Market Actions for 2021

Sell transactions in Trane Technologies $TT, SS&C Technologies Holdings, Inc. $SSNC, Charles Schwab Corporation $SCHW, Uber Technologies, Inc. Common Stock $UBER, McKesson Corp $MCK, and 13 more.

18Congress Trades

Buy transactions in NNN REIT, Inc. Common Stock $NNN, Accenture plc Class A Ordinary Shares $ACN, General Mills Inc $GIS, Hartford Financial Services group, Inc. (HIg) $HIG, Newell brands Inc. $NWL $NWL, and 58 more.

63Congress Trades

Buy transactions in Enbridge Inc $ENB, EnLink Midstream, LLC Common Units representing Limited Partner Interests $ENLC, Antero Midstream Corporation $AM, CrossAmerica Partners LP Common Units Representing Ltd Partner Interests $CAPL, Global Partners LP Common Units $GLP, and 8 more.

13Congress Trades

Buy transactions in Fidelity MSCI Health Care Index ETF $FHLC, Emerson Electric Company Common Stock $EMR, Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common shares of beneficial interest $ETV, Fidelity Quality Factor ETF $FQAL, Linde plc - Ordinary Shares $LIN, and 27 more.

32Congress TradesFinancial ServicesAsset Management

Buy transactions in Morgan Stanley $MS, Applied Materials, Inc. - Common Stock $AMAT, Aon plc CLass A Ordinary Shares $AON, Anheuser-Busch Inbev SA Sponsored ADR $BUD, American Tower Corporation REIT $AMT, and 28 more.

33Congress Trades

Sell transactions in Infineon Technologies AG $IFNNY, Endava plc American depositary Shares (dAVA) $DAVA, Five Below, Inc. - Common Stock $FIVE, Pinterest Inc $PINS, Snap Inc (Trade was for 2020 Trust for Khanna Children) $SNAP, and 9 more.

14Congress TradesConsumer DefensiveEducation & Training Services

Buy transactions in Berkshire Hathaway Inc $BRK.B, Bank of America Corporation $BAC, Mastercard Incorporated Common Stock $MA, Microsoft Corporation - Common Stock $MSFT, Johnson & Johnson Common Stock $JNJ, and 10 more.

15Congress Trades

Buy transactions in JP Morgan Chase & Co. Common Stock $JPM, Williams Companies, Inc. $WMB, Home Depot, Inc. $HD, Microsoft Corporation - Common Stock $MSFT, Exxon Mobil Corporation Common Stock $XOM, and 10 more.

15Congress Trades

Buy transactions in Leidos Holdings Inc $LDOS, Live Nation Entertainment Inc $LYV, LKQ Corporation $LKQ, Synchrony Financial $SYF, Teleflex Incorporated $TFX, and 22 more.

27Congress TradesReal EstateREIT - Specialty

Buy transactions in Weyerhaeuser $WY, Parker-Hannifin Corporation Common Stock $PH, Morgan Stanley $MS, Roper Technologies, Inc. $ROP $ROP, Match Group Inc (Trade was for 2020 Trust for Khanna Children) $MTCH, and 20 more.

25Congress Trades

Buy transactions in Johnson & Johnson Common Stock $JNJ, GoPro Inc - Class A $GPRO, FedEx Corp $FDX, Tesla Inc $TSLA, Metlife Inc $MET, and 13 more.

18Congress Trades

Sell transactions in MarketAxess Holdings, Inc. $MKTX $MKTX, MercadoLibre Inc $MELI, NVIDIA Corporation $NVDA, Enphase Energy Inc $ENPH, Tesla Inc $TSLA, and 11 more.

16Congress TradesEnergyOil & Gas Exploration & Production

Buy transactions in McKesson Corp $MCK, Align Technology Inc $ALGN, Norfolk Southern Corporation Common Stock $NSC, Blackstone Inc $BX, Magnolia Oil & Gas Corporation Class A Common Stock $MGY, and 20 more.

25Congress TradesBasic MaterialsIndustrial Materials

Buy transactions in FTI Consulting Inc $FCN, Fresenius Media Care AG $FMS, Liberty Broadband Corp $LBRDK, Dover Corporation $DOV $DOV, Adobe Inc. - Common Stock $ADBE, and 21 more.

26Congress TradesHealthcareDrug Manufacturers - Specialty & Generic

Buy transactions in Humana Inc. Common Stock $HUM, Westinghouse Air Brake Technology $WAB, Wallgreens Boots Alliance Inc $WBA, Coca-Cola Company $KO, Chipotle Mexican Grill, Inc. Common Stock $CMG, and 9 more.

14Congress Trades

Buy transactions in PLEXUS Corp $PLXS, Amazon.com, Inc. - Common Stock $AMZN, HENRY SCHEIN Inc $HSIC, Liberty Broadband Corp $LBRDA, nVent Electric PLC $NVT, and 11 more.

16Congress TradesEnergyOil & Gas Integrated

Buy transactions in PagSeguro Digital Ltd. Class A Common Shares $PAGS, Coca-Cola Company $KO, Lockheed Martin Corporation Common Stock $LMT, lululemon athletica inc. - Common Stock $LULU, CRISPR Therapeutics AG-Common Shares $CRSP, and 13 more.

18Congress Trades

Buy transactions in Air Products and Chemicals Inc $APD, Caterpillar, Inc. $CAT $CAT, Centene Corporation $CNC $CNC, JP Morgan Chase & Co. Common Stock $JPM, Pfizer, Inc. Common Stock $PFE, and 12 more.

17Congress TradesConsumer DefensiveFood Distribution

Buy transactions in Taiwan Semiconductor Manufacturing Company Ltd. $TSM, Coca-Cola Company $KO, Ares Capital Corporation - Closed End Fund $ARCC $ARCC, C3.ai Inc Class A $AI, American Tower Corporation REIT $AMT, and 7 more.

12Congress Trades

Buy transactions in Energy Transfer LP Common Units $ET, USD Partners LP Common Units representing limited partner interest $USDP, Nustar Energy L.P. Common Units $NS, Shell Midstream Partners, L.P. Common Units representing Limited Partner Interests $SHLX, USA Compression Partners, LP Common Units Representing Limited Partner Interests $USAC, and 1 more.

Congress TradesEnergyOil & Gas Midstream