Virginia Ann Foxx
house Republican NC
F000450
721 trades tracked · 57 late filings · avg lag 46.2d
Official site ↗Committees
- House Committee on Oversight and Government Reform
- House Committee on Education and Workforce
- House Committee on Rules
- House Committee on Oversight and Government Reform — Government Operations
- House Committee on Education and Workforce — Health, Employment, Labor, and Pensions
Est. volume
$17,927,000
Middle of the reported range
Buys / Sells
595 / 122
Spouse share
0%
Late (>45d)
57
Avg. price change since purchase
+4.4% est.
6.8% behind the S&P 500
From 9 purchases with a saved closing price. Sales are left out.
The percent is the stock-price change from each purchase date to the newest end-of-day close saved on this site. That close refreshes on the morning jobs, so it is usually yesterday’s, or Friday’s over a weekend. It is not a live quote, and it is not the politician’s profit. Ahead of or behind the S&P 500 uses those same dates. Dollar figures use the middle of the reported trade-size range, not an exact amount. Not investment advice. See disclaimer.
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag | Return |
|---|---|---|---|---|---|---|---|---|
| Jun 18, 2026 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Sale (Partial) | Self | $15,001 - $50,000 | Jul 13, 2026 | 25d | +11.1% est. |
| Jun 30, 2026 | EFC ↗ | Ellington Financial Inc. 7.00% Series D ... | Purchase | Self | $1,001 - $15,000 | Jul 13, 2026 | 13d | — |
| Jun 18, 2026 | EFC ↗ | Ellington Financial Inc. 7.00% Series D ... | Sale (Partial) | Self | $15,001 - $50,000 | Jul 13, 2026 | 25d | — |
| Jun 17, 2026 | EFC ↗ | Ellington Financial Inc. 7.00% Series D ... | Sale (Partial) | Self | $15,001 - $50,000 | Jul 13, 2026 | 26d | — |
| Jun 17, 2026 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Sale (Partial) | Self | $15,001 - $50,000 | Jul 13, 2026 | 26d | +7.6% est. |
| Jun 29, 2026 | EFC ↗ | Ellington Financial Inc. 7.00% Series D ... | Purchase | Self | $1,001 - $15,000 | Jul 13, 2026 | 14d | — |
| Jun 18, 2026 | EFC ↗ | ELLINGTON FINANCIAL INC | Sale | Self | $15,001 - $50,000 | Jul 13, 2026 | 25d | — |
| Jun 18, 2026 | ARLP ↗ | Alliance Resource Partners LP | Sale | Self | $15,001 - $50,000 | Jul 13, 2026 | 25d | — |
| Jun 30, 2026 | EFC ↗ | ELLINGTON FINANCIAL INC | Purchase | Self | $1,001 - $15,000 | Jul 13, 2026 | 13d | — |
| May 15, 2026 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Self | $1,001 - $15,000 | Jun 3, 2026 | 19d | — |
| Feb 13, 2026 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Self | $1,001 - $15,000 | Mar 3, 2026 | 18d | — |
| Jan 12, 2026 | PSA ↗ | Public Storage | Sale | Self | $1,001 - $15,000 | Feb 9, 2026 | 28d | — |
| Jan 12, 2026 | HTGC ↗ | Hercules Capital Inc | Sale | Self | $50,001 - $100,000 | Feb 9, 2026 | 28d | — |
| Dec 30, 2025 | EFC ↗ | ELLINGTON FINANCIAL INC | Purchase | Self | $1,001 - $15,000 | Jan 6, 2026 | 7d | — |
| Nov 19, 2025 | HTGC ↗ | Hercules Capital Inc | Purchase | Self | $1,001 - $15,000 | Dec 2, 2025 | 13d | — |
| Nov 17, 2025 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Self | $1,001 - $15,000 | Dec 2, 2025 | 15d | — |
| Nov 14, 2025 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Self | $1,001 - $15,000 | Dec 2, 2025 | 18d | — |
| Sep 30, 2025 | EFC ↗ | ELLINGTON FINANCIAL INC | Purchase | Self | $1,001 - $15,000 | Oct 7, 2025 | 7d | — |
| Sep 25, 2025 | HTGC ↗ | Hercules Capital Inc | Sale | Self | $15,001 - $50,000 | Oct 7, 2025 | 12d | — |
| Sep 25, 2025 | ARLP ↗ | Alliance Resource Partners LP | Sale | Self | $1,001 - $15,000 | Oct 7, 2025 | 12d | — |
| Aug 19, 2025 | HTGC ↗ | Hercules Capital Inc | Purchase | Self | $1,001 - $15,000 | Sep 10, 2025 | 22d | — |
| Aug 14, 2025 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Self | $1,001 - $15,000 | Sep 10, 2025 | 27d | +2.6% est. |
| Jun 30, 2025 | EFC ↗ | ELLINGTON FINANCIAL INC | Purchase | Self | $1,001 - $15,000 | Jul 4, 2025 | 4d | — |
| Jun 24, 2025 | BMY ↗ | Bristol-Myers Squibb Co | Sale | Self | $1,001 - $15,000 | Jul 4, 2025 | 10d | — |
| Jun 24, 2025 | ET ↗ | Energy Transfer LP | Sale | Self | $15,001 - $50,000 | Jul 4, 2025 | 10d | — |
| May 20, 2025 | HTGC ↗ | Hercules Capital Inc | Purchase | Self | $1,001 - $15,000 | Jun 4, 2025 | 15d | — |
| May 15, 2025 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Self | $1,001 - $15,000 | Jun 4, 2025 | 20d | — |
| Mar 31, 2025 | EFC ↗ | ELLINGTON FINANCIAL INC | Purchase | Self | $1,001 - $15,000 | Apr 7, 2025 | 7d | — |
| Mar 7, 2025 | ARLP ↗ | Alliance Resource Partners LP | Sale | Self | $15,001 - $50,000 | Apr 7, 2025 | 31d | — |
| Mar 7, 2025 | FLNG ↗ | FLEX LNG LTD | Sale | Self | $15,001 - $50,000 | Apr 7, 2025 | 31d | — |
| Mar 7, 2025 | PBA ↗ | Pembina Pipeline Corp | Sale | Self | $50,001 - $100,000 | Apr 7, 2025 | 31d | — |
| Mar 5, 2025 | HTGC ↗ | Hercules Capital Inc | Purchase | Self | $1,001 - $15,000 | Apr 7, 2025 | 33d | — |
| Mar 7, 2025 | ET ↗ | Energy Transfer LP | Sale | Self | $50,001 - $100,000 | Apr 7, 2025 | 31d | — |
| Feb 19, 2025 | ET ↗ | Energy Transfer LP Common Units | Purchase | Self | $1,001 - $15,000 | Mar 3, 2025 | 12d | — |
| Feb 14, 2025 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Purchase | Self | $1,001 - $15,000 | Mar 3, 2025 | 17d | — |
| Dec 6, 2024 | PBA ↗ | Pembina Pipeline Corp. Ordinary Shares | Sale (Partial) | Self | $50,001 - $100,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | T ↗ | AT&T Inc. Depositary Shares, each repres... | Sale (Full) | Self | $50,001 - $100,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | VIASP ↗ | Via Renewables, Inc. - 8.75% Series A Fi... | Sale (Full) | Self | $50,001 - $100,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Sale (Partial) | Self | $15,001 - $50,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | AEP ↗ | American Electric Power Company, Inc. | Purchase | Self | $1,001 - $15,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | PSA ↗ | Public Storage Common Stock | Purchase | Self | $1,001 - $15,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | JNJ ↗ | Johnson & Johnson Common Stock | Purchase | Self | $1,001 - $15,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares | Sale (Partial) | Self | $15,001 - $50,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | ET ↗ | Energy Transfer LP Common Units | Sale (Partial) | Self | $15,001 - $50,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | ASC ↗ | Ardmore Shipping Corporation Common Stoc... | Sale (Partial) | Self | $15,001 - $50,000 | Jan 6, 2025 | 31d | — |
| Dec 30, 2024 | EFC ↗ | Ellington Financial Inc. 7.00% Series D ... | Purchase | Self | $1,001 - $15,000 | Jan 6, 2025 | 7d | — |
| Dec 6, 2024 | AMGN ↗ | Amgen Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | ABBV ↗ | AbbVie Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | BMY ↗ | Bristol-Myers Squibb Company Common Stoc... | Purchase | Self | $1,001 - $15,000 | Jan 6, 2025 | 31d | — |
| Dec 6, 2024 | DUK ↗ | Duke Energy Corporation | Purchase | Self | $1,001 - $15,000 | Jan 6, 2025 | 31d | — |
| Nov 14, 2024 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Purchase | Joint | $1,001 - $15,000 | Dec 11, 2024 | 27d | — |
| Nov 19, 2024 | ET ↗ | Energy Transfer LP Common Units | Purchase | Joint | $1,001 - $15,000 | Dec 11, 2024 | 22d | — |
| Nov 20, 2024 | HTGC ↗ | Hercules Capital, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 11, 2024 | 21d | — |
| Nov 1, 2024 | T ↗ | AT&T Inc. Depositary Shares, each repres... | Purchase | Joint | $1,001 - $15,000 | Dec 11, 2024 | 40d | — |
| Oct 23, 2024 | HTGC ↗ | Hercules Capital, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | Nov 12, 2024 | 20d | — |
| Sep 30, 2024 | EFC ↗ | Ellington Financial Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | Oct 21, 2024 | 21d | — |
| Aug 20, 2024 | HTGC ↗ | Hercules Capital, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | Sep 4, 2024 | 15d | — |
| Aug 19, 2024 | ET ↗ | Energy Transfer LP Common Units | Purchase | Self | $1,001 - $15,000 | Sep 4, 2024 | 16d | — |
| Aug 14, 2024 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Purchase | Self | $1,001 - $15,000 | Sep 4, 2024 | 21d | — |
| Aug 1, 2024 | T ↗ | AT&T Inc. Depositary Shares, each repres... | Purchase | Self | $1,001 - $15,000 | Sep 4, 2024 | 34d | — |
| Jul 8, 2024 | ASC ↗ | Ardmore Shipping Corporation Common Stoc... | Purchase | Self | $1,001 - $15,000 | Aug 6, 2024 | 29d | — |
| Jul 1, 2024 | EFC ↗ | Ellington Financial Inc. 7.00% Series D ... | Purchase | Self | $1,001 - $15,000 | Aug 6, 2024 | 36d | — |
| Jul 11, 2024 | ASC ↗ | Ardmore Shipping Corporation Common Stoc... | Purchase | Self | $1,001 - $15,000 | Aug 6, 2024 | 26d | — |
| Jul 9, 2024 | ASC ↗ | Ardmore Shipping Corporation Common Stoc... | Purchase | Self | $1,001 - $15,000 | Aug 6, 2024 | 28d | — |
| May 2, 2024 | ET ↗ | Energy Transfer LP Common Units (ET) | Purchase | Self | $1,001 - $15,000 | Jun 6, 2024 | 35d | — |
| May 20, 2024 | ET ↗ | Energy Transfer LP Common Units (ET) | Purchase | Self | $1,001 - $15,000 | Jun 6, 2024 | 17d | — |
| May 1, 2024 | T$A ↗ | AT&T Inc. Depositary Shares, each repres... | Purchase | Self | $1,001 - $15,000 | Jun 6, 2024 | 36d | — |
| May 21, 2024 | HTGC ↗ | Hercules Capital, Inc. Common Stock (HTG... | Purchase | Self | $1,001 - $15,000 | Jun 6, 2024 | 16d | — |
| May 1, 2024 | ET ↗ | Energy Transfer LP Common Units (ET) | Purchase | Self | $1,001 - $15,000 | Jun 6, 2024 | 36d | — |
| Apr 9, 2024 | ASC ↗ | Ardmore Shipping Corporation Common Stoc... | Purchase | Self | $1,001 - $15,000 | May 6, 2024 | 27d | — |
| Apr 2, 2024 | EFC ↗ | Ellington Financial Inc. 7.00% Series D ... | Purchase | Self | $1,001 - $15,000 | May 6, 2024 | 34d | — |
| Apr 30, 2024 | ET ↗ | Energy Transfer LP Common Units | Purchase | Self | $1,001 - $15,000 | May 6, 2024 | 6d | — |
| Apr 16, 2024 | HTGC ↗ | Hercules Capital, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | May 6, 2024 | 20d | — |
| Mar 6, 2024 | ASC ↗ | Ardmore Shipping Corporation Common Stoc... | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2024 | 35d | — |
| Mar 4, 2024 | ASC ↗ | Ardmore Shipping Corporation Common Stoc... | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2024 | 37d | — |
| Mar 7, 2024 | HTGC ↗ | Hercules Capital, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2024 | 34d | — |
| Feb 1, 2024 | HTGC ↗ | Hercules Capital Inc | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 35d | — |
| Feb 2, 2024 | T ↗ | AT&T Inc. Depositary Shares, each repres... | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 34d | — |
| Feb 28, 2024 | DUK ↗ | Duke Energy Corporation Depositary Share... | Sale (Full) | Joint | $50,001 - $100,000 | Mar 7, 2024 | 8d | — |
| Feb 26, 2024 | FLNG ↗ | FLEX LNG LTD | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 10d | — |
| Feb 26, 2024 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 10d | — |
| Feb 23, 2024 | ASC ↗ | ARDMORE SHIPPING CORP | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 13d | — |
| Feb 23, 2024 | FLNG ↗ | FLEX LNG LTD | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 13d | — |
| Feb 27, 2024 | ASC ↗ | ARDMORE SHIPPING CORP | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 9d | — |
| Feb 21, 2024 | ET ↗ | Energy Transfer LP | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 15d | — |
| Feb 2, 2024 | FLNG ↗ | FLEX LNG LTD | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 34d | — |
| Feb 9, 2024 | FLNG ↗ | FLEX LNG LTD | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 27d | — |
| Feb 2, 2024 | T ↗ | AT&T Inc | Purchase | Self | $1,001 - $15,000 | Mar 7, 2024 | 34d | — |
| Feb 7, 2024 | FLNG ↗ | FLEX LNG LTD | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 29d | — |
| Feb 23, 2024 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 13d | — |
| Feb 28, 2024 | DUK-PA ↗ | Duke Energy Corp | Sale | Joint | $50,001 - $100,000 | Mar 7, 2024 | 8d | — |
| Feb 15, 2024 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 21d | — |
| Feb 5, 2024 | ASC ↗ | ARDMORE SHIPPING CORP | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 31d | — |
| Feb 15, 2024 | ASC ↗ | ARDMORE SHIPPING CORP | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 21d | — |
| Jan 8, 2024 | SCHX ↗ | Schwab U.S. Large-Cap ETF | Purchase | Joint | $1,001 - $15,000 | Feb 5, 2024 | 28d | — |
| Jan 16, 2024 | HTGC ↗ | Hercules Capital, Inc. | Purchase | Joint | $15,001 - $50,000 | Feb 5, 2024 | 20d | — |
| Jan 11, 2024 | MO ↗ | Altria Group, Inc. | Purchase | Joint | $1,001 - $15,000 | Feb 5, 2024 | 25d | — |
| Jan 10, 2024 | MO ↗ | Altria Group, Inc. | Sale (Full) | Joint | $15,001 - $50,000 | Feb 5, 2024 | 26d | — |
| Jan 16, 2024 | MO ↗ | Altria Group, Inc. | Sale (Full) | Joint | $1,001 - $15,000 | Feb 5, 2024 | 20d | — |
| Jan 16, 2024 | DUK ↗ | Duke Energy Corporation Depositary Share... | Purchase | Joint | $1,001 - $15,000 | Feb 5, 2024 | 20d | — |
| Jan 18, 2024 | ET ↗ | Energy Transfer LP Common Units | Purchase | Joint | $1,001 - $15,000 | Feb 5, 2024 | 18d | — |
| Jan 17, 2024 | SCHX ↗ | Schwab U.S. Large-Cap ETF | Purchase | Joint | $1,001 - $15,000 | Feb 5, 2024 | 19d | — |
| Jan 17, 2024 | ET ↗ | Energy Transfer LP Common Units | Purchase | Joint | $1,001 - $15,000 | Feb 5, 2024 | 19d | — |
| Jan 17, 2024 | CRT ↗ | Cross Timbers Royalty Trust | Sale (Full) | Joint | $15,001 - $50,000 | Feb 5, 2024 | 19d | — |
| Jan 16, 2024 | ET ↗ | Energy Transfer LP Common Units | Purchase | Joint | $15,001 - $50,000 | Feb 5, 2024 | 20d | — |
| Dec 14, 2023 | AAIC ↗ | Arlington Asset Investment Corp | Exchange | Joint | $15,001 - $50,000 | Jan 4, 2024 | 21d | — |
| Dec 8, 2023 | CRT ↗ | CROSS TIMBERS ROYALTY TRUST | Purchase | Joint | $1,001 - $15,000 | Jan 4, 2024 | 27d | — |
| Dec 19, 2023 | DUK-PA ↗ | Duke Energy Corp | Purchase | Joint | $1,001 - $15,000 | Jan 4, 2024 | 16d | — |
| Dec 19, 2023 | DUK ↗ | Duke Energy Corporation Depositary Share... | Purchase | Joint | $1,001 - $15,000 | Jan 4, 2024 | 16d | — |
| Dec 4, 2023 | FLNG ↗ | FLEX LNG LTD | Purchase | Self | $1,001 - $15,000 | Jan 4, 2024 | 31d | — |
| Dec 14, 2023 | EFC ↗ | ELLINGTON FINANCIAL INC | Exchange | Joint | $15,001 - $50,000 | Jan 4, 2024 | 21d | — |
| Dec 14, 2023 | EFC ↗ | Ellington Financial Inc. 7.00% Series D ... | Exchange | Joint | $15,001 - $50,000 | Jan 4, 2024 | 21d | — |
| Nov 10, 2023 | USDP ↗ | USD Partners LP Common Units representin... | Sale (Full) | Joint | $1,001 - $15,000 | Dec 5, 2023 | 25d | — |
| Nov 28, 2023 | AAIC$B ↗ | Arlington Asset Investment Corp 7.00% (A... | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2023 | 7d | — |
| Nov 29, 2023 | CRT ↗ | Cross Timbers Royalty Trust (CRT) | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2023 | 6d | — |
| Nov 2, 2023 | T$A ↗ | AT&T Inc. Depositary Shares, each repres... | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2023 | 33d | — |
| Nov 28, 2023 | CRT ↗ | Cross Timbers Royalty Trust (CRT) | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2023 | 7d | — |
| Nov 28, 2023 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares (FLNG) | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2023 | 7d | — |
| Oct 3, 2023 | PAA ↗ | Plains All American Pipeline, L.P. - Com... | Sale (Full) | Joint | $15,001 - $50,000 | Nov 7, 2023 | 35d | — |
| Oct 23, 2023 | HTGC ↗ | Hercules Capital, Inc. | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2023 | 15d | — |
| Oct 2, 2023 | CRT ↗ | Cross Timbers Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2023 | 36d | — |
| Oct 11, 2023 | MO ↗ | Altria Group, Inc. | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2023 | 27d | — |
| Oct 25, 2023 | HTGC ↗ | Hercules Capital, Inc. | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2023 | 13d | — |
| Oct 20, 2023 | HTGC ↗ | Hercules Capital, Inc. | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2023 | 18d | — |
| Oct 3, 2023 | HTGC ↗ | Hercules Capital, Inc. | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2023 | 35d | — |
| Oct 2, 2023 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2023 | 36d | — |
| Sep 19, 2023 | DUK-PA ↗ | Duke Energy Corp | Purchase | Joint | $1,001 - $15,000 | Oct 6, 2023 | 17d | — |
| Sep 19, 2023 | DUK ↗ | Duke Energy Corporation Depositary Share... | Purchase | Joint | $1,001 - $15,000 | Oct 6, 2023 | 17d | — |
| Sep 22, 2023 | N/A | Apollo Global Management Inc | Sale | Joint | $15,001 - $50,000 | Oct 6, 2023 | 14d | — |
| Sep 18, 2023 | GPP ↗ | Green Plains Partners LP | Sale | Joint | $15,001 - $50,000 | Oct 6, 2023 | 18d | — |
| Sep 21, 2023 | HTGC ↗ | Hercules Capital Inc | Purchase | Joint | $1,001 - $15,000 | Oct 6, 2023 | 15d | — |
| Sep 18, 2023 | VGR ↗ | Vector Group Ltd | Purchase | Joint | $1,001 - $15,000 | Oct 6, 2023 | 18d | — |
| Sep 21, 2023 | VGR ↗ | Vector Group Ltd | Sale | Joint | $50,001 - $100,000 | Oct 6, 2023 | 15d | — |
| Sep 22, 2023 | AAM ↗ | Apollo Asset Management, Inc. 6.375% Ser... | Sale (Full) | Joint | $15,001 - $50,000 | Oct 6, 2023 | 14d | — |
| Sep 19, 2023 | AAIC ↗ | Arlington Asset Investment Corp | Purchase | Joint | $1,001 - $15,000 | Oct 6, 2023 | 17d | — |
| Sep 19, 2023 | CRT ↗ | CROSS TIMBERS ROYALTY TRUST | Purchase | Joint | $1,001 - $15,000 | Oct 6, 2023 | 17d | — |
| Aug 2, 2023 | T ↗ | AT&T Inc | Purchase | Joint | $1,001 - $15,000 | Sep 5, 2023 | 34d | — |
| Aug 29, 2023 | TAK ↗ | Takeda Pharmaceutical Co Ltd | Sale | Joint | $15,001 - $50,000 | Sep 5, 2023 | 7d | — |
| Aug 16, 2023 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Joint | $1,001 - $15,000 | Sep 5, 2023 | 20d | — |
| Aug 2, 2023 | T ↗ | AT&T Inc. | Purchase | Joint | $1,001 - $15,000 | Sep 5, 2023 | 34d | — |
| Jul 11, 2023 | MO ↗ | Altria Group, Inc. | Purchase | Joint | $1,001 - $15,000 | Jul 28, 2023 | 17d | — |
| Jun 30, 2023 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Jul 7, 2023 | 7d | — |
| Jun 20, 2023 | N/A | DUKE ENERGY C 5.75% PFD SER A | Purchase | Joint | $1,001 - $15,000 | Jul 7, 2023 | 17d | — |
| May 10, 2023 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 23d | — |
| May 1, 2023 | CRT ↗ | CROSS TIMBERS ROYALTY TRUST | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 32d | — |
| May 8, 2023 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 25d | — |
| May 2, 2023 | T ↗ | AT&T Inc | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 31d | — |
| May 2, 2023 | T ↗ | AT&T Inc. Depositary Shares, each repres... | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 31d | — |
| May 17, 2023 | CRT ↗ | CROSS TIMBERS ROYALTY TRUST | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 16d | — |
| May 1, 2023 | MO ↗ | Altria Group Inc | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 32d | — |
| May 16, 2023 | ARLP ↗ | Alliance Resource Partners LP | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 17d | — |
| May 19, 2023 | SIRE ↗ | Sisecam Resources LP | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 14d | — |
| May 26, 2023 | SIRE ↗ | Sisecam Resources LP | Sale | Joint | $50,001 - $100,000 | Jun 2, 2023 | 7d | — |
| May 17, 2023 | GPP ↗ | Green Plains Partners LP | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 16d | — |
| May 16, 2023 | FLNG ↗ | FLEX LNG LTD | Purchase | Joint | $1,001 - $15,000 | Jun 2, 2023 | 17d | — |
| Apr 3, 2023 | AAIC ↗ | Arlington Asset Investment Corp 7.00% | Purchase | Joint | $1,001 - $15,000 | May 1, 2023 | 28d | — |
| Mar 1, 2023 | K ↗ | Kellogg Company | Sale (Full) | Joint | $50,001 - $100,000 | Apr 4, 2023 | 34d | — |
| Mar 31, 2023 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Apr 4, 2023 | 4d | — |
| Mar 8, 2023 | SCHD ↗ | Schwab US Dividend Equity ETF | Sale (Full) | Joint | $50,001 - $100,000 | Apr 4, 2023 | 27d | — |
| Mar 2, 2023 | PFF ↗ | iShares Preferred and Income Securities ... | Sale (Full) | Joint | $50,001 - $100,000 | Apr 4, 2023 | 33d | — |
| Mar 1, 2023 | GSK ↗ | GSK plc American Depositary Shares | Sale (Full) | Joint | $50,001 - $100,000 | Apr 4, 2023 | 34d | — |
| Mar 10, 2023 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Purchase | Joint | $1,001 - $15,000 | Apr 4, 2023 | 25d | — |
| Mar 22, 2023 | VIASP ↗ | Via Renewables, Inc. - 8.75% Series A Fi... | Purchase | Joint | $1,001 - $15,000 | Apr 4, 2023 | 13d | — |
| Mar 17, 2023 | DUK ↗ | Duke Energy Corporation Depositary Share... | Purchase | Joint | $1,001 - $15,000 | Apr 4, 2023 | 18d | — |
| Mar 7, 2023 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Apr 4, 2023 | 28d | — |
| Mar 24, 2023 | PAA ↗ | Plains All American Pipeline, L.P. - Com... | Purchase | Joint | $15,001 - $50,000 | Apr 4, 2023 | 11d | — |
| Mar 7, 2023 | BCC ↗ | Boise Cascade, L.L.C. | Sale (Full) | Joint | $15,001 - $50,000 | Apr 4, 2023 | 28d | — |
| Mar 2, 2023 | BCC ↗ | Boise Cascade, L.L.C. | Purchase | Joint | $1,001 - $15,000 | Apr 4, 2023 | 33d | — |
| Feb 24, 2023 | BCC ↗ | Boise Cascade, L.L.C. | Purchase | Joint | $15,001 - $50,000 | Mar 3, 2023 | 7d | — |
| Feb 15, 2023 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2023 | 16d | — |
| Feb 16, 2023 | CF ↗ | CF Industries Holdings, Inc. | Sale (Full) | Joint | $15,001 - $50,000 | Mar 3, 2023 | 15d | — |
| Feb 15, 2023 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2023 | 16d | — |
| Feb 21, 2023 | MRO ↗ | Marathon Oil Corporation | Sale (Full) | Joint | $15,001 - $50,000 | Mar 3, 2023 | 10d | — |
| Feb 24, 2023 | SIRE ↗ | Sisecam Resources LP Common Units repres... | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2023 | 7d | — |
| Feb 16, 2023 | TAK ↗ | Takeda Pharmaceutical Company Limited Am... | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2023 | 15d | — |
| Feb 1, 2023 | T ↗ | AT&T Inc. | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2023 | 30d | — |
| Jan 17, 2023 | MO ↗ | Altria Group, Inc. | Purchase | Joint | $1,001 - $15,000 | Feb 3, 2023 | 17d | — |
| Jan 4, 2023 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Feb 3, 2023 | 30d | — |
| Mar 23, 2022 | CPXWF ↗ | CAPITAL POWER CORP | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 286d | — |
| Mar 23, 2022 | PM ↗ | Philip Morris International Inc | Sale | Joint | $100,001 - $250,000 | Jan 3, 2023 | 286d | — |
| Mar 31, 2022 | BTI ↗ | British American Tobacco PLC | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 278d | — |
| Mar 8, 2022 | FHLC ↗ | Fidelity MSCI Health Care Index ETF | Sale | Joint | $15,001 - $50,000 | Jan 3, 2023 | 301d | — |
| Dec 9, 2022 | VIASP ↗ | Via Renewables, Inc. - 8.75% Series A Fi... | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 25d | — |
| Dec 30, 2022 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 4d | — |
| Dec 5, 2022 | MRO ↗ | Marathon Oil Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 29d | — |
| Dec 9, 2022 | PFF ↗ | iShares Preferred and Income Securities ... | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 25d | — |
| Dec 8, 2022 | PFF ↗ | iShares Preferred and Income Securities ... | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 26d | — |
| Mar 7, 2022 | ORI ↗ | Old Republic International Corp | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 302d | — |
| Mar 29, 2022 | BTI ↗ | British American Tobacco PLC | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 280d | — |
| Mar 22, 2022 | GIS ↗ | General Mills Inc | Sale | Joint | $50,001 - $100,000 | Jan 3, 2023 | 287d | — |
| Mar 7, 2022 | HTGC ↗ | Hercules Capital Inc | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 302d | — |
| Mar 7, 2022 | AEG ↗ | Aegon NV | Sale | Joint | $15,001 - $50,000 | Jan 3, 2023 | 302d | — |
| Mar 8, 2022 | CPXWF ↗ | CAPITAL POWER CORP | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 301d | — |
| Mar 10, 2022 | XOM ↗ | Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 299d | — |
| Mar 23, 2022 | CWEN-A ↗ | Clearway Energy Inc | Purchase | Joint | $50,001 - $100,000 | Jan 3, 2023 | 286d | — |
| Mar 28, 2022 | FLO ↗ | Flowers Foods Inc | Sale | Joint | $50,001 - $100,000 | Jan 3, 2023 | 281d | — |
| Mar 4, 2022 | CAG ↗ | Conagra Brands Inc | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 305d | — |
| Mar 25, 2022 | DUK-PA ↗ | Duke Energy Corp | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 284d | — |
| Mar 28, 2022 | TSN ↗ | Tyson Foods Inc | Sale | Joint | $15,001 - $50,000 | Jan 3, 2023 | 281d | — |
| Mar 4, 2022 | HTGC ↗ | Hercules Capital Inc | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 305d | — |
| Mar 25, 2022 | DUK ↗ | Duke Energy Corporation Depositary Share... | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 284d | — |
| Dec 6, 2022 | MO ↗ | Altria Group, Inc. | Purchase | Joint | $50,001 - $100,000 | Jan 3, 2023 | 28d | — |
| Dec 29, 2022 | DUK ↗ | Duke Energy Corporation Depositary Share... | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 5d | — |
| Mar 31, 2022 | AAIC ↗ | Arlington Asset Investment Corp | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 278d | — |
| Mar 28, 2022 | CAG ↗ | Conagra Brands Inc | Sale | Joint | $50,001 - $100,000 | Jan 3, 2023 | 281d | — |
| Dec 9, 2022 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 25d | — |
| Mar 14, 2022 | PPL ↗ | PPL Corp | Sale | Joint | $100,001 - $250,000 | Jan 3, 2023 | 295d | — |
| Dec 30, 2022 | HES ↗ | Hess Corporation | Sale (Full) | Joint | $50,001 - $100,000 | Jan 3, 2023 | 4d | — |
| Mar 8, 2022 | HCRB ↗ | HARTFORD CORE BOND ETF | Sale | Joint | $15,001 - $50,000 | Jan 3, 2023 | 301d | — |
| Mar 24, 2022 | CPXWF ↗ | CAPITAL POWER CORP | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 285d | — |
| Mar 21, 2022 | CPXWF ↗ | CAPITAL POWER CORP | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 288d | — |
| Mar 8, 2022 | HTGC ↗ | Hercules Capital Inc | Purchase | Joint | $1,001 - $15,000 | Jan 3, 2023 | 301d | — |
| Mar 28, 2022 | R ↗ | Ryder System Inc | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 281d | — |
| Mar 1, 2022 | ORI ↗ | Old Republic International Corp | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 308d | — |
| Mar 30, 2022 | SIRE ↗ | Sisecam Resources LP | Purchase | Joint | $15,001 - $50,000 | Jan 3, 2023 | 279d | — |
| Nov 18, 2022 | SIRE ↗ | Sisecam Resources LP Common Units Repres... | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2022 | 18d | — |
| Nov 15, 2022 | FLNG ↗ | FLEX LNG ltd. Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2022 | 21d | — |
| Nov 15, 2022 | ARLP ↗ | Alliance Resource Partners - LP Common U... | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2022 | 21d | — |
| Nov 21, 2022 | MRO ↗ | Marathon Oil Corporation | Purchase | Joint | $15,001 - $50,000 | Dec 6, 2022 | 15d | — |
| Nov 28, 2022 | MRO ↗ | Marathon Oil Corporation | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2022 | 8d | — |
| Nov 21, 2022 | MOS ↗ | Mosaic Company | Sale (Full) | Joint | $15,001 - $50,000 | Dec 6, 2022 | 15d | — |
| Nov 2, 2022 | NUE ↗ | Nucor Corporation | Sale (Full) | Joint | $50,001 - $100,000 | Dec 6, 2022 | 34d | — |
| Nov 1, 2022 | TAK ↗ | Takeda Pharmaceutical Company Common Uni... | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2022 | 35d | — |
| Nov 2, 2022 | BTI ↗ | British American Tobacco Industries plc ... | Sale (Full) | Joint | $50,001 - $100,000 | Dec 6, 2022 | 34d | — |
| Nov 2, 2022 | T ↗ | AT&T Inc | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2022 | 34d | — |
| Oct 21, 2022 | CPXWF ↗ | Capital Power Corp. Ordinary Shares | Sale (Full) | Joint | $50,001 - $100,000 | Nov 3, 2022 | 13d | — |
| Oct 5, 2022 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Nov 3, 2022 | 29d | — |
| Oct 14, 2022 | NEE ↗ | NextEra Energy, Inc. | Sale (Full) | Joint | $100,001 - $250,000 | Nov 3, 2022 | 20d | — |
| Oct 7, 2022 | PG ↗ | Procter & Gamble Company | Sale (Full) | Joint | $50,001 - $100,000 | Nov 3, 2022 | 27d | — |
| Oct 31, 2022 | MRO ↗ | Marathon Oil Corporation | Purchase | Joint | $1,001 - $15,000 | Nov 3, 2022 | 3d | — |
| Sep 30, 2022 | NFG ↗ | National Fuel Gas Company | Sale (Full) | Joint | $15,001 - $50,000 | Oct 12, 2022 | 12d | — |
| Sep 7, 2022 | NFG ↗ | National Fuel Gas Company | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 35d | — |
| Sep 1, 2022 | NHI ↗ | National Health Investors, Inc. | Sale (Full) | Joint | $50,001 - $100,000 | Oct 12, 2022 | 41d | — |
| Sep 27, 2022 | NEWT ↗ | Newtek Business Services Corp. | Sale (Full) | Joint | $15,001 - $50,000 | Oct 12, 2022 | 15d | — |
| Sep 1, 2022 | AA ↗ | Alcoa Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 41d | — |
| Sep 12, 2022 | CF ↗ | CF Industries Holdings, Inc. | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 30d | — |
| Sep 19, 2022 | DUK ↗ | Duke Energy Corporation Depositary Share... | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 23d | — |
| Sep 29, 2022 | GOGL ↗ | Golden Ocean Group Limited | Sale (Full) | Joint | $15,001 - $50,000 | Oct 12, 2022 | 13d | — |
| Sep 15, 2022 | GOGL ↗ | Golden Ocean Group Limited | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 27d | — |
| Sep 1, 2022 | GPP ↗ | Green Plains Partners LP - Common Units | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 41d | — |
| Sep 1, 2022 | NEWT ↗ | Newtek Business Services Corp. | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 41d | — |
| Sep 6, 2022 | NEWT ↗ | Newtek Business Services Corp. | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 36d | — |
| Sep 16, 2022 | USDP ↗ | USD Partners LP Common Units representin... | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 26d | — |
| Sep 16, 2022 | AAM ↗ | Apollo Asset Management, Inc. 6.375% Ser... | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 26d | — |
| Sep 14, 2022 | NUE ↗ | Nucor Corporation | Purchase | Joint | $50,001 - $100,000 | Oct 12, 2022 | 28d | — |
| Sep 23, 2022 | AAM ↗ | Apollo Asset Management, Inc. 6.375% Ser... | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 19d | — |
| Sep 1, 2022 | CF ↗ | CF Industries Holdings, Inc. | Purchase | Joint | $15,001 - $50,000 | Oct 12, 2022 | 41d | — |
| Sep 28, 2022 | AA ↗ | Alcoa Corporation | Sale (Full) | Joint | $15,001 - $50,000 | Oct 12, 2022 | 14d | — |
| Sep 7, 2022 | CF ↗ | CF Industries Holdings, Inc. | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 35d | — |
| Sep 1, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 41d | — |
| Sep 26, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Sale (Full) | Joint | $15,001 - $50,000 | Oct 12, 2022 | 16d | — |
| Sep 30, 2022 | IMKTA ↗ | Ingles Markets, Incorporated - Class A | Sale (Full) | Joint | $15,001 - $50,000 | Oct 12, 2022 | 12d | — |
| Sep 29, 2022 | GPP ↗ | Green Plains Partners LP - Common Units | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 13d | — |
| Sep 23, 2022 | GPP ↗ | Green Plains Partners LP - Common Units | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 19d | — |
| Sep 19, 2022 | NEWT ↗ | Newtek Business Services Corp. | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 23d | — |
| Sep 16, 2022 | CF ↗ | CF Industries Holdings, Inc. | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 26d | — |
| Sep 20, 2022 | NEWT ↗ | Newtek Business Services Corp. | Purchase | Joint | $1,001 - $15,000 | Oct 12, 2022 | 22d | — |
| Aug 9, 2022 | GPP ↗ | Green Plains Partners LP - Common Units | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 30d | — |
| Aug 26, 2022 | GPP ↗ | Green Plains Partners LP - Common Units | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 13d | — |
| Aug 17, 2022 | GOGL ↗ | Golden Ocean Group Limited | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 22d | — |
| Aug 8, 2022 | NFG ↗ | National Fuel Gas Company | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 31d | — |
| Aug 24, 2022 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 15d | — |
| Aug 22, 2022 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 17d | — |
| Aug 2, 2022 | KNOP ↗ | KNOT Offshore Partners LP Common Units r... | Sale (Full) | Joint | $50,001 - $100,000 | Sep 8, 2022 | 37d | — |
| Aug 10, 2022 | GSK ↗ | GSK plc American Depositary Shares | Purchase | Joint | $15,001 - $50,000 | Sep 8, 2022 | 29d | — |
| Aug 26, 2022 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 13d | — |
| Aug 30, 2022 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 9d | — |
| Aug 31, 2022 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 8d | — |
| Aug 26, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 13d | — |
| Aug 24, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 15d | — |
| Aug 4, 2022 | MOS ↗ | Mosaic Company | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 35d | — |
| Aug 26, 2022 | GOGL ↗ | Golden Ocean Group Limited | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 13d | — |
| Aug 22, 2022 | AA ↗ | Alcoa Corporation | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 17d | — |
| Aug 19, 2022 | AA ↗ | Alcoa Corporation | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 20d | — |
| Aug 4, 2022 | AA ↗ | Alcoa Corporation | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 35d | — |
| Aug 30, 2021 | NEWT ↗ | Newtek Business Services Corp. | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 374d | — |
| Aug 3, 2022 | NFG ↗ | National Fuel Gas Company | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 36d | — |
| Aug 2, 2022 | NFG ↗ | National Fuel Gas Company | Purchase | Joint | $15,001 - $50,000 | Sep 8, 2022 | 37d | — |
| Aug 5, 2022 | MOS ↗ | Mosaic Company | Purchase | Joint | $15,001 - $50,000 | Sep 8, 2022 | 34d | — |
| Aug 29, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 10d | — |
| Aug 30, 2022 | AA ↗ | Alcoa Corporation | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 9d | — |
| Aug 31, 2022 | AA ↗ | Alcoa Corporation | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 8d | — |
| Aug 19, 2022 | T ↗ | AT&T Inc. Depositary Shares, each repres... | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 20d | — |
| Aug 2, 2022 | AA ↗ | Alcoa Corporation | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 37d | — |
| Aug 17, 2022 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 22d | — |
| Aug 5, 2022 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $15,001 - $50,000 | Sep 8, 2022 | 34d | — |
| Aug 4, 2022 | VGR ↗ | Vector Group Ltd. | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 35d | — |
| Aug 30, 2022 | USDP ↗ | USD Partners LP Common Units representin... | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 9d | — |
| Aug 24, 2022 | SIRE ↗ | Sisecam Resources LP Common Units repres... | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 15d | — |
| Aug 31, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 8d | — |
| Aug 9, 2022 | GSK ↗ | GSK plc American Depositary Shares | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 30d | — |
| Aug 1, 2022 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares | Purchase | Joint | $15,001 - $50,000 | Sep 8, 2022 | 38d | — |
| Aug 4, 2022 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares | Purchase | Joint | $15,001 - $50,000 | Sep 8, 2022 | 35d | — |
| Aug 25, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 14d | — |
| Aug 19, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 20d | — |
| Aug 11, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 28d | — |
| Aug 23, 2022 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 16d | — |
| Aug 23, 2022 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 16d | — |
| Aug 26, 2022 | FLNG ↗ | FLEX LNG Ltd. Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 13d | — |
| Aug 18, 2022 | GOGL ↗ | Golden Ocean Group Limited | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 21d | — |
| Aug 19, 2022 | GOGL ↗ | Golden Ocean Group Limited | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 20d | — |
| Aug 22, 2022 | GOGL ↗ | Golden Ocean Group Limited | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 17d | — |
| Aug 24, 2022 | GOGL ↗ | Golden Ocean Group Limited | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 15d | — |
| Aug 29, 2022 | GOGL ↗ | Golden Ocean Group Limited | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 10d | — |
| Aug 30, 2022 | GOGL ↗ | Golden Ocean Group Limited | Purchase | Joint | $15,001 - $50,000 | Sep 8, 2022 | 9d | — |
| Aug 23, 2022 | SJT ↗ | San Juan Basin Royalty Trust | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 16d | — |
| Aug 16, 2022 | GSK ↗ | GSK plc American Depositary Shares | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 23d | — |
| Aug 5, 2022 | GSK ↗ | GSK plc American Depositary Shares | Purchase | Joint | $15,001 - $50,000 | Sep 8, 2022 | 34d | — |
| Aug 3, 2022 | HES ↗ | Hess Corporation | Purchase | Joint | $15,001 - $50,000 | Sep 8, 2022 | 36d | — |
| Aug 4, 2022 | HES ↗ | Hess Corporation | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 35d | — |
| Aug 30, 2022 | IMKTA ↗ | Ingles Markets, Incorporated - Class A | Purchase | Joint | $50,001 - $100,000 | Sep 8, 2022 | 9d | — |
| Aug 22, 2022 | K ↗ | Kellogg Company | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 17d | — |
| Aug 1, 2022 | KMI ↗ | Kinder Morgan, Inc. | Sale (Full) | Joint | $50,001 - $100,000 | Sep 8, 2022 | 38d | — |
| Aug 1, 2022 | MOS ↗ | Mosaic Company | Purchase | Joint | $1,001 - $15,000 | Sep 8, 2022 | 38d | — |
| Jul 20, 2022 | PG ↗ | Procter & Gamble Company | Purchase | Joint | $50,001 - $100,000 | Aug 5, 2022 | 16d | — |
| Jul 29, 2022 | PG ↗ | Procter & Gamble Company | Purchase | Joint | $15,001 - $50,000 | Aug 5, 2022 | 7d | — |
| Jul 5, 2022 | VIASP ↗ | Via Renewables, Inc. - 8.75% Series A Fi... | Purchase | Joint | $1,001 - $15,000 | Aug 5, 2022 | 31d | — |
| Jul 5, 2022 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Sale (Full) | Joint | $50,001 - $100,000 | Aug 5, 2022 | 31d | — |
| Jul 29, 2022 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Joint | $1,001 - $15,000 | Aug 5, 2022 | 7d | — |
| Jul 6, 2022 | GSK ↗ | GSK plc American Depositary Shares | Purchase | Joint | $1,001 - $15,000 | Aug 5, 2022 | 30d | — |
| Jul 14, 2022 | UVV ↗ | Universal Corporation | Sale (Full) | Joint | $15,001 - $50,000 | Aug 5, 2022 | 22d | — |
| Jul 13, 2022 | N/A | THE TORONTO-DO 3.766% CD | Purchase | Joint | $100,001 - $250,000 | Aug 5, 2022 | 23d | — |
| Jul 14, 2022 | PBA ↗ | Pembina Pipeline Corp. Ordinary Shares | Purchase | Joint | $15,001 - $50,000 | Aug 5, 2022 | 22d | — |
| Jul 29, 2022 | MOS ↗ | Mosaic Company | Purchase | Joint | $1,001 - $15,000 | Aug 5, 2022 | 7d | — |
| Jul 12, 2022 | GSK ↗ | GSK plc American Depositary Shares | Sale (Partial) | Joint | $100,001 - $250,000 | Aug 5, 2022 | 24d | — |
| Jul 21, 2022 | K ↗ | Kellogg Company | Purchase | Joint | $15,001 - $50,000 | Aug 5, 2022 | 15d | — |
| Jul 28, 2022 | MOS ↗ | Mosaic Company | Purchase | Joint | $1,001 - $15,000 | Aug 5, 2022 | 8d | — |
| Jul 22, 2022 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Purchase | Joint | $15,001 - $50,000 | Aug 5, 2022 | 14d | — |
| Jul 28, 2022 | ARLP ↗ | Alliance Resource Partners, L.P. - Commo... | Purchase | Joint | $1,001 - $15,000 | Aug 5, 2022 | 8d | — |
| Jul 14, 2022 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Joint | $1,001 - $15,000 | Aug 5, 2022 | 22d | — |
| Jul 5, 2022 | UVV ↗ | Universal Corporation | Purchase | Joint | $50,001 - $100,000 | Aug 5, 2022 | 31d | — |
| Jun 3, 2022 | USDP ↗ | USD Partners LP Common Units representin... | Purchase | Joint | $15,001 - $50,000 | Jul 5, 2022 | 32d | — |
| Jun 15, 2022 | CWEN-A ↗ | Clearway Energy, Inc. Class A | Sale (Full) | Joint | $50,001 - $100,000 | Jul 5, 2022 | 20d | — |
| Jun 16, 2022 | CWEN-A ↗ | Clearway Energy, Inc. Class A | Purchase | Joint | $1,001 - $15,000 | Jul 5, 2022 | 19d | — |
| Jun 22, 2022 | CWEN-A ↗ | Clearway Energy, Inc. Class A | Sale (Full) | Joint | $1,001 - $15,000 | Jul 5, 2022 | 13d | — |
| Jun 13, 2022 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Joint | $1,001 - $15,000 | Jul 5, 2022 | 22d | — |
| Jun 3, 2022 | N/A | CAPITAL ONE BANK | Purchase | Joint | $50,001 - $100,000 | Jul 5, 2022 | 32d | — |
| Jun 15, 2022 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $1,001 - $15,000 | Jul 5, 2022 | 20d | — |
| Jun 10, 2022 | KNOP ↗ | KNOT Offshore Partners LP Common Units r... | Purchase | Joint | $1,001 - $15,000 | Jul 5, 2022 | 25d | — |
| Jun 14, 2022 | T ↗ | AT&T Inc. | Sale (Full) | Joint | $100,001 - $250,000 | Jul 5, 2022 | 21d | — |
| Jun 23, 2022 | XOM ↗ | Exxon Mobil Corporation | Sale (Full) | Joint | $100,001 - $250,000 | Jul 5, 2022 | 12d | — |
| Jun 23, 2022 | PAA ↗ | Plains All American Pipeline, L.P. - Com... | Sale (Full) | Joint | $100,001 - $250,000 | Jul 5, 2022 | 12d | — |
| Jun 22, 2022 | MFC ↗ | Manulife Financial Corporation | Sale (Full) | Joint | $100,001 - $250,000 | Jul 5, 2022 | 13d | — |
| Jun 28, 2022 | NHI ↗ | National Health Investors, Inc. | Purchase | Joint | $15,001 - $50,000 | Jul 5, 2022 | 7d | — |
| Jun 13, 2022 | GPP ↗ | Green Plains Partners LP - Common Units | Sale (Full) | Joint | $15,001 - $50,000 | Jul 5, 2022 | 22d | — |
| Jun 17, 2022 | DUK ↗ | Duke Energy Corporation Depositary Share... | Purchase | Joint | $1,001 - $15,000 | Jul 5, 2022 | 18d | — |
| Jun 30, 2022 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Joint | $1,001 - $15,000 | Jul 5, 2022 | 5d | — |
| Jun 13, 2022 | AAM ↗ | Apollo Asset Management, Inc. 6.375% Ser... | Purchase | Joint | $1,001 - $15,000 | Jul 5, 2022 | 22d | — |
| Jun 29, 2022 | MO ↗ | Altria Group, Inc. | Sale (Full) | Joint | $100,001 - $250,000 | Jul 5, 2022 | 6d | — |
| Jun 23, 2022 | EPD ↗ | Enterprise Products Partners L.P. | Sale (Full) | Joint | $100,001 - $250,000 | Jul 5, 2022 | 12d | — |
| Jun 22, 2022 | N/A | SCHWAB S&P 500 INDEX - SWPPX | Sale (Full) | Joint | $100,001 - $250,000 | Jul 5, 2022 | 13d | — |
| Jun 10, 2022 | SIRE ↗ | Sisecam Resources LP Common Units repres... | Purchase | Joint | $1,001 - $15,000 | Jul 5, 2022 | 25d | — |
| Jun 3, 2022 | TTE ↗ | TotalEnergies SE | Sale (Full) | Joint | $50,001 - $100,000 | Jul 5, 2022 | 32d | — |
| Jun 22, 2022 | N/A | UBS BANK USA 3.2$CD | Purchase | Joint | $50,001 - $100,000 | Jul 5, 2022 | 13d | — |
| Jun 17, 2022 | RIO ↗ | Rio Tinto Plc | Sale (Full) | Joint | $50,001 - $100,000 | Jul 5, 2022 | 18d | — |
| Jun 13, 2022 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 5, 2022 | 22d | — |
| May 19, 2022 | ADM ↗ | Archer-Daniels-Midland Company | Sale (Full) | Joint | $100,001 - $250,000 | Jun 4, 2022 | 16d | — |
| May 6, 2022 | N/A | AT&T INC 5% PFDPFD SER A | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 29d | — |
| May 17, 2022 | SIRE ↗ | Sisecam Resources LP Common Units repres... | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 18d | — |
| May 3, 2022 | SIRE ↗ | Sisecam Resources LP Common Units repres... | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 32d | — |
| May 16, 2022 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 19d | — |
| May 13, 2022 | KNOP ↗ | KNOT Offshore Partners LP Common Units r... | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 22d | — |
| May 12, 2022 | ORI ↗ | Old Republic International Corporation | Sale (Full) | Joint | $15,001 - $50,000 | Jun 4, 2022 | 23d | — |
| May 18, 2022 | OXBR ↗ | Oxbridge Re Holdings Limited - Ordinary ... | Sale (Full) | Joint | $1,001 - $15,000 | Jun 4, 2022 | 17d | — |
| May 13, 2022 | EPD ↗ | Enterprise Products Partners L.P. | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 22d | — |
| May 17, 2022 | KMI ↗ | Kinder Morgan, Inc. | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 18d | — |
| May 16, 2022 | PAA ↗ | Plains All American Pipeline, L.P. - Com... | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 19d | — |
| May 19, 2022 | HTGC ↗ | Hercules Capital, Inc. | Sale (Full) | Joint | $50,001 - $100,000 | Jun 4, 2022 | 16d | — |
| May 19, 2022 | SIRE ↗ | Sisecam Resources LP Common Units repres... | Purchase | Child | $1,001 - $15,000 | Jun 4, 2022 | 16d | — |
| May 9, 2022 | USDP ↗ | USD Partners LP Common Units representin... | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 26d | — |
| May 17, 2022 | WBD ↗ | Warner Bros. Discovery, Inc. - Series A | Sale (Full) | Joint | $15,001 - $50,000 | Jun 4, 2022 | 18d | — |
| May 9, 2022 | HTGC ↗ | Hercules Capital, Inc. | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 26d | — |
| May 16, 2022 | GPP ↗ | Green Plains Partners LP - Common Units | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 19d | — |
| May 2, 2022 | MO ↗ | Altria Group, Inc. | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 33d | — |
| May 3, 2022 | T ↗ | AT&T Inc. | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 32d | — |
| May 6, 2022 | SIRE ↗ | Sisecam Resources LP Common Units repres... | Purchase | Joint | $1,001 - $15,000 | Jun 4, 2022 | 29d | — |
| Apr 19, 2022 | AAM ↗ | Apollo Asset Management, Inc. 6.375% Ser... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 15d | — |
| Apr 1, 2022 | AAIC ↗ | Arlington Asset Investment Corp 7.00% | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 33d | — |
| Apr 6, 2022 | AAIC ↗ | Arlington Asset Investment Corp 7.00% | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 28d | — |
| Apr 25, 2022 | PSX ↗ | Phillips 66 | Sale (Full) | Joint | $50,001 - $100,000 | May 4, 2022 | 9d | — |
| Apr 18, 2022 | NEE ↗ | NextEra Energy, Inc. 6.219% Corporate Un... | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 16d | — |
| Apr 6, 2022 | ORI ↗ | Old Republic International Corporation | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 28d | — |
| Apr 22, 2022 | AAM ↗ | Apollo Asset Management, Inc. 6.375% Ser... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 12d | — |
| Apr 21, 2022 | TTE ↗ | TotalEnergies SE | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 13d | — |
| Apr 29, 2022 | TTE ↗ | TotalEnergies SE | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 5d | — |
| Apr 21, 2022 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 13d | — |
| Apr 22, 2022 | USDP ↗ | USD Partners LP Common Units representin... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 12d | — |
| Apr 22, 2022 | KNOP ↗ | KNOT Offshore Partners LP Common Units r... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 12d | — |
| Apr 19, 2022 | SCHH ↗ | Schwab U.S. REIT ETF | Sale (Full) | Joint | $15,001 - $50,000 | May 4, 2022 | 15d | — |
| Apr 21, 2022 | NEE ↗ | NextEra Energy, Inc. 6.219% Corporate Un... | Purchase | Joint | $50,001 - $100,000 | May 4, 2022 | 13d | — |
| Apr 25, 2022 | SIRE ↗ | Sisecam Resources LP Common Units repres... | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 9d | — |
| Apr 21, 2022 | RIO ↗ | Rio Tinto Plc | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 13d | — |
| Apr 22, 2022 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 12d | — |
| Apr 11, 2022 | KNOP ↗ | KNOT Offshore Partners LP Common Units r... | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 23d | — |
| Apr 7, 2022 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 27d | — |
| Apr 22, 2022 | NEE ↗ | NextEra Energy, Inc. 6.219% Corporate Un... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 12d | — |
| Apr 7, 2022 | SIRE ↗ | Sisecam Resources LP Common Units repres... | Purchase | Joint | $50,001 - $100,000 | May 4, 2022 | 27d | — |
| Apr 20, 2022 | RIO ↗ | Rio Tinto Plc | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 14d | — |
| Apr 7, 2022 | TTE ↗ | TotalEnergies SE | Purchase | Child | $1,001 - $15,000 | May 4, 2022 | 27d | — |
| Apr 25, 2022 | NEE ↗ | NextEra Energy, Inc. 6.219% Corporate Un... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 9d | — |
| Apr 28, 2022 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 6d | — |
| Apr 26, 2022 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 8d | — |
| Apr 11, 2022 | RIO ↗ | Rio Tinto Plc | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 23d | — |
| Apr 22, 2022 | GPP ↗ | Green Plains Partners LP - Common Units | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 12d | — |
| Apr 11, 2022 | GPP ↗ | Green Plains Partners LP - Common Units | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 23d | — |
| Apr 8, 2022 | GSK ↗ | GlaxoSmithKline PLC | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 26d | — |
| Apr 8, 2022 | AVGO ↗ | Broadcom Inc. | Sale (Full) | Joint | $15,001 - $50,000 | May 4, 2022 | 26d | — |
| Apr 7, 2022 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 27d | — |
| Apr 11, 2022 | T+A ↗ | AT&T INC 5% PFDPFD SER A | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 23d | — |
| Apr 8, 2022 | T+A ↗ | AT&T INC 5% PFDPFD SER A | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 26d | — |
| Apr 1, 2022 | CWEN-A ↗ | Clearway Energy, Inc. Class A | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 33d | — |
| Apr 26, 2022 | USDP ↗ | USD Partners LP Common Units representin... | Purchase | Joint | $1,001 - $15,000 | May 4, 2022 | 8d | — |
| Apr 6, 2022 | T+A ↗ | AT&T INC 5% PFDPFD SER A | Purchase | Joint | $15,001 - $50,000 | May 4, 2022 | 28d | — |
| Mar 28, 2021 | TSN ↗ | Tyson Foods, Inc. (TSN) | Sale (Full) | Joint | $15,001 - $50,000 | Apr 5, 2022 | 373d | — |
| Mar 30, 2021 | SIRE ↗ | Sisecam Resources lP Common units repres... | Purchase | Joint | $15,001 - $50,000 | Apr 5, 2022 | 371d | — |
| Mar 28, 2021 | FLO ↗ | Flowers Foods, Inc. (FlO) | Sale (Full) | Joint | $50,001 - $100,000 | Apr 5, 2022 | 373d | — |
| Mar 14, 2021 | PPL ↗ | PPl Corporation (PPl) | Sale (Full) | Joint | $100,001 - $250,000 | Apr 5, 2022 | 387d | — |
| Mar 28, 2021 | R ↗ | Ryder System, Inc. (R) | Purchase | Joint | $15,001 - $50,000 | Apr 5, 2022 | 373d | — |
| Mar 7, 2021 | HTGC ↗ | Hercules Capital, Inc. (HTgC) | Purchase | Joint | $15,001 - $50,000 | Apr 5, 2022 | 394d | — |
| Mar 4, 2021 | CAG ↗ | ConAgra Brands, Inc. (CAg) | Purchase | Joint | $1,001 - $15,000 | Apr 5, 2022 | 397d | — |
| Mar 8, 2021 | HCRB ↗ | Hartford Core Bond ETF (HCRB) | Sale (Full) | Joint | $15,001 - $50,000 | Apr 5, 2022 | 393d | — |
| Mar 7, 2021 | AEG ↗ | AEgON N.V. (AEg) | Sale (Full) | Joint | $15,001 - $50,000 | Apr 5, 2022 | 394d | — |
| Mar 10, 2021 | XOM ↗ | Exxon Mobil Corporation (XOM) | Purchase | Joint | $1,001 - $15,000 | Apr 5, 2022 | 391d | — |
| Mar 8, 2021 | FHLC ↗ | Fidelity MSCI Health Care Index ETF (FHl... | Sale (Full) | Joint | $15,001 - $50,000 | Apr 5, 2022 | 393d | — |
| Mar 31, 2021 | AAIC$B ↗ | Arlington Asset Investment Corp 7.00% (A... | Purchase | Joint | $1,001 - $15,000 | Apr 5, 2022 | 370d | — |
| Mar 23, 2021 | CWEN-A ↗ | Clearway Energy, Inc. Class A (CWEN.A) | Purchase | Joint | $50,001 - $100,000 | Apr 5, 2022 | 378d | — |
| Mar 7, 2021 | ORI ↗ | Old Republic International Corporation (... | Purchase | Joint | $1,001 - $15,000 | Apr 5, 2022 | 394d | — |
| Mar 1, 2022 | ORI ↗ | Old Republic International Corporation (... | Purchase | Joint | $15,001 - $50,000 | Apr 5, 2022 | 35d | — |
| Mar 8, 2021 | HTGC ↗ | Hercules Capital, Inc. (HTgC) | Purchase | Joint | $1,001 - $15,000 | Apr 5, 2022 | 393d | — |
| Mar 4, 2021 | HTGC ↗ | Hercules Capital, Inc. (HTgC) | Purchase | Joint | $15,001 - $50,000 | Apr 5, 2022 | 397d | — |
| Mar 22, 2021 | GIS ↗ | general Mills, Inc. (gIS) | Sale (Full) | Joint | $50,001 - $100,000 | Apr 5, 2022 | 379d | — |
| Mar 24, 2021 | CPXWF ↗ | Capital Power Corp. Ordinary Shares (CPX... | Purchase | Joint | $1,001 - $15,000 | Apr 5, 2022 | 377d | — |
| Mar 29, 2021 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Joint | $15,001 - $50,000 | Apr 5, 2022 | 372d | — |
| Mar 31, 2021 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Joint | $1,001 - $15,000 | Apr 5, 2022 | 370d | — |
| Mar 8, 2021 | CPXWF ↗ | Capital Power Corp. Ordinary Shares (CPX... | Purchase | Joint | $15,001 - $50,000 | Apr 5, 2022 | 393d | — |
| Mar 23, 2021 | PM ↗ | Philip Morris International Inc (PM) | Sale (Full) | Joint | $100,001 - $250,000 | Apr 5, 2022 | 378d | — |
| Mar 21, 2021 | CPXWF ↗ | Capital Power Corp. Ordinary Shares (CPX... | Purchase | Joint | $15,001 - $50,000 | Apr 5, 2022 | 380d | — |
| Mar 23, 2021 | CPXWF ↗ | Capital Power Corp. Ordinary Shares (CPX... | Purchase | Joint | $15,001 - $50,000 | Apr 5, 2022 | 378d | — |
| Mar 28, 2021 | CAG ↗ | ConAgra Brands, Inc. (CAg) | Sale (Full) | Joint | $50,001 - $100,000 | Apr 5, 2022 | 373d | — |
| Feb 14, 2022 | EPD ↗ | Enterprise Products Partners LP | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 21d | — |
| Feb 10, 2022 | AM ↗ | Antero Midstream Corporation | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 25d | — |
| Feb 24, 2022 | DISCA ↗ | Discovery Inc - Series A | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 11d | — |
| Feb 14, 2022 | PPL ↗ | PPL Corporation | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 21d | — |
| Feb 10, 2022 | GIS ↗ | General Mills Inc | Purchase | Joint | $50,001 - $100,000 | Mar 7, 2022 | 25d | — |
| Feb 24, 2022 | MFC ↗ | Manulife Financial Corporation | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 11d | — |
| Feb 17, 2022 | KMI ↗ | Kinder Morgan Inc | Purchase | Joint | $50,001 - $100,000 | Mar 7, 2022 | 18d | — |
| Feb 24, 2022 | FLO ↗ | Flowers Foods Inc | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 11d | — |
| Feb 22, 2022 | GSK ↗ | GlaxoSmithKline Plc | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 13d | — |
| Feb 17, 2022 | AM ↗ | Antero Midstream Corporation | Sale (Full) | Joint | $50,001 - $100,000 | Mar 7, 2022 | 18d | — |
| Feb 14, 2022 | N/A | Duke Energy Corporation Depositary Share... | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 21d | — |
| Feb 24, 2022 | ADM ↗ | Archer-Daniels Midland Company | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 11d | — |
| Feb 2, 2022 | PSXP ↗ | Phillips 66 Partners LP Common Units rep... | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 33d | — |
| Feb 2, 2022 | T ↗ | AT&T Inc | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 33d | — |
| Feb 15, 2022 | AEG ↗ | AEGON NV | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 20d | — |
| Feb 15, 2022 | PSXP ↗ | Phillips 66 Partners LP Common Units rep... | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 20d | — |
| Feb 4, 2022 | TSN ↗ | Tyson Foods Inc | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 31d | — |
| Feb 15, 2022 | SCHZ ↗ | Schwab US Aggregate Bond ETF | Sale (Full) | Joint | $50,001 - $100,000 | Mar 7, 2022 | 20d | — |
| Feb 15, 2022 | PAA ↗ | Plains All American Pipeline LP - Common... | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 20d | — |
| Feb 4, 2022 | FLO ↗ | Flowers Foods Inc | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 31d | — |
| Feb 11, 2022 | N/A | Duke Energy Corporation Depositary Share... | Purchase | Joint | $15,001 - $50,000 | Mar 7, 2022 | 24d | — |
| Feb 24, 2022 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Joint | $15,001 - $50,000 | Mar 7, 2022 | 11d | — |
| Feb 16, 2022 | OXBR ↗ | Oxbridge Re Holdings Limited - Ordinary ... | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 19d | — |
| Jan 21, 2022 | PAA ↗ | Plains All American Pipeline LP - Common... | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 14d | — |
| Jan 21, 2022 | NFG ↗ | National Fuel Gas Company | Sale (Full) | Joint | $50,001 - $100,000 | Feb 4, 2022 | 14d | — |
| Jan 28, 2022 | NHI ↗ | National Health Investors Inc | Sale (Full) | Joint | $50,001 - $100,000 | Feb 4, 2022 | 7d | — |
| Jan 25, 2022 | ADM ↗ | Archer-Daniels-Midland Company | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 10d | — |
| Jan 27, 2022 | ILPT ↗ | Industrial Logistics Properties Trust - ... | Sale (Full) | Joint | $50,001 - $100,000 | Feb 4, 2022 | 8d | — |
| Jan 24, 2022 | ADM ↗ | Archer-Daniels-Midland Company | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 11d | — |
| Jan 24, 2022 | CAG ↗ | ConAgra Brands Inc | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 11d | — |
| Jan 24, 2022 | PSXP ↗ | Phillips 66 Partners LP Common Units rep... | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 11d | — |
| Jan 18, 2022 | BXMT ↗ | Blackstone Mortgage Trust Inc | Purchase | Joint | $1,001 - $15,000 | Feb 4, 2022 | 17d | — |
| Jan 24, 2022 | VIASP ↗ | Via Renewables Inc - 8.75% Series A Fixe... | Purchase | Joint | $1,001 - $15,000 | Feb 4, 2022 | 11d | — |
| Jan 26, 2022 | T ↗ | AT&T Inc | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 9d | — |
| Jan 24, 2022 | BXMT ↗ | Blackstone Mortgage Trust Inc | Sale (Full) | Joint | $50,001 - $100,000 | Feb 4, 2022 | 11d | — |
| Jan 11, 2022 | PM ↗ | Philip Morris International Inc | Purchase | Joint | $1,001 - $15,000 | Feb 4, 2022 | 24d | — |
| Jan 6, 2022 | OLP ↗ | One Liberty Properties Inc | Purchase | Joint | $1,001 - $15,000 | Feb 4, 2022 | 29d | — |
| Jan 3, 2022 | AVGO ↗ | Broadcom Inc | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 32d | — |
| Jan 3, 2022 | FHLC ↗ | Fidelity MSCI Health Care Index ETF | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 32d | — |
| Jan 3, 2022 | CAG ↗ | ConAgra Brands Inc | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 32d | — |
| Jan 26, 2022 | MSI ↗ | Motorola Solutions Inc | Sale (Partial) | Joint | $15,001 - $50,000 | Feb 4, 2022 | 9d | — |
| Jan 31, 2022 | FSP ↗ | Franklin Street Properties Corp | Sale (Full) | Joint | $50,001 - $100,000 | Feb 4, 2022 | 4d | — |
| Jan 3, 2022 | MSI ↗ | Motorola Solutions Inc | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 32d | — |
| Jan 11, 2022 | MO ↗ | Altria Group Inc | Purchase | Joint | $1,001 - $15,000 | Feb 4, 2022 | 24d | — |
| Jan 14, 2022 | GSK ↗ | GlaxoSmithKline PLC | Purchase | Joint | $1,001 - $15,000 | Feb 4, 2022 | 21d | — |
| Jan 24, 2022 | EPD ↗ | Enterprise Products Partners LP | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 11d | — |
| Jan 21, 2022 | FSP ↗ | Franklin Street Properties Corp | Purchase | Joint | $50,001 - $100,000 | Feb 4, 2022 | 14d | — |
| Jan 3, 2022 | PPL ↗ | PPL Corporation | Purchase | Joint | $1,001 - $15,000 | Feb 4, 2022 | 32d | — |
| Jan 20, 2022 | OLP ↗ | One Liberty Properties Inc | Sale (Full) | Joint | $100,001 - $250,000 | Feb 4, 2022 | 15d | — |
| Jan 5, 2022 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $15,001 - $50,000 | Feb 4, 2022 | 30d | — |
| Dec 20, 2021 | SCU ↗ | Sculptor Capital Management, Inc. Class ... | Sale (Full) | Joint | $15,001 - $50,000 | Jan 5, 2022 | 16d | — |
| Dec 16, 2021 | SCHH ↗ | Schwab u.S. REIT ETF | Purchase | Joint | $50,001 - $100,000 | Jan 5, 2022 | 20d | — |
| Dec 13, 2021 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 5, 2022 | 23d | — |
| Dec 25, 2021 | SCU ↗ | Sculptor Capital Management, Inc. Class ... | Sale (Full) | Joint | $1,001 - $15,000 | Jan 5, 2022 | 11d | — |
| Dec 20, 2021 | BP ↗ | BP p.l.c. | Purchase | Joint | $1,001 - $15,000 | Jan 5, 2022 | 16d | — |
| Dec 23, 2021 | BP ↗ | BP p.l.c. | Sale (Full) | Joint | $100,001 - $250,000 | Jan 5, 2022 | 13d | — |
| Nov 4, 2021 | T ↗ | AT&T Inc | Purchase | Joint | $1,001 - $15,000 | Dec 3, 2021 | 29d | — |
| Nov 19, 2021 | ILPT ↗ | Industrial Logistics Properties Trust - ... | Purchase | Joint | $1,001 - $15,000 | Dec 3, 2021 | 14d | — |
| Nov 30, 2021 | PBA ↗ | Pembina Pipeline Corp Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Dec 3, 2021 | 3d | — |
| Nov 19, 2021 | EPD ↗ | Enterprise Products Partners LP | Purchase | Joint | $1,001 - $15,000 | Dec 3, 2021 | 14d | — |
| Nov 15, 2021 | PAA ↗ | Plains All American Pipeline LP - Common... | Purchase | Joint | $1,001 - $15,000 | Dec 3, 2021 | 18d | — |
Showing 1 to 500 out of 721 results