,000-15,000 |
| SANY TECHNOLOGIES |
600031 |
STOCK |
Purchase
|
|
$1,000-15,000 |
| SUN COMMUNITY INC |
|
nan |
Purchase
|
|
$1,000-15,000 |
| SUM COMMUNITY INC |
SUM |
STOCK |
Purchase
|
|
$1,000-15,000 |
| LPA FINANCIAL HOLDINGS |
|
PRIVATE EQUITY |
Purchase
|
|
$1,000-15,000 |
| UNITED THERAPEUTICS CORP |
UTHR |
STOCK |
Purchase
|
|
$1,000-15,000 |
| ALPHABET INC CL C |
GOOG |
STOCK |
Purchase
|
|
$100,001-250,000 |
| VANGUARD INDEX FUNDS SAP 500 ETF |
VOO |
ETF |
Purchase
|
|
$100,001-250,000 |
| NVIDIA INC |
NVDA |
STOCK |
Purchase
|
|
$100,001-250,000 |
| FORTINET NET INC |
FTNT |
STOCK |
Purchase
|
|
$100,001-250,000 |
| CORE & MAIN INC COMGLA |
CARM |
STOCK |
Purchase
|
|
$15,001-50,000 |
| PALM BEACH CITY FLA SCH |
|
BOND |
Purchase
|
|
$100,001-250,000 |
| BADGE RTN & SANNON TEX |
|
PRIVATE EQUITY |
Purchase
|
|
$50,001-100,000 |
| BAŞLE RTN & SANNON TEX |
|
PRIVATE EQUITY |
Purchase
|
|
$50,001-100,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
Purchase
|
|
$15,001-50,000 |
| ALVARADO TECH INSPT SCH |
|
BOND |
Purchase
|
|
$1,000-15,000 |
| TRINZEN CO COM |
|
STOCK |
Sale
|
|
$15,001-50,000 |
| BROADCOM INC ADR |
AVGO |
STOCK |
Purchase
|
|
$15,001-50,000 |
| AUTODESK INC |
ADSK |
STOCK |
Purchase
|
|
$15,001-50,000 |
| UNION PACIFIC MACQUAIE ENTERPRIS III |
|
PRIVATE EQUITY |
Purchase
|
|
$10,001-$50,000 |
| ABT THE CORP |
ABT |
STOCK |
Purchase
|
|
$10,001-$50,000 |
| VALEO SA UNISON ADR |
VLREF |
STOCK |
Purchase
|
Sept. 25, 2025 |
$15,001-50,000 |
| VALEO SA UNISON ADR |
VLREF |
STOCK |
Purchase
|
Sept. 25, 2025 |
$15,001-50,000 |
| TAIWAN SEMICONDUCTOR-SP ADR |
TSM |
STOCK |
Purchase
|
Sept. 25, 2025 |
$15,001-50,000 |
| Diversification Company, Inc. |
|
STOCK |
Purchase
|
Sept. 25, 2025 |
$15,001-50,000 |
| Intel Corp |
INTC |
STOCK |
Purchase
|
Sept. 21, 2025 |
$15,001-50,000 |
| GENPACT LTD |
GENP |
STOCK |
Purchase
|
Sept. 21, 2025 |
$15,001-50,000 |
| Palo Alto Networks, Inc. |
PANW |
STOCK |
Purchase
|
Sept. 21, 2025 |
$15,001-50,000 |
| BICKING HUBBS INC |
|
STOCK |
PURCHASE
|
Sept. 9, 2025 |
$16,001-100,000 |
| CROWN TOWER ST DC GOV AUTH ST |
|
REAL ESTATE |
PURCHASE
|
Sept. 9, 2025 |
$16,001-100,000 |
| London Stock EXCH-UNSP ADR |
LSE |
STOCK |
PURCHASE
|
Sept. 9, 2025 |
$16,001-100,000 |
| PRUDENTIAL INC REG S5-A |
PRU |
STOCK |
PURCHASE
|
Sept. 9, 2025 |
$16,001-100,000 |
| NEW YORK ST DC GOV AUTH ST |
|
BOND |
PURCHASE
|
Sept. 9, 2025 |
$16,001-100,000 |
| BICKING HUBBS INC |
|
STOCK |
PURCHASE
|
Sept. 9, 2025 |
$16,001-100,000 |
| Mary-Allicence LP |
|
PRIVATE EQUITY |
PURCHASE
|
Sept. 8, 2025 |
$16,001-100,000 |
| DECKERS INC |
DECK |
STOCK |
PURCHASE
|
Sept. 7, 2025 |
$16,001-100,000 |
| DECKERS INC |
DECK |
STOCK |
PURCHASE
|
Sept. 7, 2025 |
$16,001-100,000 |
| Japanese Manufacturing Co |
|
STOCK |
Purchase
|
Sept. 7, 2025 |
$15,001-50,000 |
| Sapiens International Marketing Co |
|
nan |
Purchase
|
Sept. 7, 2025 |
$15,001-50,000 |
| MATERA NETWORKS INC NEG |
|
PRIVATE EQUITY |
Purchase
|
Sept. 7, 2025 |
$15,001-50,000 |
| ALCOA CORP |
AA |
STOCK |
Purchase
|
Sept. 7, 2025 |
$15,001-50,000 |
| FISERV INC. |
FISV |
STOCK |
Sale
|
Sept. 7, 2025 |
$1,000-15,000 |
| INTUIT INC |
INTU |
STOCK |
Sale
|
Sept. 7, 2025 |
$15,001-50,000 |
| PALM BEACH CITY PSA SCH |
|
BOND |
Sale
|
Sept. 5, 2025 |
$15,001-50,000 |
| Coveo Corp Inc (DC) |
CVO |
STOCK |
PURCHASE
|
Aug. 29, 2025 |
$100,001-250,000 |
| SHELL PLCCADOR |
SHEL |
STOCK |
SALE
|
Aug. 29, 2025 |
$1,000-$15,000 |
| WEST TORNE N LTD CO AGO LTD A |
|
FUND |
PURCHASE
|
Aug. 27, 2025 |
$16,001-100,000 |
| Seagen USA INC |
SGEN |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| LINNAEAN CORP-A |
|
PRIVATE EQUITY |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| DEXCOM INC |
DXCM |
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| BOXINGDALE INC |
|
PRIVATE EQUITY |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| PRIMECARE INC |
|
nan |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| PRIMECARE INC |
|
nan |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| INTUIT INC |
INTU |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| Unity Software Inc |
U |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| Insight Enterprises, Inc |
NSIT |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| Franklin Holdings, Inc |
BEN |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| CTS CORP |
CTS |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| Applied Industrial Technologies |
AIT |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| S&P Global Inc |
SPGI |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| Integrated Components, Holdings |
|
PRIVATE EQUITY |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| LOUISIANA-PAC CORP Com |
LP |
STOCK |
Purchase
|
Aug. 21, 2025 |
Over $50,000,000 |
| Fortress Brands Inc & Security Inc |
|
PRIVATE EQUITY |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| AMATEL |
|
nan |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| META PLATFORMS INC-CLASS A |
META |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| VISTA INC CL A SHRS |
VIST |
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| VULCAN MATERIALS CO |
VMC |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| MARTIN MARITTA MATERIALS |
LMT |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| META PLATFORMS INC-CLASS A |
META |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| ADN PLC-CLASS A |
ADN |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| STRATAGENE INC |
|
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| FSRVRY INC |
FSR |
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| WORKDAY INC-CLASS A |
WDAY |
STOCK |
Sale
|
Aug. 21, 2025 |
$15,001-50,000 |
| WORKDAY INC-CLASS B |
WDAY |
STOCK |
Sale
|
Aug. 21, 2025 |
$15,001-50,000 |
| COMCAST CORP-CLASS A |
CMCSA |
STOCK |
Sale
|
Aug. 21, 2025 |
$15,001-50,000 |
| CONNECTICUT 529 ST TAX |
|
FUND |
Sale
|
Aug. 21, 2025 |
$15,001-50,000 |
| AUTOHUB LTD-CLASS A |
AUTOHUB |
STOCK |
Sale
|
Aug. 21, 2025 |
$15,001-50,000 |
| CONODOPOLIS LTD |
|
PRIVATE EQUITY |
Sale
|
Aug. 21, 2025 |
$15,001-50,000 |
| MATTERPORT INC |
MTTR |
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| GE AEROSPACE |
GE |
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
Sale
|
Aug. 21, 2025 |
$15,001-50,000 |
| UNITEHEALTHY GROUP INC |
UNH |
STOCK |
Sale
|
Aug. 21, 2025 |
$15,001-50,000 |
| HOWMET AEROSPACE INC |
HWM |
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| WATERSON-SPONSORED ADR |
WTR |
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| CHARTER COMMUNICATIONS INC-A |
CHTR |
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| AERCAP HOLDINGS NV |
AER |
STOCK |
SALE
|
Aug. 21, 2025 |
$1,000-$15,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
Purchase
|
Aug. 21, 2025 |
$15,001-50,000 |
| SABRE SA UNISON ADR |
SABRE |
STOCK |
Purchase
|
Aug. 21, 2025 |
$15,001-50,000 |
| Arrow Electronics, Inc. |
ARW |
STOCK |
Purchase
|
Aug. 21, 2025 |
$15,001-50,000 |
| ONEMIND HOLDINGS INC. |
|
PRIVATE EQUITY |
Purchase
|
Aug. 21, 2025 |
$15,001-50,000 |
| ON Semiconductor PLC |
ON |
STOCK |
Purchase
|
Aug. 21, 2025 |
$15,001-50,000 |
| SAP SE SPONSORED ADR |
SAP |
STOCK |
Purchase
|
Aug. 21, 2025 |
$15,001-50,000 |
| SYNOPSYS INC |
SNPS |
STOCK |
Purchase
|
Aug. 21, 2025 |
$15,001-50,000 |
| Zones Incorporation NA |
|
PRIVATE EQUITY |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| Henry Schein, Inc |
HSIC |
STOCK |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| White House Insurance Group Ltd |
|
PRIVATE EQUITY |
Purchase
|
Aug. 21, 2025 |
$1,000-$15,000 |
| LONDON STOCK EXCH-UNSP ADR |
LSE |
STOCK |
PURCHASE
|
Aug. 20, 2025 |
$16,001-100,000 |
| Zions Bancorp Corporation-NA |
ZION |
STOCK |
PURCHASE
|
Aug. 20, 2025 |
$16,001-100,000 |
| GC LIBERTY PNC-CLASS A |
LIBA |
STOCK |
Purchase
|
Aug. 20, 2025 |
$1,000-$15,000 |
| MURTARTFORD ST DEBT TRANSACTION |
|
FIXED INCOME |
PURCHASE
|
Aug. 20, 2025 |
$16,001-100,000 |
| VISTA INC CL A SHRS |
VIST |
STOCK |
SALE
|
Aug. 15, 2025 |
$1,000-$15,000 |
| WATERSON-SPONSORED ADR |
WTR |
STOCK |
SALE
|
Aug. 14, 2025 |
$1,000-$15,000 |
| FSRVRY INC |
FSR |
STOCK |
SALE
|
Aug. 14, 2025 |
$1,000-$15,000 |
| Wilcox Maintenance Insurance Group LLC |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 13, 2025 |
$16,001-100,000 |
| Prentice-Hall INC |
|
STOCK |
PURCHASE
|
Aug. 13, 2025 |
$16,001-100,000 |
| RHODES IS 1560 & SITE FTN |
|
REAL ESTATE |
PURCHASE
|
Aug. 13, 2025 |
$16,001-100,000 |
| THOMSON ROYUTS BRDG & TUNL |
|
BOND |
SALE
|
Aug. 7, 2025 |
$1,000-$15,000 |
| ELEVANCE HEALTH INC |
ELV |
STOCK |
SALE
|
Aug. 7, 2025 |
$1,000-$15,000 |
| CAPITAL ONE FINANCIAL CORP |
COF |
STOCK |
SALE
|
Aug. 7, 2025 |
$1,000-$15,000 |
| GE ESTATE ELDER CARE COMPANIES INC |
|
PRIVATE EQUITY |
SALE
|
Aug. 7, 2025 |
$1,000-$15,000 |
| GE VERNOVA INC |
GEV |
STOCK |
SALE
|
Aug. 7, 2025 |
$1,000-$15,000 |
| FSRVRY INC |
FSR |
STOCK |
SALE
|
Aug. 5, 2025 |
$1,000-$15,000 |
| ULM FAMILY INVESTMENTS LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 5, 2025 |
$1,000-15,000 |
| ALVAMED TEX INDPT SCH |
|
BOND |
SALE
|
Aug. 5, 2025 |
$1,000-$15,000 |
| PUEBLO CORP |
|
nan |
PURCHASE
|
Aug. 5, 2025 |
$1,000-15,000 |
| Applied Resources, Inc. |
|
STOCK |
Purchase
|
April 21, 2025 |
$1,000-15,000 |
| Mayo-Alberta LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 27, 2005 |
$1,000-$15,000 |
| DANAPER CORP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 15, 2005 |
$15,001-$50,000 |