| ET Energy Transfer | $16.25 +0.7% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/30/2024 | +3.3%
|
Mark Dr Green House (R-TN) | NGL NGL Energy Partners | $5.94 +1.5% | Sale $100,001 - $250,000 | 5/7/2024 | 4/25/2024 | +0.9%
|
Jonathan Jackson House (D-IL) | JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +1.3%
|
Jonathan Jackson House (D-IL) | HXL Hexcel | $72.65 +2.1% | Sale $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +14.9%
|
Marjorie Taylor Mrs Greene House (R-GA) | QCOM QUALCOMM | $180.55 +0.2% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +10.3%
|
Marjorie Taylor Mrs Greene House (R-GA) | GS The Goldman Sachs Group | $446.95 +0.7% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +5.7%
|
Marjorie Taylor Mrs Greene House (R-GA) | BRK.B Berkshire Hathaway | $406.37 +0.1% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +0.1%
|
Marjorie Taylor Mrs Greene House (R-GA) | HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +1.7%
|
Marjorie Taylor Mrs Greene House (R-GA) | TSCO Tractor Supply | $266.65 -1.3% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +3.3%
|
Marjorie Taylor Mrs Greene House (R-GA) | HSY Hershey | $199.96 +0.9% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +6.3%
|
Marjorie Taylor Mrs Greene House (R-GA) | MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +0.4%
|
| FMAO Farmers & Merchants Bancorp | $21.86 +1.0% | Purchase $1,001 - $15,000 | 4/20/2024 | 4/20/2024 | +4.1%
|
| MSFT Microsoft | $410.54 +0.3% | Sale $1,001 - $15,000 | 5/5/2024 | 4/17/2024 | -0.3%
|
| JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.15 -0.2% | Purchase $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +1.4%
|
| CMBS iShares CMBS ETF | $46.25 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +0.5%
|
| HTGC Hercules Capital | $19.72 -0.3% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/16/2024 | +9.5%
|
| GS The Goldman Sachs Group | $446.95 +0.7% | Sale (Partial) $250,001 - $500,000 | 4/24/2024 | 4/15/2024 | +11.5%
|
| EFA iShares MSCI EAFE ETF | $79.60 -0.1% | Sale (Partial) $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +1.4%
|
| SCZ iShares MSCI EAFE Small-Cap ETF | $63.15 0.0% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +0.7%
|
| VLO Valero Energy | $157.07 +0.3% | Sale (Partial) $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | -11.3%
|
| ENB Enbridge | $37.24 +1.1% | Purchase $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | +7.8%
|
| IBM International Business Machines | $169.90 +0.9% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | -8.6%
|
| MRK Merck & Co., Inc. | $129.48 -0.7% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | +2.2%
|
| ABBV AbbVie | $160.40 -1.3% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | -5.1%
|
| HON Honeywell International | $198.05 +0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +1.2%
|
| NVDA NVIDIA | $904.12 -0.2% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +3.9%
|
| ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -3.8%
|
| RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +2.6%
|
| DE Deere & Company | $405.32 -0.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -1.6%
|
| CRM Salesforce | $278.85 +0.6% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -6.9%
|
| MPC Marathon Petroleum | $180.93 +0.0% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -14.3%
|
| ELV Elevance Health | $533.35 -0.5% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.1%
|
| NKE NIKE | $93.59 -0.2% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.2%
|
| DHR Danaher | $249.58 +0.3% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +1.5%
|
| EL Estée Lauder Companies | $129.53 +0.0% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -10.5%
|
| CSX CSX | $34.22 +0.8% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -3.4%
|
| VFC V.F. | $12.59 -0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -6.7%
|
| INTU Intuit | $632.43 -1.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +0.6%
|
| FMC FMC | $64.83 -2.9% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.2%
|
| HSY Hershey | $199.96 +0.9% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.1%
|
| ADI Analog Devices | $204.86 +0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.3%
|
| NOW ServiceNow | $721.28 +1.1% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -6.1%
|
| PEP PepsiCo | $177.41 -0.3% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.0%
|
| NI NiSource | $28.70 -1.2% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.1%
|
| FTNT Fortinet | $59.63 +0.3% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -12.5%
|
| BKNG Booking | $3,660.00 +1.5% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +2.1%
|
| LLY Eli Lilly and Company | $775.00 -0.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +1.8%
|
| AVGO Broadcom | $1,325.37 +1.7% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +0.2%
|
| NFLX Netflix | $609.47 +0.6% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -1.5%
|
| PG Procter & Gamble | $165.05 -0.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.0%
|
| MSFT Microsoft | $410.54 +0.3% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -3.0%
|
| DG Dollar General | $137.53 -1.7% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -11.1%
|
| CVX Chevron | $162.54 -0.1% | Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | 0.0%
|
| KMI Kinder Morgan | $18.81 +0.2% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +3.0%
|
| T AT&T | $17.11 +0.2% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +2.3%
|
| ET Energy Transfer | $16.25 +0.7% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +2.8%
|
| XOM Exxon Mobil | $116.15 0.0% | Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | -5.0%
|
| NS NuStar Energy | $21.96
| Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +1.6%
|
| ASC Ardmore Shipping | $20.33 +15.5% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/9/2024 | +29.2%
|
| BRP The Baldwin Insurance Group | $31.41 +12.1% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +9.6%
|
| DGX Quest Diagnostics | $136.15 -0.6% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +3.5%
|
| CAT Caterpillar | $344.49 -0.1% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -6.8%
|
| V Visa | $277.19 +0.3% | Purchase $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +1.2%
|
| NKE NIKE | $93.59 -0.2% | Purchase $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +5.1%
|
| RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +4.7%
|
| TEL TE Connectivity | $144.80 +1.1% | Sale $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +0.2%
|
| SO Southern | $77.63 +0.9% | Purchase $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +10.8%
|
| BX Blackstone | $119.79 -1.4% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -5.0%
|
| KR Kroger | $55.38 +0.1% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -3.6%
|
| MCK McKesson | $543.22 -0.5% | Sale $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +1.5%
|
| MGA Magna International | $47.08 +1.0% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -10.0%
|
| PODD Insulet | $175.57 -4.7% | Sale (Partial) $50,001 - $100,000 | 4/19/2024 | 4/4/2024 | +7.5%
|
| NEE NextEra Energy | $72.84 +1.2% | Sale (Partial) $100,001 - $250,000 | 4/19/2024 | 4/4/2024 | +14.3%
|
|
| FDX FedEx | $258.01 -0.6% | Purchase $1,001 - $15,000 | 4/10/2024 | 4/4/2024 | -6.4%
|
| UPS United Parcel Service | $147.77 +0.5% | Sale $1,001 - $15,000 | 4/10/2024 | 4/4/2024 | -1.5%
|
Mullin, Markwayne Senate (R-OK) | ZTS Zoetis | $164.92 -2.1% | Sale (Partial) $1,001 - $15,000 | 5/2/2024 | 4/3/2024 | +1.2%
|
Jonathan Jackson House (D-IL) | LULU Lululemon Athletica | $345.61 -1.2% | Sale $15,001 - $50,000 | 5/7/2024 | 4/2/2024 | -8.6%
|
Jonathan Jackson House (D-IL) | COP ConocoPhillips | $123.06 -0.4% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/2/2024 | -5.8%
|
| KO Coca-Cola | $62.85 +0.4% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/1/2024 | +3.6%
|
| NGL NGL Energy Partners | $5.94 +1.5% | Sale $100,001 - $250,000 | 4/7/2024 | 4/1/2024 | +2.6%
|
| LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +2.5%
|
| DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | +0.7%
|
| DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | +0.7%
|
| LIN Linde | $427.71 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -7.9%
|
| SNV Synovus Financial | $39.11 +1.9% | Sale $15,001 - $50,000 | 4/6/2024 | 3/28/2024 | -2.4%
|
| MOS Mosaic | $29.57 -1.0% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | -8.9%
|
| D Dominion Energy | $52.15 +0.1% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | +6.0%
|
| NTR Nutrien | $55.41 +0.3% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | +2.0%
|
| BRK.B Berkshire Hathaway | $406.37 +0.1% | Sale $15,001 - $50,000 | 3/28/2024 | 3/28/2024 | -3.3%
|
| UPS United Parcel Service | $147.77 +0.5% | Sale (Full) $100,001 - $250,000 | 4/12/2024 | 3/27/2024 | +0.3%
|
| XNGSY ENN Energy | $35.89 -1.8% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/26/2024 | +16.8%
|
| WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +2.9%
|
| UL Unilever | $52.69 +0.1% | Sale (Full) $1,001 - $15,000 | 4/24/2024 | 3/22/2024 | +5.4%
|
| PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
| AAPL Apple | $182.74 +0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/22/2024 | +6.1%
|
| BRP The Baldwin Insurance Group | $31.41 +12.1% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +5.2%
|
| WBA Walgreens Boots Alliance | $17.23 -0.7% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | -17.2%
|
| HUMA Humacyte | $4.51 -2.2% | Purchase $1,001 - $15,000 | 4/15/2024 | 3/21/2024 | +25.3%
|
| RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +10.3%
|
| HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -14.3%
|
| HUMA Humacyte | $4.51 -2.2% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | +25.3%
|
| PARA Paramount Global | $12.82 -0.5% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | +8.5%
|
| HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/21/2024 | -14.3%
|
| SQ Block | $71.14 -0.6% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/21/2024 | -15.3%
|
| SOFI SoFi Technologies | $7.05 -0.1% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/21/2024 | -5.2%
|
| INOD Innodata | $10.47 +55.3% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/21/2024 | +61.1%
|
| UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +2.0%
|
| AMD Advanced Micro Devices | $153.62 -0.5% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/18/2024 | -19.4%
|
| D Dominion Energy | $52.15 +0.1% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +7.5%
|
| LDOS Leidos | $145.50 +1.9% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +15.2%
|
| SAIC Science Applications International | $133.70 -0.7% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +4.1%
|
| NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +21.2%
|
| MELI MercadoLibre | $1,716.78 +1.7% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +14.5%
|
| AMD Advanced Micro Devices | $153.62 -0.5% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | -19.6%
|
| TSLA Tesla | $174.72 -1.7% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +6.8%
|
| ADBE Adobe | $488.10 -0.8% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | -0.9%
|
| AAPL Apple | $182.74 +0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +5.9%
|
| OCFC OceanFirst Financial | $15.58 +0.5% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +5.9%
|
| SHLS Shoals Technologies Group | $7.51 -14.7% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -36.5%
|
| DAVA Endava | $33.20 -0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -9.4%
|
| DHI D.R. Horton | $147.75 -2.4% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -1.7%
|
| INTA Intapp | $36.15 +9.0% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +8.2%
|
| ADC Agree Realty | $58.37 -1.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +5.7%
|
| BNTX BioNTech | $90.13 -0.8% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -3.0%
|
| FOXF Fox Factory | $45.67 +4.5% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -3.4%
|
Jonathan Jackson House (D-IL) | ASML ASML | $911.47 +0.4% | Purchase $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -5.9%
|
Jonathan Jackson House (D-IL) | INTC Intel | $30.00 -2.2% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -30.6%
|
| CMCSA Comcast | $39.05 +1.5% | Sale (Full) $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -9.8%
|
Jonathan Jackson House (D-IL) | AAPL Apple | $182.74 +0.2% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | +6.8%
|
Jonathan Jackson House (D-IL) | ADI Analog Devices | $204.86 +0.6% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | +3.2%
|
Jonathan Jackson House (D-IL) | AMAT Applied Materials | $207.36 +0.0% | Purchase $50,001 - $100,000 | 4/24/2024 | 3/13/2024 | +3.4%
|
| ADBE Adobe | $488.10 -0.8% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/13/2024 | -14.9%
|
| QCOM QUALCOMM | $180.55 +0.2% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/13/2024 | +6.7%
|
| SSDOY Shiseido | $28.05 +0.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +0.2%
|
| TDG TransDigm Group | $1,315.00 +0.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +10.7%
|
| SNPS Synopsys | $550.49 +0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -1.9%
|
| CRM Salesforce | $278.85 +0.6% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -8.5%
|
| ADBE Adobe | $488.10 -0.8% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -14.9%
|
| ETN Eaton | $330.40 +0.9% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +10.0%
|
| MAR Marriott International | $235.35 -0.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -6.4%
|
| DASTY Dassault Systèmes | $40.97 +0.6% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -11.5%
|
| SQM Sociedad Química y Minera de Chile | $47.70 -0.6% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | -5.5%
|
| GLD SPDR Gold Shares | $213.60 -0.3% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | +6.2%
|
| CEF Sprott Physical Gold and Silver Trust | $21.42 -0.4% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | |
| AAPL Apple | $182.74 +0.2% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/12/2024 | +5.5%
|
| JPM JPMorgan Chase & Co. | $195.63 +2.0% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | +3.0%
|
| CSX CSX | $34.22 +0.8% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/12/2024 | -9.5%
|
| TXN Texas Instruments | $183.95 +0.7% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | +5.2%
|
| ACN Accenture | $311.99 +0.4% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | -18.0%
|
| AESI Atlas Energy Solutions | $22.68 +0.8% | Sale $250,001 - $500,000 | 4/11/2024 | 3/12/2024 | +7.4%
|
| LSXMK The Liberty SiriusXM Group | $24.91 -1.0% | Sale (Partial) $15,001 - $50,000 | 4/11/2024 | 3/12/2024 | -16.8%
|
| PPG PPG Industries | $133.46 -0.6% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/12/2024 | -5.6%
|
| MELI MercadoLibre | $1,716.78 +1.7% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +11.1%
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| TSM Taiwan Semiconductor Manufacturing | $143.61 +1.8% | Sale $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | -0.6%
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| BHP BHP Group | $56.49 -1.7% | Sale $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +0.9%
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| XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +6.5%
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| EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +2.7%
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| ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -4.0%
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| XOM Exxon Mobil | $116.15 0.0% | Sale $15,001 - $50,000 | 4/10/2024 | 3/11/2024 | +6.5%
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| IBM International Business Machines | $169.90 +0.9% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/11/2024 | -11.4%
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| ETRN Equitrans Midstream | $13.33 -2.1% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/11/2024 | +17.8%
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| ILMN Illumina | $110.62 -2.0% | Sale $1,001 - $15,000 | 4/10/2024 | 3/11/2024 | -20.5%
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| NGL NGL Energy Partners | $5.94 +1.5% | Sale $15,001 - $50,000 | 3/13/2024 | 3/11/2024 | +0.7%
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| AMAT Applied Materials | $207.36 +0.0% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/8/2024 | +0.9%
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| VZ Verizon Communications | $39.48 +0.4% | Purchase $1,001 - $15,000 | 4/17/2024 | 3/7/2024 | -0.1%
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| HTGC Hercules Capital | $19.72 -0.3% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/7/2024 | +8.6%
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| CBZ CBIZ | $75.51 -0.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | -0.8%
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| DHI D.R. Horton | $147.75 -2.4% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | -4.9%
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| PWP Perella Weinberg Partners | $14.95 +2.8% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | +11.2%
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| AAPL Apple | $182.74 +0.2% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/7/2024 | +8.1%
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| NVDA NVIDIA | $904.12 -0.2% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/7/2024 | -2.4%
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| ASC Ardmore Shipping | $20.33 +15.5% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/6/2024 | +28.2%
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| JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -6.9%
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| JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/5/2024 | -6.9%
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| ICLN iShares Global Clean Energy ETF | $13.85 -0.8% | Purchase $50,001 - $100,000 | 3/29/2024 | 3/5/2024 | -0.1%
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| WFC Wells Fargo & Company | $61.23 +1.6% | Purchase $1,001 - $15,000 | 3/19/2024 | 3/5/2024 | +8.2%
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| ASC Ardmore Shipping | $20.33 +15.5% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/4/2024 | +30.4%
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| NVDA NVIDIA | $904.12 -0.2% | Sale $15,001 - $50,000 | 4/2/2024 | 3/4/2024 | +6.1%
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| AMZN Amazon.com | $188.00 -0.4% | Purchase $0 - $1,000 | 3/26/2024 | 3/4/2024 | +5.9%
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| T AT&T | $17.11 +0.2% | Purchase $0 - $1,000 | 3/26/2024 | 3/4/2024 | +1.9%
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| HCA HCA Healthcare | $309.42 -1.6% | Sale $1,001 - $15,000 | 4/7/2024 | 3/1/2024 | -0.8%
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| NYCB New York Community Bancorp | $3.58 -2.5% | Sale $1,001 - $15,000 | 4/4/2024 | 3/1/2024 | +0.8%
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| WBA Walgreens Boots Alliance | $17.23 -0.7% | Sale $1,001 - $15,000 | 3/22/2024 | 3/1/2024 | -19.8%
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| MSFT Microsoft | $410.54 +0.3% | Sale $100,001 - $250,000 | 3/8/2024 | 2/29/2024 | -0.7%
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| FCX Freeport-McMoRan | $49.96 -2.8% | Sale $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | +32.1%
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| V Visa | $277.19 +0.3% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -1.9%
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| AAPL Apple | $182.74 +0.2% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +1.1%
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| BA Boeing | $180.35 +2.1% | Sale $1,001 - $15,000 | 3/12/2024 | 2/28/2024 | -12.9%
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| URI United Rentals | $677.84 +0.5% | Sale $1,001 - $15,000 | 3/12/2024 | 2/28/2024 | -1.2%
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| TDG TransDigm Group | $1,315.00 +0.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/28/2024 | +12.2%
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| GOGL Golden Ocean Group | $14.72 -0.9% | Purchase $50,001 - $100,000 | 3/15/2024 | 2/27/2024 | +23.1%
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| SSBK Southern States Bancshares | $26.39 -0.2% | Purchase $50,001 - $100,000 | 3/15/2024 | 2/27/2024 | +8.9%
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| PFE Pfizer | $28.28 +1.8% | Purchase $1,001 - $15,000 | 3/15/2024 | 2/27/2024 | +5.2%
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| QCOM QUALCOMM | $180.55 +0.2% | Sale (Full) $15,001 - $50,000 | 3/15/2024 | 2/27/2024 | +14.1%
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| ZTS Zoetis | $164.92 -2.1% | Purchase $15,001 - $50,000 | 3/15/2024 | 2/27/2024 | -17.1%
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| SBLK Star Bulk Carriers | $26.05 -1.6% | Purchase $50,001 - $100,000 | 3/15/2024 | 2/27/2024 | +11.1%
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| ASC Ardmore Shipping | $20.33 +15.5% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/27/2024 | +25.9%
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| LRLCY L'Oréal | $96.07 +0.5% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/26/2024 | -1.9%
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| BBY Best Buy | $73.22 +0.2% | Sale $15,001 - $50,000 | 3/7/2024 | 2/26/2024 | -4.2%
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