| Lyft, Inc. (LYFT) |
LYFT |
STOCK |
Sale
|
July 19, 2021 |
$50,001 - $100,000 |
| AbbVie, Inc. (ABBV) |
ABBV |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Air Products and Chemicals, Inc. (APD) |
APD |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Alibaba Group Holding LT (BABA) |
BABA |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Alphabet, Inc. (GOOG) |
GOOG |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Alphabet, Inc. (GOOGL) |
GOOGL |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Sale
|
July 15, 2021 |
$15,001 - $50,000 |
| American Express Co. (AXP) |
AXP |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Amgen Inc. (AMGN) |
AMGN |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Analog Devices, Inc. (ADI) |
ADI |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Apple, Inc. (AAPL) |
AAPL |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Arthur J. Gallagher & Co. (AJG) |
AJG |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Autodesk, Inc. (ADSK) |
ADSK |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Automatic Data Processing, Inc. (ADP) |
ADP |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Becton, Dickinson and Company (BDX) |
BDX |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| BlackRock, Inc. (BLK) |
BLK |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Boeing Co (BA) |
BA |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Bristol-Myers Squibb (BMY) |
BMY |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Broadcom, Inc. (AVGO) |
AVGO |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Cerner Corp. (CERN) |
CERN |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Chevron Corp. (CVX) |
CVX |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Cisco Systems, Inc. (CSCO) |
CSCO |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| CME Group, Inc. (CME) |
CME |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| CMS Energy Corp. (CMS) |
CMS |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Colgate-Palmolive Co. (CL) |
CL |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Comcast Corp. (CMCSA) |
CMCSA |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Communication Services Select Sector SPDR Fund (XLC) |
XLC |
ETF |
Sale
|
July 15, 2021 |
$15,001 - $50,000 |
| ConocoPhillips (COP) |
COP |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Crown Castle International Corp. (CCI) |
CCI |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| CVS Health Corp. (CVS) |
CVS |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Deere & Co. (DE) |
DE |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Dover Corp. (DOV) |
DOV |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Eaton Corp. Plc (ETN) |
ETN |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Eli Lilly & Co. (LLY) |
LLY |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Energy Select Sector SPDR Fund (XLE) |
XLE |
ETF |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Expeditors International of Washington, Inc. (EXPD) |
EXPD |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Facebook, Inc. (FB) |
META |
STOCK |
Sale
|
July 15, 2021 |
$15,001 - $50,000 |
| FactSet Research Systems, Inc. (FDS) |
FDS |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Fidelity National Information Services, Inc. (FIS) |
FIS |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Financial Select Sector SPDR Fund (XLF) |
XLF |
ETF |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| First Trust Cloud Computing ETF (SKYY) |
SKYY |
ETF |
Sale
|
July 15, 2021 |
$15,001 - $50,000 |
| General Dynamics Corp. (GD) |
GD |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| The Hartford Financial Services Group, Inc. (HIG) |
HIG |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Hasbro, Inc. (HAS) |
HAS |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Health Care Select Sector SPDR Fund (XLV) |
XLV |
ETF |
Sale
|
July 15, 2021 |
$15,001 - $50,000 |
| Honeywell International, Inc. (HON) |
HON |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Illinois Tool Works, Inc. (ITW) |
ITW |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Illumina, Inc. (ILMN) |
ILMN |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Intuitive Surgical, Inc. (ISRG) |
ISRG |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| iShares Nasdaq Biotechnology ETF (IBB) |
IBB |
ETF |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| JPMorgan Chase & Co. (JPM) |
JPM |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Lockheed Martin Corp. (LMT) |
LMT |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Marsh & McLennan Cos., Inc. (MMC) |
MMC |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| McDonald's Corp. (MCD) |
MCD |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Medtronic Plc (MDT) |
MDT |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Merck & Co., Inc. (MRK) |
MRK |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| MetLife, Inc. (MET) |
MET |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Microsoft Corp. (MSFT) |
MSFT |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Mondelez International, Inc. (MDLZ) |
MDLZ |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Monster Beverage Corp. (MNST) |
MNST |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Morgan Stanley (MS) |
MS |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| NextEra Energy, Inc. (NEE) |
NEE |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Norfolk Southern Corp. (NSC) |
NSC |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Novartis ADR (NDS) |
NDS |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Novo Nordisk A S ADR (NVO) |
NVO |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| NVIDIA Corp. (NVDA) |
NVDA |
STOCK |
Sale
|
July 15, 2021 |
$15,001 - $50,000 |
| Oracle Corp. (ORCL) |
ORCL |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Parker-Hannifin Corp. (PH) |
PH |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Paychex, Inc. (PAYX) |
PAYX |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| PepsiCo, Inc. (PEP) |
PEP |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Philip Morris International, Inc. (PM) |
PM |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| PPG Industries, Inc. (PPG) |
PPG |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Procter & Gamble Co. (PG) |
PG |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Progressive Corp. (PGR) |
PGR |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Prologis, Inc. (PLD) |
PLD |
REAL ESTATE |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| QUALCOMM, Inc. (QCOM) |
QCOM |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Raytheon Co. (RTN) |
RTN |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| REALTY INCM CRP MD PV$1 |
|
BOND |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Regeneron Pharmaceuticals, Inc. (REGN) |
REGN |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Republic Services, Inc. (RSG) |
RSG |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Roche Holdings Ltd SPN ADR (RHHBY) |
RHHBY |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| salesforce.com, inc. (CRM) |
CRM |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Schlumberger NV (SLB) |
SLB |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| SEI Investments Co. (SEIC) |
SEIC |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Sempra Energy (SRE) |
SRE |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Starbucks Corp. (SBUX) |
SBUX |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Sysco Corp. (SYY) |
SYY |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| T. Rowe Price Group, Inc. (TROW) |
TROW |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Texas Instruments Incorporated (TXN) |
TXN |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| The Coca-Cola Co. (KO) |
KO |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| The Home Depot, Inc. (HD) |
HD |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| The PNC Financial Services Group, Inc. (PNC) |
PNC |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| The TJX Cos., Inc. (TJX) |
TJX |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| The Walt Disney Co. (DIS) |
DIS |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Abbott Laboratories (ABT) |
ABT |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| U.S. Bancorp (USB) |
USB |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| UnitedHealth Group, Inc. (UNH) |
UNH |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Varian Medical Systems, Inc. (VAR) |
VAR |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Verizon Communications, Inc. (VZ) |
VZ |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Visa, Inc. (V) |
V |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Walmart, Inc. (WMT) |
WMT |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| WEC Energy Group, Inc. (WEC) |
WEC |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Workday, Inc. (WDAY) |
WDAY |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Xcel Energy, Inc. (XEL) |
XEL |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Yum China Holdings Inc (YUM) |
YUM |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Yum! Brands, Inc. (YUM) |
YUM |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Chubb Ltd. (CB) |
CB |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |
| Truist Financial Corp (TFC) |
TFC |
STOCK |
Sale
|
July 15, 2021 |
$1,001 - $15,000 |