| 2020-11-16 | 2020-10-16 | Sale |
Pimco FDS Income Institutional |
$15,001 - e $50,000 |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
VOO Vanguard S&P 500 ETF |
$15,001 - c $50,000 |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 g |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
ISHARES u.S. Treasury bond ETF |
$1,001 - $15,000 g |
Source |
| 2020-11-16 | 2020-10-16 | Sale |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
Templeton Developing Markets Trust |
$1,001 - $15,000 g |
Source |
| 2020-11-16 | 2020-10-16 | Sale |
T Rowe Price blue Chip growth |
$1,001 - $15,000 g |
Source |
| 2020-11-16 | 2020-10-16 | Sale |
Loomis Sayles Senior Float Rate |
$1,001 - $15,000 g |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
Franklin growth Fund Advantage |
$1,001 - $15,000 g |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
FLCO Franklin Liberty Investment grade Corporate ETF |
$1,001 - $15,000 f |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
goldman Sachs International Equity Insights |
$1,001 - $15,000 f |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
JP Morgan Mortgage backed Securities |
$1,001 - $15,000 f |
Source |
| 2020-11-16 | 2020-10-16 | Sale |
Federated MDT Small Cap growth |
$1,001 - $15,000 f |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
VWO Vanguard FTSE Emerging Markets ETF |
$1,001 - $15,000 e |
Source |
| 2020-11-16 | 2020-10-16 | Sale |
SPTM SPDR Portfolio S&P 1500 Composite Stock... |
$1,001 - $15,000 e |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
FLQL Franklin LibertyQ U.S. Equity ETF |
$1,001 - $15,000 d |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
FLCB Franklin Liberty U.S. Core bond ETF |
$1,001 - $15,000 c |
Source |
| 2020-11-16 | 2020-10-16 | Sale |
WCM Focused International growth |
$1,001 - $15,000 c |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
Franklin Small Cap growth Fund |
$1,001 - $15,000 c |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
Franklin Small Cap Value Fund |
$1,001 - $15,000 c |
Source |
| 2020-11-16 | 2020-10-16 | Buy |
Franklin International growth Advisor Class |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
IVV iShares Core S&P 500 ETF |
$15,001 - g $50,000 |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
NTDOY Nintendo Co Ltd ADR |
$15,001 - f $50,000 |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
BABA Alibaba Group Holding Limited American Depositary |
$15,001 - f $50,000 |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
Pimco Investments Income Inst'l |
$15,001 - f $50,000 |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
Hartford Core Equity Fund - HgIIX |
$15,001 - c $50,000 |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
VTI Vanguard Total Stock Market ETF |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
VIG Vanguard Div Appreciation ETF |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
PUTW WisdomTree CBOE S&P 500 PutWrite Strategy Fund |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
IJR iShares Core S&P Small-Cap ETF |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
IHI ishares u.s. Medical Devices ETF |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
F Ford Motor Company Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
WCM Focused Int'l growth |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
Pimco Municipal Bond Fund - PMUPX |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
Blackrock Technologies Opportunity Fund - BgSIX |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
Blackrock High Yield Municipal Fund - MAYHX |
$1,001 - $15,000 g |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
XSOE WisdomTree Emerging Markets Ex-State... |
$1,001 - $15,000 f |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
USMV iShares MSCI USa Minimum Volatility ETF |
$1,001 - $15,000 f |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
ET Energy Transfer LP Common Units |
$1,001 - $15,000 f |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
Rivernorth Funds Doubleline Strategic Income |
$1,001 - $15,000 f |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
Blackrock Advantage Large Cap - MALRX |
$1,001 - $15,000 f |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
iShares 7-10 Year Treasury Bond ETF |
$1,001 - $15,000 e |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
EVV Eaton Vance Limited Duration Income Fund... |
$1,001 - $15,000 e |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
BTZ BlackRock Credit Allocation Income Trust |
$1,001 - $15,000 e |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
DIV global X Super Dividend ETF |
$1,001 - $15,000 d |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
Blackrock Emerging Markets Fund - MADCX |
$1,001 - $15,000 d |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
VLUE iShares Edge MSCI USa Value Factor ETF |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
iShares 20+ Year Treasury Bond ETF |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
SRLN SPDR blackstone Senior loan ETF |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
IEFA iShares Core MSCI EAFE ETF |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
IDV iShares International Select Dividend ETF |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
ESGU iShares ESg Aware MSCI USA ETF |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
EFG iShares MSCI EAFE growth ETF |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
DSU Blackrock Debt Strategies Fund, Inc. |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Sale |
goldman Sachs Dynamic Muni Income Fund |
$1,001 - $15,000 c |
Source |
| 2020-11-06 | 2020-10-09 | Buy |
Blackrock National Municipal Fund - MANLX |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
Nuveen ESg large Cap Value |
$15,001 - g $50,000 |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
Calvert uS large Cap Value Responsible Index |
$15,001 - f $50,000 |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
brown Advantage Sustainable growth |
$15,001 - d $50,000 |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
TIAA-CREF Impact bond |
$15,001 - d $50,000 |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
IShares Trust MSCI EAFE ESg Optimized |
$15,001 - d $50,000 |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
AMZN Amazon.com, Inc. - Common Stock |
$15,001 - c $50,000 |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
Calvert Equity Fund |
$15,001 - c $50,000 |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
UNP Union Pacific Corporation Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
TMO Thermo Fisher Scientific Inc Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
SHW Sherwin-Williams Company |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
HD Home Depot, Inc. |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
DHR Danaher Corporation Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
delaware Small Cap Core Fund |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
delaware Corporate bond |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
IShares MSCI EM ESg Optimized |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
ISH uSd High Yield Corporate bond |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
Ab High Income |
$1,001 - $15,000 g |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
C Citigroup, Inc. Common Stock |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
BLL Ball Corporation |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
delaware Small Cap Core |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
Vanguard Total International bond |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
Pimco Income Fund |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
IShares uS Treasury bond |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
CRA Qualified Investment Fund |
$1,001 - $15,000 f |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
STZ Constellation Brands, Inc. Common Stock |
$1,001 - $15,000 e |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
MCHP Microchip Technology Incorporated - Common Stock |
$1,001 - $15,000 e |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
DIS Walt Disney Company |
$1,001 - $15,000 e |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
TIAA-CREF Core Impact bond |
$1,001 - $15,000 e |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
Fidelity Advisor Total bond |
$1,001 - $15,000 e |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
CRA Qualified Investment Fund |
$1,001 - $15,000 e |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
ROST Ross Stores, Inc. |
$1,001 - $15,000 d |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
KDP Keurig Dr Pepper Inc. |
$1,001 - $15,000 d |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
FISV Fiserv, Inc. - Common Stock |
$1,001 - $15,000 d |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
delaware Corporate bond |
$1,001 - $15,000 d |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
SPdR bloomberg barclays 1-3 month T-bill |
$1,001 - $15,000 d |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
V Visa Inc. |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
TFC Truist Financial Corporation Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
PLD Prologis, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
PEP Pepsico, Inc. |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
LMT Lockheed Martin Corporation Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
HON Honeywell International Inc. |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
HLT Hilton Worldwide Holdings Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
CVX Chevron Corporation Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
COF Capital One Financial Corporation Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
ANTM Anthem, Inc. |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
AMT American Tower Corporation |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
guggenheim Total Return |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Buy |
brown Advantage Sustainable growth |
$1,001 - $15,000 c |
Source |
| 2020-08-27 | 2020-08-07 | Sale |
Ab global bond |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
UNP Union Pacific Corporation Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2020-03-18 | Sale |
SYY Sysco Corporation |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
STZ Constellation Brands, Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2020-03-18 | Buy |
PEP Pepsico, Inc. |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2020-05-01 | Buy |
BLL Ball Corporation |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
TOT TOTAL S.A. |
$1,001 - $15,000 f |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
SYY Sysco Corporation |
$1,001 - $15,000 f |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
SHW Sherwin-Williams Company |
$1,001 - $15,000 f |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
DIS Walt Disney Company |
$1,001 - $15,000 f |
Source |
| 2020-07-29 | 2020-05-13 | Buy |
CVX Chevron Corporation Common Stock |
$1,001 - $15,000 f |
Source |
| 2020-07-29 | 2020-02-10 | Buy |
C Citigroup, Inc. Common Stock |
$1,001 - $15,000 f |
Source |
| 2020-07-29 | 2020-02-10 | Partial sale |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 e |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 e |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
COF Capital One Financial Corporation Common Stock |
$1,001 - $15,000 e |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
CB Chubb Limited Common Stock |
$1,001 - $15,000 e |
Source |
| 2020-07-29 | 2020-05-01 | Sale |
TOT TOTAL S.A. |
$1,001 - $15,000 d |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 d |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
LMT Lockheed Martin Corporation Common Stock |
$1,001 - $15,000 d |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
HON Honeywell International Inc. |
$1,001 - $15,000 d |
Source |
| 2020-07-29 | 2020-05-01 | Buy |
FISV Fiserv, Inc. - Common Stock |
$1,001 - $15,000 d |
Source |
| 2020-07-29 | 2020-06-02 | Sale |
CB Chubb Limited Common Stock |
$1,001 - $15,000 d |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
AMT American Tower Corporation |
$1,001 - $15,000 d |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 d |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 d |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
V Visa Inc. |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
TMO Thermo Fisher Scientific Inc Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
TFC Truist Financial Corporation Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
ROST Ross Stores, Inc. |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
PLD Prologis, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
MCHP Microchip Technology Incorporated - Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2020-03-25 | Partial sale |
KDP Keurig Dr Pepper Inc. |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
KDP Keurig Dr Pepper Inc. |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2020-03-27 | Buy |
HLT Hilton Worldwide Holdings Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
DHR Danaher Corporation Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2020-02-10 | Partial sale |
CB Chubb Limited Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
C Citigroup, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-07-29 | 2019-12-31 | Buy |
ANTM Anthem, Inc. |
$1,001 - $15,000 c |
Source |