| 2026-08-05 | 2025-04-15 | Buy |
USIG iShares Broad USD Investment Grade Corporate Bond |
$50,001 - $100,000 |
Source |
| 2026-08-05 | 2024-05-09 | Buy |
INTC Intel Corporation - Common Stock |
$50,001 - $100,000 |
Source |
| 2026-08-05 | 2024-08-26 | Sale |
EIBLX Eaton Vance Floating Rate Fund Insti... |
$50,001 - $100,000 |
Source |
| 2026-08-05 | 2024-05-10 | Partial sale |
CLF Cleveland-Cliffs Inc |
$50,001 - $100,000 |
Source |
| 2026-08-05 | 2024-08-26 | Buy |
ABNFX The Bond Fd of America Class F-2 Shares |
$50,001 - $100,000 |
Source |
| 2026-08-05 | 2025-12-17 | Partial sale |
AAPL Apple Inc. - Common Stock |
$50,001 - $100,000 |
Source |
| 2026-08-05 | 2025-12-17 | Buy |
XLV SPDR Select Sector Fund - Health Care |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-12-17 | Buy |
XLU SPDR Select Sector Fund - Utilities |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-12-17 | Buy |
XLP SPDR Select Sector Fund - Consumer Staples |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-08-26 | Sale |
UPS United Parcel Service, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-01-10 | Sale |
TXN Texas Instruments Incorporated - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-01-10 | Sale |
TSCO Tractor Supply Company - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
TRV The Travelers Companies, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
TRV The Travelers Companies, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
STZ Constellation Brands, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
QCOM QUALCOMM Incorporated - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
PYPL PayPal Holdings, Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
PFE Pfizer, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-10-07 | Sale |
PEP Pepsico, Inc. |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-10-07 | Sale |
ORCL Oracle Corporation Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-10-07 | Sale |
OC Owens Corning Inc Common Stock New |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
OC Owens Corning Inc Common Stock New |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Partial sale |
OC Owens Corning Inc Common Stock New |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-01-10 | Sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-10-07 | Sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-08-26 | Sale |
MDT Medtronic plc. Ordinary Shares |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
MCD McDonald's Corporation Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
MCD McDonald's Corporation Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Partial sale |
MA Mastercard Incorporated Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
LLY Eli Lilly and Company Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
KMB Kimberly-Clark Corporation Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
KMB Kimberly-Clark Corporation Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
JPM JP Morgan Chase & Co. Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
JNJ Johnson & Johnson Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
JNJ Johnson & Johnson Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-05-03 | Partial sale |
HUMA Humacyte, Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
HON Honeywell International Inc. |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
HON Honeywell International Inc. |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Partial sale |
GS Goldman Sachs Group, Inc. |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-10-07 | Partial sale |
GOOGL Alphabet Inc. - Class A Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Partial sale |
GOOGL Alphabet Inc. - Class A Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-05-07 | Sale |
FITB Fifth Third Bancorp - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
DUK Duke Energy Corporation |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-01-10 | Sale |
DEO Diageo Plc ADR |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
CSX CSX Corporation |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-05-10 | Partial sale |
CLF Cleveland-Cliffs Inc |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
ASML ASML Holding N.V. - New York Registry Shares |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
AMGN Amgen Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
ADM Archer Daniels Midland |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-05-08 | Buy |
Adobe Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
ADBE Adobe Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
ADBE Adobe Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-08-26 | Partial sale |
AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Partial sale |
AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Partial sale |
AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-01-10 | Partial sale |
AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-04-15 | Partial sale |
AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-10-07 | Partial sale |
AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
Nestle ADR |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
Nestle ADR |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2025-10-07 | Sale |
BIRMINGHAM ALA GO WTS SER. 2018 B... |
$15,001 - $50,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
PYPL PayPal Holdings, Inc. - Common Stock |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-10 | Sale |
PARA Paramount Global Cl B |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-07 | Buy |
INTC Intel Corporation - Common Stock |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-08 | Buy |
INTC Intel Corporation - Common Stock |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-10 | Partial sale |
INTC Intel Corporation - Common Stock |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-13 | Partial sale |
INTC Intel Corporation - Common Stock |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-13 | Sale |
INTC Intel Corporation - Common Stock |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-07 | Sale |
GOLD Barrick Gold Corp |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-10 | Partial sale |
CLF Cleveland-Cliffs Inc |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-13 | Partial sale |
CLF Cleveland-Cliffs Inc |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-13 | Sale |
CLF Cleveland-Cliffs Inc |
$100,001 - $250,000 |
Source |
| 2026-08-05 | 2024-05-08 | Buy |
SPDR S&P Biotech ETF |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-08 | Buy |
SPDR S&P Biotech ETF |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-07 | Sale |
WMS Advanced Drainage Systems, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-08 | Sale |
SWKS Skyworks Solutions, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
PEP Pepsico, Inc. |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
PAYX Paychex, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
ODFL Old Dominion Freight Line, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
NXPI NXP Semiconductors N.V. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
NFLX Netflix, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
NDSN Nordson Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
MSI Motorola Solutions, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
MPWR Monolithic Power Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
MCO Moody's Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
MA Mastercard Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
LULU lululemon athletica inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-07 | Sale |
LSCC Lattice Semiconductor Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
KLAC KLA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-09 | Buy |
KeyCorp Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
JKHY Jack Henry & Associates, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
ITW Illinois Tool Works Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
INFY Infosys Limited American Depositary Shares |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
HUMA Humacyte, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
HSY The Hershey Company Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
GRMN Garmin Ltd. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2025-12-17 | Partial sale |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-08 | Buy |
Barrick Gold Corp |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-07 | Buy |
Barrick Gold Corp |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
GLPI Gaming and Leisure Properties, Inc. -... |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-08 | Sale |
GILD Gilead Sciences, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-10 | Buy |
Gilead Sciences, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
GGG Graco Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-07 | Buy |
Fifth Third Bancorp - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
FDS FactSet Research Systems Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
ELS Equity Lifestyle Properties, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
DOW Dow Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
DECK Deckers Outdoor Corporation |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-07 | Buy |
Chevron Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-08-26 | Sale |
CVS CVS Health Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
CTVA Corteva, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
CTVA Corteva, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
CTAS Cintas Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
CPRT Copart, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-10 | Buy |
Cleveland-Cliffs Inc |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-07 | Buy |
Cleveland-Cliffs Inc |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-10 | Buy |
Cleveland-Cliffs Inc |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-07 | Buy |
Cleveland-Cliffs Inc |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-10 | Buy |
Cleveland-Cliffs Inc |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-10 | Buy |
Cleveland-Cliffs Inc |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-10 | Partial sale |
CLF Cleveland-Cliffs Inc |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
CDNS Cadence Design Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-07 | Buy |
Cameco Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
CBSH Commerce Bancshares, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2025-01-10 | Sale |
CARR Carrier Global Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
BRO Brown & Brown, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2025-04-15 | Sale |
BMY Bristol-Myers Squibb Company Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-10 | Buy |
Ark Innovation ETF |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-07 | Buy |
Ark Innovation ETF |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-05-03 | Sale |
A Agilent Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
Otis Worldwide Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-05 | 2024-10-29 | Sale |
Otis Worldwide Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
PG Procter & Gamble Company |
$15,001 - $50,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
PFE Pfizer, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
NEE NextEra Energy, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
MA Mastercard Incorporated Common Stock |
$15,001 - $50,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
LMT Lockheed Martin Corporation Common Stock |
$15,001 - $50,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
DUK Duke Energy Corporation |
$15,001 - $50,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
CSX CSX Corporation |
$15,001 - $50,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
AWK American Water Works Company, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2026-07-16 | 2026-06-09 | Sale |
WAB Westinghouse Air Brake Technologies... |
$1,001 - $15,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
TSCO Tractor Supply Company - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-16 | 2026-06-08 | Sale |
ACN Accenture plc Class A Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2026-01-15 | 2025-12-17 | Sale |
AAPL Apple Inc. - Common Stock |
$50,001 - $100,000 |
Source |
| 2026-01-15 | 2025-12-17 | Buy |
XLV SPDR Select Sector Fund - Health Care |
$15,001 - $50,000 |
Source |
| 2026-01-15 | 2025-12-17 | Buy |
XLU SPDR Select Sector Fund - Utilities |
$15,001 - $50,000 |
Source |
| 2026-01-15 | 2025-12-17 | Buy |
XLP SPDR Select Sector Fund - Consumer Staples |
$15,001 - $50,000 |
Source |
| 2026-01-15 | 2025-12-17 | Sale |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |