| Apr 16, 2026 |  ALHALLIANCE LAUNDRY HLDGS INC | Buy | $50k - $100k | |
| Apr 23, 2026 |  NSITINSIGHT ENTERPRISES INC | Buy | $1k - $15k | |
| Apr 9, 2026 | | Buy | $1k - $15k | |
| Apr 24, 2026 | | Buy | $1k - $15k | |
| Apr 29, 2026 | | Buy | $1k - $15k | |
| Apr 23, 2026 |  HURNHURON CONSULTING GROUP INC | Buy | $1k - $15k | |
| Apr 17, 2026 |  KEYSKEYSIGHT TECHNOLOGIES INC | Buy | $1k - $15k | |
| Apr 1, 2026 | | Buy | $1k - $15k | |
| Apr 28, 2026 |  DHRDANAHER CORPORATION COM | Buy | $1k - $15k | |
| Apr 23, 2026 | | Buy | $1k - $15k | |
| Apr 27, 2026 |  SMEGFSIEMENS ENERGY AG SPON ADS | Buy | $1k - $15k | |
| Apr 20, 2026 | | Buy | $15k - $50k | |
| Apr 6, 2026 |  AJGARTHUR J. GALLAGHER & CO. . : ' ° | Buy | $15k - $50k | |
| Apr 20, 2026 | | Buy | $15k - $50k | |
| Apr 17, 2026 |  MAMASTERCARD INCORPORATED CLA | Buy | $15k - $50k | |
| Apr 14, 2026 | | Buy | $1k - $15k | |
| Apr 2, 2026 | | Buy | $1k - $15k | |
| Apr 1, 2026 |  MAMASTERCARD INCORPORATED CLA | Buy | $15k - $50k | |
| Apr 17, 2026 |  METAMETA PLATFORMS INC CLASS A | Buy | $1k - $15k | |
| Apr 17, 2026 | | Buy | $15k - $50k | |
| Apr 20, 2026 | | Buy | $1k - $15k | |
| Apr 28, 2026 | | Buy | $1k - $15k | |
| Apr 20, 2026 | | Buy | $1k - $15k | |
| Apr 28, 2026 |  MAMASTERCARD INCORPORATED CLA | Buy | $15k - $50k | |
| Apr 23, 2026 |  WDAYWORKDAY INC CLA . : ‘ | Buy | $15k - $50k | |
| Apr 28, 2026 | | Buy | $15k - $50k | |
| Apr 29, 2026 | | Buy | $1k - $15k | |
| Apr 8, 2026 |  ELESTEE LAUDER COMPANIES INC CLASS A | Buy | $15k - $50k | |
| Apr 9, 2026 |  ELESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A | Buy | $15k - $50k | |
| Apr 1, 2026 |  ELESTEE LAUDER COMPANIES INC CLASS A | Buy | $15k - $50k | |
| Apr 10, 2026 | | Buy | $15k - $50k | |
| Apr 27, 2026 |  MAMASTERCARD INCORPORATED CLA | Buy | $15k - $50k | |
| Apr 17, 2026 | | Buy | $15k - $50k | |
| Apr 15, 2026 | | Buy | $1k - $15k | |
| Apr 6, 2026 | | Buy | $15k - $50k | |
| Apr 22, 2026 | | Buy | $1k - $15k | |
| Apr 2, 2026 | | Buy | $1k - $15k | |
| Apr 13, 2026 | | Buy | $1k - $15k | |
| Apr 8, 2026 | | Buy | $1k - $15k | |
| Apr 23, 2026 | | Buy | $1k - $15k | |
| Apr 10, 2026 |  AERAERCAP HOLDINGS N.V. EURO.01 | Buy | $15k - $50k | |
| Apr 22, 2026 | | Buy | $1k - $15k | |
| Apr 29, 2026 | | Buy | $1k - $15k | |
| Apr 27, 2026 | | Buy | $1k - $15k | |
| Apr 30, 2026 |  AERAERCAP HOLDINGS N.V. EURO | Buy | $15k - $50k | |
| Apr 1, 2026 | | Buy | $15k - $50k | |
| Apr 23, 2026 | | Buy | $1k - $15k | |
| Apr 29, 2026 | | Buy | $1k - $15k | |
| Apr 23, 2026 | | Buy | $1k - $15k | |
| Apr 24, 2026 | | Buy | $1k - $15k | |
| Apr 6, 2026 |  AONAON PLC SHS CLA COM USDO.01 | Buy | $15k - $50k | |
| Apr 7, 2026 | | Buy | $1k - $15k | |
| Apr 17, 2026 | | Buy | $15k - $50k | |
| Apr 23, 2026 | | Buy | $15k - $50k | |
| Apr 9, 2026 |  AIT‘ APPLIED INDUSTRIAL TECHNOLOGIES INC | Buy | $15k - $50k | |
| Apr 30, 2026 |  CORMSPS CENCORA'INC COM rr © | Buy | - | |
| Apr 30, 2026 |  DYMY SPM STATE STREET/SPDR S&P.SCO ETF UNITS ns 61X18 DY | Buy | - | |
| Apr 30, 2026 |  RFGN SPM STATE STREETSPDR'S&P.500 ETF, UNITS a 1X) RF | Buy | - | |
| Apr 28, 2026 | VTVTIMN BVANGUARD INDEX FDS VANGUARD TOTALSTK MKT; CTF S FX) BF | Buy | $50k - $100k | |
| Mar 3, 2026 |  NSITINSIGHT ENTERPRISES INC | Buy | $15k - $50k | |
| Mar 31, 2026 | | Buy | $15k - $50k | |
| Mar 4, 2026 |  AJGARTHUR J GALLAGHER & CO | Buy | $15k - $50k | |
| Mar 2, 2026 |  MAMASTERCARD INCORPORATED CLA | Buy | $15k - $50k | |
| Mar 31, 2026 | VTVTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | Buy | - | |
| Mar 20, 2026 | IVIVVISHARES CORE S&P S00 ETF | Buy | - | |
| Mar 26, 2026 | DFDFICDIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | Buy | - | |
| Mar 31, 2026 | VOVOOVANGUARD INDEX FUNDS S&P 500 ETF USD | Buy | - | |
| Mar 6, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 |  HLTHILTON WORLDWIDE HLDGS INC | Buy | $1k - $15k | |
| Mar 31, 2026 | | Buy | - | |
| Mar 13, 2026 | | Buy | $15k - $50k | |
| Mar 25, 2026 |  AJGARTHUR J GALLAGHER & CO | Buy | $15k - $50k | |
| Mar 12, 2026 |  AJGARTHURJ GALLAGHER & CO | Buy | $15k - $50k | |
| Mar 31, 2026 | | Buy | $1k - $15k | |
| Mar 27, 2026 |  BSXBOSTON SCIENTIFIC CORP | Buy | - | |
| Mar 20, 2026 | | Buy | - | |
| Mar 2, 2026 | | Buy | - | |
| Mar 2, 2026 | | Buy | $1k - $15k | |
| Mar 4, 2026 | | Buy | $1k - $15k | |
| Mar 17, 2026 |  MAMASTERCARD INCORPORATED CLA | Buy | $1k - $15k | |
| Mar 20, 2026 | | Buy | $1k - $15k | |
| Mar 24, 2026 | | Buy | $1k - $15k | |
| Mar 18, 2026 | | Buy | $1k - $15k | |
| Mar 10, 2026 | | Buy | $1k - $15k | |
| Mar 17, 2026 | | Buy | $1k - $15k | |
| Mar 23, 2026 | | Buy | $1k - $15k | |
| Mar 19, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 | | Buy | $1k - $15k | |
| Mar 5, 2026 |  DHRDANAHER CORPORATION COM | Buy | $1k - $15k | |
| Mar 4, 2026 | | Buy | $1k - $15k | |
| Mar 17, 2026 |  SPGIS&P GLOBAL INC COM b¢ | Buy | $1k - $15k | |
| Mar 27, 2026 | | Buy | $1k - $15k | |
| Mar 23, 2026 | | Buy | $1k - $15k | |
| Mar 27, 2026 | | Buy | $1k - $15k | |
| Mar 4, 2026 | | Buy | $1k - $15k | |
| Mar 17, 2026 | | Buy | $1k - $15k | |
| Mar 11, 2026 | | Buy | $1k - $15k | |
| Mar 31, 2026 | | Buy | $1k - $15k | |
| Mar 3, 2026 | | Buy | $1k - $15k | |
| Mar 3, 2026 |  HLTHILTON WORLDWIDE HLDGS INC | Buy | $1k - $15k | |
| Mar 4, 2026 | | Buy | $1k - $15k | |
| Mar 12, 2026 | | Buy | $15k - $50k | |
| Mar 25, 2026 | | Buy | $15k - $50k | |
| Mar 4, 2026 | | Buy | $15k - $50k | |
| Mar 31, 2026 | | Buy | $15k - $50k | |
| Mar 4, 2026 | | Buy | $50k - $100k | |
| Mar 4, 2026 | | Buy | $100k - $250k | |
| Mar 23, 2026 | ARAREALEXANDRIA REAL ESTATE EQUITIES | Buy | $100k - $250k | |
| Mar 2, 2026 |  EQHEQUITABLE HLDGS INC COM | Buy | $50k - $100k | |
| Mar 27, 2026 | VTVTIVANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | Buy | - | |
| Mar 24, 2026 | VEVEAVANGUARD DEVELOPED MARKETS INDEX FUND ETF | Buy | - | |
| Mar 30, 2026 | DFDFAIDFA INTERNATIONAL CORE EQUITY | Buy | - | |
| Mar 23, 2026 | | Buy | $15k - $50k | |
| Mar 13, 2026 |  SWKSTANLEY BLACK & DECKER INC b | Buy | $15k - $50k | |
| Mar 23, 2026 |  BAXBAXTER INTERNATIONAL INC | Buy | $15k - $50k | |
| Mar 13, 2026 |  GPCGENUINE PARTS CO COM USD1 | Buy | $15k - $50k | |
| Mar 4, 2026 |  IBMINTERNATIONAL BUS MACH CORP » | Buy | $15k - $50k | |
| Mar 23, 2026 | | Buy | $15k - $50k | |
| Mar 13, 2026 | | Buy | $15k - $50k | |
| Mar 2, 2026 |  LPLALPL FINANCIAL HOLDINGS INC | Buy | $100k - $250k | |
| Mar 23, 2026 | DODOCHEALTHPEAK PROPERTIES INC | Buy | $100k - $250k | |
| Mar 4, 2026 | | Buy | $100k - $250k | |
| Feb 12, 2026 |  HLIHoulihan Lokey Inc Cl A | Buy | $15k - $50k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $50k - $100k | |
| Feb 12, 2026 |  HURNHuron Consulting Group Inc | Buy | $50k - $100k | |
| Feb 3, 2026 |  MWAMueller Water Products Inc | Buy | $15k - $50k | |
| Feb 13, 2026 | | Buy | $15k - $50k | |
| Feb 11, 2026 | | Buy | $15k - $50k | |
| Feb 27, 2026 |  HURNHuron Consulting Group Inc | Buy | $15k - $50k | |
| Feb 27, 2026 |  LPXLouisiana-Pacific Corp | Buy | $15k - $50k | |
| Feb 27, 2026 | | Buy | $15k - $50k | |
| Feb 5, 2026 | | Buy | $15k - $50k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 10, 2026 | | Buy | $1k - $15k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 | | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $1k - $15k | |
| Feb 13, 2026 |  PSTGPure Storage Inc Cl A | Buy | $15k - $50k | |
| Feb 3, 2026 | | Buy | $15k - $50k | |
| Feb 4, 2026 | | Buy | $15k - $50k | |
| Feb 4, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 |  SPOTSpotify Technology S.A. Com | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $1k - $15k | |
| Feb 4, 2026 |  SPOTSpotify Technology S.A. Com | Buy | $1k - $15k | |
| Feb 10, 2026 |  SPOTSpotify Technology S.A. Com | Buy | $1k - $15k | |
| Feb 10, 2026 | | Buy | $1k - $15k | |
| Feb 13, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 | | Buy | $1k - $15k | |
| Feb 20, 2026 |  METAMeta Platforms Inc Class A | Buy | $1k - $15k | |
| Feb 11, 2026 |  METAMeta Platforms Inc Class A | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 11, 2026 | | Buy | $1k - $15k | |
| Feb 11, 2026 | | Buy | $1k - $15k | |
| Feb 26, 2026 |  PSTGPure Storage Inc Cl A | Buy | $1k - $15k | |
| Feb 10, 2026 | | Buy | $1k - $15k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 | | Buy | $1k - $15k | |
| Feb 10, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 3, 2026 | | Buy | $1k - $15k | |
| Feb 9, 2026 | | Buy | $1k - $15k | |
| Feb 26, 2026 | | Buy | $1k - $15k | |
| Feb 11, 2026 |  UBERUber Technologies Inc Com | Buy | $1k - $15k | |
| Feb 26, 2026 |  NVDANvidia Corporation Com | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $1k - $15k | |
| Feb 13, 2026 |  UBERUber Technologies Inc Com | Buy | $1k - $15k | |
| Feb 13, 2026 | | Buy | $1k - $15k | |
| Feb 23, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 3, 2026 | | Buy | $1k - $15k | |
| Feb 18, 2026 | | Buy | $1k - $15k | |
| Feb 17, 2026 |  MLMMartin Marietta Materials Inc | Buy | $1k - $15k | |
| Feb 6, 2026 |  HLTHilton Worldwide Hldgs Inc | Buy | $1k - $15k | |
| Feb 2, 2026 |  ELEstee Lauder Companies Inc Class A | Buy | $1k - $15k | |
| Feb 6, 2026 | | Buy | $1k - $15k | |
| Feb 24, 2026 | | Buy | $1k - $15k | |
| Feb 11, 2026 | | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $15k - $50k | |
| Feb 23, 2026 |  MLMMartin Marietta Materials Inc | Buy | $15k - $50k | |
| Feb 10, 2026 | | Buy | $15k - $50k | |
| Feb 4, 2026 |  GOOGLAlphabet Inc Cap Stk Cl A | Buy | $15k - $50k | |
| Feb 10, 2026 | | Buy | $15k - $50k | |
| Feb 5, 2026 | | Buy | $1k - $15k | |
| Feb 27, 2026 | | Buy | $1k - $15k | |
| Feb 4, 2026 | | Buy | $15k - $50k | |
| Feb 12, 2026 | | Buy | $15k - $50k | |
| Feb 17, 2026 |  BAXBaxter International Inc | Buy | $50k - $100k | |
| Feb 6, 2026 | DODOCHealthpeak Properties Inc Com | Buy | $15k - $50k | |
| Feb 20, 2026 | | Buy | $15k - $50k | |
| Feb 20, 2026 |  CVSCVS Health Corporation | Buy | $15k - $50k | |
| Feb 12, 2026 |  VSHVishay Intertechnology Inc | Buy | $15k - $50k | |
| Feb 20, 2026 | | Buy | $15k - $50k | |
| Feb 17, 2026 | | Buy | $15k - $50k | |
| Feb 6, 2026 | ARAREAlexandria Real Estate Equities | Buy | $15k - $50k | |
| Feb 18, 2026 | | Buy | $50k - $100k | |
| Feb 13, 2026 | | Buy | $15k - $50k | |
| Feb 23, 2026 |  HLTHilton Worldwide Hldgs Inc | Buy | $15k - $50k | |
| Jan 21, 2026 | | Buy | - | |
| Jan 13, 2026 | | Buy | $25M - $50M | |
| Jan 13, 2026 | | Buy | - | |
| Jan 13, 2026 |  VSNTVERSANT MEDIA GROUP INC COM CLA | Buy | - | |
| Jan 30, 2026 | | Buy | - | |
| Jan 13, 2026 | | Buy | - | |
| Jan 14, 2026 | | Buy | - | |
| Jan 26, 2026 | | Buy | - | |
| Jan 13, 2026 | | Buy | - | |
| Jan 29, 2026 | | Buy | - | |
| Jan 29, 2026 | | Buy | $25M - $50M | |
| Jan 8, 2026 | | Buy | - | |
| Jan 30, 2026 | | Buy | $25M - $50M | |
| Jan 30, 2026 | | Buy | $5M - $25M | |
| Jan 30, 2026 | | Buy | $5M - $25M | |
| Jan 13, 2026 | | Buy | $25M - $50M | |
| Jan 26, 2026 | | Buy | $25M - $50M | |
| Jan 30, 2026 | | Buy | $5M - $25M | |
| Jan 30, 2026 |  MELIP__ FF MERCADOLIBRE INC — Xf | Buy | $5M - $25M | |
| Jan 9, 2026 | | Buy | Over $50M | |
| Jan 27, 2026 | | Buy | Over $50M | |
| Jan 13, 2026 |  IFFINTERNATIONAL FLAVORS &FRAGRANCES | Buy | $1M - $5M | |
| Jan 13, 2026 |  BAXBAXTER INTERNATIONAL INC | Buy | Over $50M | |
| Jan 13, 2026 |  CVSCVS HEALTH CORPORATION | Buy | - | |
| Jan 13, 2026 | | Buy | $1M - $5M | |
| Jan 26, 2026 | VOVOOVanguard Index FDS S&P 500 ETF | Buy | $5M - $25M | |
| Jan 23, 2026 | VOVOOVanguard Index FDS S&P 500 ETF | Buy | $5M - $25M | |
| Jan 28, 2026 |  NSITINSIGHT ENTERPRISES INC | Buy | $25M - $50M | |
| Dec 16, 2025 |  SMEGFSIEMENS ENERGY AG-UNSP | Buy | $15k - $50k | |
| Dec 17, 2025 |  SMEGFSIEMENS ENERGY AG-UNSP | Buy | $15k - $50k | |
| Dec 18, 2025 | | Buy | $15k - $50k | |
| Dec 19, 2025 |  MWAMueller Water Products Inc | Buy | $50k - $100k | |
| Dec 22, 2025 |  MWAMueller Water Products Inc | Buy | $50k - $100k | |
| Dec 11, 2025 | | Buy | $15k - $50k | |
| Dec 22, 2025 | | Buy | $15k - $50k | |
| Dec 15, 2025 | | Buy | $1k - $15k | |
| Dec 19, 2025 | | Buy | $15k - $50k | |
| Dec 15, 2025 | | Buy | $15k - $50k | |
| Dec 16, 2025 | | Buy | $1k - $15k | |
| Dec 23, 2025 | LSLSEGLONDON STOCKEXGRPADRSPON | Buy | $15k - $50k | |
| Dec 17, 2025 | SASAP“SP SAP SE-SPONSORED ADR | Buy | $15k - $50k | |
| Dec 16, 2025 | | Buy | $15k - $50k | |
| Dec 22, 2025 | LSLSEGLONDON STOCK EX GRP ADR SPON | Buy | $15k - $50k | |
| Dec 15, 2025 | | Buy | $15k - $50k | |
| Dec 16, 2025 | | Buy | $15k - $50k | |
| Dec 10, 2025 | | Buy | $15k - $50k | |
| Dec 12, 2025 | | Buy | $15k - $50k | |
| Dec 15, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $1k - $15k | |
| Dec 16, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $1k - $15k | |
| Dec 16, 2025 |  UBERUBER TECHNOLOGIES INC oo | Buy | $15k - $50k | |
| Dec 10, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $1k - $15k | |
| Dec 16, 2025 | | Buy | $1k - $15k | |
| Dec 16, 2025 | VTVTEBVANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $50k - $100k | |
| Dec 15, 2025 | ARAREALEXANDRIA REAL EST EQTS | Buy | $50k - $100k | |
| Dec 15, 2025 | | Buy | $1k - $15k | |
| Dec 4, 2025 |  GPNGLOBAL PMTS INC GEORGIA | Buy | $15k - $50k | |
| Dec 4, 2025 | | Buy | $15k - $50k | |
| Dec 9, 2025 | | Buy | $15k - $50k | |
| Dec 4, 2025 | | Buy | $15k - $50k | |
| Dec 4, 2025 | | Buy | $15k - $50k | |
| Dec 15, 2025 | | Buy | $15k - $50k | |
| Dec 11, 2025 | DFDFAEDFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL CLASS | Buy | $15k - $50k | |
| Dec 23, 2025 | VTVTIVANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHARES | Buy | $1k - $15k | |
| Dec 11, 2025 | DFDFICDFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTL CLASS | Buy | $100k - $250k | |
| Dec 22, 2025 | HLHLMIXHarding Loevner International £q Inst! | Buy | $1k - $15k | |
| Dec 24, 2025 | DFDFAIDFA International Core ETF | Buy | $50k - $100k | |
| Dec 26, 2025 | | Buy | $500k - $1M | |
| Dec 16, 2025 | HLHLMIXHARDING LOEVNER INTL | Buy | $1k - $15k | |
| Dec 12, 2025 | | Buy | $15k - $50k | |
| Dec 1, 2025 | VGVGLTVANGUARB LONG TERM TAX | Buy | $15k - $50k | |
| Dec 3, 2025 | VGVGLTVANGUARD LONG TERM TAX | Buy | $15k - $50k | |
| Dec 24, 2025 | | Buy | $50k - $100k | |
| Dec 9, 2025 | VGVGLTVANGUARD LONG TERM TAX | Buy | $15k - $50k | |
| Dec 23, 2025 | DFDFAIDFAInternational Core ETF | Buy | $50k - $100k | |
| Dec 19, 2025 | NWNWGAXNATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A | Buy | $1k - $15k | |
| Dec 24, 2025 | VTVTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETE | Buy | $1k - $15k | |
| Dec 11, 2025 | VTVTEBVANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $100k - $250k | |
| Nov 6, 2025 | VCVCRMVANGUARD MUN BD FDSTAX-EXEMPT BD INDEXFD ETF | Buy | $50k - $100k | |
| Nov 19, 2025 | | Buy | $15k - $50k | |
| Nov 19, 2025 | | Buy | $15k - $50k | |
| Nov 20, 2025 | | Buy | $15k - $50k | |
| Nov 18, 2025 | | Buy | $15k - $50k | |
| Nov 20, 2025 |  MSAs5P MSA SAFETY INC COM ° | Buy | $15k - $50k | |
| Nov 4, 2025 |  UNHUNITEDHEALTH GROUP INC | Buy | $15k - $50k | |
| Nov 28, 2025 | | Buy | $15k - $50k | |
| Nov 19, 2025 | | Buy | $15k - $50k | |
| Nov 24, 2025 | | Buy | $15k - $50k | |
| Nov 19, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $1k - $15k | |
| Nov 4, 2025 | | Buy | $15k - $50k | |
| Nov 26, 2025 |  FCFSFIRSTCASH HLDGS INCCOM ; b§ « | Buy | $15k - $50k | |
| Nov 19, 2025 | | Buy | $15k - $50k | |
| Nov 24, 2025 | | Buy | $50k - $100k | |
| Nov 13, 2025 | | Buy | $50k - $100k | |
| Nov 14, 2025 |  IFFINTL FLAVORS&FRAGRNC ~ co | Buy | $50k - $100k | |
| Nov 14, 2025 | | Buy | $50k - $100k | |
| Nov 13, 2025 | | Buy | $1k - $15k | |
| Nov 3, 2025 | VGVGLT” VANGUARD LONG TERM TAX | Buy | $15k - $50k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 14, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 8, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | TSTSMTaiwan Semiconductor-SP ADR | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 16, 2025 |  ANETArista Networks Inc Reg | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 17, 2025 |  CHTRCharter Communications Inc A | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 22, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  ELThe Estee Lauder Companies Inc | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | BABAYRYBayer AG-Sponsored ADR | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 22, 2025 |  COFCapital One Financial Corp | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  UBERUber Technologies Inc | Buy | $1k - $15k | |
| Oct 8, 2025 |  SSDSimpson Manufacturing Co | Buy | $1k - $15k | |
| Oct 27, 2025 |  ASMLASML Holding NV-NY Reg Shs | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  ANETArista Networks Inc Reg | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 |  CMCSAComcast Corp-Class A | Buy | $1k - $15k | |
| Oct 31, 2025 | | Buy | $1k - $15k | |
| Oct 13, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  UNHUnitedHealth Group Inc | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 24, 2025 |  GPNGlobal Pmts Inc Georgia | Buy | $15k - $50k | |
| Oct 22, 2025 | | Buy | $15k - $50k | |
| Oct 24, 2025 | ARAREAlexandria Real Est Eqts | Buy | $15k - $50k | |
| Oct 10, 2025 | | Buy | $1k - $15k | |
| Oct 10, 2025 | | Buy | $1k - $15k | |
| Oct 24, 2025 | | Buy | $1k - $15k | |
| Oct 10, 2025 | | Buy | $1k - $15k | |
| Oct 10, 2025 | ARAREAlexandria Real Est Eqts | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  LPLALPL Financial Holdings | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  SWKStanley Black & Decker | Buy | $1k - $15k | |
| Oct 27, 2025 |  GPNGlobal Pmts Inc Georgia | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  IBMIntl Business Machines | Buy | $1k - $15k | |
| Oct 27, 2025 | ARAREAlexandria Real Est Eqts | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  EQHEquitable Holdings Inc | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 17, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  UTHRUnited Therapeutics Corp | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 24, 2025 | | Buy | $50k - $100k | |
| Oct 22, 2025 | | Buy | $15k - $50k | |
| Oct 10, 2025 | | Buy | $15k - $50k | |
| Oct 22, 2025 | | Buy | $15k - $50k | |
| Oct 1, 2025 | | Buy | $1k - $15k | |
| Oct 20, 2025 | | Buy | $1k - $15k | |
| Oct 8, 2025 |  METAMeta Platforms Inc-Class A | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  HLTHilton Worldwide Holdings | Buy | $1k - $15k | |
| Oct 23, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  METAMeta Platforms Inc-Class A | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 30, 2025 | | Buy | $1k - $15k | |
| Oct 30, 2025 |  ASMLASML Holding NV-NY Reg Shs | Buy | $1k - $15k | |
| Oct 23, 2025 | | Buy | $1k - $15k | |
| Oct 23, 2025 |  ASMLASML Holding NV-NY Reg Shs | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 |  CDNSCadence Design Sys Inc | Buy | $1k - $15k | |
| Oct 7, 2025 |  ASMLASML Holding NV-NY Reg Shs | Buy | $1k - $15k | |
| Oct 17, 2025 | | Buy | $1k - $15k | |
| Oct 23, 2025 | | Buy | $1k - $15k | |
| Oct 22, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 17, 2025 |  PINSPinterest Inc Reg Shs | Buy | $15k - $50k | |
| Oct 17, 2025 | | Buy | $15k - $50k | |
| Oct 27, 2025 | | Buy | $1k - $15k | |
| Oct 23, 2025 | | Buy | $1k - $15k | |
| Oct 31, 2025 | | Buy | $1k - $15k | |
| Oct 24, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Oct 17, 2025 |  GOOGLAlphabet Inc Shs Cl A | Buy | $15k - $50k | |
| Oct 14, 2025 | | Buy | $15k - $50k | |
| Oct 3, 2025 | | Buy | $1k - $15k | |
| Oct 10, 2025 | | Buy | $1k - $15k | |
| Oct 17, 2025 | | Buy | $1k - $15k | |
| Oct 27, 2025 | | Buy | $15k - $50k | |
| Sep 30, 2025 | VTVTEBVANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $100k - $250k | |
| Sep 25, 2025 | | Buy | $15k - $50k | |
| Sep 22, 2025 |  CNMCORE & MAIN INC COMCLA — | Buy | $15k - $50k | |
| Sep 8, 2025 | | Buy | $1k - $15k | |
| Sep 22, 2025 |  CSLCarlisle Companies, inc. | Buy | $1k - $15k | |
| Sep 16, 2025 | | Buy | $15k - $50k | |
| Sep 5, 2025 | LSLSEGLONDON STOCK EXCHG-UNSP ADR | Buy | $15k - $50k | |
| Sep 22, 2025 |  NSITInsight Enterprises, Inc. | Buy | $15k - $50k | |
| Sep 22, 2025 | | Buy | $1k - $15k | |
| Sep 22, 2025 | | Buy | $15k - $50k | |
| Sep 22, 2025 |  WTMWhite Mountains Insurance Group Ltd | Buy | $15k - $50k | |
| Sep 22, 2025 |  MSAMSA Safety incorporated | Buy | $1k - $15k | |
| Sep 11, 2025 |  NSITInsight Enterprises, Inc. | Buy | $15k - $50k | |
| Sep 4, 2025 | | Buy | $1k - $15k | |
| Sep 16, 2025 | | Buy | $15k - $50k | |
| Sep 3, 2025 | | Buy | $15k - $50k | |
| Sep 11, 2025 | | Buy | $1k - $15k | |
| Sep 9, 2025 | | Buy | $1k - $15k | |
| Sep 11, 2025 | | Buy | $1k - $15k | |
| Sep 22, 2025 | | Buy | $1k - $15k | |
| Sep 9, 2025 | | Buy | $1k - $15k | |
| Sep 12, 2025 | LSLSEGLONDON STOCK EXCHG-UNSP ADR | Buy | $1k - $15k | |
| Sep 25, 2025 | | Buy | $15k - $50k | |
| Sep 4, 2025 | | Buy | $1k - $15k | |
| Sep 11, 2025 | | Buy | $1k - $15k | |
| Sep 10, 2025 | | Buy | $1k - $15k | |
| Sep 18, 2025 | | Buy | $1k - $15k | |
| Sep 30, 2025 |  METAMETA PLATFORMS INC-CLASS A | Buy | $15k - $50k | |
| Sep 3, 2025 |  METAMETA PLATFORMS INC-CLASS A | Buy | $15k - $50k | |
| Sep 23, 2025 | | Buy | $15k - $50k | |
| Sep 8, 2025 | | Buy | $15k - $50k | |
| Sep 8, 2025 | | Buy | $15k - $50k | |
| Sep 30, 2025 |  ELTHE ESTEE LAUDER COMPANIES INC | Buy | $1k - $15k | |
| Sep 30, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | |
| Sep 9, 2025 | | Buy | $15k - $50k | |
| Sep 4, 2025 | | Buy | $15k - $50k | |
| Sep 16, 2025 | | Buy | $15k - $50k | |
| Sep 25, 2025 | | Buy | $15k - $50k | |
| Sep 25, 2025 | | Buy | $15k - $50k | |
| Sep 22, 2025 | | Buy | $15k - $50k | |
| Sep 11, 2025 | | Buy | $15k - $50k | |
| Sep 8, 2025 |  ANETARISTA NETWORKS INC REG | Buy | $15k - $50k | |
| Sep 26, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | |
| Sep 19, 2025 | | Buy | $100k - $250k | |
| Sep 16, 2025 | | Buy | $15k - $50k | |
| Sep 16, 2025 | | Buy | $250k - $500k | |
| Sep 18, 2025 | ARAREALEXANDRIA REAL EST EQTS | Buy | $50k - $100k | |
| Sep 26, 2025 | | Buy | $50k - $100k | |
| Sep 26, 2025 | | Buy | $50k - $100k | |
| Sep 24, 2025 |  EQHEQUITABLE HOLDINGS INC | Buy | $15k - $50k | |
| Sep 2, 2025 | VGVGLTVANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Sep 30, 2025 | DFDFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | |
| Oct 5, 2025 | DFDFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Sep 30, 2025 | DFDFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $50k - $100k | |
| Sep 30, 2025 | VTVTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $15k - $50k | |
| Dec 20, 2024 | HLHLMIXHARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | |
| Dec 11, 2024 | DFDFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | |
| Sep 30, 2024 | DFDFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | |
| Jun 30, 2025 | DFDFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | |
| Jun 28, 2024 | DFDFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | Date uncertain |
| Mar 28, 2025 | VTVTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | |
| Jul 1, 2024 | VTVTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | Date uncertain |
| Dec 24, 2024 | VTVTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | |
| Sep 30, 2024 | VTVTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | |
| Dec 20, 2024 | NWNWGAXNATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A | Buy | $1k - $15k | |
| Mar 25, 2024 | VTVTIVANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | Date uncertain |
| Jun 30, 2025 | DFDFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Jun 28, 2024 | DFDFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | Date uncertain |
| Dec 11, 2024 | DFDFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Sep 30, 2024 | DFDFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Mar 31, 2025 | DFDFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Mar 28, 2024 | DFDFAEDFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | Date uncertain |
| Mar 31, 2025 | DFDFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Mar 28, 2024 | DFDFAIDFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | Date uncertain |
| Mar 25, 2024 |  GOOGLALPHABET INC CLA EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $1k - $15k | Date uncertain |
| Mar 25, 2024 |  AMZNAMAZON.COM INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 |  COFCAPITAL ONE FINANCIAL CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 |  CMCSACOMCAST CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 |  ELVELEVANCE HEALTH INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 |  GEGENERAL ELECTRIC CO EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 |  GSGOLDMAN SACHS GROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 |  HLTHILTON WORLDWIDE HOLDINGS IN EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $1k - $15k | Date uncertain |
| Mar 25, 2024 |  MARMARRIOTT INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 |  METAMETA PLATFORMS INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 |  MSFTMICROSOFT CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 |  NFLXNETFLIX INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $1k - $15k | Date uncertain |
| Mar 25, 2024 |  SAFRFSAFRAN SA EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 | SASAPSAP SE EXCHANGED FOR EAGLE-CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | SHSHELSHELL PLC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 |  UNHUNITEDHEALTH GROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 |  VVISA INC CLA SHRS EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 |  WFCWELLS FARGO & CO EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 |  WWDWOODWARD INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 31, 2025 | VTVTIVANGUARD TOTAL STOCK MARKET ETF | Buy | $15k - $50k | |
| Jul 2, 2024 | VTVTIVANGUARD TOTAL STOCK MARKET ETF | Buy | $15k - $50k | Date uncertain |
| Dec 26, 2024 | VTVTIVANGUARD TOTAL STOCK MARKET ETF | Buy | $15k - $50k | |
| Mar 28, 2024 | VTVTIVANGUARD TOTAL STOCK MARKET ETF | Buy | $15k - $50k | Date uncertain |
| Sep 21, 2025 |  SSDSimpson Manufacturing Co | Buy | - | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 15, 2025 | | Buy | - | |
| Aug 6, 2025 | | Buy | $5M - $25M | |
| Aug 29, 2025 | | Buy | - | |
| Aug 7, 2025 | | Buy | - | |
| Aug 8, 2025 |  UBERUBER TECHNOLOGIES INC | Buy | - | |
| Aug 7, 2025 | | Buy | - | |
| Aug 8, 2025 | | Buy | - | |
| Aug 27, 2025 | | Buy | - | |
| Aug 9, 2025 | | Buy | - | |
| Aug 15, 2025 | | Buy | - | |
| Aug 21, 2025 |  HAYWHayward Holdings, inc. | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 |  HLTHILTON WORLDWIDE HOLOINGS IN | Buy | - | |
| Aug 8, 2025 | | Buy | $5M - $25M | |
| Aug 20, 2025 |  METAMETA PLATFORMS INC-CLASS A | Buy | - | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 |  MLMMARTIN MARIETTA MATERIALS | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Sep 5, 2025 | | Buy | $1M - $5M | |
| Jun 21, 2025 |  MSAMSA Safety Incorporated | Buy | $1M - $5M | |
| Aug 21, 2025 |  METAMETA PLATFORMS INC-CLASS A | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 |  LPXLOUISIANA-PAC Corp Com | Buy | $1M - $5M | |
| Aug 21, 2025 |  BJWBJ's Wholesale Club Holdings | Buy | $1M - $5M | |
| Aug 21, 2025 |  PPLApplied Industrial Technologies | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 |  NSITInsight Enterprises, Inc. | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Sep 5, 2025 |  WTMWhite Mountains insurance Group Ltd | Buy | $1M - $5M | |
| Aug 22, 2025 |  IBMINTL BUSINESS MACHINES | Buy | $25M - $50M | |
| Aug 22, 2025 |  SWKSTANLEY BLACK & DECKER | Buy | - | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 |  FDXFEDEX CORP DELAWARE COM | Buy | $25M - $50M | |
| Aug 22, 2025 |  GPNGLOBAL PMTS INC GEORGIA | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 7, 2025 | | Buy | $25M - $50M | |
| Aug 5, 2025 | | Buy | - | |
| Aug 20, 2025 | | Buy | $25M - $50M | |
| Aug 7, 2025 | | Buy | $5M - $25M | |
| Aug 20, 2025 | | Buy | $5M - $25M | |
| Aug 20, 2025 | ZIZIONZions Bancorporation NA | Buy | $5M - $25M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 8, 2025 | | Buy | $5M - $25M | |
| Aug 8, 2025 | | Buy | $5M - $25M | |
| Aug 12, 2025 |  PINSPINTEREST INC REG SHS | Buy | $5M - $25M | |
| Aug 6, 2025 | | Buy | $5M - $25M | |
| Aug 15, 2025 | | Buy | $5M - $25M | |
| Aug 29, 2025 |  CVCOCaveo Inds inc Detcom | Buy | Over $50M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 |  ARWArrow Electronics, Inc. | Buy | $1M - $5M | |
| Aug 21, 2025 |  DCIDonaldson Company, Inc. | Buy | $1M - $5M | |
| Aug 28, 2025 |  SAFRFSAFRAN SA-UNSPON ADR | Buy | $1M - $5M | |
| Aug 22, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 |  COFCAPITAL ONE FINANCIAL CORP | Buy | - | |
| Sep 5, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 |  ELTHE ESTEE LAUDER COMPANIES INC | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 29, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | TSTSMTAIWAN SEMICONDUCTOR-SP AOR | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 29, 2025 |  ANETARISTA NETWORKS INC REG | Buy | $1M - $5M | |
| Aug 21, 2025 |  CDNSCADENCE DESIGN SYS INC | Buy | $1M - $5M | |
| Aug 19, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 |  CHTRCHARTER COMMUNICATIONS INC-A | Buy | - | |
| Aug 6, 2025 | | Buy | - | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 1, 2025 | VGVGLTVANGUARD LONG TERM TAX EXEMPT FUND | Buy | - | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 15, 2025 | | Buy | $5M - $25M | |
| Aug 14, 2025 | BABAYRYBAYER AG-SPONSORED ADR | Buy | $5M - $25M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 20, 2025 |  WTMWhite Mountains Insurance Group Ltd | Buy | $5M - $25M | |
| Aug 21, 2025 | ZIZIONZions Bancorporation NA | Buy | $1M - $5M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 |  CNMCORE & MAIN INC COMCLA | Buy | $1M - $5M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 7, 2025 |  UTHRUNITED THERAPEUTICS COR | Buy | $25M - $50M | |
| Aug 21, 2025 | | Buy | $1M - $5M | |
| Aug 21, 2025 |  SAFRFSAFRAN SA-UNSPON ADR | Buy | $1M - $5M | |
| Aug 21, 2025 | BABAYRYBAYER AG-SPONSORED ADR | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 27, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 |  CMCSACOMCAST CORP-CLASS A | Buy | $5M - $25M | |
| Aug 21, 2025 |  UBERUBER TECHNOLOGIES INC | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 7, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 | | Buy | $5M - $25M | |
| Aug 21, 2025 |  ANETARISTA NETWORKS INC REG | Buy | $25M - $50M | |
| Aug 7, 2025 | | Buy | $25M - $50M | |
| Aug 15, 2025 | | Buy | $25M - $50M | |
| Aug 20, 2025 |  ANET# "ARISTA NETWORKS INC REG | Buy | $25M - $50M | |
| Aug 29, 2025 | | Buy | $25M - $50M | |
| Aug 8, 2025 | | Buy | Over $50M | |
| Aug 21, 2025 | | Buy | Over $50M | |
| Aug 21, 2025 | VOVOOVANGUARD INDEX FUNDS S&P 500 ETF | Buy | Over $50M | |
| Aug 21, 2025 |  GOOGLALPHABET INC SHS CLA | Buy | - | |
| Aug 21, 2025 | | Buy | - | |
| Aug 21, 2025 |  UNHP UNITEDHEALTH GROUP INC | Buy | - | |
| Aug 22, 2025 |  LPLALPL FINANCIAL HOLDINGS | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 27, 2025 |  EQTALEXANDRIA REAL EST EQT | Buy | - | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 | | Buy | $5M - $25M | |
| Aug 22, 2025 |  UTHRP UNITED THERAPEUTICS CORP | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 |  EQHEQUITABLE HOLDINGS INC | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | $25M - $50M | |
| Aug 22, 2025 | | Buy | Over $50M | |
| Aug 29, 2025 | | Buy | - | |
| Aug 15, 2025 |  METAMETA PLATFORMS INC-CLASS A | Buy | $1M - $5M | |
| Aug 22, 2025 | | Buy | - | |
| Jul 11, 2025 | | Buy | $50k - $100k | |
| Jul 30, 2025 |  PINSPINTEREST INC REG SHS | Buy | $1k - $15k | |
| Jul 18, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | |
| Jul 23, 2025 | | Buy | $15k - $50k | |
| Jul 21, 2025 | | Buy | $15k - $50k | |
| Jul 25, 2025 | | Buy | $15k - $50k | |
| Jul 8, 2025 | | Buy | $15k - $50k | |
| Jul 25, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | |
| Jul 21, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | |
| Jul 23, 2025 |  ASMLASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | |
| Jul 31, 2025 |  UBERUBER TECHNOLOGIES INC | Buy | $15k - $50k | |
| Jul 7, 2025 | LSLSEGLONDON STOCK EXCHG-UNSP ADR | Buy | $1k - $15k | |
| Jul 30, 2025 | | Buy | $15k - $50k | |
| Jul 31, 2025 | | Buy | $15k - $50k | |
| Jul 1, 2025 | | Buy | $15k - $50k | |
| Jul 15, 2025 |  GLIBKGCI LIBERTY INC-CL C SPIN OFF FROM LIBERTY BROADBAND CORP | Buy | $15k - $50k | |
| Jul 7, 2025 | | Buy | $15k - $50k | |
| Jul 2, 2025 | | Buy | $15k - $50k | |
| Jul 29, 2025 |  SAFRFSAFRAN SA-UNSPON ADR | Buy | $1k - $15k | |
| Jul 8, 2025 |  SAFRFSAFRAN SA-UNSPON ADR | Buy | $1k - $15k | |
| Jul 29, 2025 | | Buy | $15k - $50k | |
| Jul 11, 2025 | | Buy | $15k - $50k | |
| Jul 11, 2025 | | Buy | $15k - $50k | |
| Jul 11, 2025 | | Buy | $1k - $15k | |
| Jul 30, 2025 | | Buy | $50k - $100k | |
| Jul 7, 2025 | VTVTEBVANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $1k - $15k | |
| Jul 24, 2025 |  SWKSTANLEY BLACK & DECKER | Buy | $50k - $100k | |
| Jul 3, 2025 |  GPNGLOBAL PMTS INC GEORGIA | Buy | $50k - $100k | |
| Jul 24, 2025 |  GPNGLOBAL PMTS INC GEORGIA | Buy | $50k - $100k | |
| Jul 24, 2025 | | Buy | $15k - $50k | |
| Jul 3, 2025 | | Buy | $15k - $50k | |
| Jul 3, 2025 |  NFGNAT FUEL GAS CO.NJ $1 x | Buy | $15k - $50k | |
| Jul 24, 2025 | | Buy | $50k - $100k | |
| Jul 3, 2025 |  FDXFEDEX CORP DELAWARE COM | Buy | $50k - $100k | |
| Jul 24, 2025 |  IBMINTL BUSINESS MACHINES | Buy | $50k - $100k | |
| Jul 1, 2025 | VTVTIVanguard Total Stock Market Index Fund Institutional Shares | Buy | $1k - $15k | |
| Jul 1, 2025 | VGVGLTVANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Jul 1, 2025 | | Buy | - | |
| Jul 2, 2025 | | Buy | $1k - $15k | |
| Jul 2, 2025 | VTVTIVanguard Index Fds Vanguard Total Stk Mkt ETF | Buy | $1k - $15k | |
| Jun 6, 2025 | | Buy | - | |
| Jun 9, 2025 | | Buy | $1k - $15k | |
| Jun 20, 2025 | | Buy | $50k - $100k | |
| Jun 9, 2025 | | Buy | - | |
| Jun 26, 2025 | | Buy | $50k - $100k | |
| Jun 23, 2025 | | Buy | - | |
| Jun 13, 2025 | | Buy | - | |
| Jun 12, 2025 | | Buy | - | |
| Jun 26, 2025 | | Buy | $15k - $50k | |
| Jun 26, 2025 | | Buy | - | |
| Jun 30, 2025 | | Buy | $50k - $100k | |
| Jun 16, 2025 | | Buy | $15k - $50k | |
| Jun 6, 2025 |  ADSKAUTODESK INC DEL PV$0.01 | Buy | $15k - $50k | |
| Jun 9, 2025 | | Buy | $15k - $50k | |
| Jun 6, 2025 | | Buy | $15k - $50k | |
| Jun 16, 2025 |  HLTHILTON WORLDWIDE HOLDINGS | Buy | $1k - $15k | |
| Jun 16, 2025 | | Buy | $1k - $15k | |
| Jun 12, 2025 | | Buy | $15k - $50k | |
| Jun 16, 2025 | | Buy | $15k - $50k | |
| Jun 16, 2025 |  METAsp META PLATFORMS INC-CLASS A | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | $15k - $50k | |
| Jun 2, 2025 | | Buy | $15k - $50k | |
| Jun 16, 2025 |  CHTRCHARTER COMMUNICATIONS INC-A | Buy | - | |
| Jun 26, 2025 |  CDNSCADENCE DESIGN SYS INC | Buy | $15k - $50k | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | $15k - $50k | |
| Jun 27, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 |  ADSKAUTODESK INC DEL PvS0.01 | Buy | $50k - $100k | |
| Jun 16, 2025 |  CMCSACOMCAST CORP-CLASS A | Buy | - | |
| Jun 16, 2025 |  UNHUNITEDHEALTH GROUP INC | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 |  ANETARISTA NETWORKS INC REG | Buy | - | |
| Jun 27, 2025 | | Buy | - | |
| Jun 16, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 |  FISVFISERV INC WISC PV 1CT | Buy | $50k - $100k | |
| Jun 16, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 |  UBERUBER TECHNOLOGIES INC | Buy | $50k - $100k | |
| Jun 16, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 | | Buy | $50k - $100k | |
| Jun 16, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 |  ANETARISTA NETWORKS INC REG | Buy | $50k - $100k | |
| Jun 27, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 | | Buy | $50k - $100k | |
| Jun 16, 2025 | | Buy | $50k - $100k | |
| Jun 20, 2025 | | Buy | $50k - $100k | |
| Jun 5, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 |  FDXFEDEX CORP DELAWARE COM | Buy | $50k - $100k | |
| Jun 5, 2025 | | Buy | $50k - $100k | |
| Jun 27, 2025 |  GPNGLOBAL PMTS INC GEORGIA | Buy | $15k - $50k | |
| Jun 27, 2025 |  LPLALPL FINANCIAL HOLDINGS | Buy | $15k - $50k | |
| Jun 27, 2025 | | Buy | $50k - $100k | |
| Jul 5, 2025 |  SWKSTANLEY BLACK & DECKER | Buy | $15k - $50k | |
| Jul 5, 2025 | | Buy | $50k - $100k | |
| Jul 5, 2025 | | Buy | $50k - $100k | |
| Jul 5, 2025 | | Buy | $50k - $100k | |
| Jul 5, 2025 | | Buy | $15k - $50k | |
| Jul 5, 2025 | | Buy | - | |
| Jul 5, 2025 |  UTHRUNITED THERAPEUTICS CORP | Buy | $500k - $1M | |
| Jul 5, 2025 | | Buy | $50k - $100k | |
| Feb 5, 2025 | | Buy | $50k - $100k | |
| Jul 5, 2025 | | Buy | $50k - $100k | |
| Jul 5, 2025 | | Buy | $50k - $100k | |
| Jul 5, 2025 | | Buy | $50k - $100k | |
| Jul 5, 2025 |  IBM(NTL BUSINESS MACHINES | Buy | $50k - $100k | |
| Feb 5, 2025 | | Buy | $50k - $100k | |
| Jul 5, 2025 |  EQHEQUITABLE HOLDINGS INC | Buy | $50k - $100k | |
| May 16, 2025 |  UNHUNITEDHEALTH GROUP INC | Buy | $1k - $15k | |
| May 12, 2025 | | Buy | $15k - $50k | |
| May 15, 2025 | | Buy | - | |
| May 19, 2025 | | Buy | - | |
| May 1, 2025 | ZIZIONZions Bancorporation NA | Buy | - | |
| May 28, 2025 | | Buy | - | |
| May 1, 2025 | VGVGLTVANGUARD LONG TERM TAX | Buy | - | |
| May 28, 2025 |  COFCAPITAL ONE FINANCIAL CORP i | Buy | - | |
| May 21, 2025 | | Buy | - | |
| May 19, 2025 |  SWKSTANLEY BLACK & DECKER | Buy | $15k - $50k | |
| May 20, 2025 |  UNHf_ UNITEDHEALTH GROUP INC | Buy | $1k - $15k | |
| May 19, 2025 | | Buy | $1k - $15k | |
| May 28, 2025 | | Buy | $1k - $15k | |
| May 15, 2025 | | Buy | $15k - $50k | |
| May 19, 2025 | | Buy | $15k - $50k | |
| May 12, 2025 |  GPNGLOBAL PMTS INC GEORGIA | Buy | $100k - $250k | |
| May 19, 2025 | | Buy | $100k - $250k | |
| Apr 1, 2025 | VGVGLTVANGUARD LONG TERM TAX | Buy | - | |
| Apr 11, 2025 |  SSDSimpson Manufacturing Co | Buy | - | |
| Apr 8, 2025 | | Buy | $50k - $100k | |
| Apr 23, 2025 | | Buy | - | |
| Apr 1, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 8, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 8, 2025 | | Buy | $50k - $100k | |
| Apr 2, 2025 |  BJWBJ's Wholesale Club Holdings | Buy | $15k - $50k | |
| Apr 7, 2025 |  SWKSTANLEY BLACK & DECKER | Buy | $50k - $100k | |
| Apr 14, 2025 | | Buy | - | |
| Apr 15, 2025 | | Buy | - | |
| Apr 11, 2025 | | Buy | - | |
| Apr 15, 2025 |  MSAMSA Safety Incorporated iE | Buy | $50k - $100k | |
| Apr 28, 2025 |  FISVFISERV INC WISC PV 1CT | Buy | $50k - $100k | |
| Apr 24, 2025 |  UNHUNITEDHEALTH GROUP INC | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 8, 2025 |  UBERUBER TECHNOLOGIES INC | Buy | $15k - $50k | |
| Apr 8, 2025 | | Buy | $15k - $50k | |
| Apr 7, 2025 |  HAYWHayward Holdings, inc. I | Buy | $15k - $50k | |
| Apr 4, 2025 | | Buy | $15k - $50k | |
| Apr 7, 2025 |  ARWArrow Electronics, Inc. | Buy | $15k - $50k | |
| Apr 4, 2025 |  NSITInsight Enterprises, inc. | Buy | $15k - $50k | |
| Apr 1, 2025 | | Buy | $15k - $50k | |
| Apr 2, 2025 | | Buy | - | |
| Apr 14, 2025 | | Buy | - | |
| Apr 14, 2025 | | Buy | - | |
| Apr 1, 2025 | | Buy | - | |
| May 5, 2025 | | Buy | - | |
| Apr 11, 2025 | | Buy | - | |
| Apr 23, 2025 | | Buy | - | |
| Apr 11, 2025 | | Buy | $15k - $50k | |
| Apr 14, 2025 |  BJWBJ's Wholesale Club Holdings | Buy | $15k - $50k | |
| Apr 14, 2025 | | Buy | $15k - $50k | |
| Apr 28, 2025 |  ANETARISTA NETWORKS INC REG | Buy | $50k - $100k | |
| Apr 8, 2025 |  AJGGALLAGHER ARTHUR J & CO | Buy | $50k - $100k | |
| Apr 2, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 8, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 2, 2025 | | Buy | $50k - $100k | |
| Apr 4, 2025 | | Buy | $15k - $50k | |
| Mar 13, 2025 |  UNHUNITEDHEALTH GROUP INC | Buy | $25M - $50M | |
| Mar 26, 2025 | | Buy | $25M - $50M | |
| Mar 18, 2025 | | Buy | $25M - $50M | |
| Apr 5, 2025 | | Buy | $25M - $50M | |
| Mar 19, 2025 |  CHTRCHARTER COMMUNICATIONS INC | Buy | $25M - $50M | |
| Mar 26, 2025 | | Buy | $25M - $50M | |
| Mar 19, 2025 | | Buy | $25M - $50M | |
| Mar 21, 2025 | | Buy | $25M - $50M | |
| Mar 17, 2025 |  MLMMARTIN MARIETTA MATERIALS | Buy | $25M - $50M | |
| Mar 5, 2025 | | Buy | - | |
| Mar 10, 2025 | | Buy | - | |
| Apr 5, 2025 | | Buy | - | |
| Mar 12, 2025 | | Buy | - | |
| Mar 6, 2025 | | Buy | - | |
| Mar 11, 2025 | | Buy | - | |
| Mar 14, 2025 | | Buy | - | |
| Mar 11, 2025 | | Buy | $25M - $50M | |
| Mar 4, 2025 | | Buy | $25M - $50M | |
| Mar 6, 2025 | | Buy | $1M - $5M | |
| Mar 4, 2025 | | Buy | Over $50M | |
| Mar 4, 2025 | | Buy | $25M - $50M | |
| Mar 6, 2025 |  NFGoP NAT FUEL GAS CO Ni $1 | Buy | Over $50M | |
| Jan 16, 2025 | | Buy | $50k - $100k | |
| Jan 9, 2025 | | Buy | - | |
| Jan 21, 2025 | | Buy | - | |
| Jan 28, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 30, 2025 |  ANETARISTANETWORKS INC REG | Buy | $50k - $100k | |
| Jan 30, 2025 | | Buy | - | |
| Jan 27, 2025 | | Buy | $50k - $100k | |
| Jan 23, 2025 | | Buy | - | |
| Jan 13, 2025 | | Buy | - | |
| Jan 13, 2025 | | Buy | $50k - $100k | |
| Jan 30, 2025 | | Buy | $50k - $100k | |
| Jan 21, 2025 | | Buy | $50k - $100k | |
| Jan 21, 2025 |  WTMWhite Mountains Insurance Group Ltd EE D_v232025 ff 2/s/202s | Buy | - | |
| Jan 23, 2025 |  DCIDonaldson Company, Inc. | Buy | - | |
| Jan 9, 2025 | | Buy | $15k - $50k | |
| Jan 31, 2025 | | Buy | $1k - $15k | |
| Jan 30, 2025 | | Buy | $15k - $50k | |
| Jan 9, 2025 |  HLTHILTON WORLDWIDE HOLDINGS | Buy | $15k - $50k | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | TSTSMTAIWAN SEMICONDUCTOR it | Buy | - | |
| Jan 9, 2025 | | Buy | $15k - $50k | |
| Jan 30, 2025 | | Buy | $50k - $100k | |
| Jan 21, 2025 | | Buy | $50k - $100k | |
| Jan 21, 2025 |  WTMWhite Mountains Insurance Group Ltd EE D_v232025 ff 2/s/202s | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 23, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | $1k - $15k | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 |  CHTRCHARTER COMMUNICATIONS INC | Buy | - | |
| Jan 9, 2025 | | Buy | - | |
| Jan 13, 2025 | | Buy | $50k - $100k | |
| Jan 9, 2025 | | Buy | - | |
| Jan 9, 2025 | | Buy | $15k - $50k | |
| Jan 9, 2025 | | Buy | $50k - $100k | |
| Jan 9, 2025 |  UNHUNITEDHEALTH GROUP INC | Buy | $250k - $500k | |
| Jan 23, 2025 | | Buy | - | |
| Jan 27, 2025 | | Buy | $50k - $100k | |
| Jan 30, 2025 | | Buy | - | |
| Jan 13, 2025 | | Buy | - | |
| Jan 30, 2025 |  ANETARISTANETWORKS INC REG | Buy | $50k - $100k | |
| Jan 9, 2025 | | Buy | - | |
| Dec 20, 2024 |  CNMCORE & MAIN INC COMCLA | Buy | $1k - $15k | |
| Dec 19, 2024 |  HAYWHayward Holdings, Inc. | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | - | |
| Dec 16, 2024 | | Buy | - | |
| Dec 24, 2024 | | Buy | - | |
| Dec 23, 2024 | | Buy | - | |
| Dec 11, 2024 |  DCIDonaldson Company, Inc. | Buy | $100k - $250k | |
| Dec 12, 2024 | | Buy | $15k - $50k | |
| Dec 6, 2024 | | Buy | - | |
| Dec 6, 2024 |  FISVFISERV INC WISC PV 1CT iE f | Buy | $1k - $15k | |
| Dec 12, 2024 | | Buy | $1k - $15k | |
| Dec 10, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 6, 2024 | | Buy | $15k - $50k | |
| Dec 13, 2024 | | Buy | $15k - $50k | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | - | |
| Dec 12, 2024 | DFDFAEL DFAEMERGING MARKETS | Buy | $1k - $15k | |
| Dec 2, 2024 |  IEVANGUARD LONG TERM TAX iE | Buy | $15k - $50k | |
| Dec 26, 2024 | | Buy | $1k - $15k | |
| Dec 13, 2024 |  IBMINTLBUSINESS MACHINES + | Buy | $15k - $50k | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | $1k - $15k | |
| Dec 24, 2024 | | Buy | - | |
| Dec 23, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $1k - $15k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $50k - $100k | |
| Dec 20, 2024 |  CSLCarlisle Companies, Inc. | Buy | $15k - $50k | |
| Dec 20, 2024 | ZIZIONZions Bancorporation NA | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 |  AITApplied Industrial Technologies | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $50k - $100k | |
| Dec 20, 2024 |  GTESGates Industrial Corp PLC | Buy | $15k - $50k | |
| Dec 20, 2024 |  ARWArrow Electronics, Inc. | Buy | $15k - $50k | |
| Dec 20, 2024 |  NSITinsight Enterprises, Inc. | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $1k - $15k | |
| Dec 20, 2024 |  DCIDonaldson Company, Inc. | Buy | $15k - $50k | |
| Dec 20, 2024 |  WTMWhite Mountains Insurance Group Ltd | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $1k - $15k | |
| Dec 20, 2024 | | Buy | $1k - $15k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 23, 2024 | | Buy | $15k - $50k | |
| Dec 24, 2024 |  CHTRCHARTER COMMUNICATIONS INC | Buy | $15k - $50k | |
| Dec 5, 2024 |  CSLCarlisle Companies, Inc. | Buy | $1k - $15k | |
| Dec 13, 2024 | | Buy | - | |
| Dec 24, 2024 |  OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Dec 6, 2024 | | Buy | - | |
| Dec 12, 2024 |  IPGInterpublic Group of Companies Inc | Buy | - | |
| Dec 13, 2024 |  LPLA° LPL FINANCIAL HOLDINGS | Buy | - | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 |  FDXFEDEX CORP DELAWARE COM —TT | Buy | - | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 |  LVSf_LAS VEGAS SANDS CorP | Buy | - | |
| Dec 13, 2024 |  GPNGLOBAL PMTS INC GEORGIA a | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 |  UTHRUNITED THERAPEUTICS CORP | Buy | - | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 |  IBMINTL BUSINESS MACHINES | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | - | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 | | Buy | $50k - $100k | |
| Dec 13, 2024 |  EQHEQUITABLE HOLDINGS INC | Buy | $50k - $100k | |
| Dec 12, 2024 | | Buy | - | |
| Dec 16, 2024 | | Buy | - | |
| Dec 11, 2024 |  DCIDonaldson Company, inc. | Buy | $15k - $50k | |
| Dec 23, 2024 | NVNVOpC NOVO NORDISK AS ADR | Buy | $15k - $50k | |
| Dec 6, 2024 |  FISVFISERV INC WISC PV 1CT | Buy | - | |
| Dec 6, 2024 |  DTpC DYNATRACE INC REG SHS | Buy | $1k - $15k | |
| Dec 20, 2024 | | Buy | $1k - $15k | |
| Dec 20, 2024 | ZIZIONZions Bancorporation NA. | Buy | $15k - $50k | |
| Dec 20, 2024 |  AITApplied industrial Technologies | Buy | $1k - $15k | |
| Dec 20, 2024 | | Buy | $1k - $15k | |
| Dec 20, 2024 | | Buy | $1k - $15k | |
| Dec 20, 2024 |  BJBJ's Wholesale Club Holdings | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 20, 2024 | | Buy | $15k - $50k | |
| Dec 5, 2024 |  CSLCarlisle Companies, Inc. t | Buy | - | |
| Dec 24, 2024 |  OXYOCCIDENTAL PETROLEUM CORP j | Buy | - | |
| Dec 12, 2024 |  IPGInterpublic Group of Companies Inc l x! | Buy | - | |
| Dec 13, 2024 | | Buy | $1k - $15k | |
| Dec 13, 2024 |  FDXFEDEX CORP DELAWARE COM | Buy | $15k - $50k | |
| Dec 13, 2024 | | Buy | $15k - $50k | |
| Dec 13, 2024 |  GPNGLOBAL PMTS INC GEORGIA | Buy | $15k - $50k | |
| Dec 13, 2024 |  UTHRUNITED THERAPEUTICS CORP , I | Buy | $15k - $50k | |
| Dec 12, 2024 | | Buy | $15k - $50k | |
| Dec 2, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Nov 4, 2024 | | Buy | $1k - $15k | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | $50k - $100k | |
| Nov 19, 2024 | | Buy | $50k - $100k | |
| Nov 19, 2024 |  FISVFISERV INC WISC PV 1CT | Buy | $50k - $100k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 22, 2024 |  AITApplied Industrial Technologies | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $50k - $100k | |
| Nov 19, 2024 | | Buy | $50k - $100k | |
| Nov 4, 2024 |  ASMLASML HLDG NV NY REG SHS. | Buy | $50k - $100k | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 |  CHTRCHARTER COMMUNICATIONS INC | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $50k - $100k | |
| Nov 18, 2024 | VOVOOVANGUARD INDEX FUNDS S&P S00 ETF | Buy | $1k - $15k | |
| Nov 6, 2024 |  GPNGLOBAL PMTS INC GEORGIA | Buy | $50k - $100k | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | $50k - $100k | |
| Nov 6, 2024 |  UTHRUNITED THERAPEUTICS CORP | Buy | $15k - $50k | |
| Nov 20, 2024 |  LPLALPL FINANCIAL HOLDINGS | Buy | $15k - $50k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 19, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 |  GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 |  UTHRUNITED THERAPEUTICS CORP | Buy | $15k - $50k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 |  FDXFEDEX CORP DELAWARE COM | Buy | $50k - $100k | |
| Nov 20, 2024 |  IBMINTL BUSINESS MACHINES | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 | | Buy | $50k - $100k | |
| Nov 20, 2024 |  EQHP EQUITABLE HOLDINGS INC | Buy | - | |
| Nov 19, 2024 |  UTHRUNITED THERAPEUTICS CORP | Buy | - | |
| Nov 1, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | - | |
| Nov 13, 2024 | | Buy | - | |
| Nov 22, 2024 |  ARWArrow Electronics, tnc. | Buy | $15k - $50k | |
| Nov 8, 2024 |  DTDYNATRACE INC REG SHS K | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 |  UBERMR OC HF UBER TECHNOLOGIES [NC Si | Buy | - | |
| Nov 19, 2024 |  OXYMB DC RR J OCCIDENTAL PETROLEUM CORP SI | Buy | - | |
| Nov 19, 2024 |  FISVME OC Bf FISERV SNC WESC PV, | Buy | - | |
| Nov 19, 2024 |  UNHHE OC BN J RUNITEDHEALTH GROUP. (NC SRD | Buy | - | |
| Nov 15, 2024 |  WDAYHE OC BR WORKDAY, (NC | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 18, 2024 | VOVOOI VANGUARD INDEX FUNDS S&P 500 ETF | Buy | - | |
| Nov 6, 2024 |  UTHRpC UNITED THERAPEUTICS CORP | Buy | $1k - $15k | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 | | Buy | - | |
| Nov 20, 2024 |  EQHEQUITABLE HOLDINGS INC | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 |  OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 1, 2024 |  ASMLASML HLDG NV NY REG SHS | Buy | - | |
| Nov 8, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 |  COFCAPITAL ONE FINANCIAL CORP | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 |  CDNSCADENCE DESIGN SYS INC | Buy | $15k - $50k | |
| Nov 12, 2024 | | Buy | $1k - $15k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 7, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 6, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 12, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 |  HLTHILTON WORLDWIDE HOLDINGS | Buy | $1k - $15k | |
| Nov 12, 2024 | | Buy | - | |
| Nov 27, 2024 | | Buy | $1k - $15k | |
| Nov 18, 2024 | | Buy | $15k - $50k | |
| Nov 22, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $1k - $15k | |
| Nov 19, 2024 | | Buy | - | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | VOVOOVANGUARD INDEX FUNDS S&P 500 ETF | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $15k - $50k | |
| Nov 19, 2024 | | Buy | $50k - $100k | |
| Nov 18, 2024 | | Buy | $1k - $15k | |
| Nov 19, 2024 | | Buy | $1k - $15k | |
| Nov 19, 2024 | | Buy | $1k - $15k | |
| Nov 19, 2024 | | Buy | $50k - $100k | |
| Nov 19, 2024 | | Buy | - | |
| Nov 8, 2024 |  DTDYNATRACE INC REG SHS iE | Buy | $15k - $50k | |
| Nov 1, 2024 |  UBERUBER TECHNOLOGIES INC | Buy | $15k - $50k | |
| Nov 12, 2024 | | Buy | $15k - $50k | |
| Nov 14, 2024 | | Buy | $50k - $100k | |
| Nov 8, 2024 | | Buy | $15k - $50k | |
| Nov 22, 2024 |  ARWArrow Electronics, inc. | Buy | $100k - $250k | |
| Oct 31, 2024 | | Buy | - | |
| Oct 1, 2024 | | Buy | $15k - $50k | |
| Oct 1, 2024 | | Buy | $1k - $15k | |
| Oct 22, 2024 | | Buy | $50k - $100k | |
| Oct 25, 2024 | | Buy | $50k - $100k | |
| Oct 24, 2024 | | Buy | $1k - $15k | |
| Oct 3, 2024 | | Buy | $50k - $100k | |
| Oct 30, 2024 | | Buy | $15k - $50k | |
| Oct 31, 2024 | | Buy | $15k - $50k | |
| Oct 25, 2024 | | Buy | $15k - $50k | |
| Oct 25, 2024 | | Buy | $15k - $50k | |
| Oct 25, 2024 |  ASMLASML HLOG NV NY REG SHS | Buy | $15k - $50k | |
| Oct 28, 2024 |  AITApplied Industrial Technologies | Buy | $15k - $50k | |
| Oct 30, 2024 |  ASMLASML HLDG NV NY REG SHS | Buy | $15k - $50k | |
| Oct 3, 2024 | | Buy | $15k - $50k | |
| Oct 25, 2024 | | Buy | - | |
| Oct 25, 2024 | | Buy | $15k - $50k | |
| Oct 10, 2024 |  CSLCarlisle Companies, inc. X% | Buy | - | |
| Oct 24, 2024 |  OXYOCCIDENTAL PETROLEUM CORP | Buy | $250k - $500k | |
| Oct 31, 2024 |  ASMLASML HLDG NV NY REG SHS | Buy | $15k - $50k | |
| Oct 9, 2024 | | Buy | $1k - $15k | |
| Oct 9, 2024 | | Buy | - | |
| Oct 28, 2024 | | Buy | - | |
| Oct 1, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $15k - $50k | |
| Oct 25, 2024 |  UBERUBER TECHNOLOGIES INC | Buy | $15k - $50k | |
| Oct 30, 2024 |  CDNSCADENCE DESIGN SYS INC ® | Buy | $1k - $15k | |
| Oct 25, 2024 |  ASMLASML HLDG NV NY REG SHS | Buy | - | |
| Oct 30, 2024 |  ASMLASML HLOG NV NY REG SHS | Buy | - | |
| Oct 28, 2024 |  AITApplied Industrial Technologies % | Buy | - | |
| Nov 5, 2024 |  GEVGE VERNOVA INE K 10/3/2t124 | Buy | $15k - $50k | |
| Oct 9, 2024 | | Buy | $15k - $50k | |
| Oct 28, 2024 |  IBMINTL BUSINESS MACHINES | Buy | - | |
| Sep 16, 2024 |  HWMpC HOWMET AEROSPACE INC | Buy | - | |
| Sep 20, 2024 | | Buy | - | |
| Sep 3, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Sep 19, 2024 |  AIGAMERICAN INTERNATIONAL | Buy | $50k - $100k | |
| Sep 30, 2024 | | Buy | $15k - $50k | |
| Sep 20, 2024 | | Buy | - | |
| Sep 16, 2024 | | Buy | - | |
| Sep 16, 2024 | | Buy | $100k - $250k | |
| Sep 3, 2024 | VGVGLTVANGUARD LONG TERM TA | Buy | $1k - $15k | |
| Sep 19, 2024 |  AIG=. AMERICAN INTERNATIONAL | Buy | - | |
| Sep 30, 2024 | | Buy | $1k - $15k | |
| Sep 25, 2024 | | Buy | $1k - $15k | |
| Sep 10, 2024 |  CNMCORE & MAIN INC COMCL A | Buy | $15k - $50k | |
| Sep 13, 2024 | | Buy | - | |
| Sep 30, 2024 | | Buy | $15k - $50k | |
| Sep 19, 2024 | | Buy | $50k - $100k | |
| Sep 23, 2024 | | Buy | $15k - $50k | |
| Sep 13, 2024 | | Buy | - | |
| Sep 10, 2024 |  CNMCORE & MAIN INC COMCLA | Buy | - | |
| Sep 25, 2024 | | Buy | $100k - $250k | |
| Sep 6, 2024 |  BJBJ's Wholesale Club Holdings | Buy | - | |
| Sep 19, 2024 |  GPNGLOBAL PMTS INC GEORGIA | Buy | $50k - $100k | |
| Sep 5, 2024 | | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | $50k - $100k | |
| Aug 26, 2024 |  CHTR# CHARTER COMMUNICATIONS INC | Buy | $50k - $100k | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | VOVOOVANGUARD INDEX FUNDS S&P 500 €1F | Buy | $15k - $50k | |
| Aug 16, 2024 |  GPNGLOBAL PMTS INC GEORGIA | Buy | - | |
| Jun 16, 2024 |  LPLA# LPL FINANCIAL HOLDINGS | Buy | - | |
| Aug 12, 2024 | | Buy | - | |
| Aug 19, 2024 | | Buy | $15k - $50k | |
| Aug 19, 2024 | | Buy | $15k - $50k | |
| Aug 2, 2024 | | Buy | $15k - $50k | |
| Aug 9, 2024 | | Buy | $15k - $50k | |
| Aug 19, 2024 | | Buy | $15k - $50k | |
| Mar 20, 2024 | | Buy | $15k - $50k | |
| Aug 2, 2024 |  AIGAMERICAN INTERNATIONAL | Buy | - | |
| Aug 19, 2024 | | Buy | - | |
| Aug 16, 2024 | | Buy | - | |
| Aug 6, 2024 |  SFSTIFEL FINANCIAL CORP IE | Buy | - | |
| Aug 1, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Aug 21, 2024 | | Buy | - | |
| Sep 8, 2024 |  CDNSCADENCE DESIGN SYS INC | Buy | $15k - $50k | |
| Aug 2, 2024 | | Buy | - | |
| Aug 9, 2024 |  CDNSCADENCE DESIGN SYS INC | Buy | $15k - $50k | |
| Mar 9, 2024 |  CDNSCADENCE DESIGN SYS INC | Buy | $15k - $50k | |
| Mar 9, 2024 | | Buy | $15k - $50k | |
| Aug 26, 2024 |  GTESGates industrial Corp PLC * | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 |  ARWArrow Blectronics, inc, | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Sep 5, 2024 |  FTNTFORTINET INC _— " Ix ts262004 | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | $15k - $50k | |
| May 26, 2024 |  ADSKAUTODESK INC DEL PVS0.01 | Buy | $15k - $50k | |
| Aug 26, 2024 |  FISVFISERV INC WISC PV 1CT | Buy | $1k - $15k | |
| Aug 26, 2024 |  UBERUBER TECHNOLOGIES INC | Buy | $1k - $15k | |
| Aug 26, 2024 |  NBIXNEUROCRINE BIOSCNCE INC | Buy | $1k - $15k | |
| Sep 5, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 |  ASMLASML HUDG NV NY REG SHs | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | $1k - $15k | |
| Mar 9, 2024 |  ENTGENTEGRIS INC MINNESOTA | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | $15k - $50k | |
| Mar 26, 2024 | | Buy | $15k - $50k | |
| Mar 26, 2024 | | Buy | - | |
| Aug 9, 2024 |  SCHWSCHWAB CHARLES CORP NEW | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | $15k - $50k | |
| Sep 5, 2024 | | Buy | - | |
| Aug 23, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Aug 3, 2024 |  ENTGENTEGRIS INC MINNESOTA | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | $15k - $50k | |
| Feb 26, 2024 |  EHTHpC BLEVANCE HEALTH INC | Buy | - | |
| Aug 26, 2024 | SASAPVANGUARD INDEX FUNDS SAP 500 ETF | Buy | $1k - $15k | |
| Aug 26, 2024 | | Buy | $250k - $500k | |
| Aug 20, 2024 | | Buy | - | |
| Aug 20, 2024 | | Buy | $15k - $50k | |
| Aug 25, 2024 | | Buy | $15k - $50k | |
| Sep 5, 2024 | SASAPwussouni st sap pus % 08-19.2024 | Buy | $50k - $100k | |
| Aug 2, 2024 | | Buy | $50k - $100k | |
| Mar 2, 2024 | | Buy | $50k - $100k | |
| Sep 3, 2024 |  SNPSsynopsys mc Tx 0809-2004 | Buy | $15k - $50k | |
| Mar 8, 2024 |  CDNSCADENCE DESIGN SYS INC | Buy | $15k - $50k | |
| Aug 9, 2024 | | Buy | $15k - $50k | |
| Aug 5, 2024 |  CDNSCADENCE DESIGN SvS INC | Buy | $15k - $50k | |
| Aug 23, 2024 |  CDNSCADENCE DESIGN SYS INC | Buy | - | |
| Sep 5, 2024 |  WTMWhite Mountains insurance Group Lid | Buy | - | |
| Sep 3, 2024 |  GTESGates industria! Corp PLC | Buy | $1k - $15k | |
| Aug 26, 2024 | | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | $1k - $15k | |
| Aug 26, 2024 | | Buy | $15k - $50k | |
| Aug 26, 2024 |  DCIDonaldson Company, inc. | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | $1k - $15k | |
| Aug 26, 2024 | | Buy | $50k - $100k | |
| Aug 26, 2024 |  NSITInsight Enterprises, inc. | Buy | $50k - $100k | |
| Aug 27, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | $15k - $50k | |
| Aug 26, 2024 | | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | - | |
| Sep 5, 2024 | | Buy | $15k - $50k | |
| Aug 26, 2024 |  HLTJL_ HILTON WORLDWIDE HOLDINGS | Buy | $100k - $250k | |
| Feb 9, 2024 |  ENTGENTEGRIS INC MINNESOTA | Buy | $15k - $50k | |
| Sep 5, 2024 | | Buy | $15k - $50k | |
| Aug 25, 2024 | | Buy | $15k - $50k | |
| Mar 26, 2024 |  AMZNP____ AMAZON COMINC COM | Buy | $15k - $50k | |
| Aug 2, 2024 |  SCHWSCHWAS CHARLES CORP NEW | Buy | $15k - $50k | |
| Sep 3, 2024 | | Buy | $15k - $50k | |
| Aug 27, 2024 |  SCHWSCHWAB CHARLES CORP NEW | Buy | - | |
| Mar 26, 2024 | | Buy | - | |
| Aug 26, 2024 | | Buy | $50k - $100k | |
| Aug 26, 2024 |  OXYOCCIDENTAL PETROLEUM CORP | Buy | - | |
| Mar 26, 2024 |  CSLcarlisle Companies, Inc. | Buy | - | |
| Aug 2, 2024 |  ENTG‘ENTEGRIS INC MINNESOTA | Buy | $15k - $50k | |
| Aug 26, 2024 |  COFSP____ CAPITAL ONE FINANCIAL CORP | Buy | $15k - $50k | |
| Jul 25, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| Jul 15, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| Jul 15, 2024 | | Buy | $15k - $50k | |
| Jul 18, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| Jul 29, 2024 |  SAFRFSAFRAN SA-UNSPON ADR | Buy | $100k - $250k | |
| Jul 2, 2024 | | Buy | $15k - $50k | |
| Jul 2, 2024 | | Buy | $500k - $1M | |
| Jul 2, 2024 | | Buy | $50k - $100k | |
| Jul 15, 2024 | | Buy | $15k - $50k | |
| Jul 15, 2024 | TSTSMTAIWAN SEMICONDUCTOR-SP ADR | Buy | $50k - $100k | |
| Jul 2, 2024 | | Buy | $50k - $100k | |
| Jul 2, 2024 | | Buy | - | |
| Jul 18, 2024 | | Buy | $500k - $1M | |
| Jul 1, 2024 | | Buy | $1k - $15k | |
| Jul 19, 2024 | | Buy | $15k - $50k | |
| Jul 25, 2024 | | Buy | $50k - $100k | |
| Jul 1, 2024 | DFDFAEDFA EMERGING MARKETS. | Buy | $15k - $50k | |
| Jul 2, 2024 | STSTf_ SENSATA TECHNOLOGIES | Buy | $1k - $15k | |
| Jul 25, 2024 |  GSDt GOLDMAN SACHS GROUP INC | Buy | - | |
| Jun 3, 2024 |  METAMETA PLATFORMS INC-CLASS A | Buy | $15k - $50k | |
| Jun 20, 2024 | | Buy | $15k - $50k | |
| Jun 20, 2024 |  FISVFISERV INC WISC PV 1CT | Buy | $15k - $50k | |
| Jun 4, 2024 | | Buy | $15k - $50k | |
| Jun 10, 2024 |  FISVFISERV INC WISC PV 1CT | Buy | $15k - $50k | |
| Jun 10, 2024 | | Buy | $15k - $50k | |
| Jun 20, 2024 | | Buy | $50k - $100k | |
| Jun 13, 2024 | | Buy | $50k - $100k | |
| Jun 21, 2024 | | Buy | $50k - $100k | |
| Jun 20, 2024 | | Buy | $50k - $100k | |
| Jun 14, 2024 | | Buy | $15k - $50k | |
| Jun 17, 2024 | | Buy | $1k - $15k | |
| Jun 14, 2024 | | Buy | $15k - $50k | |
| Jun 5, 2024 | | Buy | $1k - $15k | |
| Jun 5, 2024 | | Buy | $1k - $15k | |
| Jun 5, 2024 | | Buy | $15k - $50k | |
| Jun 5, 2024 | | Buy | $1k - $15k | |
| Jun 24, 2024 | | Buy | - | |
| Jun 14, 2024 | | Buy | $1k - $15k | |
| Jun 20, 2024 | | Buy | $1k - $15k | |
| Jun 13, 2024 | | Buy | $1k - $15k | |
| Jun 21, 2024 | | Buy | $1k - $15k | |
| Jun 20, 2024 | | Buy | $50k - $100k | |
| Jun 21, 2024 |  MNSTpC MONSTER BEVERAGE SHS | Buy | $15k - $50k | |
| Jun 6, 2024 | BABAYRYpC BAYER AG-SPONSORED ADR | Buy | $15k - $50k | |
| Jun 5, 2024 | | Buy | $15k - $50k | |
| Jun 28, 2024 |  METApC META PLATFORMS iNC | Buy | $15k - $50k | |
| Jun 6, 2024 | | Buy | $500k - $1M | |
| Jun 11, 2024 | | Buy | $500k - $1M | |
| Jun 6, 2024 | | Buy | $15k - $50k | |
| Jun 6, 2024 | BABAYRYBAYER AG-SPONSORED ADR | Buy | $100k - $250k | |
| Jun 21, 2024 | | Buy | $50k - $100k | |
| Jun 28, 2024 | | Buy | $50k - $100k | |
| Jun 26, 2024 | | Buy | $50k - $100k | |
| Jun 10, 2024 | | Buy | $50k - $100k | |
| Jun 3, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $15k - $50k | |
| Jun 25, 2024 |  WTMWhite Mountains Insurance Group Ltd | Buy | $15k - $50k | |
| Jun 3, 2024 |  METAMETA PLATFORMS iNC-CLASS A | Buy | $15k - $50k | |
| Jun 10, 2024 |  FISVFISERV INC WISC PV ICT | Buy | $15k - $50k | |
| Jun 23, 2024 | | Buy | $1k - $15k | |
| Jun 14, 2024 | | Buy | $1k - $15k | |
| Jun 5, 2024 | STSTpC SENSATA TECHNOLOGIES | Buy | $500k - $1M | |
| Jun 5, 2024 | | Buy | $1k - $15k | |
| Jun 24, 2024 | | Buy | $1k - $15k | |
| Jun 4, 2024 | | Buy | $500k - $1M | |
| Jun 10, 2024 | | Buy | $15k - $50k | |
| Jun 11, 2024 |  SAFRFSAFRAN SA-UNSPON ADR | Buy | $15k - $50k | |
| Jun 10, 2024 | | Buy | $50k - $100k | |
| Jun 20, 2024 |  ASMLASML HLDG NV NY REG SHS | Buy | $50k - $100k | |
| Jun 21, 2024 | | Buy | $50k - $100k | |
| Jun 27, 2024 | | Buy | $15k - $50k | |
| Jul 5, 2024 |  WTMWhite Mountains insurance Group Ltd | Buy | $500k - $1M | |
| Jun 3, 2024 | | Buy | $15k - $50k | |
| Jun 11, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $1k - $15k | |
| Jun 20, 2024 | | Buy | $15k - $50k | |
| Jun 20, 2024 | | Buy | $500k - $1M | |
| Jun 3, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| Jun 4, 2024 | | Buy | $15k - $50k | |
| May 22, 2024 | | Buy | $15k - $50k | |
| May 9, 2024 | | Buy | - | |
| May 10, 2024 | | Buy | - | |
| May 29, 2024 | | Buy | - | |
| May 29, 2024 | | Buy | - | |
| Jun 5, 2024 | | Buy | $50k - $100k | |
| May 14, 2024 | | Buy | $50k - $100k | |
| May 16, 2024 | | Buy | - | |
| May 6, 2024 | | Buy | - | |
| May 24, 2024 | | Buy | - | |
| May 22, 2024 | | Buy | - | |
| May 2, 2024 | | Buy | - | |
| May 2, 2024 | | Buy | $50k - $100k | |
| May 28, 2024 | | Buy | - | |
| May 29, 2024 | | Buy | $15k - $50k | |
| May 20, 2024 | | Buy | $15k - $50k | |
| May 30, 2024 | | Buy | $15k - $50k | |
| May 6, 2024 | | Buy | $15k - $50k | |
| May 28, 2024 | | Buy | $15k - $50k | |
| May 13, 2024 |  UBERUBER TECHNOLOGIES INC | Buy | $15k - $50k | |
| May 17, 2024 | | Buy | $15k - $50k | |
| May 29, 2024 | | Buy | $15k - $50k | |
| May 31, 2024 | | Buy | $15k - $50k | |
| May 31, 2024 | | Buy | $15k - $50k | |
| May 29, 2024 | | Buy | $50k - $100k | |
| May 13, 2024 | | Buy | $50k - $100k | |
| May 9, 2024 | | Buy | $50k - $100k | |
| May 10, 2024 | | Buy | $50k - $100k | |
| May 17, 2024 | | Buy | $50k - $100k | |
| May 28, 2024 |  SCHWSCHWAB CHARLES CORP NEW | Buy | $50k - $100k | |
| May 9, 2024 |  CMGCHIPOTLE MEXICAN GRILL | Buy | $50k - $100k | |
| May 10, 2024 |  CMGCHIPOTLE MEXICAN GRILL | Buy | $50k - $100k | |
| May 9, 2024 | | Buy | $50k - $100k | |
| Jun 5, 2024 | | Buy | $500k - $1M | |
| May 6, 2024 | | Buy | $500k - $1M | |
| May 13, 2024 | | Buy | $500k - $1M | |
| May 10, 2024 | | Buy | $500k - $1M | |
| May 22, 2024 | | Buy | $500k - $1M | |
| Jun 5, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $500k - $1M | |
| May 8, 2024 | | Buy | $15k - $50k | |
| May 17, 2024 | | Buy | $15k - $50k | |
| May 14, 2024 |  MARMARRIOTT INTERNATIONAL | Buy | $15k - $50k | |
| May 28, 2024 | | Buy | $15k - $50k | |
| May 14, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| May 31, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| May 24, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| May 3, 2024 |  MARMARRIOTT INTERNATIONAL | Buy | $15k - $50k | |
| May 13, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| May 20, 2024 | | Buy | $50k - $100k | |
| May 14, 2024 | | Buy | $50k - $100k | |
| May 3, 2024 | | Buy | $50k - $100k | |
| May 10, 2024 | | Buy | $50k - $100k | |
| May 22, 2024 | | Buy | $50k - $100k | |
| May 23, 2024 | | Buy | $50k - $100k | |
| May 21, 2024 | | Buy | $50k - $100k | |
| May 24, 2024 | | Buy | $15k - $50k | |
| May 20, 2024 | | Buy | $15k - $50k | |
| May 13, 2024 |  VSHP VISHAY INTERTECHNLGY % | Buy | $1k - $15k | |
| May 20, 2024 | | Buy | $15k - $50k | |
| May 24, 2024 | | Buy | $15k - $50k | |
| May 10, 2024 | | Buy | - | |
| May 20, 2024 |  EQHEQUITABLE HOLDINGS INC | Buy | - | |
| May 3, 2024 | | Buy | - | |
| May 15, 2024 | | Buy | $50k - $100k | |
| May 20, 2024 | | Buy | $50k - $100k | |
| May 1, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $15k - $50k | |
| May 22, 2024 | | Buy | $50k - $100k | |
| May 28, 2024 | | Buy | $15k - $50k | |
| May 17, 2024 | | Buy | $500k - $1M | |
| May 29, 2024 | | Buy | $15k - $50k | |
| May 10, 2024 | | Buy | $15k - $50k | |
| May 17, 2024 | | Buy | $15k - $50k | |
| May 13, 2024 | | Buy | $500k - $1M | |
| May 31, 2024 | | Buy | $15k - $50k | |
| May 24, 2024 |  GSGOLOMAN SACHS GROUP INC | Buy | - | |
| May 31, 2024 |  GSGOLOMAN SACHS GROUP INC | Buy | - | |
| May 22, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| May 17, 2024 |  GSGOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| May 21, 2024 | | Buy | $1k - $15k | |
| May 16, 2024 | | Buy | - | |
| May 9, 2024 | | Buy | $15k - $50k | |
| May 13, 2024 | | Buy | $15k - $50k | |
| May 10, 2024 | | Buy | $15k - $50k | |
| May 6, 2024 | | Buy | $15k - $50k | |
| May 3, 2024 |  UNHUNITEDHEALTH GROUP INC | Buy | $15k - $50k | |
| May 20, 2024 | | Buy | $15k - $50k | |
| Apr 3, 2024 | | Buy | $15k - $50k | |
| Apr 3, 2024 | | Buy | $50k - $100k | |
| Apr 22, 2024 | | Buy | $15k - $50k | |
| Apr 22, 2024 | | Buy | $15k - $50k | |
| Apr 10, 2024 | VOVOOVANGUARD INDEX FUNDS S&P 500 ETF | Buy | $15k - $50k | |
| Apr 10, 2024 | VTVTIDe Vanguard Total Stock Market ETF | Buy | $15k - $50k | |
| Apr 29, 2024 |  GOOGLpC ALPHABET INC-CL C | Buy | $15k - $50k | |
| Apr 1, 2024 | DFDFAEDe DFA EMERGING MARKETS | Buy | $1k - $15k | |
| Apr 23, 2024 | NVNVOLd NOVO NORDISK AS ADR | Buy | $15k - $50k | |
| Apr 24, 2024 | | Buy | $15k - $50k | |
| Apr 12, 2024 | | Buy | $15k - $50k | |
| Apr 30, 2024 | | Buy | $1k - $15k | |
| Apr 19, 2024 | | Buy | $15k - $50k | |
| Apr 18, 2024 | | Buy | $15k - $50k | |
| Apr 9, 2024 | | Buy | $15k - $50k | |
| Apr 22, 2024 | | Buy | $15k - $50k | |
| Apr 15, 2024 | | Buy | $100k - $250k | |
| Apr 30, 2024 | | Buy | $15k - $50k | |
| Apr 10, 2024 |  UNHUNITEDHEALTH GROUP INC | Buy | $1k - $15k | |
| May 6, 2024 | | Buy | $15k - $50k | |
| Apr 29, 2024 | | Buy | $15k - $50k | |
| Apr 22, 2024 |  UNHUNITEDHEALTH GROUP INC | Buy | $1k - $15k | |
| Apr 29, 2024 | | Buy | $15k - $50k | |
| Apr 30, 2024 | | Buy | $15k - $50k | |
| Apr 29, 2024 |  UNHUNITEDHEALTH GROUP INC | Buy | $1k - $15k | |
| Apr 11, 2024 |  UNHUNITEDHEALTH GROUP INC | Buy | $15k - $50k | |
| Apr 19, 2024 | | Buy | $1k - $15k | |
| Apr 30, 2024 |  FISVFISERV INC WISC PV 1CT | Buy | $15k - $50k | |
| Apr 10, 2024 | | Buy | $1k - $15k | |
| Apr 30, 2024 | | Buy | $15k - $50k | |
| Apr 22, 2024 |  BJBJ's Wholesale Club Holdings | Buy | $15k - $50k | |
| Apr 23, 2024 | | Buy | $1k - $15k | |
| Apr 22, 2024 | | Buy | $1k - $15k | |
| Apr 12, 2024 | | Buy | $1k - $15k | |
| Apr 24, 2024 | | Buy | $100k - $250k | |
| Apr 25, 2024 | | Buy | $15k - $50k | |
| Apr 29, 2024 | | Buy | $1k - $15k | |
| Apr 2, 2024 | | Buy | $1k - $15k | |
| Apr 2, 2024 | | Buy | $15k - $50k | |
| Apr 24, 2024 | | Buy | $15k - $50k | |
| Apr 18, 2024 | | Buy | $15k - $50k | |
| Apr 12, 2024 | | Buy | $15k - $50k | |
| Apr 9, 2024 | | Buy | $15k - $50k | |
| Apr 30, 2024 | | Buy | $15k - $50k | |
| Apr 12, 2024 |  CMGCHIPOTLE MEXICAN GRILL | Buy | $15k - $50k | |
| Apr 12, 2024 |  ADSKAUTODESK INC DEL PVS0.01 | Buy | $15k - $50k | |
| Apr 12, 2024 |  BSXBOSTON SCIENTIFIC CORP | Buy | $15k - $50k | |
| Apr 15, 2024 | | Buy | $15k - $50k | |
| Apr 24, 2024 | | Buy | $15k - $50k | |
| Apr 30, 2024 | | Buy | $15k - $50k | |
| Apr 26, 2024 | | Buy | $15k - $50k | |
| Apr 24, 2024 |  BSXBOSTON SCIENTIFIC CORP | Buy | $15k - $50k | |
| Apr 23, 2024 |  BSXBOSTON SCIENTIFIC CORP | Buy | $15k - $50k | |
| Apr 3, 2024 | | Buy | $50k - $100k | |
| Apr 22, 2024 | | Buy | $50k - $100k | |
| Apr 3, 2024 | | Buy | $15k - $50k | |
| Apr 22, 2024 | | Buy | $15k - $50k | |
| Apr 10, 2024 | VOVOOVANGUAAD INDEX FUNDS S&P 500 ETF | Buy | $15k - $50k | |
| Apr 10, 2024 | VTVTIVanguard Total Stock Market ETF | Buy | $50k - $100k | |
| Apr 1, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Apr 1, 2024 | | Buy | $1k - $15k | |
| Apr 9, 2024 | DFDFAEDFA EMERGING MARKETS CORE EQUITY | Buy | $1k - $15k | |
| Apr 9, 2024 | HLHLMIXHarding Loevner International Eq Inst! | Buy | $1k - $15k | |
| Apr 24, 2024 | | Buy | $15k - $50k | |
| Apr 15, 2024 | | Buy | $1k - $15k | |
| Apr 12, 2024 |  METApC META PLATFORMS INC | Buy | $15k - $50k | |
| Apr 19, 2024 | | Buy | $15k - $50k | |
| Apr 18, 2024 | | Buy | $15k - $50k | |
| Apr 22, 2024 | | Buy | $1k - $15k | |
| Apr 16, 2024 | | Buy | $1k - $15k | |
| Apr 10, 2024 |  UNHUNITEDHEALTH GROUP ING | Buy | $15k - $50k | |
| Apr 24, 2024 | | Buy | $15k - $50k | |
| Apr 29, 2024 | | Buy | $15k - $50k | |
| Apr 11, 2024 |  UNHUNITEOHEALTH GROUP INC | Buy | $15k - $50k | |
| Apr 19, 2024 | | Buy | $15k - $50k | |
| Apr 10, 2024 | | Buy | $15k - $50k | |
| Apr 12, 2024 | | Buy | $50k - $100k | |
| Mar 20, 2024 | | Buy | $100k - $250k | |
| Apr 6, 2024 | | Buy | $50k - $100k | |
| Apr 8, 2024 |  UNHUNITEDHEALTH GROUP ING | Buy | $50k - $100k | |
| Apr 8, 2024 | | Buy | $50k - $100k | |
| Mar 7, 2024 |  JPMJP MORGAN CHASE BANK - USD % | Buy | $500k - $1M | |
| Mar 5, 2024 |  IBMJ _INTL BUSINESS MACHINES | Buy | - | |
| Mar 21, 2024 |  JPMJP MORGAN CHASE BANK - USD | Buy | $15k - $50k | |
| Mar 7, 2024 |  JPMJP MORGAN CHASE BANK - USD | Buy | $15k - $50k | |
| Mar 5, 2024 | | Buy | $50k - $100k | |
| Mar 11, 2024 | | Buy | - | |
| Mar 15, 2024 | | Buy | $15k - $50k | |
| Mar 22, 2024 | | Buy | $50k - $100k | |
| Mar 28, 2024 | | Buy | $50k - $100k | |
| Mar 26, 2024 | | Buy | $50k - $100k | |
| Mar 28, 2024 |  EPAM“EPAM SYSTEMS INC SHS | Buy | $15k - $50k | |
| Mar 11, 2024 | | Buy | - | |
| Mar 20, 2024 |  MARMARRIOTT INTERNATIONAL | Buy | $15k - $50k | |
| Mar 14, 2024 | | Buy | $15k - $50k | |
| Mar 4, 2024 | | Buy | $15k - $50k | |
| Feb 25, 2024 | | Buy | $15k - $50k | |
| Mar 22, 2024 |  CMGCHIPOTLE MEXICAN GRILL | Buy | $15k - $50k | |
| Mar 16, 2024 |  CSLCarlisle Companies, inc. | Buy | $15k - $50k | |
| Apr 8, 2024 | | Buy | $15k - $50k | |
| Apr 8, 2024 |  WWDWOODWARD INC % "‘B7ae/2004 4i612024 % | Buy | $50k - $100k | |
| Mar 1, 2024 | | Buy | $1k - $15k | |
| Mar 26, 2024 | | Buy | $50k - $100k | |
| Apr 8, 2024 |  COFCAPITAL ONE FINL CORP % ~ B/25/2024 | Buy | $50k - $100k | |
| Apr 8, 2024 |  HLTHILTON WORLDWIRE HODGS INC | Buy | $50k - $100k | |
| Mar 25, 2024 | | Buy | $50k - $100k | |
| Mar 25, 2024 | TSTSMTAIWAN SEMICONDUCTOR MFG CO | Buy | $50k - $100k | |
| Apr 8, 2024 | | Buy | $50k - $100k | |
| Mar 28, 2024 | | Buy | $1k - $15k | |
| Mar 26, 2024 | | Buy | $50k - $100k | |
| Apr 8, 2024 | | Buy | $50k - $100k | |
| Mar 1, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Mar 26, 2024 | | Buy | $50k - $100k | |
| Mar 5, 2024 |  IBMINTL BUSINESS MACHINES | Buy | - | |
| Mar 28, 2024 | | Buy | $15k - $50k | |
| Mar 26, 2024 | | Buy | $15k - $50k | |
| Mar 7, 2024 | | Buy | $15k - $50k | |
| Mar 5, 2024 | | Buy | - | |
| Mar 6, 2024 | | Buy | - | |
| Mar 6, 2024 | | Buy | $15k - $50k | |
| Mar 26, 2024 | | Buy | $15k - $50k | |
| Mar 28, 2024 | | Buy | $15k - $50k | |
| Mar 11, 2024 |  ADSKAUTODESK INC DEL PV$0.01 | Buy | $15k - $50k | |
| Apr 8, 2024 | | Buy | $15k - $50k | |
| Mar 4, 2024 | | Buy | $15k - $50k | |
| Mar 11, 2024 | | Buy | $15k - $50k | |
| Mar 25, 2024 | | Buy | - | |
| Mar 26, 2024 |  COFCAPITAL ONE FINL CORP. | Buy | $100k - $250k | |
| Mar 25, 2024 | | Buy | $50k - $100k | |
| Mar 28, 2024 |  HLTHILTON WORLDWIRE HODGS INC | Buy | $50k - $100k | |
| Mar 25, 2024 | | Buy | $50k - $100k | |
| Mar 25, 2024 | | Buy | $50k - $100k | |
| Mar 25, 2024 | | Buy | $250k - $500k | |
| Apr 6, 2024 | | Buy | $15k - $50k | |
| Mar 5, 2024 |  ADSKAUTODESK INC DEL PV$0.01 | Buy | $15k - $50k | |
| Mar 5, 2024 | | Buy | $15k - $50k | |
| Mar 27, 2024 | | Buy | $15k - $50k | |
| Mar 26, 2024 | | Buy | $15k - $50k | |
| Mar 24, 2024 |  JPMJP MORGAN CHASE BANK - USD | Buy | $500k - $1M | |
| Mar 1, 2024 | | Buy | $15k - $50k | |
| Mar 11, 2024 | | Buy | - | |
| Feb 23, 2024 | | Buy | $50k - $100k | |
| Feb 27, 2024 | | Buy | $50k - $100k | |
| Feb 23, 2024 | | Buy | $15k - $50k | |
| Feb 20, 2024 | | Buy | $15k - $50k | |
| Feb 20, 2024 |  AIGAMERICAN INTERNATIONAL | Buy | $15k - $50k | |
| Feb 20, 2024 | | Buy | $1k - $15k | |
| Feb 23, 2024 | | Buy | $50k - $100k | |
| Feb 20, 2024 | | Buy | $1k - $15k | |
| Feb 20, 2024 | | Buy | $15k - $50k | |
| Feb 21, 2024 | | Buy | $1k - $15k | |
| Mar 5, 2024 | VOVOOVANGUARD INDEX FUNOS S&P 500 ETF | Buy | $500k - $1M | |
| Feb 9, 2024 |  TMOTHERMO FISHER SCIENTIFIC | Buy | - | |
| Mar 5, 2024 | BABAYRYBAYER AG-SPONSORED ADB | Buy | $1k - $15k | |
| Feb 9, 2024 |  UBERP UBER TECHNOLOGIES INC | Buy | $15k - $50k | |
| Feb 21, 2024 | | Buy | $1k - $15k | |
| Feb 16, 2024 |  UBERUBER TECHNOLOGIES INC | Buy | $1k - $15k | |
| Feb 16, 2024 |  CMGCHIPOTLE MEXICAN GRILL | Buy | $1k - $15k | |
| Feb 21, 2024 |  MARMARRIOTT INTERNATIONAL | Buy | $15k - $50k | |
| Feb 21, 2024 | | Buy | $15k - $50k | |
| Feb 21, 2024 | | Buy | $50k - $100k | |
| Feb 21, 2024 | | Buy | $15k - $50k | |
| Feb 26, 2024 | | Buy | $15k - $50k | |
| Feb 16, 2024 | | Buy | $15k - $50k | |
| Feb 16, 2024 | | Buy | $15k - $50k | |
| Feb 21, 2024 | | Buy | $15k - $50k | |
| Feb 21, 2024 | | Buy | $50k - $100k | |
| Feb 21, 2024 | | Buy | $50k - $100k | |
| Feb 21, 2024 |  UNHUNITEDHEALTH GROUP INC | Buy | $50k - $100k | |
| Feb 14, 2024 | VOVOOVANGUARD INDEX FUNDS S&P 500 ETF | Buy | $1k - $15k | |
| Feb 21, 2024 | | Buy | $1k - $15k | |
| Feb 20, 2024 | | Buy | $15k - $50k | |
| Feb 21, 2024 | | Buy | $15k - $50k | |
| Feb 1, 2024 |  OXYOCCIDENTAL PETROLEUM CORP | Buy | $100k - $250k | |
| Mar 5, 2024 | | Buy | $15k - $50k | |
| Mar 5, 2024 |  UNHUNITEDHEALTH GROUP INC K 2/21) 2024 | Buy | $50k - $100k | |
| Feb 16, 2024 | | Buy | $1k - $15k | |
| Feb 20, 2024 | | Buy | $1k - $15k | |
| Feb 22, 2024 | BABAYRYTa BAYER AG-SPONSORED ADR | Buy | $15k - $50k | |
| Feb 9, 2024 |  TMOpC THERMO FISHER SCIENTIFIC | Buy | $15k - $50k | |
| Feb 23, 2024 | | Buy | $1k - $15k | |
| Feb 20, 2024 | | Buy | $1k - $15k | |
| Feb 23, 2024 | | Buy | $50k - $100k | |
| Feb 27, 2024 | | Buy | $50k - $100k | |
| Feb 1, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Jan 4, 2024 | | Buy | $15k - $50k | |
| Jan 22, 2024 | VTVTEBVANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $5M - $25M | |
| Jan 5, 2024 |  JPMDe JP MORGAN CHASE BANK TIME DEPOSITS | Buy | $500k - $1M | |
| Feb 5, 2024 | VTVTELVanguard Long-Term Tax-Exempt Fund Admiral Shares | Buy | $1k - $15k | |
| Jan 19, 2024 | | Buy | $1k - $15k | |
| Jan 19, 2024 |  IBMDe INTL BUSINESS MACHINES | Buy | $1k - $15k | |
| Jan 23, 2024 |  EQHEQUITABLE HOLDINGS ING | Buy | $1k - $15k | |
| Jan 23, 2024 | | Buy | $1k - $15k | |
| Jan 19, 2024 | | Buy | $1k - $15k | |
| Jan 19, 2024 | | Buy | $1k - $15k | |
| Jan 19, 2024 | | Buy | $1k - $15k | |
| Jan 26, 2024 | | Buy | $1k - $15k | |
| Jan 23, 2024 | | Buy | $1k - $15k | |
| Feb 5, 2024 |  IPGInterpublic Group of Companies inc | Buy | $1k - $15k | |
| Jan 17, 2024 |  DCIDonaldson Company, Inc. | Buy | $1k - $15k | |
| Jan 17, 2024 |  WTMWhite Mountains (nsurance Group Ltd | Buy | $1k - $15k | |
| Jan 17, 2024 | | Buy | $15k - $50k | |
| Jan 18, 2024 | | Buy | $15k - $50k | |
| Jan 16, 2024 | TSTSMTAIWAN SEMICONDUCTOR-SP | Buy | $1k - $15k | |
| Jan 29, 2024 |  ENTGENTEGRIS INC MINNESOTA | Buy | $1k - $15k | |
| Jan 2, 2024 | VGVGLTVANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Jan 22, 2024 | VTVTEBVANGUARD MUNI BD TAX-EXEMPT ETF % | Buy | $1M - $5M | |
| Jan 25, 2024 |  JPMJP MORGAN CHASE BANK TIME DEPOSITS | Buy | $500k - $1M | |
| Jan 11, 2024 |  JPMJP MORGAN CHASE BANK TIME DEPOSITS | Buy | $500k - $1M | |
| Jan 22, 2024 | VTVTELVanguard Long-Term Tax-Exempt Fund Admiral Shares | Buy | $1k - $15k | |
| Jan 10, 2024 | | Buy | $1k - $15k | |
| Jan 19, 2024 |  FDXFEDEX CORP DELAWARE COM | Buy | $15k - $50k | |
| Jan 19, 2024 | | Buy | $15k - $50k | |
| Jan 19, 2024 |  IBMINTL BUSINESS MACHINES | Buy | $15k - $50k | |
| Jan 19, 2024 | | Buy | $15k - $50k | |
| Jan 23, 2024 |  EQHEQUITABLE HOLDINGS INC | Buy | $15k - $50k | |
| Jan 19, 2024 | | Buy | $1k - $15k | |
| Jan 19, 2024 | | Buy | $1k - $15k | |
| Jan 19, 2024 | | Buy | $1k - $15k | |
| Jan 19, 2024 | | Buy | $1k - $15k | |
| Jan 19, 2024 |  AIGAMERICAN INTERNATIONAL | Buy | $1k - $15k | |
| Jan 16, 2024 | VOVOOVANGUARD INDEX FUNDS S&P 500 ETF | Buy | $100k - $250k | |
| Jan 11, 2024 | | Buy | $15k - $50k | |
| Jan 12, 2024 | | Buy | $15k - $50k | |
| Jan 26, 2024 | | Buy | $15k - $50k | |
| Jan 29, 2024 | | Buy | $15k - $50k | |
| Jan 26, 2024 |  CMGCHIPOTLE MEXICAN GRILL | Buy | $15k - $50k | |
| Jan 17, 2024 | | Buy | $15k - $50k | |
| Jan 17, 2024 | | Buy | $1k - $15k | |
| Jan 17, 2024 | | Buy | $1k - $15k | |
| Jan 17, 2024 |  GTESGates industrial Corp PLC | Buy | $1k - $15k | |
| Jan 17, 2024 |  IPGInterpublic Group of Companies inc | Buy | $1k - $15k | |
| Jan 17, 2024 | | Buy | $1k - $15k | |
| Jan 17, 2024 | | Buy | $1k - $15k | |
| Jan 17, 2024 | | Buy | $15k - $50k | |
| Jan 17, 2024 |  NSITinsight Enterprises, inc. | Buy | $1k - $15k | |
| Jan 17, 2024 | ZIZIONZions Bancorporation NA | Buy | $50k - $100k | |
| Jan 17, 2024 |  WTMWhite Mountains Insurance Group Ltd | Buy | $1k - $15k | |
| Jan 17, 2024 |  BJBJ's Wholesale Cub Holdings | Buy | $1k - $15k | |
| Jan 17, 2024 | | Buy | $1k - $15k | |
| Jan 22, 2024 | | Buy | $50k - $100k | |
| Jan 25, 2024 |  ENTGENTEGRIS INC MINNESOTA | Buy | $15k - $50k | |
| Jan 16, 2024 | TSTSMTAIWAN SEMICONDUGTOR-SP | Buy | $15k - $50k | |
| Jan 23, 2024 |  UBERUBER TECHNOLOGIES INC | Buy | $15k - $50k | |
| Jan 16, 2024 | | Buy | $15k - $50k | |
| Feb 5, 2024 |  COFGAPITAL ONE FINANCIAL CORP | Buy | $1k - $15k | |
| Jan 12, 2024 |  UBERUBER TECHNOLOGIES INC | Buy | $15k - $50k | |
| Jan 29, 2024 |  OXYOCCIDENTAL PETROLEUM CORP | Buy | $15k - $50k | |
| Jan 18, 2024 | | Buy | $15k - $50k | |
| Jan 22, 2024 | SPSPYSPDR S&P 500 EIF TRUST % | Buy | $50k - $100k | |
| Jan 22, 2024 | | Buy | $15k - $50k | |
| Jan 10, 2024 | | Buy | $50k - $100k | |
| Jan 17, 2024 | | Buy | $1k - $15k | |
| Jan 17, 2024 | | Buy | $1k - $15k | |
| Dec 14, 2023 | VOVOOVANGUARD INDEX FDSS&P 500 ETF SHS NEW | Buy | $50k - $100k | |
| Dec 14, 2023 | | Buy | $15k - $50k | |
| Dec 18, 2023 | | Buy | $15k - $50k | |
| Dec 20, 2023 |  FCFSFIRSTCASH HLDGS INCCOM | Buy | $1k - $15k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 20, 2023 |  CNMCORE & MAIN INC COMCL A b,§ | Buy | $50k - $100k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 18, 2023 |  BSXBOSTON SCIENTIFIC CORP | Buy | $15k - $50k | |
| Dec 21, 2023 | | Buy | $15k - $50k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 7, 2023 | | Buy | $15k - $50k | |
| Dec 7, 2023 | | Buy | $15k - $50k | |
| Dec 20, 2023 |  AIGAMERICAN INTERNATIONAL | Buy | $15k - $50k | |
| Dec 13, 2023 | | Buy | $1k - $15k | |
| Dec 20, 2023 |  FBINFORTUNE BRANDSINNOVATIONS INC COM | Buy | $1k - $15k | |
| Dec 1, 2023 |  GTESGATES INDUSTRIAL CORPORATION | Buy | $15k - $50k | |
| Dec 20, 2023 |  GTESGATES INDUSTRIAL CORPORATION | Buy | $15k - $50k | |
| Dec 20, 2023 | | Buy | $50k - $100k | |
| Dec 20, 2023 |  HLIHOULIHAN LOKEY INC CLA | Buy | $1k - $15k | |
| Dec 20, 2023 |  NSITINSIGHT ENTERPRISESINC COM | Buy | $1k - $15k | |
| Dec 20, 2023 |  IPGINTERPUBLIC GROUPCOS INC COM | Buy | $50k - $100k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Nov 30, 2023 | | Buy | - | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 20, 2023 |  OXYOCCIDENTAL PETROLEUM CORP | Buy | $15k - $50k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 20, 2023 | | Buy | $15k - $50k | |
| Dec 20, 2023 | | Buy | $50k - $100k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 21, 2023 | SPSPYSPDR S&P 500 ETF TRUST | Buy | $100k - $250k | |
| Dec 7, 2023 | | Buy | $15k - $50k | |
| Dec 14, 2023 | | Buy | $15k - $50k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Dec 14, 2023 | VTVTELVANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES | Buy | $50k - $100k | |
| Dec 20, 2023 | ZIZIONZIONS BANCORPORATIONCOM | Buy | $50k - $100k | |
| Dec 13, 2023 | | Buy | $15k - $50k | |
| Dec 5, 2023 | | Buy | $50k - $100k | |
| Dec 5, 2023 | | Buy | $15k - $50k | |
| Dec 13, 2023 | | Buy | $15k - $50k | |
| Dec 5, 2023 | | Buy | $100k - $250k | |
| Dec 7, 2023 |  UTHRUNITED THERAPEUTICS CORP | Buy | $15k - $50k | |
| Dec 13, 2023 | | Buy | $1k - $15k | |
| Dec 20, 2023 | VTVTELVANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES | Buy | $50k - $100k | |
| Dec 20, 2023 | VCVCRMVANGUARD MUN BD FDSTAX-EXEMPT BD INDEXFD ETF | Buy | $500k - $1M | |
| Dec 13, 2023 | | Buy | $1k - $15k | |
| Dec 20, 2023 | HLHLMIXHARDING LOEVNER INTL | Buy | $15k - $50k | |
| Dec 1, 2023 | VTVTELVANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES | Buy | $50k - $100k | |
| Dec 22, 2023 | | Buy | $50k - $100k | |
| Dec 20, 2023 | | Buy | - | |
| Dec 20, 2023 | | Buy | $15k - $50k | |
| Dec 21, 2023 | | Buy | $100k - $250k | |
| Jan 8, 2024 | | Buy | $1k - $15k | |
| Jan 8, 2024 | | Buy | $15k - $50k | |
| Jan 8, 2024 | | Buy | $100k - $250k | |
| Dec 20, 2023 |  HLIHOULIHAN LOKEY INC OLA | Buy | $15k - $50k | |
| Dec 22, 2023 | | Buy | $1k - $15k | |
| Jan 8, 2024 | | Buy | $15k - $50k | |
| Jan 8, 2024 | SPSPYSPDR S&P 500 ETF TRUST | Buy | $50k - $100k | |
| Dec 20, 2023 | | Buy | $1k - $15k | |
| Jan 8, 2024 |  NSITINSIGHT ENTERPRISESINC COM | Buy | $15k - $50k | |
| Dec 16, 2023 | | Buy | - | |
| Dec 8, 2023 | | Buy | $15k - $50k | |