Official filing metadata
- Filer (as printed)
- Hon. Jefferson Shreve
- Office (as printed)
- IN06
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 22, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 296
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 834
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 296
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | MMM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | MMM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | — | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ABT | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | ABT0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 3 | — | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ADBE | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ADBE0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | — | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ADBE | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ADBE0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 5 | — | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AMD | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | AMD0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 6 | — | Advanced Micro Devices, Inc. - Common Stock (AMD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AMD | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AMD0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 7 | — | Agilent Technologies, Inc. Common Stock (A) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | A | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | A0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 8 | — | Akamai Technologies, Inc. - Common Stock (AKAM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AKAM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AKAM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | — | Albemarle Corporation Common Stock (ALB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ALB | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ALB0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 10 | — | Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ALNY | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ALNY0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 11 | — | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | GOOGL | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | GOOGL0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 12 | — | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | GOOG | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | GOOG0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 13 | — | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AMZN | S | 05/12/2025 | 05/15/2025 | $250,001 - $500,000 | 1.00 | AMZN0.98 | SellSell | Self | May 12, 2025 | $250,001 - $500,000mid $375K | Stock | modelled |
| 14 | — | American Eagle Outfitters, Inc. Common Stock (AEO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AEO | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AEO0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | — | American Eagle Outfitters, Inc. Common Stock (AEO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AEO | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AEO0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | — | American Express Company Common Stock (AXP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AXP | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AXP0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | — | American Express Company Common Stock (AXP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AXP | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AXP0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 18 | — | American International Group, Inc. New Common Stock (AIG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AIG | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AIG0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 19 | — | American Tower Corporation (AMT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AMT | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AMT0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | — | American Water Works Company, Inc. Common Stock (AWK) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AWK | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AWK0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | — | Amgen Inc. - Common Stock (AMGN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AMGN | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AMGN0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | — | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ADI | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ADI0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 23 | — | Aon plc Class A Ordinary Shares (AON) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AON | S | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AON0.98 | SellSell | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | — | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AAPL | S (partial) | 05/08/2025 | 05/15/2025 | $500,001 - $1,000,000 | 1.00 | AAPL0.98 | PartialPartial sale | Self | May 8, 2025 | $500,001 - $1,000,000mid $750K | Stock | modelled |
| 25 | — | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AAPL | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | AAPL0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 26 | — | Applied Materials, Inc. - Common Stock (AMAT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AMAT | S (partial) | 05/08/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | AMAT0.98 | PartialPartial sale | Self | May 8, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 27 | — | Applied Materials, Inc. - Common Stock (AMAT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AMAT | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | AMAT0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 28 | — | Applovin Corporation - Class A Common Stock (APP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | APP | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | APP0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 29 | — | Aptiv PLC Ordinary Shares (APTV) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | APTV | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | APTV0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | — | Aptiv PLC Ordinary Shares (APTV) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | APTV | S (partial) | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | APTV0.98 | PartialPartial sale | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 31 | — | Arch Capital Group Ltd. - Common Stock (ACGL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ACGL | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ACGL0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | — | Ares Management Corporation Class A Common Stock (ARES) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ARES | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | ARES0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 33 | — | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ANET | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | ANET0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 34 | — | AT&T Inc. (T) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | T | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | T0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | — | Autodesk, Inc. - Common Stock (ADSK) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ADSK | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ADSK0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 36 | — | Automatic Data Processing, Inc. - Common Stock (ADP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ADP | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | ADP0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 37 | — | AutoZone, Inc. Common Stock (AZO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AZO | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | AZO0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 38 | — | Axon Enterprise, Inc. - Common Stock (AXON) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AXON | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AXON0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 39 | — | Ball Corporation Common Stock (BALL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BALL | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | BALL0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 40 | — | Ball Corporation Common Stock (BALL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | BALL | S (partial) | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | BALL0.98 | PartialPartial sale | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 41 | — | Bank of America Corporation Common Stock (BAC) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | BAC | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | BAC0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 42 | — | Bank of America Corporation Common Stock (BAC) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BAC | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | BAC0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 43 | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BRK.B | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | BRK-B0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 44 | — | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BLK | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | BLK0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 45 | — | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | BLK | S (partial) | 05/08/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | BLK0.98 | PartialPartial sale | Self | May 8, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 46 | — | Block, Inc. Class A Common Stock, (XYZ) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | XYZ | S | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | XYZ0.98 | SellSell | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 47 | — | Boeing Company (BA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BA | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | BA0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 48 | — | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BKNG | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | BKNG0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 49 | — | Boston Scientific Corporation Common Stock (BSX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BSX | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | BSX0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 50 | — | Bristol-Myers Squibb Company Common Stock (BMY) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BMY | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | BMY0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 51 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | AVGO | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | AVGO0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 52 | — | Buckle, Inc. (BKE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BKE | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | BKE0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 53 | — | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CDNS | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | CDNS0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 54 | — | Carnival Corporation Common Stock (CCL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CCL | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CCL0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 55 | — | Carnival Corporation Common Stock (CCL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CCL | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CCL0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 56 | — | Casella Waste Systems, Inc. - Class A Common Stock (CWST) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CWST | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | CWST0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 57 | — | Caterpillar, Inc. Common Stock (CAT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CAT | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CAT0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 58 | — | Cboe Global Markets, Inc. (CBOE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CBOE | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | CBOE0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 59 | — | Cencora, Inc. Common Stock (COR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | COR | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | COR0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 60 | — | Centene Corporation Common Stock (CNC) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CNC | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CNC0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 61 | — | Charles River Laboratories International, Inc. Common Stock (CRL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CRL | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CRL0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 62 | — | Charles River Laboratories International, Inc. Common Stock (CRL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CRL | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CRL0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 63 | — | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SCHW | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | SCHW0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 64 | — | Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CHTR | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CHTR0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 65 | — | Cheniere Energy, Inc. Common Stock (LNG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | LNG | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | LNG0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 66 | — | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CVX | S (partial) | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CVX0.98 | PartialPartial sale | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 67 | — | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CVX | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CVX0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 68 | — | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CMG | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | CMG0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 69 | — | Chubb Limited Common Stock (CB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CB | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CB0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 70 | — | Cintas Corporation - Common Stock (CTAS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CTAS | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | CTAS0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 71 | — | Cintas Corporation - Common Stock (CTAS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CTAS | S (partial) | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CTAS0.98 | PartialPartial sale | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 72 | — | Cisco Systems, Inc. - Common Stock (CSCO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CSCO | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | CSCO0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 73 | — | Citigroup Inc 5.875 2033-02-22 [CS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 74 | — | Cloudflare, Inc. Class A Common Stock (NET) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | NET | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | NET0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 75 | — | CME Group Inc. - Class A Common Stock (CME) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CME | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CME0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 76 | — | CNO Financial Group, Inc. Common Stock (CNO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CNO | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CNO0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 77 | — | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | KO | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | KO0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 78 | — | Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | COIN | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | COIN0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 79 | — | Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | COIN | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | COIN0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 80 | — | Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 81 | — | Comcast 6.50% maturing 11/15/35 [CS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 82 | — | Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CMCSA | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CMCSA0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 83 | — | Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 84 | — | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | COP | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | COP0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 85 | — | Constellation Energy Corporation - Common Stock (CEG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CEG | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CEG0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 86 | — | Constellation Energy Corporation - Common Stock (CEG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CEG | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CEG0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 87 | — | Copart, Inc. - Common Stock (CPRT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CPRT | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CPRT0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 88 | — | Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 89 | — | CoStar Group, Inc. - Common Stock (CSGP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CSGP | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CSGP0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 90 | — | Costco Wholesale Corporation - Common Stock (COST) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | COST | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | COST0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 91 | — | Coterra Energy Inc. Common Stock (CTRA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CTRA | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.60 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 92 | — | Coterra Energy Inc. Common Stock (CTRA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CTRA | S (partial) | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.60 | PartialPartial sale | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 93 | — | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CRWD | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CRWD0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 94 | — | Crown Castle Inc. Common Stock (CCI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CCI | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CCI0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 95 | — | CSX Corporation (CSX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CSX | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CSX0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 96 | — | Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 97 | — | CVS Health Corporation Common Stock (CVS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CVS | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CVS0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 98 | — | Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 99 | — | Danaher Corporation Common Stock (DHR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | DHR | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DHR0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 100 | — | Danaher Corporation Common Stock (DHR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | DHR | P | 05/08/2015 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DHR0.98 | BuyBuy | Self | May 8, 2015 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 101 | — | Deere & Company Common Stock (DE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | DE | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | DE0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 102 | — | Delta Air Lines, Inc. Common Stock (DAL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | DAL | P | 05/08/2015 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DAL0.98 | BuyBuy | Self | May 8, 2015 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 103 | — | Delta Air Lines, Inc. Common Stock (DAL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | DAL | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DAL0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 104 | — | Denton Cnty Tex 4.0000 2029-07-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 105 | — | Denton Tex 5.0000 2029-02-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 106 | — | Denton Tex Indpt Sch Dist 5.0000 2029-08-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 107 | — | Devon Energy Corporation Common Stock (DVN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | DVN | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DVN0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 108 | — | Devon Energy Corporation Common Stock (DVN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | DVN | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DVN0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 109 | — | DexCom, Inc. - Common Stock (DXCM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | DXCM | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DXCM0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 110 | — | DexCom, Inc. - Common Stock (DXCM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | DXCM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DXCM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 111 | — | Discover Financial Services Common Stock (DFS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | DFS | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.60 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 112 | — | District Columbia Income Tax Rev 5.000 2032-03-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 113 | — | Dollar General Corporation Common Stock (DG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | DG | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DG0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 114 | — | DoorDash, Inc. - Common Stock (DASH) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | DASH | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DASH0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 115 | — | Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 116 | — | Ecolab Inc. Common Stock (ECL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ECL | S | 05/08/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | ECL0.98 | SellSell | Self | May 8, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 117 | — | Edwards Lifesciences Corporation Common Stock (EW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | EW | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | EW0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 118 | — | Elevance Health, Inc. Common Stock (ELV) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ELV | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ELV0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 119 | — | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | LLY | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | LLY0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 120 | — | EPAM Systems, Inc. Common Stock (EPAM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | EPAM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | EPAM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 121 | — | Exponent, Inc. - Common Stock (EXPO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | EXPO | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | EXPO0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 122 | — | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | XOM | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | XOM0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 123 | — | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | FIS | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | FIS0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 124 | — | First Busey Corporation - Common Stock (BUSE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | BUSE | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | BUSE0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 125 | — | Fiserv, Inc. Common Stock (FI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | FI | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | FISV0.95 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 126 | — | Florida St Dept Environmental Protn Preservation Rev 5.00 2026-07-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 127 | — | Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 128 | — | Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 129 | — | Fortinet, Inc. - Common Stock (FTNT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | FTNT | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | FTNT0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 130 | — | GE Aerospace Common Stock (GE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | GE | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | GE0.95 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 131 | — | GE Aerospace Common Stock (GE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | GE | P | 05/08/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | GE0.95 | BuyBuy | Self | May 8, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 132 | — | GE Vernova Inc. Common Stock (GEV) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | GEV | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | GEV0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 133 | — | General Motors Company Common Stock (GM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | GM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | GM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 134 | — | General Motors Financial Company Inc 2.35 2031-01-08 [CS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 135 | — | Gilead Sciences, Inc. - Common Stock (GILD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | GILD | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | GILD0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 136 | — | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | — | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | GS0.95 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 137 | — | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | GS0.95 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 138 | — | Grand Praire Tex 5.0000 2032-02-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 139 | — | Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 140 | — | Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 141 | — | Halliburton Company Common Stock (HAL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | HAL | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | HAL0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 142 | — | Halliburton Company Common Stock (HAL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | HAL | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | HAL0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 143 | — | Hanover Insurance Group Inc (THG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | THG | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | THG0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 144 | — | Highwoods Properties, Inc. Common Stock (HIW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | HIW | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | HIW0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 145 | — | HNI Corporation Common Stock (HNI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | HNI | S | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | HNI0.98 | SellSell | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 146 | — | Home BancShares, Inc. Common Stock (HOMB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | HOMB | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | HOMB0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 147 | — | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | HD | S (partial) | 05/08/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | HD0.98 | PartialPartial sale | Self | May 8, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 148 | — | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | HD | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | HD0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 149 | — | Houston Tex 5.000 2031-03-01/ 4423315C4 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 150 | — | Hubbell Inc Common Stock (HUBB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | HUBB | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | HUBB0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 151 | — | IDACORP, Inc. Common Stock (IDA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | IDA | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | IDA0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 152 | — | IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | IDXX | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | IDXX0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 153 | — | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | IBM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | IBM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 154 | — | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | INTU | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | INTU0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 155 | — | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ISRG | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ISRG0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 156 | — | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ISRG | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ISRG0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 157 | — | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | JNJ | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | JNJ0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 158 | — | JP Morgan 4.912 7-25-33 '32/ 46647PDH6 [CS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 159 | — | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | JPM | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | JPM0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 160 | — | Kansas City MO 4.0000 2030-02-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 161 | — | Kroger Company (KR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | KR | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | KR0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 162 | — | Lakewood Ohio City Sch Dist 5.0000 2025-12-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 163 | — | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | LRCX | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | LRCX0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 164 | — | Laredo TEX 5.000 2031-2-15/ 516824JB6 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 165 | — | Las Vegas Nev 4.000 2027-06-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 166 | — | Lennar Corporation Class A Common Stock (LEN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | LEN | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | LEN0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 167 | — | Lennar Corporation Class A Common Stock (LEN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | LEN | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | LEN0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 168 | — | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | LIN | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | LIN0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 169 | — | Littelfuse, Inc. - Common Stock (LFUS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | LFUS | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | LFUS0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 170 | — | Lockheed Martin Corporation Common Stock (LMT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | LMT | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | LMT0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 171 | — | Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 172 | — | Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | LOW | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | LOW0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 173 | — | lululemon athletica inc. - Common Stock (LULU) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | LULU | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | LULU0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 174 | — | Marathon Petroleum Corporation Common Stock (MPC) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | MPC | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | MPC0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 175 | — | Marvell Technology, Inc. - Common Stock (MRVL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | MRVL | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | MRVL0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 176 | — | Marvell Technology, Inc. - Common Stock (MRVL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | MRVL | S (partial) | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | MRVL0.98 | PartialPartial sale | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 177 | — | Maryland St Dept Transn Cons Transn 5.000 2029-09-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 178 | — | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | MA | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | MA0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 179 | — | Match Group, Inc. - Common Stock (MTCH) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | MTCH | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | MTCH0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 180 | — | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | MCD | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | MCD0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 181 | — | McKesson Corporation Common Stock (MCK) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | MCK | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | MCK0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 182 | — | Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | MDT | S | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | MDT0.98 | SellSell | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 183 | — | Memphis TN 5.0000 2032-05-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 184 | — | Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 185 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | META | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | META0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 186 | — | Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 187 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | MSFT | S | 05/12/2025 | 05/15/2025 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Self | May 12, 2025 | $500,001 - $1,000,000mid $750K | Stock | modelled |
| 188 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | MSFT | P | 05/08/2025 | 05/15/2025 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Self | May 8, 2025 | $500,001 - $1,000,000mid $750K | Stock | modelled |
| 189 | — | MicroStrategy Incorporated - Class A Common Stock (MSTR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | MSTR | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | MSTR0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 190 | — | Minnesota ST 5.00 2025-08-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 191 | — | Minnesota St 5.00000 2025-08-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 192 | — | Nasdaq, Inc. - Common Stock (NDAQ) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | NDAQ | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | NDAQ0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 193 | — | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | NFLX | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | NFLX0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 194 | — | New York NY 5.0000 2028-08-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 195 | — | New York NY 5.0000 2033-08-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 196 | — | New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 197 | — | New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 198 | — | Newmont Corporation (NEM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | NEM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | NEM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 199 | — | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | NEE | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | NEE0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 200 | — | NiSource Inc Common Stock (NI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | NI | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | NI0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 201 | — | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | NVDA | S | 05/12/2025 | 05/15/2025 | $500,001 - $1,000,000 | 1.00 | NVDA0.98 | SellSell | Self | May 12, 2025 | $500,001 - $1,000,000mid $750K | Stock | modelled |
| 202 | — | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | NVDA | P | 05/08/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | NVDA0.98 | BuyBuy | Self | May 8, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 203 | — | Occidental Petroleum Corporation Common Stock (OXY) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | OXY | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | OXY0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 204 | — | Occidental Petroleum Corporation Common Stock (OXY) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | OXY | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | OXY0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 205 | — | OGE Energy Corp Common Stock (OGE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | OGE | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | OGE0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 206 | — | Ohio St Spl Oblig 5.0000 2029-04-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 207 | — | Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 208 | — | Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 209 | — | Old Republic International Corporation Common Stock (ORI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ORI | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ORI0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 210 | — | Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 211 | — | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ORCL | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ORCL0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 212 | — | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ORCL | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ORCL0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 213 | — | Oregon St 5.0000 2028-12-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 214 | — | Oviedo FLA Util Rev 5.0000 2032-10- 01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 215 | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PLTR | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | PLTR0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 216 | — | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | PANW | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | PANW0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 217 | — | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PANW | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | PANW0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 218 | — | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PYPL | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | PYPL0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 219 | — | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PEP | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | PEP0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 220 | — | Philip Morris International Inc Common Stock (PM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PM | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | PM0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 221 | — | Phillips 66 Common Stock (PSX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PSX | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | PSX0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 222 | — | Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 223 | — | Plano Tex Indpt Sch Dist 5.0000 2032-02-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 224 | — | PNC Finl Svc 6.875 10/20/34 '33 FRN [CS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 225 | — | Port Tacoma Wash Rev 4.0000 2025- 12-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 226 | — | Primerica, Inc. Common Stock (PRI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PRI | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | PRI0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 227 | — | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PG | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | PG0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 228 | — | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PGR | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | PGR0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 229 | — | Prudential Financial, Inc. Common Stock (PRU) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PRU | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | PRU0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 230 | — | PulteGroup, Inc. Common Stock (PHM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PHM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | PHM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 231 | — | Quanta Services, Inc. Common Stock (PWR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | PWR | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | PWR0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 232 | — | Rapid7, Inc. - Common Stock (RPD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | RPD | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | RPD0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 233 | — | Realty Income Corporation Common Stock (O) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | O | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | O0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 234 | — | RLI Corp. Common Stock (RLI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | RLI | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | RLI0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 235 | — | Ross Stores, Inc. - Common Stock (ROST) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ROST | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ROST0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 236 | — | Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | RCL | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | RCL0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 237 | — | Royal Gold, Inc. - Common Stock (RGLD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | RGLD | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | RGLD0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 238 | — | RTX Corporation Common Stock (RTX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | RTX | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | RTX0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 239 | — | Rush Enterprises, Inc. - Class B Common Stock (RUSHB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | RUSHB | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | RUSHB0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 240 | — | S&P Global Inc. Common Stock (SPGI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SPGI | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | SPGI0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 241 | — | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CRM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CRM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 242 | — | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CRM | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CRM0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 243 | — | SBA Communications Corporation - Class A Common Stock (SBAC) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SBAC | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | SBAC0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 244 | — | Schneider National, Inc. Common Stock (SNDR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SNDR | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | SNDR0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 245 | — | Sherman Tex 5.0000 2025-08-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 246 | — | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SHW | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | SHW0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 247 | — | Snowflake Inc. Class A Common Stock (SNOW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SNOW | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | SNOW0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 248 | — | South Jordan Utah Sales Tax Rev 5.00 2028-8-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 249 | — | Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 250 | — | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SPOT | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | SPOT0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 251 | — | Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 252 | — | Stryker Corporation Common Stock (SYK) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SYK | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | SYK0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 253 | — | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SNPS | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | SNPS0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 254 | — | Sysco Corporation Common Stock (SYY) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SYY | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | SYY0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 255 | — | Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | TTWO | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | TTWO0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 256 | — | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | TSLA | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | TSLA0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 257 | — | Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | TXN | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | TXN0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 258 | — | Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | TXN | S (partial) | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | TXN0.98 | PartialPartial sale | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 259 | — | Texas Tech Univ Revs 5.000 2029- 02-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 260 | — | The Carlyle Group Inc. - Common Stock (CG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CG | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | CG0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 261 | — | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | CI | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | CI0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 262 | — | The J.M. Smucker Company Common Stock (SJM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | SJM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | SJM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 263 | — | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | TTD | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | TTD0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 264 | — | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | TTD | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | TTD0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 265 | — | TJX Companies, Inc. (TJX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | TJX | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | TJX0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 266 | — | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | TT | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | TT0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 267 | — | Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | TDG | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | TDG0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 268 | — | Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | TDG | S (partial) | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | TDG0.98 | PartialPartial sale | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 269 | — | Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 270 | — | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | UBER | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | UBER0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 271 | — | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | UNP | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | UNP0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 272 | — | United Community Banks, Inc. Common Stock (UCB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | UCB | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | UCB0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 273 | — | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | UPS | S | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | UPS0.98 | SellSell | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 274 | — | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | UNH | S | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | UNH0.98 | SellSell | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 275 | — | Univest Financial Corporation - Common Stock (UVSP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | UVSP | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | UVSP0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 276 | — | Verizon Communications Inc. Common Stock (VZ) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | VZ | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | VZ0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 277 | — | Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 278 | — | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | VRTX | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | VRTX0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 279 | — | Visa Inc. (V) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | V | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | V0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 280 | — | Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 281 | — | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | WMT | S | 05/12/2025 | 05/15/2025 | $100,001 - $250,000 | 1.00 | WMT0.98 | SellSell | Self | May 12, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 282 | — | Walt Disney Company (DIS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | DIS | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DIS0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 283 | — | Walt Disney Company (DIS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | DIS | P | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | DIS0.98 | BuyBuy | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 284 | — | Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | WBD | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | WBD0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 285 | — | Washington Cnty Tenn 4.0000 2027- 06-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 286 | — | Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01 [GS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 287 | — | Wells Fargo & Company Common Stock (WFC) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | WFC | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | WFC0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 288 | — | Wells Fargo 5.574 07/25/29 '28 Mtn [CS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 289 | — | Wells Fargo 6.491 10/23/34 '33 MTN [CS] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | — | S | 05/13/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Self | May 13, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 290 | — | Welltower Inc. Common Stock (WELL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | WELL | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | WELL0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 291 | — | Western Digital Corporation - Common Stock (WDC) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | WDC | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | WDC0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 292 | — | Williams Companies, Inc. (WMB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | WMB | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | WMB0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 293 | — | Workday, Inc. - Class A Common Stock (WDAY) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | WDAY | S (partial) | 05/08/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | WDAY0.98 | PartialPartial sale | Self | May 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 294 | — | Workday, Inc. - Class A Common Stock (WDAY) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | WDAY | S | 05/12/2025 | 05/15/2025 | $50,001 - $100,000 | 1.00 | WDAY0.98 | SellSell | Self | May 12, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 295 | — | Zoetis Inc. Class A Common Stock (ZTS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ZTS | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ZTS0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 296 | — | Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Account Closing | ZM | S | 05/12/2025 | 05/15/2025 | $15,001 - $50,000 | 1.00 | ZM0.98 | SellSell | Self | May 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |