| Dec 11, 2025 | ULTAUlta Beauty, Inc. - Common Stock | Sale | $1k - $15k | +35d |
| Dec 11, 2025 | BXBlackstone Inc. Common Stock (BX) | Buy | $1k - $15k | +35d |
| Dec 11, 2025 | AVGOBroadcom Inc. - Common Stock | Sale | $1k - $15k | +35d |
| Dec 31, 2025 | BRBroadridge Financial Solutions, Inc. | Buy | $1k - $15k | +15d |
| Dec 11, 2025 | BROBrown & Brown, Inc. Common Stock | Sale | $1k - $15k | +35d |
| Dec 11, 2025 | SCHWCharles Schwab Corporation (SCHW) P | Buy | $1k - $15k | +35d |
| Dec 11, 2025 | DGDollar General Corporation Common | Sale | $1k - $15k | +35d |
| Dec 11, 2025 | LULUlululemon athletica inc. - Common | Buy | $1k - $15k | +35d |
| Dec 11, 2025 | MGAMagna International, Inc. Common | Sale | $1k - $15k | +35d |
| Dec 11, 2025 | PANWPalo Alto Networks, Inc. | Buy | $1k - $15k | +35d |
| Dec 31, 2025 | RCLRoyal Caribbean Cruises Ltd. | Buy | $1k - $15k | +15d |
| Dec 11, 2025 | SBUXStarbucks Corporation - Common | Sale | $1k - $15k | +35d |
| Dec 31, 2025 | SNPSSynopsys, Inc. - Common Stock | Buy | $1k - $15k | +15d |
| Dec 11, 2025 | TXTTextron Inc. Common Stock (TXT) | Buy | $1k - $15k | +35d |
| Dec 11, 2025 | | Buy | $1k - $15k | +35d |
| Dec 11, 2025 | GOOGLAlphabet Inc. - Class A Common | Sale | $1k - $15k | +35d |
| Aug 18, 2025 | ADPAutomatic Data Processing, Inc. - | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | BLKBlackRock, Inc. Common Stock (BLK) S (partial) | Sale | $1k - $15k | +30d |
| Aug 18, 2025 | BROBrown & Brown, Inc. Common Stock | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | XOMExxon Mobil Corporation Common | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | AMDAdvanced Micro Devices, Inc. (AMD) | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | GISGeneral Mills, Inc. Common Stock | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | OKEONEOK, Inc. Common Stock (OKE) | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | PLDPrologis, Inc. Common Stock (PLD) | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | ROSTRoss Stores, Inc. - Common Stock | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | RTXRTX Corporation Common Stock | Sale | $1k - $15k | +30d |
| Aug 18, 2025 | SPGIS&P Global Inc. Common Stock | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | TGTTarget Corporation Common Stock | Buy | $1k - $15k | +30d |
| Aug 18, 2025 | AMATApplied Materials, Inc. - Common | Buy | $1k - $15k | +30d |
| Apr 11, 2025 | LOWLowe's Companies, Inc. Common | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | MGAMagna International, Inc. Common | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | MPCMarathon Petroleum Corporation | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | MSFTMicrosoft Corporation - Common | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | MDLZMondelez International, Inc. - Class A S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | MCOMoody's Corporation Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | NFLXNetflix, Inc. - Common Stock (NFLX) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | NINiSource Inc Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | NVDANVIDIA Corporation - Common Stock S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | PYPLPayPal Holdings, Inc. - Common | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | Prudential Finl Inc Medium Term | Buy | $15k+ | +35d |
| Apr 11, 2025 | RTXRTX Corporation Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | CRMSalesforce, Inc. Common Stock (CRM) S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | ACNAccenture plc Class A Ordinary Shares S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | SBUXStarbucks Corporation - Common | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | TSLATesla, Inc. - Common Stock (TSLA) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | HSYThe Hershey Company Common | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | TMOThermo Fisher Scientific Inc Common S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | TFCTruist Financial Corporation Common S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | UNPUnion Pacific Corporation Common | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | UNHUnitedHealth Group Incorporated | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | VFCV.F. Corporation Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | NOWServiceNow, Inc. Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | ADBEAdobe Inc. - Common Stock (ADBE) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | Alcan Inc Debs [CS | Buy | $15k - $50k | +35d |
| Apr 11, 2025 | GOOGLAlphabet Inc. - Class A Common Stock S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | AMZNAmazon.com, Inc. - Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | ADIAnalog Devices, Inc. - Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | AAPLApple Inc. - Common Stock (AAPL) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | Bank Amer Corp SR [CS | Buy | $15k - $50k | +35d |
| Apr 11, 2025 | BLKBlackRock, Inc. Common Stock (BLK) S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | BKNGBooking Holdings Inc. - Common | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | AVGOBroadcom Inc. - Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | DHRDanaher Corporation Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | VZVerizon Communications Inc. | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | WMTWalmart Stores Inc [CS | Buy | $15k - $50k | +35d |
| Apr 11, 2025 | DEDeere & Company Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | DGDollar General Corporation Common | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | ELVElevance Health, Inc. Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | LLYEli Lilly and Company Common Stock S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | EQREquity Residential Common Shares of S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | WTRGEssential Utilities, Inc. Common Stock S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | ELEstee Lauder Companies, Inc. (EL) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | FIFiserv, Inc. Common Stock | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | FTNTFortinet, Inc. - Common Stock (FTNT) S (partial) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | HONHoneywell International Inc. (HON) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | INTUIntuit Inc. - Common Stock (INTU) | Sale | $1k - $15k | +35d |
| Apr 11, 2025 | JP Morgan Chase &Co [CS | Buy | $15k - $50k | +35d |
| Apr 11, 2025 | LINLinde plc - Ordinary Shares (LIN) | Sale | $1k - $15k | +35d |