| 1 | 2025-06-17 | — | US Treasury Bill | Sale | Self | $1,000,001 - $5,000,000 | 20030632 | |
| 2 | 2025-06-17 | — | Stifel US Treasury Bill | Purchase | Self | $1,000,001 - $5,000,000 | 20030632 | |
| 3 | 2025-04-15 | — | US Treasury Bill | Purchase | Self | $1,000,001 - $5,000,000 | 20030215 | |
| 4 | 2025-02-28 | — | US TREASURY BILL | Purchase | Self | $500,001 - $1,000,000 | 20027913 | |
| 5 | 2024-07-23 | ABCB | Stifel Ameris Bancorp - Common Stock | Sale (partial) | Self | $100,001 - $250,000 | 20025499 | |
| 6 | 2024-07-19 | ABCB | Stifel Ameris Bancorp - Common Stock | Sale (partial) | Self | $100,001 - $250,000 | 20025499 | |
| 7 | 2024-07-19 | ABCB | Stifel Ameris Bancorp - Common Stock | Sale (partial) | Self | $100,001 - $250,000 | 20025499 | |
| 8 | 2024-07-18 | ABCB | Ameris Bancorp - Common Stock | Sale (partial) | Self | $100,001 - $250,000 | 20025499 | |
| 9 | 2023-09-01 | — | Atlanta GA Dev Auth Stdnt HSG | Sale | Self | $15,001 - $50,000 | 20025349 | |
| 10 | 2023-05-01 | — | 2000105211 Winslow Large Cap Growth | Sale (partial) | Self | $100,001 - $250,000 | 20025257 | |
| 11 | 2023-05-01 | — | Eaton Vance Large Value | Sale (partial) | Self | $100,001 - $250,000 | 20022894 | |
| 12 | 2023-05-01 | — | Eaton Vance Large Value | Sale (partial) | Self | $100,001 - $250,000 | 20022894 | |
| 13 | 2023-05-01 | — | Kayne Anderson Sm Quality Val | Sale (partial) | Self | $100,001 - $250,000 | 20022894 | |
| 14 | 2023-05-01 | — | Neuberger Berman Intl ADR | Sale (partial) | Self | $100,001 - $250,000 | 20022894 | |
| 15 | 2023-05-01 | — | Sterling Capital Mgt Mid Val | Sale (partial) | Self | $100,001 - $250,000 | 20022894 | |
| 16 | 2021-12-28 | — | Eaton Vance Large Value | Sale (partial) | Self | $250,001 - $500,000 | 20020422 | |
| 17 | 2021-12-28 | — | Kayne Anderson Sm Quality Val | Purchase | Self | $15,001 - $50,000 | 20020422 | |
| 18 | 2021-12-28 | — | Neuberger berman Intl ADR | Sale (partial) | Self | $50,001 - $100,000 | 20020422 | |
| 19 | 2021-12-28 | — | Sterling Capital Mgt Mid Val | Sale (partial) | Self | $100,001 - $250,000 | 20020422 | |
| 20 | 2021-12-28 | — | Uniplan Investment Equity REIT | Sale | Self | $250,001 - $500,000 | 20020422 | |
| 21 | 2021-12-28 | — | Winslow Large Cap growth | Sale (partial) | Self | $250,001 - $500,000 | 20020422 | |
| 22 | 2021-02-09 | — | First Trust Stifel best Picks Jan 21 | Purchase | Self | $15,001 - $50,000 | 20018712 | |
| 23 | 2020-08-28 | — | AUGUSTA gA WTR & SWR RFDG & IMPT 2ND RESOLUTN [gS] | Purchase | Self | $1,001 - $15,000 | 20017327 | |
| 24 | 2020-07-30 | — | Alternative Investment Partners Absolute Return Fund | Sale | Self | $250,001 - $500,000 | 20018726 | |
| 25 | 2020-07-30 | — | BULLOCH CNTY gA DEV STDNT HSDG REV RFDG gA STHRN UNIV [gS] | Purchase | Self | $15,001 - $50,000 | 20017188 | |
| 26 | 2020-06-25 | — | Stifel FULTON CNTY gA WTR & SWR REV [gS] | Purchase | Self | $15,001 - $50,000 | 20017188 | |
| 27 | 2020-05-13 | — | MARIETTA gA DEV AUTH RFDG SPSU STDNT HSG [gS] | Purchase | Self | $15,001 - $50,000 | 20016752 | |
| 28 | 2020-05-13 | — | PRIVATE CLLGS & UNIV REV SAVANNAH CLLG ART & DSGN [gS] | Purchase | Self | $15,001 - $50,000 | 20016752 | |
| 29 | 2019-10-23 | — | MILTON ga PUB BLDGS FACS AUTH REV b/E (12/01/37) [gS] | Purchase | Self | $15,001 - $50,000 | 20012553 | |
| 30 | 2019-08-30 | — | gEoRgIa ST RFDG SER b/E (Due 7/01/20) [gS] | Purchase | Self | $15,001 - $50,000 | 20012340 | |
| 31 | 2019-08-02 | — | BULLOCH CNTY ga DEV RFDG ga STHRN UNIV HSG FNDTN (Due 08/01/25) [gS] | Purchase | Self | $15,001 - $50,000 | 20012110 | |
| 32 | 2019-08-02 | — | Stifel LAWRENCEVILLE ga BLDG AUTH REV PERFORMING ARTS CMPLX (Due 10/01/37) [gS] | Purchase | Self | $15,001 - $50,000 | 20012110 | |
| 33 | 2019-07-02 | — | Metropolitan atlanta Rapid Tran Sales Tax Rev [gS] | Purchase | Self | $15,001 - $50,000 | 20012028 | |
| 34 | 2019-05-09 | — | Metro atlanta Rapid auth (07/01/36) [gS] | Purchase | Self | $15,001 - $50,000 | 20011796 | |
| 35 | 2019-05-09 | — | Stifel Metropolitan atlanta Rapid Tran auth (07/01/28) [gS] | Purchase | Self | $1,001 - $15,000 | 20011796 | |
| 36 | 2018-08-22 | — | Cobb CNTY ga WTR & S REV IMPT b/E [gS] | Purchase | Self | $50,001 - $100,000 | 20010274 | |
| 37 | 2018-01-01 | — | guardian Point | Purchase | Self | $500,001 - $1,000,000 | 20008724 | |
| 38 | 2016-07-01 | — | agL Resources, Inc. (gaS) | Sale | Self | $15,001 - $50,000 | 20005693 | |
| 39 | 2016-03-09 | — | MONROE CNTY ga DEV a POLLTN CTL REV ga PWR Co (Due 07/01/25) | Purchase | Self | $15,001 - $50,000 | 20004867 | |
| 40 | 2016-03-09 | — | SUGAR HILL ga DWNTN AUTH REV EPICTR (Due 12/01/29) | Purchase | Self | $15,001 - $50,000 | 20004867 | |
| 41 | 2015-09-10 | — | Sterne agee Savannah ga Econ Dev auth Rev Rfdg armstrong Ctr (Due 12/01/27) | Purchase | Self | $15,001 - $50,000 | 20003749 | |
| 42 | 2015-09-04 | — | agL Resources, Inc. (gaS) | Purchase | Self | $15,001 - $50,000 | 20003749 | |
| 43 | 2015-08-25 | — | Lawrenceville ga bld auth Rev Lawrenceville (Due 04/01/27) | Purchase | Self | $15,001 - $50,000 | 20003749 | |
| 44 | 2015-08-18 | OCR | omnicare, Inc. | Sale | Self | $15,001 - $50,000 | 20005685 | |
| 45 | 2015-08-14 | — | Carroll City Cnty Ho auth ga Rev antic (Due 07/01/27) | Purchase | Self | $15,001 - $50,000 | 20003749 | |
| 46 | 2015-03-11 | — | ALBANY DOUGHTERY AUTH ga INNER CITY REV BOND | Purchase | Self | $15,001 - $50,000 | 20003169 | |
