| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF |
VTI |
ETF |
SALE
|
March 31, 2026 |
$1,000-15,000 |
| VANGUARD INDEX FUNDS S&P 500 ETF USD |
VOO |
ETF |
SALE
|
March 31, 2026 |
$1,000-15,000 |
| VANGUARD INDEX FUNDS S&P 500 ETF USD |
VOO |
ETF |
SALE
|
March 31, 2026 |
$1,000-15,000 |
| WOODWARD INC |
WWD |
STOCK |
Sale
|
March 31, 2026 |
$100,001 to $250,000 |
| VANGUARD INDEX FUNDS S&P 500 ETF USD |
VOO |
ETF |
SALE
|
March 31, 2026 |
$1,000-15,000 |
| VANGUARD INDEX ITS VANGUARD TOTAL STK MKT ETF |
VTI |
ETF |
SALE
|
March 31, 2026 |
$1 000-15 000 |
| SHELL PLC SPON ADS |
SHEL |
STOCK |
Sale
|
March 31, 2026 |
$1,000 to $15,000 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF |
VTI |
ETF |
SALE
|
March 31, 2026 |
$1,000-15,000 |
| ASML HOLDING NV |
ASML |
STOCK |
Sale
|
March 31, 2026 |
$1,000 to $15,000 |
| ALBANY DOUGHERTY GA PAYROLL DEV AUTH |
|
CASH |
PURCHASE
|
March 31, 2026 |
$100,001-250,000 |
| NORTHERN PAY ADVST ULTRA SHRT FIXED INC |
NPASX |
FUND |
PURCHASE
|
March 30, 2026 |
nan |
| DFA INTERNATIONAL CORE EQUITY |
DFIE |
FUND |
SALE
|
March 30, 2026 |
$1,000-15,000 |
| DFA EMERGING MKTS CORE EQ UORT PORTF |
|
FUND |
SALE
|
March 30, 2026 |
$1,000-15,000 |
| ISHARES CORE S&P 500 ETF |
IVV |
ETF |
SALE
|
March 30, 2026 |
$1,000-15,000 |
| CONCAST CORP |
CMCSA |
STOCK |
PURCHASE
|
March 30, 2026 |
nan |
| COMCAST INC COM |
CMCSA |
STOCK |
PURCHASE
|
March 30, 2026 |
nan |
| GEVERNORNO INC |
|
nan |
PURCHASE
|
March 30, 2026 |
nan |
| GEVERNORNO INC |
|
nan |
PURCHASE
|
March 30, 2026 |
nan |
| COMCAST INC COM |
CMCSA |
STOCK |
PURCHASE
|
March 30, 2026 |
nan |
| SABRY GLOBAL INC COM |
|
STOCK |
PURCHASE
|
March 30, 2026 |
nan |
| Lewis & Clark Agrifund Trust II LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 30, 2026 |
nan |
| Mays Allocate LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 27, 2026 |
$100,001-250,000 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL |
VTSAX |
FUND |
SALE
|
March 27, 2026 |
$1,000-15,000 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL |
VTSAX |
FUND |
SALE
|
March 27, 2026 |
$1,000-15,000 |
| VANGUARD TOTAL STOCK MARKET INSTL |
VTSMX |
FUND |
SALE
|
March 27, 2026 |
$1,000-15,000 |
| CHEROKEE C</u>BORN COUNTY COLLEGE DIST GO REF |
|
BOND |
PURCHASE
|
March 27, 2026 |
$100,001-250,000 |
| DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF |
DIFE |
ETF |
SALE
|
March 26, 2026 |
$1,000-15,000 |
| DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF |
DIFE |
ETF |
SALE
|
March 26, 2026 |
$1,000-15,000 |
| DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF |
DIFE |
ETF |
SALE
|
March 26, 2026 |
$1,000-15,000 |
| NORTHERN TAX ADVGT ULTRA SHRT FIXED INC |
NTAUX |
FUND |
Sale
|
March 26, 2026 |
$100,001 to $250,000 |
| AON PLC SHS CL A |
AON |
STOCK |
Sale
|
March 25, 2026 |
$1,000 to $15,000 |
| S&P GLOBAL INC COM |
SPGI |
STOCK |
PURCHASE
|
March 25, 2026 |
$100,001-250,000 |
| NORTHERN INTERNAL TERM TAX EXEMPT FUND |
|
FUND |
SALE
|
March 24, 2026 |
$1,000-15,000 |
| LLM FAMILY INVESTMENTS LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 24, 2026 |
$1,000-5,000 |
| VANGUARD DEVELOPED MARKETS INDEX FUND ETF |
VEA |
ETF |
SALE
|
March 24, 2026 |
$1,000-15,000 |
| HEALTHPEAK PROPERTIES INC |
PEAK |
STOCK |
SALE
|
March 23, 2026 |
$1,000-15,000 |
| NORTHERN TAX ADVGT ULTRA SHRT FIXED INC |
NTAUX |
FUND |
Sale
|
March 23, 2026 |
$100,001 to $250,000 |
| ALEXANDRIA REAL ESTATE EQUITIES |
ARE |
REAL ESTATE |
Sale
|
March 23, 2026 |
$250,001 to $500,000 |
| GLOBAL PAYMENTS INC |
GPN |
STOCK |
Sale
|
March 23, 2026 |
$1,000 to $15,000 |
| SAP ADR |
SAP |
STOCK |
PURCHASE
|
March 23, 2026 |
nan |
| SAP ADR |
SAP |
STOCK |
PURCHASE
|
March 23, 2026 |
nan |
| MERCADOBRUBE INC |
MELI |
STOCK |
PURCHASE
|
March 23, 2026 |
nan |
| DANISH CORPORATION COM |
|
STOCK |
PURCHASE
|
March 23, 2026 |
nan |
| AUTODESK INC |
ADSK |
STOCK |
PURCHASE
|
March 23, 2026 |
nan |
| CHEVRON CORP |
CVX |
STOCK |
Sale
|
March 23, 2026 |
$1,000 to $15,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
PURCHASE
|
March 20, 2026 |
$100,001-250,000 |
| MERCADOBRUBE INC |
MELI |
STOCK |
PURCHASE
|
March 20, 2026 |
$50,001-$100,000 |
| ISHARES CORE S&P 500 ETF |
IVV |
ETF |
SALE
|
March 20, 2026 |
$1,000-15,000 |
| ISHARES CORE S&P 500 ETF |
IVV |
ETF |
SALE
|
March 20, 2026 |
$1,000-15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
March 20, 2026 |
$100,001-250,000 |
| NORTHERN TAX ADVGT ULTRA SHRT FIXED INC |
NTAUX |
FUND |
Sale
|
March 20, 2026 |
$1,000,001 to $5,000,000 |
| ARTHUR J GALLAGHER & CO |
AJG |
STOCK |
PURCHASE
|
March 18, 2026 |
$100,001-250,000 |
| TENNESSEE HSG DEV AGY RESIDENTIAL FIN |
|
BOND |
PURCHASE
|
March 18, 2026 |
$100,001-250,000 |
| LOS ANGELES CALIF DEPT ARTS REV |
|
BOND |
PURCHASE
|
March 18, 2026 |
$100,001-250,000 |
| INTUIT INC COM |
INTU |
STOCK |
PURCHASE
|
March 17, 2026 |
$25,000,001-$50,000,000 |
| SAP ADR |
SAP |
STOCK |
PURCHASE
|
March 17, 2026 |
nan |
| SAP GLOBAL INC COM |
SAP |
STOCK |
PURCHASE
|
March 17, 2026 |
$250,001-$500,000 |
| INTUIT ADR |
INTU |
STOCK |
PURCHASE
|
March 17, 2026 |
nan |
| INTUIT ADR |
INTU |
STOCK |
PURCHASE
|
March 17, 2026 |
nan |
| INTUIT INC COM |
INTU |
STOCK |
PURCHASE
|
March 17, 2026 |
Over $50,000,000 |
| BAYER AG SPON ADR |
BAYRY |
STOCK |
PURCHASE
|
March 17, 2026 |
nan |
| GLOBALFOUNDRIES INC |
GFS |
STOCK |
PURCHASE
|
March 17, 2026 |
$5,000,001-$25,000,000 |
| LANSING MICH BRD WTR & LT UTIL SYS REV |
|
BOND |
PURCHASE
|
March 16, 2026 |
$100,001-250,000 |
| ARTHUR J GALLAGHER & CO |
AJG |
STOCK |
PURCHASE
|
March 16, 2026 |
$1,000-5,000 |
| Cedar Holdings LP INV 1292 |
|
PRIVATE EQUITY |
PURCHASE
|
March 16, 2026 |
$100,001-250,000 |
| BULLOCK CMTY GA DEV AUTH STUDENT HSG REV |
|
BOND |
PURCHASE
|
March 16, 2026 |
$100,001-250,000 |
| SERVICENOW INC |
NOW |
STOCK |
PURCHASE
|
March 14, 2026 |
$100,001-$250,000 |
| STANLEY BLACK & DECKER INC |
SWK |
STOCK |
Sale
|
March 13, 2026 |
$1,000 to $15,000 |
| MASTERCARD INCORPORATED CL A |
MA |
STOCK |
PURCHASE
|
March 13, 2026 |
$100,001-250,000 |
| CHEVRON CORP |
CVX |
STOCK |
Sale
|
March 13, 2026 |
$1,000 to $15,000 |
| GENUINE PARTS CO COM USD1.00 |
GP |
STOCK |
Sale
|
March 13, 2026 |
$1,000 to $15,000 |
| BAXTER INTERNATIONAL INC |
BAX |
STOCK |
Sale
|
March 13, 2026 |
$1,000 to $15,000 |
| HILTON WORLDWIDE HLDGS INC |
HLT |
STOCK |
Sale
|
March 12, 2026 |
$1,000 to $15,000 |
| AON PLC SHS CL A |
AON |
STOCK |
Sale
|
March 12, 2026 |
$1,000 to $15,000 |
| Albany Rd Strategic Opp Fund LLC |
|
FUND |
PURCHASE
|
March 12, 2026 |
$100,001-250,000 |
| WOODWARD INC |
WWD |
STOCK |
Sale
|
March 11, 2026 |
$100,001 to $250,000 |
| SAP GLOBAL INC COM |
SAP |
STOCK |
PURCHASE
|
March 7, 2026 |
$1,000,001-$5,000,000 |
| MASTERCARD INCORPORATED CL A |
MA |
STOCK |
PURCHASE
|
March 7, 2026 |
$500,001-$1,000,000 |
| Mays Allocate LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 6, 2026 |
$100,001-250,000 |
| Mays Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 5, 2026 |
$100,001-250,000 |
| PLEXUS CORP |
PLXS |
STOCK |
Sale
|
March 4, 2026 |
$250,001 to $500,000 |
| CHEVRON CORP |
CVX |
STOCK |
SALE
|
March 4, 2026 |
$1,000-15,000 |
| PAYCHEX INC |
PAYX |
STOCK |
Sale
|
March 4, 2026 |
$250,001 to $500,000 |
| ABBOTT LABORATORIES |
ABT |
STOCK |
Sale
|
March 4, 2026 |
$1,000 to $15,000 |
| EQT CORP COM |
EQT |
STOCK |
PURCHASE
|
March 4, 2026 |
$100,001-250,000 |
| Mays Allocate LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 4, 2026 |
$100,001-250,000 |
| INTERNATIONAL BUS MACH CORP |
IBM |
STOCK |
Sale
|
March 4, 2026 |
$1,000 to $15,000 |
| AON PLC SHS CL A |
AON |
STOCK |
Sale
|
March 4, 2026 |
$1,000 to $15,000 |
| PTC INC |
PTC |
STOCK |
PURCHASE
|
March 4, 2026 |
nan |
| HILTON WORLDWIDE HLDGS INC |
HLT |
STOCK |
Sale
|
March 3, 2026 |
$1,000 to $15,000 |
| Mays Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 3, 2026 |
$100,001-250,000 |
| AERCAP HOLDINGS N V |
AER |
STOCK |
Sale
|
March 3, 2026 |
$1,000 to $15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
March 2, 2026 |
$100,001-250,000 |
| Mays Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 2, 2026 |
$100,001-250,000 |
| LPL FINANCIAL HOLDINGS INC |
LPLR |
STOCK |
SALE
|
March 2, 2026 |
$1,000-15,000 |
| EQUITABLE HLDGS INC COM |
EQU |
STOCK |
Sale
|
March 2, 2026 |
$250,001 to $500,000 |
| ARTHUR J GALLAGHER & CO |
AJG |
STOCK |
PURCHASE
|
March 2, 2026 |
$100,001-250,000 |
| JACKSONVILLE FLA TRANS REV |
|
BOND |
PURCHASE
|
March 2, 2026 |
$100,001-250,000 |
| INSIGHT ENTERPRISES INC |
NSIT |
STOCK |
PURCHASE
|
March 1, 2026 |
$100,001-250,000 |
| SAP GLOBAL INC COM |
SAP |
STOCK |
PURCHASE
|
April 11, 2025 |
$1,000.01-$5,000 |
| Mary Albers 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 22, 2025 |
$15,001-$50,000 |