| SAP ADR |
SAP |
STOCK |
PURCHASE
|
Aug. 31, 2026 |
$1,000-15,000 |
| ACCENTURE PLC |
ACN |
STOCK |
PURCHASE
|
Aug. 28, 2026 |
$15,001-25,000 |
| WORKDAY INC CL A |
WDAY |
STOCK |
PURCHASE
|
Aug. 28, 2026 |
$1,000-15,000 |
| CH Private Equity 2025 Fund LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 28, 2026 |
$100,001-$250,000 |
| MERCK &CO INC |
MRK |
STOCK |
PURCHASE
|
Aug. 28, 2026 |
$15,001-25,000 |
| WORKDAY INC CL A |
WDAY |
STOCK |
PURCHASE
|
Aug. 27, 2026 |
$1,000-15,000 |
| CONOCOPHILLIPS |
COP |
STOCK |
PURCHASE
|
Aug. 26, 2026 |
$1,000-15,000 |
| Linden Structured Capital Fd II |
|
FUND |
PURCHASE
|
Aug. 26, 2026 |
$100,001-$250,000 |
| Fortemont Partners Fund III LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 26, 2026 |
$15,001-$50,000 |
| LLM FAMILY INVESTMENTS II LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 25, 2026 |
$1,000-5,150 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS |
TSM |
STOCK |
PURCHASE
|
Aug. 25, 2026 |
$15 001-50 000 |
| Mays Allocate 2025 LP II |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 25, 2026 |
$15,001-$50,000 |
| WORKDAY INC CL A |
WDAY |
STOCK |
PURCHASE
|
Aug. 25, 2026 |
$1,000-15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
Aug. 25, 2026 |
$15 001-50 000 |
| NUCCOR CORP |
NUE |
STOCK |
PURCHASE
|
Aug. 25, 2026 |
$15,001-25,000 |
| ARTHUR J GALLAGHER & CO |
AJG |
STOCK |
PURCHASE
|
Aug. 25, 2026 |
$1,000-15,000 |
| MASTERCARD INCORPORATED CL A |
MA |
STOCK |
PURCHASE
|
Aug. 25, 2026 |
$1,000-15,000 |
| Mays Allocate LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 25, 2026 |
$15 001-50 000 |
| Mays Allocate LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 25, 2026 |
$15 001-50 000 |
| MUELLER WATER PRODUCTS INC |
MWA |
STOCK |
PURCHASE
|
Aug. 24, 2026 |
$15,001-$50,000 |
| AMAZON COM |
AMZN |
STOCK |
PURCHASE
|
Aug. 24, 2026 |
$15 001-50 000 |
| AMAZON COM |
AMZN |
STOCK |
PURCHASE
|
Aug. 24, 2026 |
$15 001-50 000 |
| FAYETTEVILLE ARK SALES & USE TAX CAP |
|
BOND |
PURCHASE
|
Aug. 24, 2026 |
$50,001-$100,000 |
| NORTHERN INTERMED TAX EXEMPT FUND |
NITSX |
FUND |
SALE
|
Aug. 24, 2026 |
$15,001-25,000 |
| CONOCOPHILLIPS |
COP |
STOCK |
PURCHASE
|
Aug. 24, 2026 |
$1,000-15,000 |
| EQT CORP |
EQT |
STOCK |
PURCHASE
|
Aug. 24, 2026 |
$15 001-50 000 |
| HURON CONSULTING GROUP INC |
HURN |
STOCK |
PURCHASE
|
Aug. 21, 2026 |
$1,000-15,000 |
| KKR PRIVATE EQUITY CONGLOMERATE LLC CLASS I |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 21, 2026 |
$100,001-$250,000 |
| SAP ADR |
SAP |
STOCK |
PURCHASE
|
Aug. 21, 2026 |
$1,000-15,000 |
| ALLIANCE LAUNDRY HLDGS INC |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 21, 2026 |
$15,001-$50,000 |
| LOUISIANA PACIFIC CORP |
|
STOCK |
PURCHASE
|
Aug. 20, 2026 |
$15,001-$50,000 |
| BLACKSTONE PRIVATE EQUITY STRATEGIES FUND LP CLASS I |
BXPE |
PRIVATE EQUITY |
PURCHASE
|
Aug. 20, 2026 |
$100,001-$250,000 |
| FORTUNE BRANDS INNOVATIONS INC CO |
FBIN |
STOCK |
SALE
|
Aug. 20, 2026 |
$1,000-5,150 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
Aug. 20, 2026 |
$15 001-50 000 |
| HAYWARD HLDGS INC |
HAY |
STOCK |
PURCHASE
|
Aug. 20, 2026 |
$15,001-$50,000 |
| WORKDAY INC CL A |
WDAY |
STOCK |
PURCHASE
|
Aug. 20, 2026 |
$1,000-15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
Aug. 20, 2026 |
$15 001-50 000 |
| Mays Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 19, 2026 |
$15 001-50 000 |
| SAP ADR |
SAP |
STOCK |
PURCHASE
|
Aug. 19, 2026 |
$1,000-15,000 |
| S&P GLOBAL INC |
SPGI |
STOCK |
PURCHASE
|
Aug. 19, 2026 |
$1 000-15 000 |
| FORTUNE BRANDS INNOVATIONS INC CO |
FBIN |
STOCK |
PURCHASE
|
Aug. 19, 2026 |
$1,000-15,000 |
| VALVOLINE INC |
VZL |
STOCK |
PURCHASE
|
Aug. 19, 2026 |
$100,001-$250,000 |
| BANALUSA ST JO |
|
nan |
PURCHASE
|
Aug. 19, 2026 |
$50,001-$100,000 |
| NORTHERN TAX ADVGT ULTRA SHRT FIXED INC |
NTAUX |
FUND |
SALE
|
Aug. 18, 2026 |
$1,000-5,150 |
| SAP ADR |
SAP |
STOCK |
PURCHASE
|
Aug. 18, 2026 |
$1,000-15,000 |
| VANGUARD MUN BD FDS FTX EXEMPT BD |
VWAHX |
FUND |
PURCHASE
|
Aug. 18, 2026 |
$1,000-15,000 |
| NORTHERN TAX ADVGT ULTRA SHRT FIXED INC |
NTAUX |
FUND |
SALE
|
Aug. 18, 2026 |
$1,000-5,150 |
| NORTHERN INTERMED TAX EXEMPT FUND |
NITSX |
FUND |
SALE
|
Aug. 18, 2026 |
$15,001-25,000 |
| VANGUARD MUN BD FDS TAX EXEMPT BD |
VWAHX |
FUND |
SALE
|
Aug. 18, 2026 |
$15,001-25,000 |
| FID ADV FLOATING RATE HIGH INCOME Z |
FALNX |
FUND |
SALE
|
Aug. 18, 2026 |
$100,001-250,000 |
| SAP ADR |
SAP |
STOCK |
PURCHASE
|
Aug. 17, 2026 |
$1,000-15,000 |
| AMAZON COM |
AMZN |
STOCK |
PURCHASE
|
Aug. 17, 2026 |
$15 001-50 000 |
| CONOCOPHILLIPS |
COP |
STOCK |
PURCHASE
|
Aug. 14, 2026 |
$1,000-15,000 |
| EQT CORP |
EQT |
STOCK |
PURCHASE
|
Aug. 14, 2026 |
$15 001-50 000 |
| SAP ADR |
SAP |
STOCK |
PURCHASE
|
Aug. 13, 2026 |
$1,000-15,000 |
| NEW JERSEY ST HSG & MTG FIN AGY |
|
BOND |
PURCHASE
|
Aug. 13, 2026 |
$50,001-$100,000 |
| WORKDAY INC CL A |
WDAY |
STOCK |
PURCHASE
|
Aug. 13, 2026 |
$1,000-15,000 |
| S&P GLOBAL INC |
SPGI |
STOCK |
PURCHASE
|
Aug. 13, 2026 |
$15,001-$50,000 |
| Mays Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 12, 2026 |
$15 001-50 000 |
| MOBILITY GLOBAL INC |
|
STOCK |
PURCHASE
|
Aug. 12, 2026 |
$15 001-50 000 |
| FTI CONSULTING INC |
FCN |
STOCK |
PURCHASE
|
Aug. 12, 2026 |
$15,001-$50,000 |
| Mays Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 12, 2026 |
$15 001-50 000 |
| Mays Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 12, 2026 |
$15 001-50 000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
Aug. 11, 2026 |
$15 001-50 000 |
| ALLIANCE LAUNDRY HLDGS INC |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 10, 2026 |
$15,001-$50,000 |
| Mays Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 10, 2026 |
$100,001-$250,000 |
| NORTH TEX MUN WTR DIST TEX WTR SYS |
|
BOND |
PURCHASE
|
Aug. 10, 2026 |
$50,001-$100,000 |
| BOOKING HOLDINGS INC |
BKNG |
STOCK |
PURCHASE
|
Aug. 7, 2026 |
$1,000-15,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
Aug. 7, 2026 |
$1,000-15,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
PURCHASE
|
Aug. 7, 2026 |
$1,000-15,000 |
| REBUT INC CL A |
|
STOCK |
PURCHASE
|
Aug. 7, 2026 |
$1,000-15,000 |
| ASML HOLDING NV |
ASML |
STOCK |
PURCHASE
|
Aug. 7, 2026 |
$15,001-$50,000 |
| INTUITIVE SURGICAL INC |
ISRG |
STOCK |
PURCHASE
|
Aug. 7, 2026 |
$15,001-$50,000 |
| TOWER SEMICONDUCTOR LTD |
TSEM |
STOCK |
PURCHASE
|
Aug. 7, 2026 |
$15,001-$50,000 |
| Mays Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 6, 2026 |
$15,001-$50,000 |
| CONOCOPHILLIPS |
COP |
STOCK |
PURCHASE
|
Aug. 5, 2026 |
$1,000-15,000 |
| TPG PRIVATE EQUITY OPPORTUNITIES LP CLASS I |
|
PRIVATE EQUITY |
PURCHASE
|
Aug. 5, 2026 |
$100,001-$250,000 |
| NORTHERN TAX ADVGT ULTRA SHRT FIXED INC |
NTAUX |
FUND |
SALE
|
Aug. 4, 2026 |
$1,000-5,150 |
| NORTHERN INTERMED TAX EXEMPT FUND |
NITSX |
FUND |
SALE
|
Aug. 4, 2026 |
$1,000-5,150 |
| EQT CORP |
EQT |
STOCK |
PURCHASE
|
Aug. 4, 2026 |
$15 001-50 000 |
| INSIGHT ENTERPRISES INC |
NSIT |
STOCK |
PURCHASE
|
Aug. 4, 2026 |
$1,000-15,000 |
| ARISTA NETWORKS INC |
ANET |
STOCK |
PURCHASE
|
Aug. 4, 2026 |
$1,000-15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
Aug. 4, 2026 |
$15 001-50 000 |
| INSIGHT ENTERPRISES INC |
NSIT |
STOCK |
SALE
|
Aug. 3, 2026 |
$15,001-25,000 |
| NEW YORK ST MTG AGY HOMEOWNER MTG REV |
|
FIXED INCOME |
PURCHASE
|
Aug. 3, 2026 |
$50,001-$100,000 |
| EQT CORP |
EQT |
STOCK |
PURCHASE
|
July 31, 2026 |
$15 001-50 000 |
| S&P GLOBAL INC |
SPGI |
STOCK |
PURCHASE
|
July 27, 2026 |
$15 001-50 000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
July 27, 2026 |
$15 001-50 000 |
| Mays Allocate LP |
|
PRIVATE EQUITY |
PURCHASE
|
July 14, 2026 |
$15 001-50 000 |
| Fortinet Inc |
FTNT |
STOCK |
PURCHASE
|
July 14, 2026 |
$15 001-50 000 |
| Mays Allocate LP |
|
PRIVATE EQUITY |
PURCHASE
|
July 14, 2026 |
$15 001-50 000 |
| FORTIGATE INC |
FTNT |
STOCK |
PURCHASE
|
July 8, 2026 |
$15 001-50 000 |
| AMAZON COM |
AMZN |
STOCK |
PURCHASE
|
Aug. 24, 2025 |
$1 000-15 000 |