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| ID | Date | Client | Buy/Sell | Target | Sector | Value |
|---|---|---|---|---|---|---|
| 231363 | 2025-11-12 | Mercer Advisors | Buy | BFLC | Business Services | - |
| 228053 | 2025-08-26 | Global Wealth Advisors | Sell | Global Wealth Advisors | Financial Services | - |
| 224928 | 2025-06-03 | Wealthcare Capital Management | Sell | Wealthcare Capital Management | Information Technology | - |
| 203929 | 2023-12-05 | AlphaCore Wealth Advisory | Buy | CWC | Financial Services | - |
| 192728 | 2023-01-10 | Empyrion | Sell | Empyrion | Financial Services | - |
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