Rep. Kevin Hern Stock Trading Activity

Trades: 610
Companies: 121
Volume: $31.04M

Kevin Hern, Representative from Oklahoma's 1st District

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma's 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2025.

Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma's 1st Congressional District. He declared candidacy for the 2024 election.

Before running for Congress, Hern was a McDonald's franchisee and served on the McDonald's National Leadership Team.

Hern went into business as a McDonald's franchisee in 1999. He acquired 10 McDonald's franchises by 2012. He served on the McDonald's National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

Chamber: House of Representatives
State: Oklahoma
District: 1st
Political Party: Republican
Tenure: 2018 - Present
House Terms: 4
Year Born: 1961

Kevin Hern Trade History

Company	Current Price	Trade Data	Date Filed	Date Traded	Price After Trade
DVN Devon Energy	$42.41 +2.7%	Purchase $15,001 - $50,000	1/13/2024	12/29/2023	-6.4%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	1/13/2024	12/29/2023	-6.4%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $1,001 - $15,000	1/13/2024	12/29/2023	-5.9%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	1/13/2024	12/26/2023	-3.1%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	1/13/2024	12/22/2023	+1.4%
LIN Linde	$414.00 -0.7%	Purchase $1,001 - $15,000	1/13/2024	12/18/2023	+1.2%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	1/13/2024	12/15/2023	-8.4%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	1/13/2024	12/14/2023	+3.4%
RTX RTX	$91.04 -1.0%	Purchase $1,001 - $15,000	1/13/2024	12/14/2023	+11.2%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $1,001 - $15,000	1/13/2024	12/12/2023	-4.7%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	1/13/2024	12/11/2023	+4.4%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	1/13/2024	12/11/2023	+14.1%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	1/13/2024	12/11/2023	-0.4%
CCLD CareCloud	$1.24 +6.0%	Sale $1,001 - $15,000	1/13/2024	12/8/2023	+20.4%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	1/13/2024	12/5/2023	-1.3%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	12/7/2023	11/15/2023	+13.2%
MMC Marsh & McLennan Companies	$196.83 +0.6%	Purchase $1,001 - $15,000	12/7/2023	11/15/2023	+0.7%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	12/7/2023	11/14/2023	+4.9%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	12/7/2023	11/14/2023	+6.9%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	11/17/2023	10/31/2023	+25.7%
VOD Vodafone Group Public	$8.16	Sale $1,001 - $15,000	11/17/2023	10/11/2023	-15.7%
CMP Compass Minerals International	$21.24 -5.9%	Sale $1,001 - $15,000	11/17/2023	10/11/2023	-22.9%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	10/13/2023	9/29/2023	-11.1%
DVN Devon Energy	$42.41 +2.7%	Purchase $15,001 - $50,000	10/13/2023	9/29/2023	-11.1%
MMP Magellan Midstream Partners	$69.00	Exchange $50,001 - $100,000	10/13/2023	9/26/2023
MMP Magellan Midstream Partners	$69.00	Exchange $500,001 - $1,000,000	10/13/2023	9/26/2023
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	10/13/2023	9/25/2023
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	10/13/2023	9/25/2023	+0.2%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	10/13/2023	9/21/2023	+3.9%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $1,001 - $15,000	10/13/2023	9/19/2023	+8.2%
LIN Linde	$414.00 -0.7%	Purchase $1,001 - $15,000	10/13/2023	9/19/2023	+6.1%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	10/13/2023	9/15/2023	-18.0%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	10/13/2023	9/14/2023	+10.4%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	10/13/2023	9/11/2023	-8.9%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	10/13/2023	9/11/2023	-5.2%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	10/13/2023	9/11/2023	+2.3%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	10/13/2023	9/7/2023	-2.3%
RTX RTX	$91.04 -1.0%	Purchase $1,001 - $15,000	10/13/2023	9/7/2023	+8.0%
MMC Marsh & McLennan Companies	$196.83 +0.6%	Purchase $1,001 - $15,000	9/7/2023	8/15/2023	+3.6%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	9/7/2023	8/15/2023	-4.7%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	9/7/2023	8/15/2023	+19.9%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	9/7/2023	8/14/2023	+4.8%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	9/7/2023	8/14/2023	+4.6%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	8/16/2023	7/31/2023	+10.7%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	7/12/2023	6/30/2023	-12.3%
DVN Devon Energy	$42.41 +2.7%	Purchase $15,001 - $50,000	7/12/2023	6/30/2023	-12.3%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $1,001 - $15,000	7/12/2023	6/27/2023	+7.7%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	7/12/2023	6/26/2023	+9.5%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $1,001 - $15,000	7/12/2023	6/23/2023	-7.1%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	7/12/2023	6/21/2023	+14.0%
ARGO Argo Group International	$29.99	Purchase $1,001 - $15,000	7/12/2023	6/20/2023	+1.5%
LIN Linde	$414.00 -0.7%	Purchase $1,001 - $15,000	7/12/2023	6/16/2023	+10.3%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	7/12/2023	6/15/2023	-24.3%
RTX RTX	$91.04 -1.0%	Purchase $1,001 - $15,000	7/12/2023	6/15/2023	-7.1%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	7/12/2023	6/15/2023	+20.4%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	7/12/2023	6/15/2023	+20.4%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	7/12/2023	6/12/2023	-10.0%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	7/12/2023	6/9/2023	-3.2%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	7/12/2023	6/9/2023	+21.6%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	7/12/2023	6/6/2023	-1.1%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	6/13/2023	5/17/2023	+29.5%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	6/13/2023	5/16/2023	-1.9%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	6/13/2023	5/15/2023	+10.2%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	6/13/2023	5/15/2023	+19.0%
ABB ABB.L		Purchase $1,001 - $15,000	6/13/2023	5/11/2023
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	5/11/2023	4/28/2023	+26.4%
AHCO AdaptHealth	$7.11 +1.6%	Sale $1,001 - $15,000	5/11/2023	4/6/2023	-41.5%
AHCO AdaptHealth	$7.11 +1.6%	Sale $1,001 - $15,000	5/11/2023	4/6/2023	-41.5%
DVN Devon Energy	$42.41 +2.7%	Purchase $15,001 - $50,000	4/10/2023	3/31/2023	-16.2%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	4/10/2023	3/31/2023	-16.2%
LIN Linde	$414.00 -0.7%	Purchase $1,001 - $15,000	4/10/2023	3/28/2023	+19.2%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	4/10/2023	3/27/2023	+17.7%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $1,001 - $15,000	4/10/2023	3/24/2023	-10.0%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	4/10/2023	3/23/2023	+28.2%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	4/10/2023	3/23/2023	+28.2%
RTX RTX	$91.04 -1.0%	Purchase $1,001 - $15,000	4/10/2023	3/23/2023	-5.2%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $1,001 - $15,000	4/10/2023	3/21/2023	+8.3%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	4/10/2023	3/17/2023	+27.3%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	4/10/2023	3/15/2023	-25.5%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	4/10/2023	3/10/2023	+24.6%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	4/10/2023	3/10/2023	-3.6%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	4/10/2023	3/7/2023	+1.5%
INTC Intel	$42.50 -0.7%	Purchase $1,001 - $15,000	4/10/2023	3/1/2023	+67.8%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	3/15/2023	2/15/2023	+28.1%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	3/15/2023	2/14/2023	-9.1%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	3/15/2023	2/14/2023	-1.1%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	3/15/2023	2/14/2023	+28.6%
PXD Pioneer Natural Resources	$231.76 +1.8%	Sale $1,000,001 - $5,000,000	3/15/2023	2/1/2023	+3.5%
DHR Danaher	$245.88 -0.3%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-7.0%
ECL Ecolab	$202.89 -0.1%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+31.0%
ACN Accenture	$368.53 +0.5%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+32.1%
ADBE Adobe	$615.86 +0.0%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+66.3%
AMZN Amazon.com	$169.84 -0.4%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+64.7%
AMT American Tower	$193.67 +0.0%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-13.3%
BLK BlackRock	$793.20 -0.2%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+4.5%
KO Coca-Cola	$59.83 -0.3%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-2.4%
CMCSA Comcast	$41.25 -3.8%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+4.8%
COST Costco Wholesale	$724.16 +0.6%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+41.7%
DG Dollar General	$135.66 +0.3%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-41.9%
EXAS Exact Sciences	$60.98 -0.3%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-9.7%
HD Home Depot	$363.84 +0.3%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+12.2%
HON Honeywell International	$193.46 -0.3%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-7.2%
CB Chubb	$244.34 -1.0%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+7.4%
ICLR ICON Public	$273.84 +1.8%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+18.7%
INTC Intel	$42.50 -0.7%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+50.4%
ICE Intercontinental Exchange	$134.12 +4.7%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+24.7%
JNJ Johnson & Johnson	$156.43 -1.0%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-4.3%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+24.9%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	2/14/2023	1/31/2023	+24.9%
LIN Linde	$414.00 -0.7%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+25.1%
LMT Lockheed Martin	$426.88 -0.7%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-7.9%
LOW Lowe's Companies	$220.30 -0.6%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+5.8%
MDT Medtronic	$86.18 -1.1%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+3.0%
MSFT Microsoft	$414.11 +0.0%	Sale $15,001 - $50,000	2/14/2023	1/31/2023	+67.1%
MDLZ Mondelez International	$74.76 +0.2%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+14.2%
NEE NextEra Energy	$56.28 -0.2%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-24.6%
NVS Novartis	$101.36 -2.0%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+11.9%
ORLY O'Reilly Automotive	$1,020.83 -4.3%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+28.8%
PH Parker-Hannifin	$515.34 +0.5%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+58.1%
PSX Phillips 66	$146.81 +0.2%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+46.4%
PG Procter & Gamble	$158.64 -0.3%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+11.4%
RTX RTX	$91.04 -1.0%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-8.8%
RSG Republic Services	$174.64 +0.0%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+39.9%
ROK Rockwell Automation	$278.73 +3.6%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-1.2%
CRM Salesforce	$291.98 +1.1%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+73.8%
TXN Texas Instruments	$160.21 +0.9%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-9.6%
TMO Thermo Fisher Scientific	$550.90 -0.3%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-3.4%
TJX TJX Companies	$98.31 +0.5%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+20.1%
V Visa	$275.80 -1.1%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	+19.8%
BA Boeing	$209.28 -1.2%	Sale $1,001 - $15,000	2/14/2023	1/31/2023	-1.7%
MSFT Microsoft	$414.11 +0.0%	Sale $1,000,001 - $5,000,000	2/14/2023	1/4/2023	+80.8%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	1/13/2023	12/30/2022	-31.1%
DVN Devon Energy	$42.41 +2.7%	Purchase $15,001 - $50,000	1/13/2023	12/30/2022	-31.1%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $1,001 - $15,000	1/13/2023	12/30/2022	-12.3%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	1/13/2023	12/26/2022	+2.2%
ECL Ecolab	$202.89 -0.1%	Sale $15,001 - $50,000	1/13/2023	12/19/2022	+43.7%
HLT Hilton Worldwide	$194.55 -0.8%	Sale $50,001 - $100,000	1/13/2023	12/19/2022	+49.8%
ARCB ArcBest	$139.81 -0.4%	Sale $50,001 - $100,000	1/13/2023	12/19/2022	+91.6%
CCLD CareCloud	$1.24 +6.0%	Sale $1,001 - $15,000	1/13/2023	12/19/2022
MASI Masimo	$136.67 +1.1%	Sale $50,001 - $100,000	1/13/2023	12/19/2022	-1.5%
WYNN Wynn Resorts	$106.11 +6.3%	Sale $15,001 - $50,000	1/13/2023	12/19/2022	+30.1%
ADBE Adobe	$615.86 +0.0%	Sale $250,001 - $500,000	1/13/2023	12/19/2022	+87.3%
EXAS Exact Sciences	$60.98 -0.3%	Sale $50,001 - $100,000	1/13/2023	12/19/2022	+22.0%
BLL Ball		Sale $50,001 - $100,000	1/13/2023	12/19/2022
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	1/13/2023	12/15/2022	-34.4%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	1/13/2023	12/15/2022	+11.1%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	1/13/2023	12/15/2022	+3.2%
RTN Return Energy	C$0.04 +40.0%	Purchase $1,001 - $15,000	1/13/2023	12/15/2022
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $15,001 - $50,000	1/13/2023	12/15/2022	+3.2%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $1,001 - $15,000	1/13/2023	12/13/2022	-3.4%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	1/13/2023	12/12/2022	+5.4%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	1/13/2023	12/9/2022	+8.7%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	1/13/2023	12/9/2022	+0.4%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	1/13/2023	12/8/2022	+67.4%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	1/13/2023	12/6/2022	-11.2%
INTC Intel	$42.50 -0.7%	Purchase $1,001 - $15,000	1/13/2023	12/1/2022	+42.5%
SHW Sherwin-Williams	$312.15 +0.7%	Sale $1,001 - $15,000	12/8/2022	11/21/2022	+30.5%
AMP Ameriprise Financial	$394.86 +1.2%	Sale $1,001 - $15,000	12/8/2022	11/21/2022	+21.2%
VFC V.F.	$15.35 +0.3%	Sale $1,001 - $15,000	12/8/2022	11/21/2022	-52.6%
CR Crane	$126.82 +0.7%	Sale $1,001 - $15,000	12/8/2022	11/21/2022	+21.9%
MMC Marsh & McLennan Companies	$196.83 +0.6%	Sale $1,001 - $15,000	12/8/2022	11/21/2022	+15.9%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	12/8/2022	11/15/2022	+25.9%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	12/8/2022	11/15/2022	-9.8%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	12/8/2022	11/14/2022	+29.8%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	12/8/2022	11/14/2022	+7.1%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	11/9/2022	10/31/2022	+38.9%
JEPI JPMorgan Equity Premium Income ETF	$56.14 0.0%	Purchase $1,001 - $15,000	11/9/2022	10/6/2022	+7.5%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	10/10/2022	9/30/2022	-29.5%
DGRO iShares Core Dividend Growth ETF	$55.19 +0.1%	Purchase $1,001 - $15,000	10/10/2022	9/30/2022	+24.1%
DVN Devon Energy	$42.41 +2.7%	Purchase $15,001 - $50,000	10/10/2022	9/30/2022	-29.5%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	10/10/2022	9/26/2022	+19.8%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $1,001 - $15,000	10/10/2022	9/20/2022	-0.5%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $15,001 - $50,000	10/10/2022	9/16/2022	-3.2%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	10/10/2022	9/16/2022	-3.2%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	10/10/2022	9/15/2022	-34.6%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	10/10/2022	9/15/2022	+34.0%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	10/10/2022	9/12/2022	+8.4%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	10/10/2022	9/9/2022	+20.9%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	10/10/2022	9/9/2022	+7.7%
JEPI JPMorgan Equity Premium Income ETF	$56.14 0.0%	Purchase $1,001 - $15,000	10/10/2022	9/7/2022	+1.4%
ASML ASML	$922.94 +0.1%	Purchase $50,001 - $100,000	9/15/2022	8/25/2022	+71.0%
PTC PTC	$181.54 +0.7%	Purchase $15,001 - $50,000	9/15/2022	8/25/2022	+52.1%
CDNS Cadence Design Systems	$307.36 +2.2%	Purchase $15,001 - $50,000	9/15/2022	8/18/2022	+61.1%
CTRA Coterra Energy	$24.51 +0.6%	Purchase $15,001 - $50,000	9/15/2022	8/17/2022	-16.5%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	9/15/2022	8/16/2022	-12.6%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	9/15/2022	8/15/2022	+15.0%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	9/15/2022	8/15/2022	+8.6%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	9/15/2022	8/12/2022	+33.6%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	8/15/2022	7/31/2022	+51.5%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $1,001 - $15,000	8/15/2022	7/8/2022	-6.2%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	7/15/2022	6/30/2022	-23.0%
DVN Devon Energy	$42.41 +2.7%	Purchase $15,001 - $50,000	7/15/2022	6/30/2022	-23.0%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	7/15/2022	6/27/2022	+11.3%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $1,001 - $15,000	7/15/2022	6/24/2022	+1.9%
AGCO AGCO	$117.42 -0.4%	Purchase $1,001 - $15,000	7/15/2022	6/21/2022	+6.1%
RTX RTX	$91.04 -1.0%	Purchase $1,001 - $15,000	7/15/2022	6/16/2022	+1.7%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	7/15/2022	6/16/2022	+33.1%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	7/15/2022	6/15/2022	-24.1%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $15,001 - $50,000	7/15/2022	6/14/2022	-12.4%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	7/15/2022	6/14/2022	-12.4%
CERN Cerner	$94.92	Sale $15,001 - $50,000	7/15/2022	6/10/2022
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	7/15/2022	6/10/2022	+3.5%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	7/15/2022	6/10/2022	+33.5%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	7/15/2022	6/10/2022	+17.6%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	7/15/2022	6/9/2022	+56.4%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	7/15/2022	6/7/2022	-12.3%
INTC Intel	$42.50 -0.7%	Purchase $1,001 - $15,000	7/15/2022	6/1/2022	-3.6%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	6/14/2022	5/17/2022	-8.4%
EXAS Exact Sciences	$60.98 -0.3%	Sale $1,001 - $15,000	6/14/2022	5/16/2022	+20.6%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	6/14/2022	5/16/2022	+5.8%
MTBC CareCloud		Sale $1,001 - $15,000	6/14/2022	5/16/2022	-100.0%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	6/14/2022	5/13/2022	+42.0%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	6/14/2022	5/13/2022	+28.5%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	5/12/2022	4/30/2022	+46.4%
AHCO AdaptHealth	$7.11 +1.6%	Sale $1,001 - $15,000	5/12/2022	4/22/2022	-50.5%
IQV IQVIA	$217.00 +1.2%	Sale $1,001 - $15,000	5/12/2022	4/22/2022	-4.9%
MDLZ Mondelez International	$74.76 +0.2%	Sale $15,001 - $50,000	5/12/2022	4/12/2022	+17.4%
HON Honeywell International	$193.46 -0.3%	Sale $250,001 - $500,000	5/12/2022	4/8/2022	+1.7%
AHCO AdaptHealth	$7.11 +1.6%	Sale $50,001 - $100,000	5/12/2022	4/1/2022	-57.3%
DVN Devon Energy	$42.41 +2.7%	Purchase $15,001 - $50,000	4/12/2022	3/31/2022	-28.3%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	4/12/2022	3/31/2022	-28.3%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	4/12/2022	3/28/2022	+2.2%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $1,001 - $15,000	4/12/2022	3/25/2022	-5.9%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	4/12/2022	3/24/2022	+15.2%
RTX RTX	$91.04 -1.0%	Purchase $1,001 - $15,000	4/12/2022	3/24/2022	-10.5%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $1,001 - $15,000	4/12/2022	3/22/2022	+2.9%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	4/12/2022	3/15/2022	-31.3%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	4/12/2022	3/14/2022	+1.1%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	4/12/2022	3/14/2022	+1.1%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	4/12/2022	3/14/2022	+1.1%
HON Honeywell International	$193.46 -0.3%	Purchase $1,001 - $15,000	4/12/2022	3/11/2022	+6.2%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	4/12/2022	3/10/2022	+8.1%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	4/12/2022	3/10/2022	+21.8%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	4/12/2022	3/10/2022	+6.2%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	4/12/2022	3/10/2022	+45.0%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	4/12/2022	3/8/2022	-7.3%
INTC Intel	$42.50 -0.7%	Purchase $1,001 - $15,000	4/12/2022	3/1/2022	-9.2%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	3/7/2022	2/15/2022	+11.9%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	3/7/2022	2/14/2022	+9.6%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	3/7/2022	2/14/2022	+45.0%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	3/7/2022	2/7/2022	-5.7%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	2/2/2022	1/31/2022	+17.6%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	2/2/2022	1/14/2022	+7.4%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	1/11/2022	12/30/2021	-2.9%
DVN Devon Energy	$42.41 +2.7%	Purchase $15,001 - $50,000	1/11/2022	12/30/2021	-2.9%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $1,001 - $15,000	1/11/2022	12/27/2021	+21.9%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	1/11/2022	12/27/2021	+29.6%
VUZI Vuzix	$1.69 +0.6%	Sale $50,001 - $100,000	1/11/2022	12/20/2021	-80.6%
MDT Medtronic	$86.18 -1.1%	Sale $100,001 - $250,000	1/11/2022	12/20/2021	-13.4%
ASXC Asensus Surgical	$0.29 +7.5%	Sale $15,001 - $50,000	1/11/2022	12/20/2021	-74.7%
RTX RTX	$91.04 -1.0%	Purchase $1,001 - $15,000	1/11/2022	12/16/2021	+10.1%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	1/11/2022	12/16/2021	-8.9%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	1/11/2022	12/15/2021	-38.8%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	1/11/2022	12/14/2021	+30.6%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	1/11/2022	12/14/2021	+30.6%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $1,001 - $15,000	1/11/2022	12/14/2021	+8.5%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	1/11/2022	12/10/2021	-20.5%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	1/11/2022	12/10/2021	+10.6%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	1/11/2022	12/10/2021	+65.0%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	1/11/2022	12/9/2021	+24.3%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	1/11/2022	12/7/2021	-4.2%
HON Honeywell International	$193.46 -0.3%	Purchase $1,001 - $15,000	1/11/2022	12/3/2021	-4.9%
ARCB ArcBest	$139.81 -0.4%	Purchase $50,001 - $100,000	12/9/2021	11/26/2021	+32.3%
INTC Intel	$42.50 -0.7%	Purchase $15,001 - $50,000	12/9/2021	11/26/2021	-12.9%
AGCO AGCO	$117.42 -0.4%	Purchase $50,001 - $100,000	12/9/2021	11/26/2021	+0.1%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	12/9/2021	11/26/2021	+4.2%
TJX TJX Companies	$98.31 +0.5%	Purchase $15,001 - $50,000	12/9/2021	11/26/2021	+41.7%
PWR Quanta Services	$207.77 -0.5%	Purchase $50,001 - $100,000	12/9/2021	11/26/2021	+76.8%
PH Parker-Hannifin	$515.34 +0.5%	Purchase $15,001 - $50,000	12/9/2021	11/26/2021	+66.4%
DRE Duke Realty	$48.20	Purchase $50,001 - $100,000	12/9/2021	11/26/2021	-17.4%
CR Crane	$126.82 +0.7%	Purchase $15,001 - $50,000	12/9/2021	11/26/2021	+26.7%
BLL Ball		Purchase $50,001 - $100,000	12/9/2021	11/26/2021	-100.0%
FTEC Fidelity MSCI Information Technology Index ETF	$152.64 +0.6%	Purchase $100,001 - $250,000	12/9/2021	11/26/2021	+16.9%
FSK FS KKR Capital	$20.00 -0.3%	Sale $100,001 - $250,000	12/9/2021	11/26/2021	-5.8%
HLT Hilton Worldwide	$194.55 -0.8%	Purchase $50,001 - $100,000	12/9/2021	11/26/2021	+42.8%
FDIS Fidelity MSCI Consumer Discretionary Index ETF	$79.21 +0.7%	Purchase $50,001 - $100,000	12/9/2021	11/26/2021	-10.9%
FBND Fidelity Total Bond ETF	$45.31 -0.3%	Sale $50,001 - $100,000	12/9/2021	11/16/2021	-14.3%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	12/9/2021	11/15/2021	+8.9%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	12/9/2021	11/15/2021	-15.3%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	12/9/2021	11/12/2021	+40.2%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $1,001 - $15,000	12/9/2021	11/5/2021	-17.9%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	11/5/2021	10/29/2021	+2.9%
V Visa	$275.80 -1.1%	Purchase $50,001 - $100,000	11/5/2021	10/20/2021	+19.2%
ORLY O'Reilly Automotive	$1,020.83 -4.3%	Purchase $15,001 - $50,000	11/5/2021	10/20/2021	+58.4%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $50,001 - $100,000	11/5/2021	10/20/2021	+15.0%
ITW Illinois Tool Works	$254.51 +0.2%	Purchase $15,001 - $50,000	11/5/2021	10/20/2021	+13.8%
FMAT Fidelity MSCI Materials Index ETF	$47.00 0.0%	Purchase $15,001 - $50,000	11/5/2021	10/20/2021
CVX Chevron	$154.06 +1.3%	Purchase $50,001 - $100,000	11/5/2021	10/20/2021	+36.1%
BLK BlackRock	$793.20 -0.2%	Purchase $15,001 - $50,000	11/5/2021	10/20/2021	-12.2%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	11/5/2021	10/14/2021	+21.2%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $1,001 - $15,000	11/5/2021	10/7/2021	-16.6%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $1,001 - $15,000	11/5/2021	10/7/2021	-16.6%
DIAL Columbia Diversified Fixed Income Allocation ETF	$17.70 -0.3%	Purchase $1,001 - $15,000	11/5/2021	10/6/2021	-16.9%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+19.4%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+19.4%
DGRO iShares Core Dividend Growth ETF	$55.19 +0.1%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+9.9%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	10/7/2021	9/27/2021	+30.7%
RTX RTX	$91.04 -1.0%	Purchase $250,001 - $500,000	10/7/2021	9/23/2021	+4.9%
MDT Medtronic	$86.18 -1.1%	Purchase $100,001 - $250,000	10/7/2021	9/23/2021	-34.0%
ACN Accenture	$368.53 +0.5%	Purchase $100,001 - $250,000	10/7/2021	9/23/2021	+7.4%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $250,001 - $500,000	10/7/2021	9/23/2021	+27.4%
SPY SPDR S&P 500 ETF Trust	$498.31 +0.0%	Sale $500,001 - $1,000,000	10/7/2021	9/20/2021	+14.8%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	10/7/2021	9/17/2021	+47.6%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	10/7/2021	9/16/2021	+8.2%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	10/7/2021	9/15/2021	-33.5%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	10/7/2021	9/10/2021	-11.3%
EMR Emerson Electric	$102.38 -1.6%	Purchase $1,001 - $15,000	10/7/2021	9/10/2021	+2.3%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	10/7/2021	9/9/2021	+39.3%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $1,001 - $15,000	10/7/2021	9/8/2021	-17.3%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $1,001 - $15,000	10/7/2021	9/8/2021	-17.3%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	10/7/2021	9/7/2021	-9.2%
DIAL Columbia Diversified Fixed Income Allocation ETF	$17.70 -0.3%	Purchase $1,001 - $15,000	10/7/2021	9/7/2021	-18.1%
HON Honeywell International	$193.46 -0.3%	Purchase $1,001 - $15,000	10/7/2021	9/3/2021	-15.3%
UNH UnitedHealth Group	$520.01 +0.1%	Purchase $50,001 - $100,000	10/7/2021	9/2/2021	+22.7%
CDNS Cadence Design Systems	$307.36 +2.2%	Purchase $15,001 - $50,000	10/7/2021	9/2/2021	+86.1%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+88.8%
ICLR ICON Public	$273.84 +1.8%	Purchase $15,001 - $50,000	10/7/2021	9/2/2021	+4.8%
INTC Intel	$42.50 -0.7%	Purchase $50,001 - $100,000	10/7/2021	9/2/2021	-20.9%
IQV IQVIA	$217.00 +1.2%	Purchase $15,001 - $50,000	10/7/2021	9/2/2021	-18.2%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $50,001 - $100,000	10/7/2021	9/2/2021	-10.6%
PRGS Progress Software	$57.38 +1.0%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+22.9%
PRGS Progress Software	$57.38 +1.0%	Purchase $15,001 - $50,000	10/7/2021	9/2/2021	+22.9%
RTX RTX	$91.04 -1.0%	Purchase $50,001 - $100,000	10/7/2021	9/2/2021	+7.7%
TXN Texas Instruments	$160.21 +0.9%	Purchase $250,001 - $500,000	9/15/2021	8/25/2021	-14.8%
AHCO AdaptHealth	$7.11 +1.6%	Purchase $100,001 - $250,000	9/15/2021	8/25/2021	-70.4%
CB Chubb	$244.34 -1.0%	Purchase $100,001 - $250,000	9/15/2021	8/25/2021	+30.9%
COST Costco Wholesale	$724.16 +0.6%	Purchase $250,001 - $500,000	9/15/2021	8/25/2021	+60.5%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $100,001 - $250,000	9/15/2021	8/25/2021	+19.0%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	9/15/2021	8/16/2021	+33.3%
MMC Marsh & McLennan Companies	$196.83 +0.6%	Purchase $100,001 - $250,000	9/15/2021	8/16/2021	+28.2%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	9/15/2021	8/13/2021	+42.3%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	9/15/2021	8/13/2021	+13.9%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	9/15/2021	8/9/2021	-15.9%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $1,001 - $15,000	9/15/2021	8/6/2021	-17.4%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $1,001 - $15,000	9/15/2021	8/6/2021	-17.4%
DIAL Columbia Diversified Fixed Income Allocation ETF	$17.70 -0.3%	Purchase $1,001 - $15,000	9/15/2021	8/5/2021	-18.4%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	9/15/2021	7/31/2021	+15.2%
AMZN Amazon.com	$169.84 -0.4%	Purchase $50,001 - $100,000	9/15/2021	7/30/2021	+2.1%
GOOGL Alphabet	$145.91 +0.3%	Purchase $100,001 - $250,000	9/15/2021	7/30/2021	+8.3%
SPY SPDR S&P 500 ETF Trust	$498.31 +0.0%	Purchase $500,001 - $1,000,000	9/15/2021	7/30/2021	+13.6%
FHLC Fidelity MSCI Health Care Index ETF	$67.95	Purchase $50,001 - $100,000	9/15/2021	7/30/2021	+2.8%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $250,001 - $500,000	9/15/2021	7/30/2021	-18.5%
JEPI JPMorgan Equity Premium Income ETF	$56.14 0.0%	Purchase $100,001 - $250,000	9/15/2021	7/30/2021	-9.0%
NEE NextEra Energy	$56.28 -0.2%	Purchase $50,001 - $100,000	9/15/2021	7/30/2021	-27.8%
FDRR Fidelity Dividend ETF for Rising Rates	$44.38 -0.2%	Purchase $50,001 - $100,000	9/15/2021	7/30/2021	+4.1%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $50,001 - $100,000	9/15/2021	7/21/2021	-6.6%
PTC PTC	$181.54 +0.7%	Purchase $15,001 - $50,000	9/15/2021	7/21/2021	+23.9%
MSFT Microsoft	$414.11 +0.0%	Purchase $100,001 - $250,000	9/15/2021	7/21/2021	+47.2%
BSX Boston Scientific	$65.02 -0.3%	Purchase $15,001 - $50,000	9/15/2021	7/21/2021	+49.2%
ADBE Adobe	$615.86 +0.0%	Purchase $50,001 - $100,000	9/15/2021	7/21/2021	+0.6%
TMO Thermo Fisher Scientific	$550.90 -0.3%	Purchase $50,001 - $100,000	9/15/2021	7/21/2021	+7.1%
TXN Texas Instruments	$160.21 +0.9%	Purchase $100,001 - $250,000	9/15/2021	7/21/2021	-17.5%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $1,001 - $15,000	9/15/2021	7/14/2021	+52.6%
TIP iShares TIPS Bond ETF	$106.48 -0.1%	Purchase $1,001 - $15,000	9/15/2021	7/8/2021	-16.8%
TROW T. Rowe Price Group	$108.91 -0.7%	Purchase $1,001 - $15,000	9/15/2021	7/7/2021	-46.8%
DIAL Columbia Diversified Fixed Income Allocation ETF	$17.70 -0.3%	Purchase $1,001 - $15,000	9/15/2021	7/7/2021	-18.3%
BSX Boston Scientific	$65.02 -0.3%	Purchase $100,001 - $250,000	9/15/2021	7/1/2021	+50.0%
VUZI Vuzix	$1.69 +0.6%	Purchase $50,001 - $100,000	9/15/2021	7/1/2021	-90.7%
MDT Medtronic	$86.18 -1.1%	Purchase $15,001 - $50,000	9/15/2021	7/1/2021	-31.7%
LIN Linde	$414.00 -0.7%	Purchase $15,001 - $50,000	9/15/2021	7/1/2021	+42.3%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $50,001 - $100,000	9/15/2021	7/1/2021	+11.3%
DGRO iShares Core Dividend Growth ETF	$55.19 +0.1%	Purchase $250,001 - $500,000	9/15/2021	7/1/2021	+8.9%
ITW Illinois Tool Works	$254.51 +0.2%	Purchase $50,001 - $100,000	9/15/2021	7/1/2021	+13.3%
HD Home Depot	$363.84 +0.3%	Purchase $100,001 - $250,000	9/15/2021	7/1/2021	+13.2%
FQAL Fidelity Quality Factor ETF	$56.05 +0.2%	Purchase $100,001 - $250,000	9/15/2021	7/1/2021	+12.8%
EMR Emerson Electric	$102.38 -1.6%	Purchase $50,001 - $100,000	9/15/2021	7/1/2021	+5.6%
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund	$12.82 +0.1%	Purchase $15,001 - $50,000	9/15/2021	7/1/2021	-21.1%
DXCM DexCom	$127.05 +0.3%	Purchase $100,001 - $250,000	9/15/2021	7/1/2021	+19.1%
DHR Danaher	$245.88 -0.3%	Purchase $50,001 - $100,000	9/15/2021	7/1/2021	-9.7%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	7/14/2021	6/30/2021	+45.3%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	7/14/2021	6/28/2021	+29.7%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $250,001 - $500,000	7/14/2021	6/25/2021	+13.5%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $250,001 - $500,000	7/14/2021	6/25/2021	-4.7%
HON Honeywell International	$193.46 -0.3%	Purchase $50,001 - $100,000	7/14/2021	6/25/2021	-11.6%
ASXC Asensus Surgical	$0.29 +7.5%	Purchase $100,001 - $250,000	7/14/2021	6/25/2021	-91.3%
ACN Accenture	$368.53 +0.5%	Purchase $100,001 - $250,000	7/14/2021	6/25/2021	+25.1%
PSX Phillips 66	$146.81 +0.2%	Purchase $15,001 - $50,000	7/14/2021	6/25/2021	+63.0%
MSFT Microsoft	$414.11 +0.0%	Purchase $100,001 - $250,000	7/14/2021	6/25/2021	+56.3%
MSFT Microsoft	$414.11 +0.0%	Purchase $250,001 - $500,000	7/14/2021	6/25/2021	+56.3%
MASI Masimo	$136.67 +1.1%	Purchase $100,001 - $250,000	7/14/2021	6/25/2021	-44.0%
MASI Masimo	$136.67 +1.1%	Purchase $15,001 - $50,000	7/14/2021	6/25/2021	-44.0%
LIN Linde	$414.00 -0.7%	Purchase $100,001 - $250,000	7/14/2021	6/25/2021	+45.2%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	7/14/2021	6/17/2021	+20.0%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	7/14/2021	6/15/2021	-23.4%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	7/14/2021	6/10/2021	+61.0%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	7/14/2021	6/10/2021	+65.7%
PXD Pioneer Natural Resources	$231.76 +1.8%	Purchase $500,001 - $1,000,000	7/14/2021	6/9/2021	+38.2%
PTC PTC	$181.54 +0.7%	Purchase $50,001 - $100,000	6/15/2021	5/26/2021	+36.6%
CDNS Cadence Design Systems	$307.36 +2.2%	Purchase $100,001 - $250,000	6/15/2021	5/26/2021	+142.3%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	6/15/2021	5/26/2021	+31.3%
PRGS Progress Software	$57.38 +1.0%	Purchase $50,001 - $100,000	6/15/2021	5/26/2021	+28.6%
VUZI Vuzix	$1.69 +0.6%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-89.8%
BSX Boston Scientific	$65.02 -0.3%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	+55.1%
IQV IQVIA	$217.00 +1.2%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-8.3%
IQV IQVIA	$217.00 +1.2%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-8.3%
IQV IQVIA	$217.00 +1.2%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-8.3%
EXAS Exact Sciences	$60.98 -0.3%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-42.3%
MTBC CareCloud		Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-100.0%
EXAS Exact Sciences	$60.98 -0.3%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-42.3%
MTBC CareCloud		Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-100.0%
MTBC CareCloud		Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-100.0%
EXAS Exact Sciences	$60.98 -0.3%	Purchase $50,001 - $100,000	6/15/2021	5/20/2021	-42.3%
MTBC CareCloud		Purchase $15,001 - $50,000	6/15/2021	5/20/2021	-100.0%
AHCO AdaptHealth	$7.11 +1.6%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-71.0%
AHCO AdaptHealth	$7.11 +1.6%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-71.0%
AHCO AdaptHealth	$7.11 +1.6%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-71.0%
EXAS Exact Sciences	$60.98 -0.3%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-42.3%
BSX Boston Scientific	$65.02 -0.3%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	+55.1%
VUZI Vuzix	$1.69 +0.6%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-89.8%
ADBE Adobe	$615.86 +0.0%	Purchase $250,001 - $500,000	6/15/2021	5/20/2021	+25.3%
BSX Boston Scientific	$65.02 -0.3%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	+55.1%
VUZI Vuzix	$1.69 +0.6%	Purchase $1,001 - $15,000	6/15/2021	5/20/2021	-89.8%
FCX Freeport-McMoRan	$38.12 -2.8%	Purchase $100,001 - $250,000	6/15/2021	5/18/2021	-12.6%
HON Honeywell International	$193.46 -0.3%	Purchase $250,001 - $500,000	6/15/2021	5/18/2021	-13.0%
ICLR ICON Public	$273.84 +1.8%	Purchase $100,001 - $250,000	6/15/2021	5/18/2021	+23.1%
IQV IQVIA	$217.00 +1.2%	Purchase $100,001 - $250,000	6/15/2021	5/18/2021	-5.9%
NEE NextEra Energy	$56.28 -0.2%	Purchase $250,001 - $500,000	6/15/2021	5/18/2021	-22.1%
ORLY O'Reilly Automotive	$1,020.83 -4.3%	Purchase $100,001 - $250,000	6/15/2021	5/18/2021	+86.3%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $250,001 - $500,000	6/15/2021	5/18/2021	+6.6%
EMR Emerson Electric	$102.38 -1.6%	Purchase $250,001 - $500,000	6/15/2021	5/18/2021	+8.7%
VUZI Vuzix	$1.69 +0.6%	Purchase $15,001 - $50,000	6/15/2021	5/18/2021	-89.8%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	6/15/2021	5/17/2021	-11.4%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	6/15/2021	5/14/2021	+27.9%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	6/15/2021	5/14/2021	+40.6%
DVN Devon Energy	$42.41 +2.7%	Purchase $1,001 - $15,000	4/9/2021	3/31/2021	+94.1%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	4/9/2021	3/29/2021	+41.6%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	4/9/2021	3/25/2021	+22.4%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	4/9/2021	3/11/2021	+74.6%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	4/9/2021	3/10/2021	+68.3%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	3/15/2021	2/12/2021	+43.1%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	3/15/2021	2/12/2021	+65.5%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	3/15/2021	2/12/2021	+52.9%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	3/15/2021	2/8/2021	-8.5%
AIO Virtus Artificial Intelligence & Technology Opportunities Fund	$19.79 +1.4%	Purchase $1,001 - $15,000	2/17/2021	1/11/2021	-28.3%
FSKR FS KKR Capital Corp. II	$21.56	Purchase $1,001 - $15,000	2/17/2021	1/11/2021	+28.0%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	1/15/2021	12/28/2020	+69.0%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	1/15/2021	12/17/2020	+32.8%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	1/15/2021	12/10/2020	+96.7%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	1/15/2021	12/10/2020	+136.2%
SU Suncor Energy	$32.25 +0.4%	Sale $1,001 - $15,000	12/14/2020	11/19/2020	+108.8%
BDX Becton, Dickinson and Company	$240.71 +0.5%	Sale $1,001 - $15,000	12/14/2020	11/19/2020	+3.4%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	12/14/2020	11/16/2020	+1.2%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	12/14/2020	11/13/2020	+52.4%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	12/14/2020	11/13/2020	+73.0%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	12/14/2020	11/13/2020	+117.8%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	11/14/2020	10/16/2020	-26.3%
MMC Marsh & McLennan Companies	$196.83 +0.6%	Purchase $1,001 - $15,000	11/14/2020	10/16/2020	+71.2%
ITW Illinois Tool Works	$254.51 +0.2%	Purchase $1,001 - $15,000	11/14/2020	10/16/2020	+23.2%
BA Boeing	$209.28 -1.2%	Purchase $1,001 - $15,000	11/14/2020	10/16/2020	+25.1%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	11/14/2020	10/16/2020	+5.6%
MCD McDonald's	$291.93 +1.6%	Purchase $1,001 - $15,000	11/14/2020	10/16/2020	+27.3%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	10/15/2020	9/28/2020	+66.9%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	10/15/2020	9/17/2020	+30.0%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	10/15/2020	9/10/2020	+181.0%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	10/15/2020	9/10/2020	+101.6%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	9/15/2020	8/17/2020	+15.9%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	9/15/2020	8/14/2020	+60.1%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	9/15/2020	8/14/2020	+66.7%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	9/15/2020	8/14/2020	+133.9%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+65.0%
MMC Marsh & McLennan Companies	$196.83 +0.6%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+71.7%
LOW Lowe's Companies	$220.30 -0.6%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+47.7%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+11.7%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+80.4%
JNJ Johnson & Johnson	$156.43 -1.0%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+6.3%
ICE Intercontinental Exchange	$134.12 +4.7%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+41.9%
INTC Intel	$42.50 -0.7%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	-14.3%
ICLR ICON Public	$273.84 +1.8%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+46.8%
HON Honeywell International	$193.46 -0.3%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+28.3%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+36.1%
EXAS Exact Sciences	$60.98 -0.3%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	-36.7%
DG Dollar General	$135.66 +0.3%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	-28.6%
CR Crane	$126.82 +0.7%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+106.5%
COST Costco Wholesale	$724.16 +0.6%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+121.1%
CMCSA Comcast	$41.25 -3.8%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	-5.3%
KO Coca-Cola	$59.83 -0.3%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+23.4%
CB Chubb	$244.34 -1.0%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+84.6%
BLK BlackRock	$793.20 -0.2%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+37.9%
AMP Ameriprise Financial	$394.86 +1.2%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+152.6%
AMZN Amazon.com	$169.84 -0.4%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+11.2%
V Visa	$275.80 -1.1%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+40.1%
VFC V.F.	$15.35 +0.3%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	-74.8%
TJX TJX Companies	$98.31 +0.5%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+88.8%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+21.3%
SU Suncor Energy	$32.25 +0.4%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+91.4%
SHW Sherwin-Williams	$312.15 +0.7%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+49.7%
CRM Salesforce	$291.98 +1.1%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+52.9%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+21.7%
RSG Republic Services	$174.64 +0.0%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+105.3%
RTX RTX	$91.04 -1.0%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+49.0%
PG Procter & Gamble	$158.64 -0.3%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+25.6%
PSX Phillips 66	$146.81 +0.2%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+127.3%
PH Parker-Hannifin	$515.34 +0.5%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+177.6%
ORLY O'Reilly Automotive	$1,020.83 -4.3%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+126.6%
NVS Novartis	$101.36 -2.0%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+19.7%
NEE NextEra Energy	$56.28 -0.2%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	-18.9%
MDLZ Mondelez International	$74.76 +0.2%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+34.5%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	+103.1%
MDT Medtronic	$86.18 -1.1%	Purchase $1,001 - $15,000	8/15/2020	7/27/2020	-10.6%
ICE Intercontinental Exchange	$134.12 +4.7%	Sale $1,001 - $15,000	8/15/2020	7/22/2020	+39.6%
XOM Exxon Mobil	$103.97 +1.7%	Sale $1,001 - $15,000	8/15/2020	7/22/2020	+138.4%
CARR Carrier Global	$55.06 +2.3%	Sale $1,001 - $15,000	8/15/2020	7/22/2020	+107.0%
OTIS Otis Worldwide	$90.86 -1.0%	Sale $1,001 - $15,000	8/15/2020	7/22/2020	+55.4%
WMB Williams Companies	$34.04 -0.7%	Purchase $1,001 - $15,000	7/20/2020	6/29/2020	+85.3%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	7/20/2020	6/11/2020	+122.3%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	7/20/2020	6/10/2020	+105.3%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	6/16/2020	5/18/2020	+40.0%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	6/16/2020	5/15/2020	+100.4%
MMP Magellan Midstream Partners	$69.00	Purchase $1,001 - $15,000	6/16/2020	5/15/2020	+64.9%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	6/16/2020	5/14/2020	+124.6%
TMO Thermo Fisher Scientific	$550.90 -0.3%	Purchase $1,001 - $15,000	5/15/2020	4/9/2020	+73.6%
MSFT Microsoft	$414.11 +0.0%	Purchase $1,001 - $15,000	5/15/2020	4/9/2020	+150.8%
LIN Linde	$414.00 -0.7%	Purchase $1,001 - $15,000	5/15/2020	4/9/2020	+118.5%
ECL Ecolab	$202.89 -0.1%	Purchase $1,001 - $15,000	5/15/2020	4/9/2020	+12.8%
DHR Danaher	$245.88 -0.3%	Purchase $1,001 - $15,000	5/15/2020	4/9/2020	+68.7%
BA Boeing	$209.28 -1.2%	Purchase $1,001 - $15,000	5/15/2020	4/9/2020	+37.8%
BDX Becton, Dickinson and Company	$240.71 +0.5%	Purchase $1,001 - $15,000	5/15/2020	4/9/2020	-2.7%
AMT American Tower	$193.67 +0.0%	Purchase $1,001 - $15,000	5/15/2020	4/9/2020	-25.4%
ADBE Adobe	$615.86 +0.0%	Purchase $1,001 - $15,000	5/15/2020	4/9/2020	+93.2%
WMB Williams Companies	$34.04 -0.7%	Purchase $15,001 - $50,000	4/16/2020	3/27/2020
OKE ONEOK	$68.97 +0.6%	Purchase $15,001 - $50,000	4/16/2020	3/26/2020	+183.1%
TXN Texas Instruments	$160.21 +0.9%	Purchase $100,001 - $250,000	4/16/2020	3/26/2020	+48.7%
WPX WPX Energy	$9.43	Purchase $100,001 - $250,000	4/16/2020	3/26/2020	+181.5%
WPX WPX Energy	$9.43	Purchase $15,001 - $50,000	4/16/2020	3/26/2020	+181.5%
MSFT Microsoft	$414.11 +0.0%	Purchase $250,001 - $500,000	4/16/2020	3/26/2020	+165.7%
ACN Accenture	$368.53 +0.5%	Purchase $100,001 - $250,000	4/16/2020	3/26/2020	+115.1%
AMZN Amazon.com	$169.84 -0.4%	Purchase $100,001 - $250,000	4/16/2020	3/26/2020	+73.7%
HD Home Depot	$363.84 +0.3%	Purchase $100,001 - $250,000	4/16/2020	3/26/2020	+86.4%
MMP Magellan Midstream Partners	$69.00	Purchase $15,001 - $50,000	4/16/2020	3/26/2020	+99.9%
MMP Magellan Midstream Partners	$69.00	Purchase $100,001 - $250,000	4/16/2020	3/26/2020	+99.9%
WMB Williams Companies	$34.04 -0.7%	Purchase $100,001 - $250,000	4/16/2020	3/26/2020	+138.9%
WBA Walgreens Boots Alliance	$22.54 -1.2%	Sale $1,001 - $15,000	3/17/2020	2/27/2020	-51.3%
NGL NGL Energy Partners	$5.77 -3.2%	Sale $15,001 - $50,000	3/17/2020	2/27/2020	-33.0%
FTSM First Trust Enhanced Short Maturity ETF	$59.73 +0.0%	Purchase $100,001 - $250,000	3/17/2020	2/27/2020	-0.8%
BBBY Bed Bath & Beyond	$0.08	Sale $1,001 - $15,000	3/17/2020	2/27/2020	-99.2%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	3/17/2020	2/14/2020	-10.4%
EL Estée Lauder Companies	$140.77 -0.8%	Purchase $1,001 - $15,000	3/17/2020	2/14/2020	-34.5%
ICE Intercontinental Exchange	$134.12 +4.7%	Purchase $1,001 - $15,000	3/17/2020	2/14/2020	+38.5%
MDLZ Mondelez International	$74.76 +0.2%	Purchase $1,001 - $15,000	3/17/2020	2/14/2020	+25.3%
NGL NGL Energy Partners	$5.77 -3.2%	Purchase $1,001 - $15,000	3/17/2020	2/14/2020	-38.9%
QSY WisdomTree U.S. Quality Shareholder Yield Fund		Purchase $1,001 - $15,000	3/17/2020	2/14/2020	-100.0%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Sale $100,001 - $250,000	1/14/2020	12/4/2019	-50.9%
FSK FS KKR Capital	$20.00 -0.3%	Sale $100,001 - $250,000	1/14/2020	12/4/2019	-20.9%
SLB Schlumberger	$47.79 +0.7%	Sale $15,001 - $50,000	1/14/2020	12/4/2019	+32.1%
NGL NGL Energy Partners	$5.77 -3.2%	Purchase $1,001 - $15,000	12/15/2019	11/14/2019	-42.1%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	12/15/2019	11/14/2019	-1.6%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	12/15/2019	11/12/2019	-44.0%
DHR Danaher	$245.88 -0.3%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+82.6%
COST Costco Wholesale	$724.16 +0.6%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+136.3%
AMZN Amazon.com	$169.84 -0.4%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+89.3%
ADBE Adobe	$615.86 +0.0%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+112.0%
ICLR ICON Public	$273.84 +1.8%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+87.6%
LOW Lowe's Companies	$220.30 -0.6%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+96.1%
MDT Medtronic	$86.18 -1.1%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	-19.0%
ORLY O'Reilly Automotive	$1,020.83 -4.3%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+132.6%
TMO Thermo Fisher Scientific	$550.90 -0.3%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+88.0%
V Visa	$275.80 -1.1%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+53.2%
HON Honeywell International	$193.46 -0.3%	Purchase $1,001 - $15,000	12/15/2019	11/7/2019	+7.4%
LIN Linde	$414.00 -0.7%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+111.2%
CVX Chevron	$154.06 +1.3%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+31.5%
ACN Accenture	$368.53 +0.5%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+97.2%
BLK BlackRock	$793.20 -0.2%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+77.8%
TXN Texas Instruments	$160.21 +0.9%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+21.5%
UTX United Technologies	$91.04 -1.0%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	-33.5%
VFC V.F.	$15.35 +0.3%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	-83.2%
PG Procter & Gamble	$158.64 -0.3%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+35.5%
MSFT Microsoft	$414.11 +0.0%	Purchase $15,001 - $50,000	11/14/2019	10/15/2019	+192.4%
LMT Lockheed Martin	$426.88 -0.7%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+11.2%
DGRO iShares Core Dividend Growth ETF	$55.19 +0.1%	Purchase $15,001 - $50,000	11/14/2019	10/15/2019	+40.6%
INTC Intel	$42.50 -0.7%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	-19.8%
HD Home Depot	$363.84 +0.3%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+54.4%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+48.8%
DEO Diageo	$147.73 -0.6%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	-8.8%
CR Crane	$126.82 +0.7%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+55.9%
CMCSA Comcast	$41.25 -3.8%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	-9.8%
CL Colgate-Palmolive	$84.26 +0.5%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+22.8%
KO Coca-Cola	$59.83 -0.3%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+12.0%
CB Chubb	$244.34 -1.0%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+57.3%
ROK Rockwell Automation	$278.73 +3.6%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+66.3%
JPM JPMorgan Chase & Co.	$174.80 -0.4%	Purchase $1,001 - $15,000	11/14/2019	10/15/2019	+44.6%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	11/14/2019	10/10/2019	-52.0%
FSK FS KKR Capital	$20.00 -0.3%	Purchase $1,001 - $15,000	11/14/2019	10/2/2019	-11.6%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	10/15/2019	9/10/2019	-50.5%
NGL NGL Energy Partners	$5.77 -3.2%	Purchase $1,001 - $15,000	9/16/2019	8/14/2019	-56.0%
OKE ONEOK	$68.97 +0.6%	Purchase $1,001 - $15,000	9/16/2019	8/14/2019	+0.1%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	9/16/2019	8/9/2019	-56.2%
CB Chubb	$244.34 -1.0%	Purchase $15,001 - $50,000	9/16/2019	8/7/2019	+58.6%
KO Coca-Cola	$59.83 -0.3%	Purchase $15,001 - $50,000	9/16/2019	8/7/2019	+12.4%
CL Colgate-Palmolive	$84.26 +0.5%	Purchase $15,001 - $50,000	9/16/2019	8/7/2019	+19.6%
DHR Danaher	$245.88 -0.3%	Purchase $15,001 - $50,000	9/16/2019	8/7/2019	+77.8%
EL Estée Lauder Companies	$140.77 -0.8%	Purchase $50,001 - $100,000	9/16/2019	8/7/2019	-22.8%
XOM Exxon Mobil	$103.97 +1.7%	Purchase $50,001 - $100,000	9/16/2019	8/7/2019	+48.3%
HON Honeywell International	$193.46 -0.3%	Purchase $50,001 - $100,000	9/16/2019	8/7/2019	+18.8%
ICLR ICON Public	$273.84 +1.8%	Purchase $50,001 - $100,000	9/16/2019	8/7/2019	+78.4%
INTC Intel	$42.50 -0.7%	Purchase $50,001 - $100,000	9/16/2019	8/7/2019	-9.0%
LIN Linde	$414.00 -0.7%	Purchase $50,001 - $100,000	9/16/2019	8/7/2019	+117.6%
PG Procter & Gamble	$158.64 -0.3%	Purchase $15,001 - $50,000	9/16/2019	8/7/2019	+36.9%
RHT Red Hat	$187.71	Sale $15,001 - $50,000	8/15/2019	7/10/2019
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	8/15/2019	7/10/2019	-57.8%
FSK FS KKR Capital	$20.00 -0.3%	Purchase $1,001 - $15,000	8/15/2019	7/2/2019	-18.1%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	7/18/2019	6/10/2019	-57.8%
NGL NGL Energy Partners	$5.77 -3.2%	Purchase $1,001 - $15,000	6/17/2019	5/15/2019	-60.7%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	6/17/2019	5/10/2019	-58.3%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	5/16/2019	4/10/2019	-58.0%
FSK FS KKR Capital	$20.00 -0.3%	Purchase $1,001 - $15,000	5/16/2019	4/2/2019	-19.1%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	4/11/2019	3/11/2019	-58.5%
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	3/12/2019	2/11/2019	-60.4%
FSK FS KKR Capital	$20.00 -0.3%	Exchange $100,001 - $250,000	1/15/2019	12/20/2018
CCT Corporate Capital Trust	$12.35	Exchange $100,001 - $250,000	1/15/2019	12/20/2018
CLNC Colony Credit Real Estate	$6.65 -0.2%	Purchase $1,001 - $15,000	1/15/2019	12/10/2018

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