John Boozman
665 trades tracked
| Tx Date | Ticker | Asset | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| Feb 6, 2026 | GIGB | Goldman Sachs Access Investment Grade Co... | Purchase | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | EMB | iShares JPMorgan USD Emerging Markets Bo... | Purchase | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | JMBS | Janus Henderson Mortgage-Backed Securiti... | Sale | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 26, 2026 | PG | The Procter & Gamble Co | Sale | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 27, 2026 | NTAP | NetApp Inc | Purchase | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | UBER | Uber Technologies Inc | Purchase | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | DBLEX | DOUBLELINE EMERGING MARKETS FIXED INCOME... | Sale | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | MBB | iShares MBS ETF | Sale | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | XTWO | BONDBLOXX BL T Y T D U T ETF | Purchase | $15,001 - $50,000 | Mar 6, 2026 |
| Feb 27, 2026 | AMAT | Applied Materials Inc | Sale | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale | $15,001 - $50,000 | Mar 6, 2026 |
| Feb 19, 2026 | UNP | Union Pacific Corp | Sale | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | AGZ | iShares Agency Bond ETF | Sale | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 26, 2026 | KR | The Kroger Co | Purchase | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 13, 2026 | ADBE | Adobe Inc | Sale | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 13, 2026 | MSFT | Microsoft Corp | Purchase | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | IEF | iShares 7-10 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | CMBS | iShares CMBS ETF | Purchase | $1,001 - $15,000 | Mar 6, 2026 |
| Feb 6, 2026 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Mar 6, 2026 |
| Jan 23, 2026 | TBLL | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | MBB | iShares MBS ETF | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | RNWGX | NEW WORLD FUND INC | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 26, 2026 | MU | Micron Technology Inc | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 8, 2026 | MU | Micron Technology | Sale (Partial) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 8, 2026 | MU | Micron Technology Inc | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | UNP | Union Pacific Corp | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | SLV | iShares Silver Trust | Sale (Full) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | IWM | iShares Russell 2000 ETF | Sale (Partial) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 15, 2026 | AAPL | Apple Inc | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | CAT | Caterpillar Inc | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 15, 2026 | OMC | Omnicom Group Inc | Sale (Partial) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | IWM | iShares Trust - iShares Russell 2000 ETF | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 15, 2026 | V | Visa Inc | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | PALL | abrdn Physical Palladium Shares ETF | Sale (Full) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | MDY | SPDR MidCap 400 ETF Trust | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 26, 2026 | DXCM | DexCom Inc | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | TPYP | Managed Portfolio Series Tortoise North ... | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | FTGC | FIRST TR GLOBAL TACTICAL CMD | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | PPLT | ABRDN PHYSICAL PLATIN SH ETF | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | SLV | iShares Silver Trust | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 15, 2026 | OMC | Omnicom Group Inc | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | FISV | Fiserv Inc | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | ETN | Eaton Corp | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 8, 2026 | XOM | Exxon Mobil Corp | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 8, 2026 | NFLX | Netflix Inc | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | EIPI | First Trust Exchange-Traded Fund VIII FT... | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | FTGC | First Trust Global Tactical Commodity St... | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | GEM | Goldman Sachs ActiveBeta Emerging Market... | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | FISV | Fiserv Inc | Sale (Full) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | PYPL | PayPal Holdings Inc | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | CVS | CVS Health Corp | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | EIPI | FT EGY PARTNER ENHANCED ETF | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | TBLL | INVESCO SHORT TERM TREAS ETF | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | UNP | Union Pacific Corp | Sale (Partial) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | PALL | ABRDN PHYSICAL PALLAD SH ETF | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | OMC | Omnicom Group Inc | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 8, 2026 | DIS | The Walt Disney Co | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | PPLT | abrdn Physical Platinum Shares ETF | Sale (Full) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | PYPL | Paypal Holdings | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | GIGB | Goldman Sachs Access Investment Grade Co... | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | ETN | Eaton Corp PLC | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | TPYP | Tortoise Capital Series Trust Tortoise N... | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | LITP | Sprott Lithium Miners ETF | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 8, 2026 | LRCX | Lam Research Corp | Sale (Partial) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | OMC | Omnicom Group Inc | Sale (Full) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 26, 2026 | MU | Micron Technology | Sale (Partial) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | MDY | SPDR S&P MidCap 400 ETF Trust | Sale (Partial) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | CVS | CVS Corp | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 8, 2026 | DIS | Walt Disney Company | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | CMBS | iShares CMBS Bond ETF | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | IVW | iShares S&P 500 Growth ETF | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 8, 2026 | LRCX | Lam Research Corp | Sale | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | CMBS | iShares CMBS ETF | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | IVV | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | JMBS | Janus Henderson Mortgage-Backed Securiti... | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 29, 2026 | IVW | iShares S&P 500 Growth ETF | Sale (Full) | $1,001 - $15,000 | Feb 15, 2026 |
| Jan 23, 2026 | RNWGX | New World Fund Inc. Cl R-6 | Purchase | $1,001 - $15,000 | Feb 15, 2026 |
| Dec 17, 2025 | MSI | Motorola Solutions, Inc. Common Stock | Sale (Partial) | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 24, 2025 | SLV | iShares Silver Trust | Sale (Partial) | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 24, 2025 | PPLT | abrdn Physical Platinum Shares ETF | Sale (Partial) | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 11, 2025 | TBLL | Invesco Short Term Treasury ETF | Sale (Partial) | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 17, 2025 | WFC | Wells Fargo & Co | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 24, 2025 | PALL | ABRDN PHYSICAL PALLAD SH ETF | Sale | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 24, 2025 | PPLT | ABRDN PHYSICAL PLATIN SH ETF | Sale | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 31, 2025 | SMCI | SUPER MICRO COMPUTER INC | Sale | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 17, 2025 | AAPL | Apple Inc | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 11, 2025 | ANET | Arista Networks, Inc. Common Stock | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 26, 2025 | IJR | iShares Core S&P Small-Cap ETF | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 17, 2025 | MSFT | Microsoft Corp | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 11, 2025 | TBLL | INVESCO SHORT TERM TREAS ETF | Sale | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 17, 2025 | WFC | Wells Fargo & Company | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 11, 2025 | SMCI | Super Micro Computer | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 17, 2025 | BSX | Boston Scientific Corp | Sale | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 11, 2025 | ANET | Arista Networks Inc | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 24, 2025 | PALL | abrdn Physical Palladium Shares ETF | Sale (Partial) | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 17, 2025 | BSX | Boston Scientific Corp | Sale (Partial) | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 24, 2025 | SLV | iShares Silver Trust | Sale | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 17, 2025 | MSI | Motorola Solutions Inc | Sale | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 26, 2025 | KRE | SPDR S&P Regional Banking ETF | Sale (Full) | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 31, 2025 | IVW | iShares S&P 500 Growth ETF | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 11, 2025 | SMCI | SUPER MICRO COMPUTER INC | Purchase | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 31, 2025 | SMCI | Super Micro Computer, Inc. - Common Stoc... | Sale (Full) | $1,001 - $15,000 | Jan 13, 2026 |
| Dec 24, 2025 | SPYM | State Street SPDR Portfolio S&P 500 ETF | Purchase | $15,001 - $50,000 | Jan 13, 2026 |
| Dec 26, 2025 | KRE | SPDR S&P Regional Banking ETF | Sale | $1,001 - $15,000 | Jan 13, 2026 |
| Nov 6, 2025 | AAXJ | iShares MSCI All Country Asia ex Japan E... | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 20, 2025 | EFA | iShares MSCI EAFE ETF | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 6, 2025 | VWO | Vanguard FTSE Emerging Markets ETF | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | MDY | SPDR MidCap 400 ETF Trust | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | EIPI | First Trust Exchange-Traded Fund VIII FT... | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 13, 2025 | CRM | Salesforce Inc | Sale (Full) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 6, 2025 | VEA | Vanguard FTSE Developed Markets ETF | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | FTGC | FIRST TR GLOBAL TACTICAL CMD | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | FI | Fiserv Inc | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 20, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Market... | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | VEA | Vanguard FTSE Developed Markets ETF | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | CMBS | iShares CMBS Bond ETF | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | FISV | Fiserv Inc | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 13, 2025 | ANET | Arista Networks Inc | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 13, 2025 | META | Meta Platforms Inc | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | PYPL | PayPal Holdings Inc | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 13, 2025 | AMZN | Amazon.com Inc | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | IWM | iShares Russell 2000 ETF | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 13, 2025 | CRM | salesforce.com Inc | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | TPYP | Managed Portfolio Series Tortoise North ... | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | MDY | S&P Midcap 400 SPDR | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | LLY | Eli Lilly and Company | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | PYPL | Paypal Holdings | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | EIPI | FT EGY PARTNER ENHANCED ETF | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | MBB | iShares MBS ETF | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 6, 2025 | AAXJ | iShares MSCI All Country Asia ex Japan E... | Sale (Full) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | IWM | iShares Trust - iShares Russell 2000 ETF | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 20, 2025 | WHGSX | WESTWOOD SMALLCAP FUND | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | IVV | iShares Core S&P 500 ETF | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | FTGC | First Trust Global Tactical Commodity St... | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | TPYP | Tortoise North Amer Pipeline Fund | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | LLY | Eli Lilly and Co | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 20, 2025 | EFA | iShares MSCI EAFE ETF | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | JMBS | Janus Henderson Mortgage-Backed Securiti... | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | IVV | iShares Core S&P 500 ETF | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | CMBS | iShares CMBS ETF | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 20, 2025 | NEWFX | AMERICAN FUNDS NEW WORLD FUND | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | GIGB | Goldman Sachs Access Investment Grade Co... | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 20, 2025 | WWSYX | Westwood Smallcap Fund Class Y | Purchase | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 20, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Market... | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 21, 2025 | VEA | Vanguard FTSE Developed Markets ETF | Sale | $1,001 - $15,000 | Dec 8, 2025 |
| Nov 20, 2025 | RNWAX | American Funds - New World Fund Inc Clas... | Sale (Partial) | $1,001 - $15,000 | Dec 8, 2025 |
| Oct 9, 2025 | COLPAL | COLGATE PALMOLIVE LTD. | Sale (Full) | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 2, 2025 | IQV | Iqvia Holdings Inc | Sale (Partial) | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 3, 2025 | EIPI | FT EGY PARTNER ENHANCED ETF | Purchase | $15,001 - $50,000 | Nov 15, 2025 |
| Oct 9, 2025 | COST | Costco Wholesale Corp | Purchase | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 3, 2025 | URNM | Sprott Uranium Miners ETF | Sale (Full) | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 3, 2025 | FTGC | First Trust Global Tactical Commodity St... | Purchase | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 3, 2025 | EMLP | First Trust North American Energy Infras... | Sale | $15,001 - $50,000 | Nov 15, 2025 |
| Oct 3, 2025 | SLV | iShares Silver Trust | Sale (Partial) | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 9, 2025 | COST | Costco Wholesale | Purchase | $1,001 - $15,000 | Nov 15, 2025 |
| Nov 3, 2025 | TPYP | Tortoise North American Pipeline ETF | Sale (Partial) | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 3, 2025 | URNM | SPROTT URANIUM MINERS ETF | Sale | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 31, 2025 | OMC | Omnicom Group Inc | Sale (Partial) | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 9, 2025 | CL | Colgate-Palmolive Co | Sale | $1,001 - $15,000 | Nov 15, 2025 |
| Nov 3, 2025 | TPYP | Managed Portfolio Series Tortoise North ... | Sale | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 31, 2025 | OMC | Omnicom Group Inc | Sale | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 3, 2025 | LITP | Sprott Lithium Miners ETF | Sale (Partial) | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 2, 2025 | IQV | Iqvia Holdings Inc | Sale | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 31, 2025 | META | Meta Platforms Inc | Purchase | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 3, 2025 | EMLP | First Trust North American Energy Infras... | Sale (Full) | $15,001 - $50,000 | Nov 15, 2025 |
| Oct 3, 2025 | FTGC | FIRST TR GLOBAL TACTICAL CMD | Purchase | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 3, 2025 | SLV | iShares Silver Trust | Sale | $1,001 - $15,000 | Nov 15, 2025 |
| Oct 3, 2025 | EIPI | First Trust Exchange-Traded Fund VIII FT... | Purchase | $15,001 - $50,000 | Nov 15, 2025 |
| Sep 16, 2025 | SHY | iShares 1-3 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 12, 2025 | ETN | Eaton Corp | Purchase | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | GBIL | Goldman Sachs Access Treasury 0-1 Year E... | Sale (Partial) | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | GIGB | Goldman Sachs Access Investment Grade Co... | Sale (Partial) | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 17, 2025 | MU | Micron Technology Inc | Sale | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | JMBS | Janus Henderson Mortgage-Backed Securiti... | Sale | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | CMBS | iShares CMBS Bond ETF | Sale (Partial) | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 17, 2025 | MU | Micron Technology | Sale (Partial) | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | GIGB | Goldman Sachs Access Investment Grade Co... | Sale | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | GBIL | Goldman Sachs AccessTreasury 0-1 Year ET... | Sale | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | JMBS | Janus Henderson Mortgage-Backed Securiti... | Sale (Partial) | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 4, 2025 | ADBE | Adobe Systems Inc | Purchase | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | IEI | iShares 3-7 Year Treasury Bond ETF | Purchase | $15,001 - $50,000 | Oct 10, 2025 |
| Sep 17, 2025 | GOOGL | Alphabet Cl A | Purchase | $15,001 - $50,000 | Oct 10, 2025 |
| Sep 12, 2025 | ORCL | Oracle Corp | Sale | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 12, 2025 | ORCL | Oracle Corp | Sale (Partial) | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 12, 2025 | ETN | Eaton Corp PLC | Purchase | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | IEF | iShares 7-10 Year Treasury Bond ETF | Purchase | $15,001 - $50,000 | Oct 10, 2025 |
| Sep 16, 2025 | AGZ | iShares Agency Bond ETF | Sale | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | CMBS | iShares CMBS ETF | Sale | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | MBB | iShares MBS ETF | Sale | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | SCHP | Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 17, 2025 | GOOGL | Alphabet Inc | Purchase | $15,001 - $50,000 | Oct 10, 2025 |
| Sep 16, 2025 | TLT | iShares Trust iShares 20 Year Treasury B... | Sale | $15,001 - $50,000 | Oct 10, 2025 |
| Sep 16, 2025 | TLT | iShares 20+ Year Treasury Bond ETF | Sale (Partial) | $15,001 - $50,000 | Oct 10, 2025 |
| Sep 16, 2025 | AGZ | iShares Agency Bond ETF | Sale (Partial) | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 4, 2025 | ADBE | Adobe Inc | Purchase | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | SCHP | Schwab US TIPS ETF | Purchase | $1,001 - $15,000 | Oct 10, 2025 |
| Sep 16, 2025 | MBB | iShares MBS ETF | Sale (Partial) | $1,001 - $15,000 | Oct 10, 2025 |
| Aug 1, 2025 | RNWGX | NEW WORLD FUND INC | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 14, 2025 | RNWGX | NEW WORLD FUND INC | Purchase | $15,001 - $50,000 | Sep 13, 2025 |
| Aug 11, 2025 | ABBV | AbbVie Inc | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 22, 2025 | MU | Micron Technology Inc | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | EMLP | First Trust North American Energy Infras... | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Market... | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | GIGB | Goldman Sachs Access Investment Grade Co... | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | PALL | ABRDN PHYSICAL PALLAD SH ETF (2) | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 7, 2025 | EMRIX | VANECK EMERGING MARKETS FUND | Sale | $15,001 - $50,000 | Sep 13, 2025 |
| Aug 14, 2025 | EMRIX | VANECK EMERGING MARKETS FUND | Sale | $15,001 - $50,000 | Sep 13, 2025 |
| Aug 1, 2025 | EMRIX | VANECK EMERGING MARKETS FUND | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | IVV | iShares Core S&P 500 ETF | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | WWSYX | WESTWOOD QUALITY SMALLCAP FUND | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 22, 2025 | ABBV | AbbVie Inc | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 7, 2025 | AMD | Advanced Micro Devices Inc | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | SCHP | Schwab US TIPS ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 22, 2025 | NVDA | NVIDIA Corporation | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 11, 2025 | LLY | Eli Lilly and Co | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | JMBS | Janus Henderson Mortgage-Backed Securiti... | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | IWM | iShares Trust - iShares Russell 2000 ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | AGZ | iShares Agency Bond ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | MBB | iShares MBS ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | TLT | iShares Trust iShares 20 Year Treasury B... | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | IEI | iShares 3-7 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | CMBS | iShares CMBS ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | SHY | iShares 1-3 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | IEF | iShares 7-10 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 7, 2025 | RNWGX | NEW WORLD FUND INC | Purchase | $15,001 - $50,000 | Sep 13, 2025 |
| Aug 1, 2025 | EFA | iShares MSCI EAFE ETF | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | SLV | iShares Silver Trust | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | TBLL | INVESCO SHORT TERM TREAS ETF | Sale | $15,001 - $50,000 | Sep 13, 2025 |
| Aug 22, 2025 | LLY | Eli Lilly and Co | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Market... | Purchase | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | PALL | ABRDN PHYSICAL PALLAD SH ETF (1) | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | VEA | Vanguard FTSE Developed Markets ETF | Sale | $1,001 - $15,000 | Sep 13, 2025 |
| Aug 1, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Market... | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | VEA | Vanguard FTSE Developed Markets ETF | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | URNM | Sprott Uranium Miners ETF | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | IVV | iShares Core S&P 500 ETF | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | EFA | iShares MSCI EAFE ETF | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | TLT | iShares 20+ Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | SLV | iShares Silver Trust | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 7, 2025 | AMD | Advanced Micro Devices, Inc. - Common St... | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | AGZ | iShares Agency Bond ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 7, 2025 | EMRZX | Emerging Markets Fund Class Z | Sale (Partial) | $15,001 - $50,000 | Sep 12, 2025 |
| Aug 1, 2025 | IEI | iShares 3-7 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 22, 2025 | MU | Micron Technology | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | SHY | iShares 1-3 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | RNWGX | New World Fund Inc. Cl R-6 | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 22, 2025 | LLY | Eli Lilly and Company | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | WWSYX | Westwood Smallcap Fund Class Y | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | EMRZX | Emerging Markets Fund Class Z | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | IWM | iShares Russell 2000 ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | PALL | abrdn Physical Palladium Shares ETF | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | EMLP | First Trust North American Energy Infras... | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | TBLL | Invesco Short Term Treasury ETF | Sale (Partial) | $15,001 - $50,000 | Sep 12, 2025 |
| Aug 22, 2025 | NVDA | Nvidia Corp | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | SCHP | Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | CMBS | iShares CMBS Bond ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | MBB | iShares MBS ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | IEF | iShares 7-10 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 7, 2025 | RNWGX | New World Fund Inc. Cl R-6 | Purchase | $15,001 - $50,000 | Sep 12, 2025 |
| Aug 1, 2025 | JMBS | Janus Henderson Mortgage-Backed Securiti... | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | PPLT | abrdn Physical Platinum Shares ETF | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 22, 2025 | ABBV | Abbvie Inc | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 11, 2025 | ABBV | Abbvie Inc | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 14, 2025 | EMRZX | Emerging Markets Fund Class Z | Sale (Full) | $15,001 - $50,000 | Sep 12, 2025 |
| Aug 1, 2025 | GIGB | Goldman Sachs Access Investment Grade Co... | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 1, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Market... | Sale (Partial) | $1,001 - $15,000 | Sep 12, 2025 |
| Aug 14, 2025 | RNWGX | New World Fund Inc. Cl R-6 | Purchase | $15,001 - $50,000 | Sep 12, 2025 |
| Aug 11, 2025 | LLY | Eli Lilly and Company | Purchase | $1,001 - $15,000 | Sep 12, 2025 |
| Jul 31, 2025 | MDLZ | Mondelez International Inc | Sale | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 31, 2025 | WMT | Walmart Inc | Purchase | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 24, 2025 | JPM | JPMorgan Chase & Co | Sale | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 8, 2025 | HYG | iShares iBoxx $ High Yield Corporate Bon... | Sale (Full) | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 31, 2025 | GD | General Dynamics Corp | Sale (Partial) | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 8, 2025 | HYG | iShares iBoxx High Yield Corporate Bond ... | Sale | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 1, 2025 | MU | Micron Technology | Sale (Partial) | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 1, 2025 | MU | Micron Technology Inc | Sale | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 24, 2025 | JPM | JP Morgan Chase & Company | Sale (Partial) | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 31, 2025 | GE | General Electric Company | Purchase | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 31, 2025 | GD | General Dynamics Corp | Sale | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 31, 2025 | GE | General Electric Co | Purchase | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 24, 2025 | BRK/B | Berkshire Hathaway Inc | Purchase | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 31, 2025 | MDLZ | Mondelez Intl Inc | Sale (Partial) | $1,001 - $15,000 | Aug 6, 2025 |
| Jul 8, 2025 | GIGB | Goldman Sachs Access Investment Grade Co... | Purchase | $1,001 - $15,000 | Aug 6, 2025 |
| Jun 11, 2025 | TBLL | INVESCO SHORT TERM TREAS ETF | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 11, 2025 | AVGO | Broadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 11, 2025 | UNH | Unitedhealth Group Inc | Sale (Full) | $1,001 - $15,000 | Jul 9, 2025 |
| May 20, 2025 | GOOGL | Alphabet Inc | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 16, 2025 | AMZN | Amazon.com Inc | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 20, 2025 | HD | The Home Depot Inc | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 20, 2025 | ATO | Atmos Energy Corp | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 30, 2025 | RTX | Raytheon Technologies Corp | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 11, 2025 | MU | Micron Technology | Sale (Partial) | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 11, 2025 | TBLL | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 11, 2025 | AVGO | Broadcom Inc | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 20, 2025 | HD | Home Depot | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 11, 2025 | UNH | Unitedhealth Group Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| May 16, 2025 | HD | The Home Depot Inc | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 11, 2025 | MU | Micron Technology Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| May 30, 2025 | META | Meta Platforms Inc | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 13, 2025 | AVGO | Broadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 20, 2025 | GOOGL | Alphabet Cl A | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 16, 2025 | META | Meta Platforms Inc | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 13, 2025 | NVDA | NVIDIA Corporation | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 30, 2025 | RTX | RTX Corp | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 16, 2025 | HD | Home Depot | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 13, 2025 | NVDA | Nvidia Corp | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 13, 2025 | AVGO | Broadcom Inc | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| May 13, 2025 | NVDA | Nvidia Corp | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 30, 2025 | RTX | Raytheon Technologies Corp | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 30, 2025 | META | Meta Platforms Inc | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 16, 2025 | META | Meta Platforms Inc | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 13, 2025 | VLO | Valero Energy Corp | Sale (Full) | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | LOW | Lowe's Companies | Sale (Partial) | $1,001 - $15,000 | Jun 14, 2025 |
| May 30, 2025 | FBIN | Fortune Brands Innovations Inc | Sale (Full) | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | HD | The Home Depot Inc | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 16, 2025 | HD | The Home Depot Inc | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 13, 2025 | AVGO | Broadcom Inc | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | ATO | Atmos Energy Corp | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 13, 2025 | NVDA | NVIDIA Corporation | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | LOW | Lowe's Cos Inc | Sale | $1,001 - $15,000 | Jun 14, 2025 |
| May 16, 2025 | TBLL | INVESCO SHORT TERM TREAS ETF | Sale | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | GD | General Dynamics Corp | Sale | $1,001 - $15,000 | Jun 14, 2025 |
| May 30, 2025 | FBIN | Fortune Brands Innovations Inc | Sale | $1,001 - $15,000 | Jun 14, 2025 |
| May 16, 2025 | AMZN | Amazon.com Inc | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | GOOGL | Alphabet Cl A | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | NRG | NRG Energy | Sale (Partial) | $1,001 - $15,000 | Jun 14, 2025 |
| May 16, 2025 | HD | Home Depot | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | DTE | Dte Energy Company | Sale (Full) | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | GD | General Dynamics Corp | Sale (Partial) | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | GOOGL | Alphabet Inc | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 13, 2025 | VLO | Valero Energy Corp | Sale | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | NRG | NRG Energy Inc | Sale | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | HD | Home Depot | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 16, 2025 | TBLL | Invesco Short Term Treasury ETF | Sale (Partial) | $1,001 - $15,000 | Jun 14, 2025 |
| May 30, 2025 | RTX | RTX Corp | Purchase | $1,001 - $15,000 | Jun 14, 2025 |
| May 20, 2025 | DTE | DTE Energy Co | Sale | $1,001 - $15,000 | Jun 14, 2025 |
| Apr 16, 2025 | AMAT | Applied Materials Inc | Sale | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | AVGO | Broadcom Inc | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 15, 2025 | META | Meta Platforms Inc | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 16, 2025 | GILD | Gilead Sciences Inc | Sale | $1,001 - $15,000 | May 14, 2025 |
| Apr 15, 2025 | BAC | Bank of America Corp | Sale | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | JPM | JP Morgan Chase & Company | Sale (Partial) | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | FTGC | FIRST TR GLOBAL TACTICAL CMD | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | CL | Colgate-Palmolive Co | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 9, 2025 | HYG | iShares iBoxx High Yield Corporate Bond ... | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 16, 2025 | LRCX | Lam Research Corp | Sale (Partial) | $1,001 - $15,000 | May 14, 2025 |
| Apr 22, 2025 | CRM | Salesforce Inc | Sale (Partial) | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | FTGC | First Trust Global Tactical Commodity St... | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 9, 2025 | HYG | iShares iBoxx $ High Yield Corporate Bon... | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 9, 2025 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale (Partial) | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | JPM | JPMorgan Chase & Co | Sale | $1,001 - $15,000 | May 14, 2025 |
| Apr 16, 2025 | LRCX | Lam Research Corp | Sale | $1,001 - $15,000 | May 14, 2025 |
| Apr 16, 2025 | AMAT | Applied Materials | Sale (Partial) | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | IVW | iShares S&P 500 Growth ETF | Sale (Full) | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | IVW | iShares S&P 500 Growth ETF | Sale | $1,001 - $15,000 | May 14, 2025 |
| Apr 16, 2025 | MSFT | Microsoft Corp | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 9, 2025 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale | $1,001 - $15,000 | May 14, 2025 |
| Apr 16, 2025 | UNH | Unitedhealth Group Inc | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 16, 2025 | ORCL | Oracle Corp | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 22, 2025 | MSFT | Microsoft Corp | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 22, 2025 | CRM | salesforce.com Inc | Sale | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | AVGO | Broadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Apr 15, 2025 | BAC | Bank of America Corp | Sale (Partial) | $1,001 - $15,000 | May 14, 2025 |
| Apr 16, 2025 | GILD | Gilead Sciences Inc | Sale (Full) | $1,001 - $15,000 | May 14, 2025 |
| Apr 8, 2025 | COLPAL | COLGATE PALMOLIVE LTD. | Purchase | $1,001 - $15,000 | May 14, 2025 |
| Mar 19, 2025 | IVW | iShares S&P 500 Growth ETF | Sale (Partial) | $1,001 - $15,000 | Apr 20, 2025 |
| Mar 19, 2025 | IVW | iShares S&P 500 Growth ETF | Sale | $1,001 - $15,000 | Apr 20, 2025 |
| Mar 19, 2025 | DTE | Dte Energy Company | Sale (Full) | $1,001 - $15,000 | Apr 20, 2025 |
| Mar 19, 2025 | AMAT | Applied Materials | Purchase | $1,001 - $15,000 | Apr 20, 2025 |
| Mar 19, 2025 | AMAT | Applied Materials Inc | Purchase | $1,001 - $15,000 | Apr 20, 2025 |
| Mar 5, 2025 | TBLL | INVESCO SHORT TERM TREAS ETF | Purchase | $1,001 - $15,000 | Apr 20, 2025 |
| Mar 19, 2025 | TBLL | INVESCO SHORT TERM TREAS ETF | Purchase | $1,001 - $15,000 | Apr 20, 2025 |
| Mar 19, 2025 | DTE | DTE Energy Co | Sale | $1,001 - $15,000 | Apr 20, 2025 |
| Mar 5, 2025 | TBLL | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | Apr 20, 2025 |
| Mar 19, 2025 | TBLL | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | Apr 20, 2025 |
| Feb 4, 2025 | AMZN | Amazon.com Inc | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 4, 2025 | QSR | Restaurant Brands International | Sale (Full) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 14, 2025 | MSFT | Microsoft Corp | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | ECL | Ecolab Inc | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 13, 2025 | BSX | Boston Scientific Corp | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 13, 2025 | PFE | Pfizer Inc | Sale (Full) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 5, 2025 | LRCX | Lam Research Corp | Sale (Partial) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 5, 2025 | JPM | JP Morgan Chase & Company | Sale (Partial) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | TBLL | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | IVW | iShares S&P 500 Growth ETF | Sale (Partial) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 5, 2025 | BAC | Bank of America Corp | Sale (Partial) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 13, 2025 | DIS | Walt Disney Company | Sale (Full) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 14, 2025 | IVW | iShares S&P 500 Growth ETF | Sale (Partial) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | LITP | Sprott Lithium Miners ETF | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 25, 2025 | URNM | Sprott Uranium Miners ETF | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | TBLL | INVESCO SHORT TERM TREAS ETF | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 5, 2025 | AXP | American Express Company | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | EMLP | First Trust North American Energy Infras... | Sale (Partial) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | AXP | American Express Company | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | MSI | Motorola Solutions | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | NVDA | Nvidia Corp | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 5, 2025 | MA | Mastercard Inc | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 5, 2025 | MSFT | Microsoft Corp | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | FTGC | First Trust Global Tactical Commodity St... | Sale (Partial) | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | FTGC | FIRST TR GLOBAL TACTICAL CMD | Sale | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | EMLP | First Trust North American Energy Infras... | Sale | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 26, 2025 | AMZN | Amazon.com Inc | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Feb 13, 2025 | GOOGL | Alphabet Cl A | Purchase | $1,001 - $15,000 | Mar 6, 2025 |
| Jan 28, 2025 | TBLL | INVESCO SHORT TERM TREAS ETF | Purchase | $1,001 - $15,000 | Feb 9, 2025 |
| Jan 16, 2025 | SPY | SPDR S&P 500 ETF Trust | Sale | $1,001 - $15,000 | Feb 9, 2025 |
| Jan 14, 2025 | QQQ | Invesco QQQ Trust Series 1 | Sale | $1,001 - $15,000 | Feb 9, 2025 |
| Jan 16, 2025 | SPY | SPDR??S&P 500? ETF Trust | Sale (Full) | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 14, 2025 | EBAY | Ebay Inc | Sale (Full) | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 14, 2025 | CSCO | Cisco Systems Inc | Sale (Full) | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 14, 2025 | QQQ | Invesco QQQ Trust, Series 1 | Sale (Full) | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 28, 2025 | IVW | iShares S&P 500 Growth ETF | Sale (Partial) | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 16, 2025 | TBLL | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 28, 2025 | TBLL | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 14, 2025 | NVDA | Nvidia Corp | Purchase | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 14, 2025 | CRM | Salesforce Inc | Purchase | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 28, 2025 | NRG | NRG Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 28, 2025 | HPQ | HP Inc | Sale (Full) | $1,001 - $15,000 | Feb 8, 2025 |
| Jan 14, 2025 | MA | Mastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | Feb 8, 2025 |
| Dec 23, 2024 | AMAT | Applied Materials, Inc. - Common Stock | Sale (Partial) | $1,001 - $15,000 | Jan 14, 2025 |
| Nov 20, 2024 | BBEU | JPMORGAN BETABULDR EUROP ETF | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 20, 2024 | SWKS | Skyworks Solutions, Inc. - Common Stock | Sale (Full) | $1,001 - $15,000 | Dec 17, 2024 |
| Nov 20, 2024 | VWO | Vanguard FTSE Emerging Markets ETF | Sale (Partial) | $1,001 - $15,000 | Dec 17, 2024 |
| Nov 20, 2024 | BBEU | JPMorgan BetaBuilders Europe ETF | Sale (Partial) | $1,001 - $15,000 | Dec 17, 2024 |
| Nov 20, 2024 | AAXJ | iShares MSCI All Country Asia ex Japan E... | Purchase | $1,001 - $15,000 | Dec 17, 2024 |
| Nov 13, 2024 | SPY | SPDR S&P 500 ETF Trust | Purchase | $1,001 - $15,000 | Dec 17, 2024 |
| Nov 13, 2024 | SPY | SPDR S&P 500 | Purchase | $1,001 - $15,000 | Dec 17, 2024 |
| Sep 6, 2024 | TLT | iShares 20+ Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | EMLP | First Trust North American Energy Infras... | Sale (Partial) | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | WWSYX | Westwood Quality Smallcap Fund - Ultra S... | Sale (Partial) | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 9, 2024 | VEA | Vanguard FTSE Developed Markets ETF | Sale (Partial) | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | PPLT | Aberdeen Standard Physical Platinum Shar... | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | GIGB | Goldman Sachs Access Investment Grade Co... | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | TBLL | Invesco Short Term Treasury ETF | Purchase | $15,001 - $50,000 | Oct 18, 2024 |
| Sep 6, 2024 | AGZ | iShares Agency Bond ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 9, 2024 | EFA | iShares MSCI EAFE ETF | Sale (Partial) | $1,001 - $15,000 | Oct 18, 2024 |
| Oct 9, 2024 | IWM | iShares Trust - iShares Russell 2000 ETF | Sale | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | SCHP | Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | EMLP | First Trust North American Energy Infras... | Sale | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | WWSYX | WESTWOOD QUALITY SMALLCAP FUND | Sale | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | SCHP | Schwab US TIPS ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Oct 9, 2024 | IWM | iShares Russell 2000 ETF | Sale (Partial) | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 9, 2024 | MDY | SPDR MidCap 400 ETF Trust | Sale | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | IEF | iShares 7-10 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | PALL | Aberdeen Standard Physical Palladium Sha... | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | PPLT | ABRDN PHYSICAL PLATIN SH ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | FTGC | FIRST TR GLOBAL TACTICAL CMD | Purchase | $15,001 - $50,000 | Oct 18, 2024 |
| Sep 6, 2024 | TBLL | INVESCO SHORT TERM TREAS ETF | Purchase | $15,001 - $50,000 | Oct 18, 2024 |
| Sep 6, 2024 | TLT | iShares Trust iShares 20 Year Treasury B... | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | IEI | iShares 3-7 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | JMBS | Janus Henderson Mortgage-Backed Securiti... | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | IVV | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | MBB | iShares MBS ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | FTGC | First Trust Global Tactical Commodity St... | Purchase | $15,001 - $50,000 | Oct 18, 2024 |
| Sep 6, 2024 | MBB | MBS Ishares ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 9, 2024 | MDY | S&P Midcap 400 SPDR | Sale (Partial) | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 26, 2024 | FI | Fiserv Inc | Sale (Partial) | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | CMBS | iShares CMBS Bond ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | CMBS | iShares CMBS ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Oct 6, 2024 | IVV | iShares Core S&P 500 ETF | Sale (Partial) | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | PALL | ABRDN PHYSICAL PALLAD SH ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | SHY | iShares 1-3 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | TPYP | Managed Portfolio Series Tortoise North ... | Sale | $15,001 - $50,000 | Oct 18, 2024 |
| Sep 6, 2024 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | Sale (Partial) | $1,001 - $15,000 | Oct 18, 2024 |
| Sep 6, 2024 | TPYP | Tortoise North American Pipeline ETF | Sale (Partial) | $15,001 - $50,000 | Oct 18, 2024 |
| Jul 18, 2024 | VEA | Vanguard FTSE Developed Markets ETF | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 26, 2024 | GOOGL | Alphabet Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 26, 2024 | LRCX | Lam Research Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 18, 2024 | MDY | SPDR MidCap Trust Series I | Sale (Partial) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 26, 2024 | MSI | Motorola Solutions, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jun 4, 2024 | VEA | Vanguard FTSE Developed Markets ETF | Purchase | $15,001 - $50,000 | Jul 11, 2024 |
| Jun 24, 2024 | NMVZX | Nuance Mid Cap Value Fund Z Class | Sale (Full) | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 4, 2024 | GEM | Goldman Sachs ActiveBeta Emerging Market... | Purchase | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 26, 2024 | IEF | iShares 7-10 Year Treasury Bond ETF | Sale (Partial) | $1,001 - $15,000 | Jul 11, 2024 |
| Jul 4, 2024 | IVV | iShares Core S&P 500 ETF | Sale (Partial) | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 26, 2024 | SCHP | Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 4, 2024 | EFA | iShares MSCI EAFE ETF | Sale (Partial) | $15,001 - $50,000 | Jul 11, 2024 |
| Jun 24, 2024 | DALCX | Dean Mid Cap Value Fund No-Load | Purchase | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 26, 2024 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale (Partial) | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 4, 2024 | MDY | SPDR MidCap Trust Series I | Sale (Partial) | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 26, 2024 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 4, 2024 | NMVZX | Nuance Mid Cap Value Fund Z Class | Purchase | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 26, 2024 | JMBS | Janus Henderson Mortgage-Backed Securiti... | Purchase | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 4, 2024 | SPY | S&P 500 SPDR | Purchase | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 20, 2024 | MSFT | Microsoft Corp | Purchase | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 20, 2024 | CMCSA | Comcast Corporation - Class A Common Sto... | Sale (Full) | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 4, 2024 | MDY | SPDR MidCap 400 ETF Trust | Sale | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 24, 2024 | NMVZX | NUANCE MID CAP VALUE FUND | Sale | $1,001 - $15,000 | Jul 11, 2024 |
| Jul 4, 2024 | IVV | iShares Core S&P 500 ETF | Sale | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 4, 2024 | EFA | iShares MSCI EAFE ETF | Sale | $15,001 - $50,000 | Jul 11, 2024 |
| Jun 26, 2024 | IEF | iShares 7-10 Year Treasury Bond ETF | Sale | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 26, 2024 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale | $1,001 - $15,000 | Jul 11, 2024 |
| Jun 20, 2024 | CMCSA | Comcast Corp | Sale | $1,001 - $15,000 | Jul 11, 2024 |
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