| FMAO Farmers & Merchants Bancorp | $21.89 -1.2% | Purchase $15,001 - $50,000 | 6/9/2024 | 6/6/2024 | +6.9%
|
| NVST Envista | $16.99 -1.3% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | -7.9%
|
| LHX L3Harris Technologies | $222.44 +0.8% | Sale $1,001 - $15,000 | 6/5/2024 | 6/4/2024 | -1.9%
|
| WFC Wells Fargo & Company | $59.05 +1.4% | Purchase $1,001 - $15,000 | 6/13/2024 | 6/4/2024 | +0.6%
|
| NGL NGL Energy Partners | $5.31 -5.0% | Sale $100,001 - $250,000 | 6/12/2024 | 6/3/2024 | -8.4%
|
| FWONK Formula One Group | $72.67
| Sale (Full) $100,001 - $250,000 | 6/10/2024 | 6/3/2024 | -3.8%
|
| FWONK Formula One Group | $72.67
| Purchase $100,001 - $250,000 | 6/10/2024 | 6/3/2024 | -3.8%
|
| GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $45.61 +0.3% | Purchase $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | +1.1%
|
| IVW iShares S&P 500 Growth ETF | $93.31 +0.2% | Sale (Partial) $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | +7.7%
|
| EFA iShares MSCI EAFE ETF | $78.45 +0.4% | Sale (Partial) $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | -3.4%
|
| CRM Salesforce | $231.80 +0.6% | Sale $1,001 - $15,000 | 6/8/2024 | 5/30/2024 | +6.3%
|
| AMSF AMERISAFE | $42.67 -0.1% | Sale $1,001 - $15,000 | 6/8/2024 | 5/29/2024 | -1.8%
|
| BWIN The Baldwin Insurance Group | $33.47 -0.2% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/29/2024 | -3.8%
|
| INSM Insmed | $65.58 +1.4% | Sale $1,001 - $15,000 | 6/8/2024 | 5/28/2024 | +36.5%
|
Thomas H. Kean Jr. House (R-NJ) | BDX Becton, Dickinson and Company | $233.74 +0.4% | Purchase $1,001 - $15,000 | 6/18/2024 | 5/24/2024 | +2.2%
|
| META Meta Platforms | $499.49 -1.4% | Sale $1,001 - $15,000 | 6/8/2024 | 5/23/2024 | +7.2%
|
| NVDA NVIDIA | $135.58 +3.5% | Purchase $1,001 - $15,000 | 5/23/2024 | 5/22/2024 | +42.8%
|
| UMBF UMB Financial | $80.96 +0.4% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/22/2024 | -4.1%
|
Thomas H. Kean Jr. House (R-NJ) | FI Fiserv | $149.44 -0.2% | Purchase $1,001 - $15,000 | 6/18/2024 | 5/22/2024 | -2.1%
|
| NTDOY Nintendo | $13.79 +3.1% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/22/2024 | +3.5%
|
| TGT Target | $142.54 -1.7% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/22/2024 | -0.6%
|
| SCHW Charles Schwab | $72.84 +0.0% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | -7.7%
|
| SO Southern | $77.94 +0.3% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | -2.3%
|
| HTGC Hercules Capital | $19.57 -0.1% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/21/2024 | -0.4%
|
| KMI Kinder Morgan | $19.74 +0.4% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | 0.0%
|
| TXN Texas Instruments | $196.25 +0.7% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/21/2024 | -1.4%
|
| CAT Caterpillar | $324.87 +0.8% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | -9.5%
|
| NVDA NVIDIA | $135.58 +3.5% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +42.1%
|
| AMD Advanced Micro Devices | $154.63 -2.4% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | -6.1%
|
| AAPL Apple | $214.29 -1.1% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | +11.4%
|
| ALGN Align Technology | $242.20 -1.4% | Sale $1,001 - $15,000 | 6/8/2024 | 5/20/2024 | -9.4%
|
| BKNG Booking | $3,973.18 +0.5% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/20/2024 | +5.4%
|
| FWONK Formula One Group | $72.67
| Sale (Full) $250,001 - $500,000 | 6/10/2024 | 5/20/2024 | +0.8%
|
| FWONK Formula One Group | $72.67
| Purchase $100,001 - $250,000 | 6/10/2024 | 5/20/2024 | +0.8%
|
| MNST Monster Beverage | $48.42 -1.4% | Sale $1,001 - $15,000 | 6/8/2024 | 5/20/2024 | -9.6%
|
| BX Blackstone | $122.87 +0.6% | Sale $1,001 - $15,000 | 6/8/2024 | 5/20/2024 | -2.2%
|
| AESI Atlas Energy Solutions | $19.09 -3.2% | Sale $100,001 - $250,000 | 6/10/2024 | 5/20/2024 | -22.4%
|
| HLN Haleon | $8.46 +1.1% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/20/2024 | -0.6%
|
| ET Energy Transfer | $15.50 +1.1% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/20/2024 | -4.0%
|
| J Jacobs Solutions | $140.98 +0.2% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | +3.3%
|
| ACN Accenture | $285.34 -0.1% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | -6.0%
|
| ACN Accenture | $285.34 -0.1% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/17/2024 | -6.0%
|
| CVS CVS Health | $61.02 -0.1% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | +5.8%
|
| AZO AutoZone | $2,969.59 +1.0% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | +1.8%
|
| MSFT Microsoft | $446.34 -0.5% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | +6.2%
|
| GOOGL Alphabet | $175.09 -1.2% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | -0.6%
|
| AMZN Amazon.com | $182.81 -0.7% | Purchase $15,001 - $50,000 | 5/22/2024 | 5/17/2024 | -1.0%
|
| ABNB Airbnb | $147.29 -1.5% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | +1.1%
|
| LOW Lowe's Companies | $227.68 +0.4% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | -1.5%
|
| VEA Vanguard FTSE Developed Markets ETF | $49.88 +0.4% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -2.0%
|
| VIG Vanguard Dividend Appreciation ETF | $185.13 +0.2% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | +0.8%
|
| FDRR Fidelity Dividend ETF for Rising Rates | $49.15 +0.5% | Sale (Partial) $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | +3.9%
|
| PRF Invesco FTSE RAFI US 1000 ETF | $37.96 +0.2% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -1.3%
|
| COWZ Pacer US Cash Cows 100 ETF | $54.59 +0.4% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -2.3%
|
| EFAD ProShares MSCI EAFE Dividend Growers ETF | $38.42 +0.6% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -1.2%
|
| ICOW Pacer Developed Markets International Cash Cows 100 ETF | $31.43 +0.4% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -4.1%
|
| PERI Perion Network | $9.04 -3.2% | Purchase $1,001 - $15,000 | 6/10/2024 | 5/16/2024 | -25.0%
|
| RPD Rapid7 | $36.33 -1.1% | Sale $1,001 - $15,000 | 6/8/2024 | 5/15/2024 | -7.7%
|
| SMDV ProShares Russell 2000 Dividend Growers ETF | $61.62 +0.1% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/15/2024 | -5.5%
|
| CALF Pacer US Small Cap Cash Cows 100 ETF | $44.24 +0.0% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/15/2024 | -5.9%
|
| ARLP Alliance Resource Partners | $23.96 +2.0% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/15/2024 | +5.0%
|
| MMC Marsh & McLennan Companies | $212.72 +0.6% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/15/2024 | +3.1%
|
| NWN Northwest Natural | $35.05 -1.1% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/15/2024 | -8.1%
|
| OKE ONEOK | $80.06 +1.3% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/15/2024 | -1.9%
|
| PG Procter & Gamble | $168.56 +0.6% | Purchase $1,001 - $15,000 | 6/5/2024 | 5/15/2024 | +1.2%
|
| SOLV Solventum | $53.32 -2.4% | Sale (Full) $1,001 - $15,000 | 5/23/2024 | 5/14/2024 | -18.1%
|
| SLB Schlumberger | $44.44 +1.9% | Sale (Full) $1,001 - $15,000 | 5/23/2024 | 5/14/2024 | -8.6%
|
| SRVR Pacer Data & Infrastructure Real Estate ETF | $27.25 +0.1% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/14/2024 | -1.1%
|
| MOO VanEck Agribusiness ETF | $70.06 +0.0% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/14/2024 | -6.2%
|
| UBS UBS Group | $31.19 +0.6% | Sale $50,001 - $100,000 | 5/15/2024 | 5/14/2024 | +3.4%
|
| MSFT Microsoft | $446.34 -0.5% | Sale $1,000,001 - $5,000,000 | 6/8/2024 | 5/14/2024 | +7.1%
|
| MSFT Microsoft | $446.34 -0.5% | Purchase $1,000,001 - $5,000,000 | 6/8/2024 | 5/14/2024 | +7.1%
|
| CCL Carnival Co. & | $15.96 +1.7% | Sale (Full) $1,001 - $15,000 | 5/23/2024 | 5/14/2024 | +10.0%
|
| IFF International Flavors & Fragrances | $96.15 +1.4% | Sale (Full) $15,001 - $50,000 | 5/23/2024 | 5/14/2024 | -0.5%
|
| CLF Cleveland-Cliffs | $14.71 -0.9% | Sale (Full) $100,001 - $250,000 | 6/14/2024 | 5/13/2024 | -16.9%
|
| CLF Cleveland-Cliffs | $14.71 -0.9% | Sale (Partial) $100,001 - $250,000 | 6/14/2024 | 5/13/2024 | -16.9%
|
| INTC Intel | $30.63 -1.1% | Sale (Partial) $100,001 - $250,000 | 6/14/2024 | 5/13/2024 | +0.4%
|
| INTC Intel | $30.63 -1.1% | Sale (Full) $100,001 - $250,000 | 6/14/2024 | 5/13/2024 | +0.4%
|
| UBS UBS Group | $31.19 +0.6% | Sale $250,001 - $500,000 | 5/13/2024 | 5/13/2024 | +5.1%
|
| ARKK ARK Innovation ETF | $43.66 -1.1% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/10/2024 | +1.7%
|
| NGL NGL Energy Partners | $5.31 -5.0% | Sale $15,001 - $50,000 | 5/14/2024 | 5/10/2024 | -7.2%
|
| INTC Intel | $30.63 -1.1% | Sale (Partial) $100,001 - $250,000 | 6/14/2024 | 5/10/2024 | +2.6%
|
| PARA Paramount Global | $9.61 -2.2% | Sale (Full) $100,001 - $250,000 | 6/14/2024 | 5/10/2024 | -26.4%
|
| GILD Gilead Sciences | $63.15 -1.7% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/10/2024 | -4.3%
|
| EXAS Exact Sciences | $41.92 +1.4% | Sale $1,001 - $15,000 | 6/8/2024 | 5/10/2024 | -21.7%
|
| CLF Cleveland-Cliffs | $14.71 -0.9% | Sale (Partial) $15,001 - $50,000 | 6/14/2024 | 5/10/2024 | -15.1%
|
| CLF Cleveland-Cliffs | $14.71 -0.9% | Sale (Partial) $100,001 - $250,000 | 6/14/2024 | 5/10/2024 | -15.1%
|
| CLF Cleveland-Cliffs | $14.71 -0.9% | Sale (Partial) $1,001 - $15,000 | 6/14/2024 | 5/10/2024 | -15.1%
|
| CLF Cleveland-Cliffs | $14.71 -0.9% | Sale (Partial) $50,001 - $100,000 | 6/14/2024 | 5/10/2024 | -15.1%
|
| CLF Cleveland-Cliffs | $14.71 -0.9% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/10/2024 | -15.1%
|
| CCI Crown Castle | $95.35 -1.0% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/10/2024 | -4.2%
|
| KKR KKR & Co. Inc. | $110.48 +0.3% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/10/2024 | +7.1%
|
| KEY KeyCorp | $13.58 +0.1% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/9/2024 | -9.9%
|
| EMR Emerson Electric | $108.69 +1.2% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | -6.0%
|
| ATKR Atkore | $136.43 -0.3% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | -15.4%
|
| SWTX SpringWorks Therapeutics | $36.21 -1.3% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/9/2024 | -15.7%
|
| SBUX Starbucks | $80.20 -1.4% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | +6.0%
|
| INTA Intapp | $32.46 -3.7% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/9/2024 | -12.2%
|
| INTC Intel | $30.63 -1.1% | Purchase $50,001 - $100,000 | 6/14/2024 | 5/9/2024 | +1.8%
|
| OXY Occidental Petroleum | $61.26 +1.8% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | -4.6%
|
| TTE TotalEnergies | $66.66 +0.2% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | -9.6%
|
| YUM Yum! Brands | $135.42 -1.1% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -1.1%
|
| YUM Yum! Brands | $135.42 -1.1% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -1.1%
|
| IWB iShares Russell 1000 ETF | $298.72 +0.3% | Sale (Partial) $100,001 - $250,000 | 6/7/2024 | 5/8/2024 | +5.1%
|
| XBI SPDR S&P Biotech ETF | $89.70 -1.0% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/8/2024 | +0.7%
|
| MCK McKesson | $602.93 +0.9% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +11.0%
|
| T AT&T | $18.07 +2.3% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +5.6%
|
| INTC Intel | $30.63 -1.1% | Purchase $100,001 - $250,000 | 6/14/2024 | 5/8/2024 | +2.1%
|
| CMCSA Comcast | $36.90 -1.1% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -5.5%
|
| CMCSA Comcast | $36.90 -1.1% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -5.5%
|
| COKE Coca-Cola Consolidated | $1,023.93 +2.2% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +8.4%
|
| GILD Gilead Sciences | $63.15 -1.7% | Sale (Full) $1,001 - $15,000 | 6/14/2024 | 5/8/2024 | -2.7%
|
| BRP The Baldwin Insurance Group | $33.47 -0.2% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +6.6%
|
| ADBE Adobe | $522.25 +0.7% | Purchase $15,001 - $50,000 | 6/14/2024 | 5/8/2024 | +7.0%
|
| SWKS Skyworks Solutions | $106.46 +0.2% | Sale (Full) $1,001 - $15,000 | 6/14/2024 | 5/8/2024 | +14.2%
|
| DEO Diageo | $129.46 -1.8% | Sale (Full) $15,001 - $50,000 | 6/6/2024 | 5/8/2024 | -8.2%
|
| GOLD Barrick Gold | $16.43 +1.8% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/8/2024 | -1.7%
|
| GOLD Barrick Gold | $16.43 +1.8% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/7/2024 | -2.0%
|
| GOLD Barrick Gold | $16.43 +1.8% | Sale (Full) $100,001 - $250,000 | 6/14/2024 | 5/7/2024 | -2.0%
|
| CCJ Cameco | $52.42 +2.2% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/7/2024 | +1.3%
|
| CVX Chevron | $153.32 +0.1% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/7/2024 | -5.7%
|
| CLF Cleveland-Cliffs | $14.71 -0.9% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/7/2024 | -15.0%
|
| FITB Fifth Third Bancorp | $35.98 +0.9% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/7/2024 | -5.4%
|
| FITB Fifth Third Bancorp | $35.98 +0.9% | Sale (Full) $15,001 - $50,000 | 6/14/2024 | 5/7/2024 | -5.4%
|
| INTC Intel | $30.63 -1.1% | Purchase $100,001 - $250,000 | 6/14/2024 | 5/7/2024 | -0.2%
|
| LSCC Lattice Semiconductor | $60.03
| Sale (Full) $1,001 - $15,000 | 6/14/2024 | 5/7/2024 | -16.4%
|
| NGL NGL Energy Partners | $5.31 -5.0% | Sale $250,001 - $500,000 | 5/14/2024 | 5/7/2024 | -9.2%
|
| ARKK ARK Innovation ETF | $43.66 -1.1% | Purchase $1,001 - $15,000 | 6/14/2024 | 5/7/2024 | -4.1%
|
| WMS Advanced Drainage Systems | $177.06 +1.3% | Sale (Full) $1,001 - $15,000 | 6/14/2024 | 5/7/2024 | +5.4%
|
| UBER Uber Technologies | $70.33 -0.2% | Sale $1,001 - $15,000 | 6/8/2024 | 5/7/2024 | -0.1%
|
| SSMXY Sysmex | $15.86 -1.1% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/6/2024 | -9.3%
|
| LOPE Grand Canyon Education | $134.99 -1.6% | Purchase $1,001 - $15,000 | 6/8/2024 | 5/6/2024 | -2.4%
|
| TXRH Texas Roadhouse | $170.03 -0.9% | Sale $1,001 - $15,000 | 6/8/2024 | 5/6/2024 | +1.4%
|
| ALG Alamo Group | $175.74 -1.1% | Sale $1,001 - $15,000 | 6/8/2024 | 5/6/2024 | -9.1%
|
Thomas H. Kean Jr. House (R-NJ) | AON AON | $297.90 -0.7% | Purchase $1,001 - $15,000 | 6/18/2024 | 5/6/2024 | +4.4%
|
| VRSK Verisk Analytics | $268.80 +0.4% | Sale (Full) $1,001 - $15,000 | 6/14/2024 | 5/3/2024 | +13.3%
|
| VRTX Vertex Pharmaceuticals | $467.28 -1.4% | Sale (Full) $1,001 - $15,000 | 6/14/2024 | 5/3/2024 | +16.5%
|
| |