| | 82 | Sell | Self | $1K - $15K | 22 SEP 2025 | 13 JAN 2026 +113d delay | +35.8% | |
| L— LEON CNTY FLA SCH (DIST) | 97 | Buy | Spouse | $15K - $50K | 22 SEP 2025 | 10 OCT 2025 +18d delay | — | |
| | 84 | Buy | Self | $15K - $50K | 22 SEP 2025 | 10 OCT 2025 +18d delay | -19.9% | |
| | 84 | Sell | Self | $1K - $15K | 22 SEP 2025 | 10 OCT 2025 +18d delay | -14.6% | |
| | 97 | Sell | Spouse | $100K - $250K | 22 SEP 2025 | 10 OCT 2025 +18d delay | +51.9% | |
| ASDR277 ADAMS-WELD COLO (SDR277) | 97 | Buy | Spouse | $100K - $250K | 22 SEP 2025 | 10 OCT 2025 +18d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 22 SEP 2025 | 10 OCT 2025 +18d delay | +23.4% | |
| | 97 | Buy | Spouse | $15K - $50K | 22 SEP 2025 | 10 OCT 2025 +18d delay | +2.7% | |
| CCOMCLA CONE & MAIN INC (COMCLA) | 97 | Buy | Spouse | $15K - $50K | 22 SEP 2025 | 10 OCT 2025 +18d delay | — | |
|  American Electric Power Co Inc | 78 | Buy | Self | $1K - $15K | 22 SEP 2025 | 7 OCT 2025 +15d delay | +17.3% | |
| | — | Sell | Spouse | $15K - $50K | 22 SEP 2025 | 30 SEP 2025 +8d delay | +21.4% | |
| | 97 | Buy | Spouse | $15K - $50K | 22 SEP 2025 | 10 OCT 2025 +18d delay | — | |
|  Thermon Group Holdings Inc | 84 | Buy | Self | $1K - $15K | 22 SEP 2025 | 10 OCT 2025 +18d delay | — | |
| | 47 | Buy | Joint | $1K - $15K | 22 SEP 2025 | 15 OCT 2025 +23d delay | +65.2% | |
| | 92 | Sell | Child | $1K - $15K | 22 SEP 2025 | 3 OCT 2025 +11d delay | +467.6% | |
| S— Sell Bridge Builder INTL Equity @ 15.28 | — | Sell | Joint | $1K - $15K | 22 SEP 2025 | 16 OCT 2025 +24d delay | — | |
| | 82 | Buy | Self | $1K - $15K | 22 SEP 2025 | 13 JAN 2026 +113d delay | +25.1% | |
| | 97 | Buy | Spouse | $15K - $50K | 22 SEP 2025 | 10 OCT 2025 +18d delay | +26.1% | |
| A— Allocate Premier Access Fund [OT] | — | Buy | Spouse | $15K - $50K | 22 SEP 2025 | 17 OCT 2025 +25d delay | — | |
| S— Sell Vng Growth Index @ 478.6892 | — | Sell | Joint | $15K - $50K | 22 SEP 2025 | 16 OCT 2025 +24d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 22 SEP 2025 | 10 OCT 2025 +18d delay | +28.3% | |
|  White Mountains Insurance Group Ltd | 97 | Buy | Spouse | $15K - $50K | 22 SEP 2025 | 10 OCT 2025 +18d delay | +21.3% | |
| | 78 | Sell | Self | $1K - $15K | 22 SEP 2025 | 7 OCT 2025 +15d delay | +139.2% | |
| | 92 | Sell | Spouse | $1K - $15K | 22 SEP 2025 | 3 OCT 2025 +11d delay | +467.6% | |
| | 47 | Buy | Joint | $1K - $15K | 22 SEP 2025 | 15 OCT 2025 +23d delay | +1.2% | |