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Sean Forbes · Forbes Capital
Jack Rogers · Rogers & Co.
Pat Stumuller · Stumuller Advisors
Andy Young · Young Partners
Avi Green · Green Markets
Liz D'Cruz · D'Cruz Asset Mgmt
Tom Ripley · Ripley Securities
Lauren Boyle · Boyle Capital
Ashley James · James Wealth
Jane Grey · Grey Quant
Edna Frank · Frank & Sons
John McHugh · Apple Inc.
Rose Gonzalez · Gonzalez ETF Advisors
Tim Barr · Barr Prime
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History
All Calls
Missed
Incoming
Outgoing
Sean Forbes
Call
5201
12/20/24 12:49
Reviewing portfolio allocation
4:45 min
Jack Rogers
Call
5202
12/12/24 08:01
Reviewing portfolio allocation
6:49 min
Jack Rogers
Call
5202
12/18/24 18:15
Discussed AAPL position rebalance
8:51 min
Pat Stumuller
Call
5203
12/23/24 19:00
Block trade discussion
5:12 min
Andy Young
Call
5204
12/21/24 17:02
Earnings call follow-up
8:14 min
Andy Young
Call
5204
12/27/24 11:52
Morning desk update
7:44 min
Andy Young
Call
5204
12/09/24 17:06
Questions on yesterday's trades
7:30 min
Avi Green
Call
5205
12/20/24 16:53
Margin requirement review
2:13 min
Avi Green
Call
5205
12/02/24 10:23
Asian session FX flow check-in
7:59 min
Avi Green
Call
5205
12/20/24 12:13
Discussed AAPL position rebalance
8:25 min
Liz D'Cruz
Call
5206
12/14/24 18:07
Discussed AAPL position rebalance
1:27 min
Tom Ripley
Call
5207
12/05/24 13:06
Earnings call follow-up
4:18 min
Lauren Boyle
Call
5208
12/15/24 19:08
Earnings call follow-up
10:16 min
Lauren Boyle
Call
5208
12/09/24 17:06
Block trade discussion
5:30 min
Lauren Boyle
Call
5208
12/03/24 11:24
New issue allocation request
4:12 min
Ashley James
Call
5209
12/05/24 09:14
New issue allocation request
5:14 min
Ashley James
Call
5209
12/15/24 19:40
Earnings call follow-up
8:28 min
Jane Grey
Call
5210
12/07/24 15:36
Morning desk update
1:28 min
Jane Grey
Call
5210
12/17/24 13:34
Morning desk update
8:58 min
Jane Grey
Call
5210
12/11/24 19:20
Morning desk update
6:52 min
Edna Frank
Call
5211
12/15/24 19:28
Earnings call follow-up
4:28 min
Edna Frank
Call
5211
12/05/24 09:42
Morning desk update
9:18 min
John McHugh
Call
5212
12/08/24 08:33
Margin requirement review
5:21 min
Rose Gonzalez
Call
5213
12/08/24 16:37
Reviewing portfolio allocation
0:57 min
Rose Gonzalez
Call
5213
12/14/24 14:39
Asian session FX flow check-in
4:35 min
Rose Gonzalez
Call
5213
12/04/24 16:29
Margin requirement review
6:05 min
Tim Barr
Call
5214
12/09/24 13:10
Questions on yesterday's trades
5:14 min
Tim Barr
Call
5214
12/07/24 19:12
Block trade discussion
3:08 min
Tim Barr
Call
5214
12/05/24 13:14
Block trade discussion
4:46 min
