| Buy/Sell | Company Name | ||||
|---|---|---|---|---|---|
| Locked | Locked | Locked | Locked | ~ | $3M |
| Locked | Locked | Locked | Locked | ~ | $750,000 |
| Locked | Locked | Locked | Locked | $61.05 | $175,000 |
| Locked | Locked | Locked | Locked | $58.62 | $175,000 |
| Locked | Locked | Locked | Locked | $58.62 | $175,000 |
| Jul 18, 2024 | Jul 24, 2024 | Sell | Ameris Bancorp | $58.91 | $175,000 |
| Sep 01, 2023 | Jun 28, 2024 | Sell | HOUSING AUTHORITY OF CITY OF ATLANTA GEORGIA | ~ | $32,500 |
| May 01, 2023 | May 09, 2023 | Sell | EATON VANCE LARGE CAP VALUE FUND | $22.81 | $175,000 |
| May 01, 2023 | May 09, 2023 | Sell | KAYNE ANDERSON SMALL CAP QUALITY VALUE PORTFOLIO | ~ | $175,000 |
| May 01, 2023 | May 09, 2023 | Sell | NEUBERGER BERMAN INTERNATIONAL ADR PORTFOLIO | ~ | $175,000 |
| May 01, 2023 | May 09, 2023 | Sell | STERLING CAPITAL MID VALUE FUND | $14.31 | $175,000 |
| May 01, 2023 | May 09, 2023 | Sell | EATON VANCE LARGE CAP VALUE FUND | $22.81 | $175,000 |
| Dec 28, 2021 | Feb 09, 2022 | Sell | WINSLOW LARGE CAP GROWTH PORTFOLIO | ~ | $375,000 |
| Dec 28, 2021 | Feb 09, 2022 | Sell | STERLING CAPITAL MID VALUE FUND | $19.36 | $175,000 |
| Dec 28, 2021 | Feb 09, 2022 | Buy | KAYNE ANDERSON SMALL CAP QUALITY VALUE PORTFOLIO | ~ | $32,500 |
| Dec 28, 2021 | Feb 09, 2022 | Sell | UNIPLAN INVESTMENT EQUITY | ~ | $375,000 |
| Dec 28, 2021 | Feb 09, 2022 | Sell | NEUBERGER BERMAN INTERNATIONAL ADR PORTFOLIO | ~ | $75,000 |
| Dec 28, 2021 | Feb 09, 2022 | Sell | EATON VANCE LARGE CAP VALUE FUND | $24.2 | $375,000 |