Donald J. Trump
MICROSOFT CORP × 66 NVIDIA CORP × 65 EXXON MOBIL CORP × 61 NETFLIX INC × 61 BROADCOM INC × 57 HOME DEPOT INC × 56 view in graph
21,285trades · $1.2B est.
$3.8Best. assets · Annual (2026)
Stock trades
latest 100 of 21,285| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| KURA SUSHI USA INC CL A COM | Sell | $15K – $50K | — | Dec 31, 2025 | filing ↗ |
| KURA SUSHI USA INC CL A COM | Sell | $250K – $500K | — | Dec 31, 2025 | filing ↗ |
| KURA SUSHI USA INC CL A COM | Sell | $100K – $250K | — | Dec 31, 2025 | filing ↗ |
| KRATOS DEFENSE & SEC SOLUTIONS INC COM NEW | Sell | $1M – $5M | — | Dec 31, 2025 | filing ↗ |
| KURA SUSHI USA INC CL A COM | Buy | $500K – $1M | — | Dec 31, 2025 | filing ↗ |
| WORLD GOLD TRUST SPDR GOLD MINISHARES | Buy | $250K – $500K | — | Dec 31, 2025 | filing ↗ |
| VANGUARD RUSSELL 2000 ETF | Buy | $500K – $1M | — | Dec 31, 2025 | filing ↗ |
| VANGUARD MEGA CAP GROWTH ETF CRSP U S MEGA CAP GROWTH INDEX | Buy | $250K – $500K | — | Dec 31, 2025 | filing ↗ |
| VANGUARD INDEX FUNDS SMALLCAP GROWTH ETF | Buy | $250K – $500K | — | Dec 31, 2025 | filing ↗ |
| VANGUARD INDEX FUNDS VANGUARD GROWTH ETF | Buy | $1M – $5M | — | Dec 31, 2025 | filing ↗ |
| VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY ETF | Buy | $500K – $1M | — | Dec 31, 2025 | filing ↗ |
| SPDR SERIES TRUST STATE STREET SPDR PORTFOLIO S&P 500 ETF | Buy | $1M – $5M | — | Dec 31, 2025 | filing ↗ |
| SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | Buy | $1M – $5M | — | Dec 31, 2025 | filing ↗ |
| INVESCO EXCHANGE TRADED FUND TRUST INVESCO S&P 500 QUALITY ETF | Buy | $1M – $5M | — | Dec 31, 2025 | filing ↗ |
| ISHARES SILVER SHARES | Buy | $500K – $1M | — | Dec 31, 2025 | filing ↗ |
| ISHARES U S REGIONAL BANKS ETF | Buy | $250K – $500K | — | Dec 31, 2025 | filing ↗ |
| ISHARES SELECT DIVIDEND ETF | Buy | $500K – $1M | — | Dec 31, 2025 | filing ↗ |
| ISHARES RUSSELL MID CAP ETF | Buy | $1M – $5M | — | Dec 31, 2025 | filing ↗ |
| ISHARES TRUST ISHARES EXPANDED TECH SECTOR ETF | Buy | $1M – $5M | — | Dec 31, 2025 | filing ↗ |
| VANGUARD HIGH DIVIDEND YIELD ETF | Sell | $250K – $500K | — | Dec 29, 2025 | filing ↗ |
| DOW INC | Buy | $50K – $100K | — | Dec 29, 2025 | filing ↗ |
| GENERAL MILLS INC | Buy | $100K – $250K | — | Dec 29, 2025 | filing ↗ |
| TARGET CORP | Buy | $100K – $250K | — | Dec 29, 2025 | filing ↗ |
| PAYCHEX INC | Buy | $100K – $250K | — | Dec 29, 2025 | filing ↗ |
| PFIZER INC | Buy | $100K – $250K | — | Dec 29, 2025 | filing ↗ |
| TEXAS INSTRUMENTS INC | Buy | $100K – $250K | — | Dec 29, 2025 | filing ↗ |
| HIGHWOODS PPTYS INC | Sell | $50K – $100K | — | Dec 26, 2025 | filing ↗ |
| CORVEL CORP | Sell | $50K – $100K | — | Dec 26, 2025 | filing ↗ |
| CONMED CORP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| STRATEGIC ED INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| EASTMAN CHEM CO | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| KKR REAL ESTATE FIN TR I | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| EVERTEC INC F | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| SITE CTRS CORP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| NOBLE CORP PLC F | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| WILEY JOHN & SONS INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| ENPHASE ENERGY INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| SAFEHOLD INC REIT | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| GETTY RLTY CORP NEW | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| HEALTHSTREAM INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| MIRION TECHNOLOGIES INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| BRANDYWINE RLTY TR | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| J & J SNACK FOODS CORP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| FMC CORP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| READY CAP CORP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| TRUPANION INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| PROGRESS SOFTWARE CORP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| CALIFORNIA WTR SVC GROUP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| H2O AMERICA COM | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| INSPIRE MED SYS INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| SABRE CORP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| LKQ CORP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| SIX FLAGS ENTMT CORP | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| AVANOS MED INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| NORTHERN OIL & GAS INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| CELANESE CORP DEL | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| CRESCENT ENERGY CO | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| AMERISAFE INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| NEWELL BRANDS INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| SHUTTERSTOCK INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| CASELLA WASTE SYSTEMS INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| KINETIK HLDGS INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| LEMAITRE VASCULAR INC | Sell | $15K – $50K | — | Dec 26, 2025 | filing ↗ |
| THRYV HLDGS INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| GATES INDL CORP PLC F | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| ROBERT HALF INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| MARCUS & MILLICHAP INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| UNDER ARMOUR INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| UNIFIRST CORP MASS | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| EXTREME NETWORKS INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| UNITED PARKS AND RES | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| INTERPARFUMS INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| ADDUS HOMECARE CORP | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| AMERICAN ASSETS TR INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| PAPA JOHNS INTL INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| VITAL FARMS INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| WILLSCOT HOLDINGS CO A | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| IRIDIUM COMMUNICATIONS I | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| SEZZLE INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| AMPHASTAR PHARMACEUTICAL | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| DORMAN PRODS INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| INDIVIOR PLC F | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| OTTER TAIL CORP | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| CVB FINL CORP | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| HARMONY BIOSCIENCES HLDG | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| INNOVIVA INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| EASTERLY GOVT PPTYS INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| DNOW INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| MARRIOTT VACATIONS WORLD | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| WORLD KINECT CORP | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| ADMA BIOLOGICS INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| INTEGRA LIFESCIENCES HLD | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| PRIMORIS SVCS CORP | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| MIDDLESEX WTR CO | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| JBT MAREL CORP | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| PAYONEER GLOBAL INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| MANPOWERGROUP INC WIS | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| PERRIGO CO PLC F | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| BOX INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| GROUP 1 AUTOMOTIVE INC | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
Asset holdings
Annual (2026) · filed Jun 30, 2026| Account or section | Positions | Est. value |
|---|---|---|
| Employment assets | 479 | $2B |
| Investment Account #7 | 1,452 | $757.2M |
| Investment Account #6 | 446 | $369.7M |
| Donald J. Trump Revocable Trust | 22 | $219.8M |
| Investment Account #1 | 418 | $171.1M |
| Investment Account #5 | 920 | $157.2M |
| Investment Account #4 | 610 | $85.8M |
| Investment Account #8 | 1,720 | $58.5M |
| Investment Account #3 | 389 | $27.8M |
| Investment Account #2 | 179 | $10.8M |
| Donald J Trump | 5 | $2.5M |
| Family Trust 1* | 20 | $2.2M |
| Spouse's assets | 9 | $1.6M |
| Entities Dissolved 1/1/2025 through 12/31/2025 | 20 | $10K |
| Dissolved Entities | 2 | $1K |
Investment Account #7
1,452 positions, as filed · back to all 6,691| Asset | Value | Income |
|---|---|---|
| Schwab Government Money | Under $1K | $1M – $5M |
| Ishares Gold ETF | $1M – $5M | Dividend/Capital Gains · $50K – $100K |
| Colorado HSG & F 4.79%33SING HSG Due 05/01/33XTRO Taxbl | $500K – $1M | — |
| Douglas Moultrie ET 5%39GO Utx Due 12/01/39 | $500K – $1M | — |
| North Tex TWY Auth 5%39TOLL Tran Due 01/01/39 | $500K – $1M | — |
| Colorado HSG & F 4.84%33SING HSG Due 11/01/33XTRO Taxbl | $500K – $1M | Interest · $15K – $50K |
| Miami-dade CNTY 5.25%39UNIV Educ Due 04/01/39XTRO | $500K – $1M | — |
| North East Tex Regl 5%40TOLL Tran Due 01/01/40 | $500K – $1M | — |
| American Mun PWR OH 5%42ELEC Util Due 02/15/42 | $500K – $1M | — |
| Columbus Ind Multi- 5%40REV Utx Due 07/15/40 | $500K – $1M | — |
| Miami Beach Fla Red 5%32TAXI Tax Due 02/01/32 | $500K – $1M | — |
| Texas Transn Commn 5%41TPK Tran Due 08/15/41XTRO | $500K – $1M | — |
| Pennsylvania St 5.25%39HOSP HLTH Due 11/01/39XTRO | $500K – $1M | — |
| EL Paso Tex Mun Dra 5%41SWR Util Due 03/01/41 | $500K – $1M | — |
| Cook CNTY Ill SCH D 5%41GO Utx Due 12/15/41BUILD America Mutual | $1M – $5M | — |
| St Louis MO Arpt RE 5%38AIR Tran Due 07/01/38 | $1M – $5M | — |
| Douglas CNTY GA SCH 5%41DB Utx Due 04/01/41 | $1M – $5M | — |
| Missouri JT Mun Ele 5%38PWR Util Due 01/01/38 | $1M – $5M | — |
| Concord Ind CMNTY S 5%37REV Utx Due 07/15/37 | $1M – $5M | — |
| Washington St Healt 5%35SYST HLTH Due 09/01/35XTRO | $1M – $5M | — |
| Putnam CNTY Fla 5.25%39GO Utx Due 07/01/39 | $1M – $5M | — |
| Central Fla Tourism 5%41COMB Util Due 10/01/41 | $1M – $5M | — |
| Pearland Tex 5.25%42DB LTX Due 09/01/42 | $1M – $5M | — |
| Usf Fing Corp Fla C 5%35PUB Educ Due 07/01/35 | $1M – $5M | — |
| Delaware Valley PA 4%36POOL Auth Due 12/01/36XTRO | $1M – $5M | — |
| Wayne CNTY Mich Arp 5%40AIR Tran Due 12/01/40XTRO | $1M – $5M | — |
| Wawasee High SCH BL 5%42LEAS SCH Due 07/15/42 | $1M – $5M | — |
| Cape Coral Fla WTR 5%38WRSR Util Due 10/01/38 | $1M – $5M | — |
| Richland-bean Bloss 5%38REV Utx Due 07/15/38 | $1M – $5M | — |
| Leander Tex 5%42DB LTX Due 08/15/42 | $1M – $5M | — |
| Chicago Ill Midway 5%39AIR Tran Due 01/01/39 | $1M – $5M | — |
| West Virginia St HO 5%40SYST HLTH Due 06/01/40XTRO | $1M – $5M | — |
| Illinois St 5%40GO Utx Due 09/01/40 | $1M – $5M | — |
| Grayson CNTY Tex JR 5%38GO LTX Due 02/15/38 | $1M – $5M | — |
| Illinois St 5%40GO Utx Due 05/01/40 | $1M – $5M | — |
| Cape Coral Fla WTR 5%37WRSR Util Due 10/01/37 | $1M – $5M | — |
| Judson Tex Indpt SC 5%36GO Utx Due 02/01/36 | $1M – $5M | — |
| Lee CNTY Fla SCH BR 5%36SCH Cops Due 08/01/36 | $1M – $5M | — |
| Clifton Tex Higher 5%34CHAR Educ Due 02/15/34XTRO | $1M – $5M | — |
| Tangipahoa Parish L 4%37HOSP HLTH Due 02/01/37XTRO | $1M – $5M | — |
| Wisconsin St Health 5%37SYST HLTH Due 06/01/37XTRO | $1M – $5M | — |
| Waller Tex Indpt SC 5%39GO Utx Due 02/15/39 | $1M – $5M | — |
| University Okla Rev 5%34PUB Educ Due 07/01/34BUILD America Mutual | $1M – $5M | — |
| Danville Ind Multi- 5%41REV Utx Due 07/15/41 | $1M – $5M | — |
| Intel Corp 3.75%27 Due 08/05/27 | $1M – $5M | — |
| The Boeing Co 2.196%26 Due 02/04/26 | $1M – $5M | — |
| Energy Northwes 3.503%26PWR Util Due 07/01/26XTRO Taxbl | $1M – $5M | — |
| CVS Health Corp 5%26 Due 02/20/26 | $1M – $5M | — |
| Washington St Healt 5%38SYST HLTH Due 09/01/38XTRO | $1M – $5M | — |
| Brownsville Tex 5%39DB Utx Due 02/15/39 | $1M – $5M | — |
| Kendall Kane & Will 5%35GO Utx Due 02/01/35BUILD America Mutual | $1M – $5M | — |
| Clark CNTY Nev SCH 5%40GO LTX Due 06/15/40 | $1M – $5M | — |
| Chicago Ill O Hare 5%36AIR Tran Due 01/01/36 | $1M – $5M | — |
| Angi Inc Class Class A | Under $1K | — |
| Amentum HLDGS Inc Equity | Under $1K | Capital Gains · $201 – $1K |
| Veralto Corp | Under $1K | — |
| Park Natl Corp | Under $1K | Capital Gains · $1K – $2.5K |
| KKR Real Estate Fin TR I | $1K – $15K | — |
| Mdu Res Group Inc | $1K – $15K | — |
| Mid-amer Apt CMNTYS Inc REIT | $1K – $15K | — |
| Heico Corp New | $1K – $15K | — |
| Amphastar Pharmaceutical | $1K – $15K | — |
| Ufp Inds Inc | $1K – $15K | — |
| Halliburton Co | $1K – $15K | — |
| N-able Inc | $1K – $15K | — |
| Primerica Inc | $1K – $15K | — |
| Draftkings Inc New Class A | $1K – $15K | — |
| Middlesex WTR Co | $1K – $15K | — |
| Hubbell Inc | $1K – $15K | — |
| Everest Reinsurance GR F | $1K – $15K | — |
| Post HLDGS Inc | $1K – $15K | — |
| Southwest Gas Holdin | $1K – $15K | — |
| Tradeweb MKTS Inc Class A | $1K – $15K | — |
| Penguin Solutions Inc DE | $1K – $15K | Dividend/Capital Gains · $1K – $2.5K |
| Perdoceo ED Corp | Under $1K | Capital Gains · $1K – $2.5K |
| Pilgrims Pride Corp New | $1K – $15K | Dividend · $201 – $1K |
| Lgi Homes Inc | $1K – $15K | — |
| Globalfoundries Inc F | $1K – $15K | — |
| Helix Energy Solutions G | $1K – $15K | — |
| Globus Med Inc Class Class A | $1K – $15K | — |
| Medical PPTYS TR Inc REIT | $1K – $15K | Capital Gains · $201 – $1K |
| Vanguard Short-term Bond ETF | Under $1K | Capital Gains · $2.5K – $5K |
| Nexpoint Residential TR REIT | $1K – $15K | — |
| Equity Lifestyle PPTYS Ireit | $1K – $15K | — |
| Standard MTR Prods Inc | $1K – $15K | — |
| CVR Energy Inc | $1K – $15K | Dividend · $201 – $1K |
| Universal Corp VA | $1K – $15K | Dividend · $201 – $1K |
| Getty RLTY Corp New REIT | $1K – $15K | — |
| Stifel Finl Corp | $1K – $15K | — |
| Dell Technologies Inc Class Class C | $1K – $15K | — |
| Vital Farms Inc | $1K – $15K | — |
| RPM Intl Inc | $1K – $15K | — |
| PVH Corp | $1K – $15K | — |
| Exact Sciences Corp | $1K – $15K | — |
| Scholastic Corp | $1K – $15K | — |
| Trustco BK Corp N Y | $1K – $15K | — |
| Lennox Intl Inc | $1K – $15K | — |
| Reynolds Consumer Prods | $1K – $15K | — |
| American Woodmark Corp | $15K – $50K | — |
| Godaddy Inc Class Class A | $15K – $50K | — |
| Gibraltar Inds Inc | $15K – $50K | — |
| Innovative Indl PPTYS Inreit | $15K – $50K | — |
| Grocery Outlet HLDG Corp | $15K – $50K | — |
| Shoe Carnival Inc | $15K – $50K | — |
| Edgewell Pers Care Co | $15K – $50K | — |
| Penn Entmt Inc | $15K – $50K | — |
| Worthington STL Inc | $15K – $50K | — |
| Trupanion Inc | $15K – $50K | Dividend/Capital Gain · $1K – $2.5K |
| Masimo Corp | $15K – $50K | Dividend/Capital Gain · $201 – $1K |
| American WTR WKS Co Inc | $15K – $50K | Dividend · $201 – $1K |
| Iac Inc | $15K – $50K | Dividend · $201 – $1K |
| Suncoke Energy Inc | $15K – $50K | Dividend · $201 – $1K |
| Hanmi Finl Corp | $15K – $50K | — |
| Snap Inc Class Class A | $15K – $50K | — |
| Dorian LPG LTD F | $15K – $50K | — |
| Acm Resh Inc Class Class A | $15K – $50K | — |
| Jetblue Awys Corp Equityclass Equity | $15K – $50K | — |
| Quanex BLDG Prods Corp Class Class A | $15K – $50K | — |
| Siriusxm HLDGS Inc Equitclass Equity | $15K – $50K | — |
| Centerpoint Energy Inc | $15K – $50K | — |
| Innovex Intl Inc Equity Class Equity | $15K – $50K | — |
| Verisign Inc | $15K – $50K | — |
| Carlisle Cos Inc | $15K – $50K | — |
| NTNL Presto Inds Inc | $15K – $50K | — |
| Biolife Solutions Inc | $15K – $50K | — |
| The Mosaic Co | $15K – $50K | — |
| Manhattan Assocs Inc | $15K – $50K | — |
| Esab Corp | $15K – $50K | — |
| Wisdomtree Inc | $15K – $50K | Divided/Capital Gains · $15K – $50K |
| A10 Networks Inc | $15K – $50K | — |
| Uniti Group Inc New | $15K – $50K | Capital Gains · $201 – $1K |
| Yelp Inc | $15K – $50K | — |
| Boyd Gaming Corp | $15K – $50K | — |
| Mesa Labs Inc | $15K – $50K | Capital Gains · $201 – $1K |
| Xpel Inc | $15K – $50K | — |
| Vir Biotechnology Inc | $15K – $50K | — |
| Winnebago Inds Inc | $15K – $50K | — |
| Sprinklr Inc Class Class A | $15K – $50K | — |
| Central Garden & Pet Co Class A | $15K – $50K | — |
| Wolverine World Wide Inc | $15K – $50K | Capital Gains · $1K – $2.5K |
| Ebay Inc | $15K – $50K | — |
| Catalyst Pharmaceuticals | $15K – $50K | — |
| Donnelley Finl Solutions | $15K – $50K | — |
| Papa Johns Intl Inc | $15K – $50K | Capital Gains · $201 – $1K |
| Dynavax Technologies Cor | $15K – $50K | — |
| Eversource Energy | $15K – $50K | — |
| Block Inc A Class Class A | $15K – $50K | — |
| Humana Inc | $15K – $50K | — |
| Tandem Diabetes Care Inc | $15K – $50K | — |
| Marriott Vacations World | $15K – $50K | — |
| Rollins Inc | $15K – $50K | — |
| Exp World HLDGS Inc | $15K – $50K | — |
| Pure Storage Inc Class Class A | $15K – $50K | Capital Gains · $201 – $1K |
| World Kinect Corp | $15K – $50K | — |
| Nordson Corp | $15K – $50K | — |
| PDF Solutions Inc | $15K – $50K | Capital Gains · $201 – $1K |
| Dupont DE Nemours Inc | $15K – $50K | — |
| Prog HLDGS Inc | $15K – $50K | — |
| Employers HLDGS Inc | $15K – $50K | — |
| Voya Finl Inc | $15K – $50K | — |
| Agco Corp Del | $15K – $50K | — |
| Six Flags Entmt Corp Class Equity | $15K – $50K | Capital Gains · $1K – $2.5K |
| Ufp Technologies Inc | $15K – $50K | — |
| Dayforce Inc | $15K – $50K | — |
| Deluxe Corp | $15K – $50K | — |
| Central Pac Finl Corp | $15K – $50K | — |
| Cirrus Logic Inc | $15K – $50K | — |
| Progyny Inc | $15K – $50K | Capital Gains · $201 – $1K |
| Paycom Software Inc | $15K – $50K | — |
| Dnow Inc | $15K – $50K | — |
| Leidos HLDGS Inc | $15K – $50K | — |
| CCC Intelligent Solution | $15K – $50K | — |
| CSG SYS Intl Inc | $15K – $50K | — |
| Tripadvisor Inc | $15K – $50K | — |
| Iridium Communications I | $15K – $50K | — |
| Popular Inc F | $15K – $50K | — |
| Public SVC Enterprise GR | $15K – $50K | — |
| Under Armour Inc Class Class C | $15K – $50K | — |
| Tompkins Finl Corp | $15K – $50K | — |
| Worthington Enterpri | $15K – $50K | — |
| American Finl Group Inc | $15K – $50K | — |
| Mge Energy Inc | $15K – $50K | — |
| Acadia Healthcare Co Inc | $15K – $50K | Capital Gains · $201 – $1K |
| Xencor Inc | $15K – $50K | — |
| Schneider Natl Inc Wis Class Class B | $15K – $50K | — |
| Astec Inds Inc | $15K – $50K | — |
| Newell Brands Inc | $15K – $50K | Capital Gains · $201 – $1K |
| Northwest Nat HLDG Co | $15K – $50K | — |
| Quest Diagnostics Inc | $15K – $50K | — |
| Cullen / Frost Bankers I | $15K – $50K | — |
| Extreme Networks Inc | $15K – $50K | — |
| Ani Pharmaceuticals Inc | $15K – $50K | — |
| Goosehead Ins Inc Class Class A | $15K – $50K | — |
| Matson Inc | $15K – $50K | — |
| Edwards Lifesciences Cor | $15K – $50K | — |
| WYNN Resorts LTD | $15K – $50K | — |
| American Assets TR Inc REIT | $15K – $50K | — |
| Sally Beauty HLDGS Inc | $15K – $50K | — |
| Rush Enterprises Inc Class A | $15K – $50K | — |
| Wendys Co Class Class A | $15K – $50K | — |
| Neogen Corp | $15K – $50K | Capital Gains · $201 – $1K |
| Progress Software Corp | $15K – $50K | Capital Gains · $1K – $2.5K |
| Rivian Automotive Inc Class Class A | $15K – $50K | — |
| Willis Towers Watson P F | $15K – $50K | — |
| Regal Rexnord Corp | $15K – $50K | — |
| Sensata Technologies H F | $15K – $50K | — |
| Hologic Inc | $15K – $50K | — |
| Fresh Del Monte Produc F | $15K – $50K | — |
| Apollo Coml Real Estate REIT | $15K – $50K | — |
| Staar Surgical Co | $15K – $50K | — |
| Arbor RLTY TR Inc REIT | $15K – $50K | — |
| Maxlinear Inc Class Class A | $15K – $50K | — |
| Apa Corp | $15K – $50K | — |
| Archer-daniels Midland C | $15K – $50K | — |
| Safety Ins Group Inc | $15K – $50K | — |
| Roku Inc Class A | $15K – $50K | — |
| United Fire Group Inc | $15K – $50K | — |
| Corecivic Inc | $15K – $50K | — |
| Gen Digital Inc | $15K – $50K | — |
| Healthcare SVCS Group In | $15K – $50K | — |
| Hilltop HLDGS Inc | $15K – $50K | — |
| Golden Entmt Inc | $15K – $50K | — |
| Modine MFG Co | $15K – $50K | — |
| First Solar Inc | $15K – $50K | — |
| Packaging Corp Amer | $15K – $50K | — |
| Expeditors Intl Wash Incclass Class A | $15K – $50K | — |
| Cohu Inc | $15K – $50K | — |
| Pebblebrook Hotel TR REIT | $15K – $50K | Capital Gains · $1K – $2.5K |
| Atmos Energy Corp | $15K – $50K | — |
| BGC Group Inc Class Class A | $15K – $50K | — |
| Williams Sonoma Inc | $15K – $50K | — |
| Somnigroup Interntnl | $15K – $50K | — |
| F5 Inc | $15K – $50K | — |
| Chesapeake Utils Corp | $15K – $50K | — |
| Pegasystems Inc | $15K – $50K | — |
| Albany Intl Corp New Class A | $15K – $50K | Capital Gains · $201 – $1K |
| Cincinnati Finl Corp | $15K – $50K | — |
| Tko Group HLDGS Inc Class A | $15K – $50K | — |
| Payoneer Global Inc | $15K – $50K | Capital Gains · $1K – $2.5K |
| Knowles Corp | $15K – $50K | — |
| Texas Pacific Land C | $15K – $50K | Capital Gains · $201 – $1K |
| Bridgebio Pharma Inc | $15K – $50K | — |
| Griffon Corp | $15K – $50K | — |
| Vicor Corp | $15K – $50K | — |
| Alnylam Pharmaceuticals | $15K – $50K | — |
| Community Finl SYS Inc | $15K – $50K | — |
| Guidewire Software Inc | $15K – $50K | — |
| Public Storage REIT | $15K – $50K | — |
| Sofi Technologies Inc | $15K – $50K | — |
| Dicks Sporting Goods Inc | $15K – $50K | — |
| Doubleverify HLDGS Inc | $15K – $50K | — |
| Sunstone Hotel Invs Inc REIT | $15K – $50K | — |
| SLB Limited F | $15K – $50K | — |
| Preferred BK Los Angeles | $15K – $50K | — |
| Artivion Inc | $15K – $50K | Capital Gains · $201 – $1K |
| Heartland Express Inc | $15K – $50K | — |
| Twilio Inc Class Class A | $15K – $50K | — |
| Avery Dennison Corp | $15K – $50K | Capital Gains · $1K – $2.5K |
| Burell Resources, INC. | $15K – $50K | — |
| Wafd Inc | $15K – $50K | — |
| Ingredion Inc | $15K – $50K | — |
| Enphase Energy Inc | $15K – $50K | — |
| CTS Corp | $15K – $50K | — |
| Indivior PLC F | $15K – $50K | — |
| Century CMNTYS Inc | $15K – $50K | — |
| Artisan Partners Asset Mclass A | $15K – $50K | Capital Gains · $201 – $1K |
| WD 40 Co | $15K – $50K | — |
| Acadian Asset MGMT I | $15K – $50K | — |
| Toast Inc Class Class A | $15K – $50K | — |
| Franklin Elec Inc | $15K – $50K | — |
| Aptargroup Inc | $15K – $50K | — |
| Adient PLC F | $15K – $50K | — |
| Interactive Brokers Grouclass Class A | $15K – $50K | — |
| US Bancorp Del | $15K – $50K | — |
| Paypal HLDGS Inc | $15K – $50K | — |
| Fox Corp Class B | $15K – $50K | — |
| Digi Intl Inc | $50K – $100K | — |
| Electronic Arts Inc | $50K – $100K | — |
| Concentra Group Hold Equclass Equity | $50K – $100K | — |
| Hawkins Inc | $50K – $100K | — |
| Hope Bancorp Inc | $50K – $100K | — |
| Century Alum Co | $50K – $100K | — |
| Cbre Group Inc Class Class A | $50K – $100K | — |
| Sanfilippo John B & Son | $50K – $100K | — |
| Servisfirst Bancshares I | $50K – $100K | — |
| Adtalem Global ED Inc | $50K – $100K | — |
| NTNL Vision HLDGS In | $50K – $100K | Capital Gains · $2.5K – $5K |
| Acushnet HLDGS Corp | $50K – $100K | Capital Gains · $1K – $2.5K |
| Charter Communications Iclass A | $50K – $100K | — |
| Ventas Inc REIT | $50K – $100K | — |
| Oneok Inc New | $50K – $100K | — |
| Korn Ferry | $50K – $100K | — |
| Ovintiv Inc | $50K – $100K | — |
| Provident Finl SVCS Inc | $50K – $100K | — |
| Kroger Co | $50K – $100K | — |
| Biogen Inc | $50K – $100K | — |
| Factset Resh SYS Inc | $50K – $100K | — |
| Leggett & Platt Inc | $50K – $100K | — |
| Stepstone Group Inc Class A | $50K – $100K | Capital Gains · $5K – $15K |
| Kadant Inc | $50K – $100K | — |
| Par Pac HLDGS Inc | $50K – $100K | Capital Gains · $2.5K – $5K |
| Urban Edge PPTYS REIT | $50K – $100K | Capital Gains · $1K – $2.5K |
| Alexander & Baldwin Inc REIT | $50K – $100K | — |
| NTNL Healthcare Corp | $50K – $100K | — |
| Commercial Metals Co | $50K – $100K | — |
| Coupang Inc Class Class A | $50K – $100K | — |
| Shake Shack Inc Class Class A | $50K – $100K | Capital Gains · $201 – $1K |
| Chord Energy Corp | $50K – $100K | — |
| Clearway Energy Inc Class Class C | $50K – $100K | — |
| First Bancorp P R F | $50K – $100K | — |
| Exelon Corp | $50K – $100K | — |
| Paylocity HLDG Corp | $50K – $100K | — |
| Privia Health Group Inc | $50K – $100K | Capital Gains · $1K – $2.5K |
| Fortinet Inc | $50K – $100K | — |
| Fox Corp Class A | $50K – $100K | — |
| American STS WTR Co | $50K – $100K | — |
| Revolution Medicines Inc | $50K – $100K | — |
| Centerspace REIT | $50K – $100K | — |
| Omega Healthcare Invs Inreit | $50K – $100K | — |
| Lattice Semiconductor Co | $50K – $100K | — |
| Corcept Therapeutics Inc | $50K – $100K | — |
| HF Sinclair Corp | $50K – $100K | — |
| Labcorp HLDGS Inc | $50K – $100K | — |
| Mara HLDGS Inc | $50K – $100K | — |
| Amrize LTD F | $50K – $100K | — |
| Fair Isaac Corp | $50K – $100K | — |
| Firstenergy Corp | $50K – $100K | — |
| Customers Bancorp Inc | $50K – $100K | — |
| Flowserve Corp | $50K – $100K | — |
| Standex Intl Corp | $50K – $100K | — |
| Chipotle Mexican Grill I | $50K – $100K | — |
| Churchill Downs Inc | $50K – $100K | — |
| Littelfuse Inc | $50K – $100K | — |
| Plexus Corp | $50K – $100K | Capital Gains · $201 – $1K |
| Ecolab Inc | $50K – $100K | — |
| Itron Inc Equity Class Equity | $50K – $100K | — |
| Dte Energy Co | $50K – $100K | — |
| Markel Group Inc | $50K – $100K | — |
| Stonex Group Inc | $50K – $100K | Capital Gains · $1K – $2.5K |
| Dorman Prods Inc | $50K – $100K | — |
| Equity Residential REIT | $50K – $100K | — |
| Fuller H B Co | $50K – $100K | — |
| M / I Homes Inc | $50K – $100K | — |
| St Joe Co | $50K – $100K | — |
| Fidelity Natl Informatio | $50K – $100K | — |
| Realty Income Corp REIT | $50K – $100K | — |
| Manpowergroup Inc Wis | $50K – $100K | — |
| The Campbell's Co | $50K – $100K | — |
| Ingevity Corp | $50K – $100K | — |
| Mercury Gen Corp New | $50K – $100K | — |
| Fortrea HLDGS Inc | $50K – $100K | — |
| Buckle Inc | $50K – $100K | Capital Gains · $1K – $2.5K |
| Bread Finl Holdings | $50K – $100K | — |
| Seacoast BKG Corp Fla | $50K – $100K | Capital Gains · $201 – $1K |
| Enviri Corp | $50K – $100K | — |
| Columbia BKG SYS Inc | $50K – $100K | — |
| Openlane Inc | $50K – $100K | — |
| Urban Outfitters Inc | $50K – $100K | Capital Gains · $1K – $2.5K |
| Arcosa Inc | $50K – $100K | Capital Gains · $1K – $2.5K |
| First Hawaiian Inc | $50K – $100K | — |
| Arcus Biosciences Inc | $50K – $100K | — |
| Celanese Corp Del Class Class A | $50K – $100K | — |
| Carvana Co Class A | $50K – $100K | — |
| Cleanspark Inc | $50K – $100K | — |
| Flutter Entmt PLC F | $50K – $100K | — |
| Extra Space Storage Inc REIT | $50K – $100K | — |
| Viasat Inc | $50K – $100K | Capital Gains · $5K – $15K |
| Group 1 Automotive Inc | $50K – $100K | — |
| Kontoor Brands Inc | $50K – $100K | Capital Gains · $1K – $2.5K |
| CMS Energy Corp | $50K – $100K | — |
| TG Therapeutics Inc | $50K – $100K | — |
| Microchip Technology Inc | $50K – $100K | — |
| L3HARRIS Technologies In | $50K – $100K | — |
| Xcel Energy Inc | $50K – $100K | — |
| Equifax Inc | $50K – $100K | — |
| MYR Group Inc Del | $50K – $100K | — |
| NCR Atleos Corp | $50K – $100K | Capital Gains · $201 – $1K |
| NCR Voyix Corp | Under $1K | Capital Gains · $201 – $1K |
| NV5 Global Inc | Under $1K | Capital Gains · $1K – $2.5K |
| Colgate Palmolive Co | $50K – $100K | — |
| Baker Hughes CO. A Class A | $50K – $100K | — |
| Valero Energy Corp New | $50K – $100K | — |
| Cal Maine Foods Inc | $50K – $100K | Capital Gains · $201 – $1K |
| Corteva Inc | $50K – $100K | — |
| Pricesmart Inc | $50K – $100K | Capital Gains · $1K – $2.5K |
| Ionis Pharmaceuticals In | $50K – $100K | — |
| Clearwater Analytics Hldclass A | $50K – $100K | — |
| Agilysys Inc | $50K – $100K | — |
| First CTZNS Bancshares Iclass Class A | $50K – $100K | — |
| Sensient Technologies Co | $50K – $100K | Capital Gains · $201 – $1K |
| NRG Energy Inc | $50K – $100K | — |
| Fastenal Co | $50K – $100K | — |
| D R Horton Inc | $50K – $100K | — |
| Intercontinental Exchang | $50K – $100K | — |
| Sempra | $50K – $100K | — |
| Constellation Brands Incclass Class A | $50K – $100K | — |
| Robert Half Inc | $50K – $100K | Capital Gains · $201 – $1K |
| Macerich Co REIT | $50K – $100K | Capital Gains · $201 – $1K |
| Southern Co | $50K – $100K | — |
| Keurig DR Pepper Inc | $50K – $100K | — |
| Metlife Inc | $50K – $100K | — |
| Marsh & Mclennan Cos Inc | $50K – $100K | — |
| Sunrun Inc | $50K – $100K | Capital Gains · $2.5K – $5K |
| Marvell Technology Inc | $50K – $100K | — |
| Airbnb Inc Class A | $50K – $100K | — |
| 3M Co | $50K – $100K | — |
| Owens Corning New | $50K – $100K | — |
| Signet Jewelers Limite F | $50K – $100K | Capital Gains · $201 – $1K |
| Viavi Solutions Inc | $50K – $100K | Capital Gains · $2.5K – $5K |
| Bankunited Inc | $50K – $100K | — |
| Amkor Technology Inc | $50K – $100K | — |
| Independent BK Corp Mass | $50K – $100K | — |
| Frontdoor Inc | $50K – $100K | — |
| Snowflake Inc Class Class A | $50K – $100K | — |
| Fedex Corp | $50K – $100K | — |
| Calix Inc | $50K – $100K | — |
| Robinhood MKTS Inc Class A | $50K – $100K | — |
| Ameris Bancorp | $50K – $100K | — |
| Everus Constr Group Inc | $100K – $250K | — |
| Western UN Co | $100K – $250K | — |
| Marketaxess HLDGS Inc | $100K – $250K | — |
| Idexx Labs Inc | $100K – $250K | — |
| Itt Inc | $100K – $250K | — |
| FB Finl Corp | $100K – $250K | — |
| Acadia RLTY TR REIT | $100K – $250K | — |
| General Mills Inc | $100K – $250K | — |
| Radian Group Inc | $100K – $250K | — |
| Casella Waste SYS Inc Class Class A | $100K – $250K | — |
| Cathay Gen Bancorp | $100K – $250K | — |
| Tri Pointe Homes Inc | $100K – $250K | Capital Gains · $201 – $1K |
| Gallagher Arthur J & Co | $100K – $250K | — |
| Northrop Grumman Corp | $100K – $250K | — |
| PJT Partners Inc Class A | $100K – $250K | — |
| Supernus Pharmaceuticals | $100K – $250K | — |
| Target Corp Equity Class Equity | $100K – $250K | — |
| Monster Beverage Corp NE | $100K – $250K | — |
| Illinois Tool WKS Inc | $100K – $250K | — |
| JBT Marel Corp | $100K – $250K | — |
| Genworth Finl Inc Class Class A | $100K – $250K | — |
| Prudential Finl Inc | $100K – $250K | — |
| Glaukos Corp | $100K – $250K | — |
| Vertiv HLDGS Co Class Class A | $100K – $250K | — |
| Travelers Cos Inc | $100K – $250K | — |
| Kulicke & Soffa Inds Inc | $100K – $250K | — |
| American Eagle Outfitter | $100K – $250K | Capital Gains · $1K – $2.5K |
| Boot Barn HLDGS Inc | $100K – $250K | Capital Gains · $201 – $1K |
| Lennar Corp Class A | $100K – $250K | — |
| Bank New York Mellon Cor | $100K – $250K | — |
| Solstice Advanced Matls | $100K – $250K | — |
| CRH Public Limited Co F | $100K – $250K | — |
| Altria Group Inc | $100K – $250K | — |
| Trane Technologies PLC F | $100K – $250K | — |
| Axos Finl Inc | $100K – $250K | — |
| Starbucks Corp | $100K – $250K | — |
| Jackson Finl Inc Class A | $100K – $250K | — |
| Ameriprise Finl Inc | $100K – $250K | — |
| Equinix Inc REIT | $100K – $250K | — |
| Mckesson Corp | $100K – $250K | — |
| Deere & Co | $100K – $250K | — |
| TTM Technologies Inc | $100K – $250K | Capital Gains · $201 – $1K |
| Comcast Corp | $100K – $250K | — |
| Lowes Cos Inc | $100K – $250K | — |
| Automatic Data Processin | $100K – $250K | — |
| Palo Alto Networks Inc | $100K – $250K | — |
| Armstrong World Inds Inc | $100K – $250K | Capital Gains · $1K – $2.5K |
| Welltower Inc REIT | $100K – $250K | — |
| Union Pac Corp | $100K – $250K | — |
| Blackstone Inc | $100K – $250K | — |
| S&P Global Inc | $100K – $250K | — |
| Verizon Communications I | $100K – $250K | — |
| Seagate Technology H F | $100K – $250K | — |
| T-mobile US Inc | $100K – $250K | — |
| Boston Scientific Corp | $250K – $500K | — |
| Chevron Corp New | $250K – $500K | — |
| Philip Morris Intl Inc | $250K – $500K | — |
| Palantir Technologies Inclass Class A | $500K – $1M | — |
| Netflix Inc | $500K – $1M | — |
| Becton Dickinson & Co | $500K – $1M | — |
| Jpmorgan Chase & Co | $1M – $5M | Capital Gains · $201 – $1K |
| Alphabet Inc Class Class A | $1M – $5M | — |
| Elevance Health Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Strategy Inc Class A | $50K – $100K | Dividend · $1K – $2.5K |
| Kenvue Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Collegium Pharmaceutical | $50K – $100K | Dividend · $1K – $2.5K |
| Interntnl Paper Co | $15K – $50K | Dividend · $1K – $2.5K |
| Dime CMNTY Bancshares In | $15K – $50K | Dividend · $1K – $2.5K |
| Huntington Bancshares In | $50K – $100K | Dividend · $1K – $2.5K |
| Mister Car Wash Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Expand Energy Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Liveramp HLDGS Inc | $15K – $50K | Dividend/Capital Gains · $1K – $2.5K |
| Gilead Sciences Inc | $100K – $250K | Dividend · $1K – $2.5K |
| SM Energy Co | $15K – $50K | Dividend · $1K – $2.5K |
| Costco WHSL Corp New | $100K – $250K | Dividend · $1K – $2.5K |
| Easterly Govt PPTYS Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Werner Enterprises Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Neogenomics Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Adma Biologics Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Abbott Labs | $100K – $250K | Dividend · $1K – $2.5K |
| Ametek Inc New | $50K – $100K | Dividend · $1K – $2.5K |
| Burlington Stores Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Invesco LTD F | $50K – $100K | Dividend · $1K – $2.5K |
| Willscot Holdings Co A Class Class A | $15K – $50K | Dividend · $1K – $2.5K |
| General Dynamics Corp | $100K – $250K | Dividend · $1K – $2.5K |
| Xylem Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Service Corp Intl | $15K – $50K | Dividend · $1K – $2.5K |
| Semtech Corp | $100K – $250K | Dividend · $1K – $2.5K |
| Skyworks Solutions Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Allegiant Travel Co | $15K – $50K | Dividend · $1K – $2.5K |
| Ulta Beauty Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Cavco Inds Inc Del | $50K – $100K | Dividend · $1K – $2.5K |
| Brinker Intl Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Victory Cap HLDGS Inc Declass A | $15K – $50K | Dividend · $1K – $2.5K |
| Advance Auto PTS Inc | $15K – $50K | Dividend/Capital Gain · $5K – $15K |
| Constellation Energy Cor | $100K – $250K | Dividend · $1K – $2.5K |
| Mettler-toledo Intl Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Danaher Corp | $250K – $500K | Dividend · $1K – $2.5K |
| Datadog Inc Class A | $50K – $100K | Dividend · $1K – $2.5K |
| Moodys Corp | $50K – $100K | Dividend · $1K – $2.5K |
| PPG Inds Inc | $50K – $100K | Dividend · $1K – $2.5K |
| LA Z Boy Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Nasdaq Inc | $250K – $500K | Dividend · $1K – $2.5K |
| Power Integrations Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Cheesecake Factory Inc | $15K – $50K | Dividend · $1K – $2.5K |
| First Finl Bancorp Ohio | $50K – $100K | Dividend · $1K – $2.5K |
| NTNL Fuel Gas Co | $1K – $15K | Dividend · $1K – $2.5K |
| Simon PPTY Group Inc Newreit | $50K – $100K | Dividend · $1K – $2.5K |
| Amphenol Corp New Class Class A | $100K – $250K | Dividend · $1K – $2.5K |
| Ziff Davis Inc | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| Aaon Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Berkley W R Corp | $15K – $50K | Dividend · $1K – $2.5K |
| Ezcorp Inc Class Class A | $15K – $50K | Dividend · $1K – $2.5K |
| Quaker Houghton | $50K – $100K | Dividend · $1K – $2.5K |
| GE Healthcare Technologi | $50K – $100K | Dividend · $1K – $2.5K |
| PTC Therapeutics Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Federal Signal Corp | $100K – $250K | Dividend · $1K – $2.5K |
| Wec Energy Group Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Conocophillips | $100K – $250K | Dividend · $1K – $2.5K |
| Nike Inc Class B | $250K – $500K | Dividend/Capital Gains · $1K – $2.5K |
| Installed BLDG Prods Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Noble Corp PLC F | $50K – $100K | Dividend · $1K – $2.5K |
| Steris PLC F | $50K – $100K | Dividend · $1K – $2.5K |
| First Comwlth Finl Corp | $15K – $50K | Dividend · $1K – $2.5K |
| Vornado RLTY TR REIT | $15K – $50K | Dividend · $1K – $2.5K |
| Terreno RLTY Corp REIT | $50K – $100K | Dividend · $1K – $2.5K |
| Loews Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Unity Software Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Range Res Corp | $15K – $50K | Dividend · $1K – $2.5K |
| Alcoa Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Transdigm Group Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Southstate BK Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Pursuit Attractions & HO | $15K – $50K | Dividend · $1K – $2.5K |
| Q2 HLDGS Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Huntington Ingalls Inds | $15K – $50K | Dividend · $1K – $2.5K |
| Crowdstrike HLDGS Inc Class A | $100K – $250K | Dividend · $1K – $2.5K |
| Linde PLC F | $100K – $250K | Dividend · $1K – $2.5K |
| Generac HLDGS Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Lyondellbasell Industr Fclass A | $50K – $100K | Dividend · $1K – $2.5K |
| Kennedy-wilson HLDGS Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Enpro Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Gates Indl Corp PLC F | $100K – $250K | Dividend · $1K – $2.5K |
| Medpace HLDGS Inc | $50K – $100K | Dividend · $1K – $2.5K |
| DT Midstream Inc | $50K – $100K | Dividend · $1K – $2.5K |
| California Res Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Super Micro Computer Inc | $1K – $15K | Dividend · $1K – $2.5K |
| American Elec PWR Co Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Mongodb Inc Class Class A | $50K – $100K | Dividend · $1K – $2.5K |
| Peabody Energy Corp New | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Eastman Chem Co | $100K – $250K | Dividend · $1K – $2.5K |
| Carters Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Duke Energy Corp New | $50K – $100K | Dividend · $1K – $2.5K |
| Marriott Intl Inc New Class Class A | $100K – $250K | Dividend · $1K – $2.5K |
| Stryker Corp | $100K – $250K | Dividend · $1K – $2.5K |
| Krystal Biotech Inc | $100K – $250K | Dividend/Capital Gain · $1K – $2.5K |
| Teleflex Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Digitalocean HLDGS Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Axon Enterprise Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Tractor Supply Co | $50K – $100K | Dividend · $1K – $2.5K |
| Trustmark Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Sanmina Corp | $100K – $250K | Dividend/Capital Gain · $2.5K – $5K |
| Coinbase Global Inc Class Class A | $15K – $50K | Dividend · $1K – $2.5K |
| O Reilly Automotive Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Tetra Tech Inc New | $15K – $50K | Dividend · $1K – $2.5K |
| Enovis Corp | $15K – $50K | Dividend · $1K – $2.5K |
| Titan Intl Inc Del | $1K – $15K | Dividend · $1K – $2.5K |
| CVS Health Corp | $100K – $250K | Dividend · $1K – $2.5K |
| Powell Inds Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Kla Corp | $100K – $250K | Dividend · $1K – $2.5K |
| Avalonbay CMNTYS Inc REIT | $50K – $100K | Dividend · $1K – $2.5K |
| Omnicell Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Embecta Corp | $15K – $50K | Dividend · $1K – $2.5K |
| Gartner Inc | $15K – $50K | Dividend · $1K – $2.5K |
| PTC Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Amgen Inc | $250K – $500K | Dividend · $1K – $2.5K |
| Douglas Emmett Inc REIT | $15K – $50K | Dividend · $1K – $2.5K |
| Eversource Energy | $500K – $1M | Dividend · $1K – $2.5K |
| Affiliated Managers Grou | $15K – $50K | Dividend · $1K – $2.5K |
| Principal Finl Group Inc | $50K – $100K | Dividend · $1K – $2.5K |
| PNC Finl Services | $100K – $250K | Dividend · $1K – $2.5K |
| Vistra Corp | $50K – $100K | Dividend · $1K – $2.5K |
| LPL Finl HLDGS Inc | $50K – $100K | Dividend · $1K – $2.5K |
| RTX Corp | $250K – $500K | Dividend · $1K – $2.5K |
| Crown HLDGS Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Astera Labs Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Solaredge Technologies I | $15K – $50K | Dividend/Capital Gains · $2.5K – $5K |
| Flagstar Bank NTNL Assoc | $1K – $15K | Dividend · $1K – $2.5K |
| Martin Marietta Matls In | $100K – $250K | Dividend · $1K – $2.5K |
| Primoris SVCS Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Formfactor Inc | $100K – $250K | Dividend · $1K – $2.5K |
| TE Connectivity PLC F | $250K – $500K | Dividend/Capital Gains · $1K – $2.5K |
| Air Prods & Chems Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Treehouse Foods Inc | $1K – $15K | Dividend · $1K – $2.5K |
| Vanguard Intermediate Term Cor ETF | $250K – $500K | Dividend · $1K – $2.5K |
| DXC Technology Co | $50K – $100K | Dividend · $1K – $2.5K |
| Delta Air Lines Inc Del | $50K – $100K | Dividend · $1K – $2.5K |
| Brightspring Health SVCS | $15K – $50K | Dividend · $1K – $2.5K |
| Hayward HLDGS Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Essential Utils Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Abbvie Inc | $500K – $1M | Dividend · $1K – $2.5K |
| Monolithic PWR SYS Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Roper Technologies Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Atlassian Corp Class A | $50K – $100K | Dividend · $1K – $2.5K |
| Kodiak Gas SVCS Inc | $50K – $100K | Dividend · $1K – $2.5K |
| FMC Corp | $15K – $50K | Dividend · $1K – $2.5K |
| Whitestone REIT REIT | Under $1K | Dividend · $1K – $2.5K |
| Prestige Consumer Health | $15K – $50K | Dividend · $1K – $2.5K |
| Copart Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Hub Group Inc Class A | $50K – $100K | Dividend · $1K – $2.5K |
| Apollo Global MGMT Inc Nclass Class A | $50K – $100K | Dividend · $1K – $2.5K |
| Esco Technologies Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Deckers Outdoor Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Annaly Cap MGMT Inc REIT | $15K – $50K | Dividend · $1K – $2.5K |
| Elme Communities REIT REIT | $15K – $50K | Dividend · $1K – $2.5K |
| Norfolk Southn Corp | $100K – $250K | Dividend · $1K – $2.5K |
| Amentum HLDGS Inc Equity | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Warner Bros Discovery Intender Offer Exp: 01/21/26 | $100K – $250K | Dividend · $1K – $2.5K |
| Akamai Technologies Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Box Inc Class A | $50K – $100K | Dividend · $1K – $2.5K |
| Interdigital Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Rex American Res Corp | $15K – $50K | Dividend · $1K – $2.5K |
| Moog Inc Class Class A | $100K – $250K | Dividend/Capital Gains · $1K – $2.5K |
| Premier Inc Class A | Under $1K | Capital Gains · $5K – $15K |
| United Parcel SVC Inc Class Class B | $100K – $250K | Dividend · $1K – $2.5K |
| Kimberly Clark Corp | $15K – $50K | Dividend · $1K – $2.5K |
| Meta Platforms Inc Class A | $250K – $500K | Dividend · $1K – $2.5K |
| Chubb LTD F | $100K – $250K | Dividend · $1K – $2.5K |
| Disney Walt Co | $100K – $250K | Dividend · $1K – $2.5K |
| Johnson Controls Int F | $100K – $250K | Dividend · $1K – $2.5K |
| First Horizon Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Sba Communications Corp Class Class A | $15K – $50K | Dividend · $1K – $2.5K |
| Gxo Logistics Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Kohls Corp | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Core Nat Res Inc | $50K – $100K | Dividend · $1K – $2.5K |
| General MTRS Co | $50K – $100K | Dividend · $1K – $2.5K |
| Topgolf Callaway Brands | $50K – $100K | Dividend · $1K – $2.5K |
| Aar Corp | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Freeport-mcmoran Inc | $50K – $100K | Dividend · $1K – $2.5K |
| CSW Industrials Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Progressive Corp OH | $100K – $250K | Dividend · $1K – $2.5K |
| Astrana Health Inc | $1K – $15K | Dividend · $1K – $2.5K |
| Merit Med SYS Inc | $100K – $250K | Dividend/Capital Gains · $1K – $2.5K |
| Mccormick & Co Inc Class Class N | $1K – $15K | — |
| Ibm Corp | $250K – $500K | Dividend · $5K – $15K |
| Fastenal Co | $500K – $1M | Dividend · $5K – $15K |
| Ibm Corp | $500K – $1M | Dividend · $5K – $15K |
| Parker-hannifin Corp | $250K – $500K | Dividend · $5K – $15K |
| Gap Inc | $15K – $50K | — |
| Unitedhealth Grou 4.5%33 Due 04/15/33 | $1M – $5M | Interest · $100K – $1M |
| BJS WHSL Club HLDGS Inc | $1K – $15K | — |
| Organon & Co | $15K – $50K | — |
| Cooper Cos Inc | $15K – $50K | — |
| Kaiser Alum Corp | $50K – $100K | Capital Gains · $201 – $1K |
| Affirm HLDGS Inc Class A | $1K – $15K | — |
| Apple INC. 4.3%33 Due 05/10/33 | $1M – $5M | Interest · $100K – $1M |
| CVS Health Corp | $500K – $1M | Dividend · $5K – $15K |
| Vanguard Total Stock Market ETF | $1M – $5M | $5K – $15K |
| Ste STRT Comtn SR SLCT SCTR SPDR ETF | $1M – $5M | $5K – $15K |
| Microsoft Corp | $1M – $5M | Dividend · $5K – $15K |
| Altria Group Inc | $500K – $1M | Dividend · $5K – $15K |
| Public Storage REIT | $500K – $1M | Dividend · $5K – $15K |
| Old Rep Intl Corp | $1K – $15K | — |
| Innoviva Inc | $1K – $15K | — |
| Allstate Corp | $50K – $100K | — |
| AMAZON.COM, INC. 4.55%27 Due 12/01/27 | $1M – $5M | Interest · $100K – $1M |
| Live Nation Entmt Inc | $50K – $100K | — |
| Morgan Stanley Var 28 Due 10/18/28 | $1M – $5M | Interest · $100K – $1M |
| Tidewater Inc New | $50K – $100K | — |
| Kentucky St CTFS PA 4%29BLDG Cops Due 04/15/29XTRO | $250K – $500K | Interest · $5K – $15K |
| Capital One Finl Corp | $250K – $500K | Dividend · $5K – $15K |
| Advanced Micro Devic | $500K – $1M | Dividend · $5K – $15K |
| Pennsylvania St TPK 5%42TPK Tran Due 12/01/42 | $500K – $1M | Interest · $5K – $15K |
| Tootsie Roll Inds Inc | $15K – $50K | — |
| American Tower Corp New REIT | $100K – $250K | — |
| Comstock Res Inc | $15K – $50K | — |
| Ste SRT CNSR STPLS SLCT Sec SPDR ETF | $1M – $5M | $5K – $15K |
| Ishares Core Msci Intrl DVLP MKT ETF | $1M – $5M | $5K – $15K |
| Alphabet Inc Class Class C | $1M – $5M | Dividend · $5K – $15K |
| SPDR S&P Global Natural Resourcs ETF | $500K – $1M | $5K – $15K |
| Rockwell Automation Inc | $500K – $1M | Dividend · $5K – $15K |
| AT&T Inc | $100K – $250K | — |
| Caseys Gen Stores Inc | $15K – $50K | — |
| Walker & Dunlop Inc | $15K – $50K | — |
| Millrose PPTYS Inc Class A | $1K – $15K | — |
| Verra Mobility Corp Class Class A | $50K – $100K | — |
| Paccar Inc | $15K – $50K | — |
| Metallus Inc | $15K – $50K | — |
| Merck & CO. INC. | $1M – $5M | Dividend · $5K – $15K |
| Jpmorgan Chase & Var 29 Due 07/23/29 | $250K – $500K | Interest · $5K – $15K |
| Wec Energy Group Inc | $500K – $1M | Dividend · $5K – $15K |
| Cracker Barrel Old CTRY | $15K – $50K | — |
| Azenta Inc | $15K – $50K | — |
| Ishr ETF Gsci CMD DYN STR ETF | $1M – $5M | $100K – $1M |
| Cogent Communications HL | $1K – $15K | — |
| Alkermes PLC F | $50K – $100K | — |
| Simply Good Foods Co | $50K – $100K | — |
| Liberty Hill Tex In 5%31GO Utx Due 02/01/31 | $250K – $500K | Interest · $5K – $15K |
| Bridgeport Conn 5%28VP Due 08/01/28 | $250K – $500K | Interest · $5K – $15K |
| Vanguard Dividend Appreciation ETF | $5M – $25M | Capital Gains · $100K – $1M |
| The Coca-cola Co | $1M – $5M | Dividends/Capital Gains · $15K – $50K |
| Philadelphia PA SCH 5%26GO LTX Due 09/01/26 | $250K – $500K | Interest · $15K – $50K |
| Accenture PLC Ireland Fclass Class A | $1M – $5M | Dividend · $15K – $50K |
| Carnival Corp F | $15K – $50K | — |
| Parsons Corp Del | $1K – $15K | — |
| Booking HLDGS Inc | $100K – $250K | — |
| Great Lakes WTR Aut 5%34SWR Util Due 07/01/34 | $250K – $500K | Interest · $15K – $50K |
| Omnicom Group Inc | $500K – $1M | Dividend · $15K – $50K |
| North Slope Boro AL 5%26GO Utx Due 06/30/26 | $250K – $500K | Interest · $15K – $50K |
| Illinois St 5%36GO Utx Due 07/01/36 | $250K – $500K | Interest · $15K – $50K |
| Abbvie Inc | $500K – $1M | Dividend/Capital Gains · $15K – $50K |
| New York St Dorm AU 5%26SPL Tax Due 03/15/26 | $250K – $500K | Interest · $15K – $50K |
| Philip Morris Intl Inc | $1M – $5M | Dividend · $15K – $50K |
| Grand Canyon ED Inc | $15K – $50K | — |
| Phinia Inc | $50K – $100K | — |
| South Fla WTR MGMT 5%26WTR Cops Due 10/01/26XTRO | $250K – $500K | Interest · $15K – $50K |
| Orange CNTY Fla SCH 5%26SCH Cops Due 08/01/26XTRO | $250K – $500K | Interest · $15K – $50K |
| Interface Inc Class Class A | $15K – $50K | — |
| Civitas Res Inc | $15K – $50K | — |
| United Therapeutics Corp | $15K – $50K | — |
| Andersons Inc | $15K – $50K | — |
| Amcor PLC F | $15K – $50K | — |
| Planet Fitness Inc Class Class A | $15K – $50K | — |
| Illinois St 4%32GO Utx Due 10/01/32 | $250K – $500K | Interest · $15K – $50K |
| Wayne-westland CMNT 4%30GO Utx Due 05/01/30 | $250K – $500K | Interest · $15K – $50K |
| Cowlitz CNTY Wash S 5%26GO Utx Due 12/01/26 | $250K – $500K | Interest · $15K – $50K |
| Visa Inc Class Class A | $1M – $5M | Dividend · $15K – $50K |
| South Carolina Jobs 5%38SYST HLTH Due 11/01/38XTRO | $500K – $1M | Interest · $15K – $50K |
| Vanguard Dividend Appreciation ETF | $1M – $5M | $15K – $50K |
| Regions Finl Corp New | $50K – $100K | — |
| US Treasur NT 4.25%01/30UST Note Due 01/31/30 | $5M – $25M | Interest · $100K – $1M |
| Westlake Corp | $15K – $50K | — |
| Proto Labs Inc Equity Class Equity | $15K – $50K | — |
| Champion Homes Inc | $50K – $100K | — |
| Crescent Energy Co Class Class A | $15K – $50K | — |
| MGP Ingredients Inc New | $15K – $50K | — |
| Four Corners PPTY TR Inc | $50K – $100K | — |
| W P Carey Inc REIT | $15K – $50K | — |
| Mastercard Inc Class Class A | $500K – $1M | Dividend · $15K – $50K |
| Kinetik HLDGS Inc Class A | $15K – $50K | — |
| Medical PPTYS TR Inc REIT | $50K – $100K | Capital Gains · $201 – $1K |
| Mercury SYS Inc | $50K – $100K | — |
| Builders Firstsource Inc | $15K – $50K | — |
| Strategic ED Inc | $50K – $100K | — |
| State STR Corp | $15K – $50K | — |
| Triumph Finl Inc | $15K – $50K | Capital Gains · $201 – $1K |
| Dollar Gen Corp New | $50K – $100K | — |
| Phibro Animal Health Corclass Class A | $15K – $50K | Capital Gains · $201 – $1K |
| Stellar Bancorp Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Phillips 66 | $100K – $250K | Dividend · $1K – $2.5K |
| Ethan Allen Interiors In | $15K – $50K | Dividend · $1K – $2.5K |
| Caretrust REIT Inc REIT | $100K – $250K | Dividend/Capital Gains · $1K – $2.5K |
| Upwork Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Adobe Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Ati Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Viking Therapeutics Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Thermo Fisher Scientific | $250K – $500K | Dividend · $1K – $2.5K |
| Watsco Inc | $250K – $500K | Dividend · $1K – $2.5K |
| Constellation Brands Incclass Class A | $500K – $1M | Dividend · $1K – $2.5K |
| Sitime Corp | $100K – $250K | Dividend · $1K – $2.5K |
| Merck & CO. INC. | $250K – $500K | Dividend · $1K – $2.5K |
| Outfront Media Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Workday Inc Class A | $15K – $50K | Dividend · $1K – $2.5K |
| Brown & Brown Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Edison Intl | $15K – $50K | Dividend · $1K – $2.5K |
| Teradyne Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Banc Calif Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Insight Enterprises Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Cisco SYS Inc | $250K – $500K | Dividend · $1K – $2.5K |
| Targa Res Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Insperity Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Cummins Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Zoetis Inc Class Class A | $50K – $100K | Dividend · $1K – $2.5K |
| Geo Group Inc New REIT | $50K – $100K | Dividend · $1K – $2.5K |
| Houlihan Lokey Inc Class Class A | $50K – $100K | Dividend · $1K – $2.5K |
| BWX Technologies Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Banner Corp | $15K – $50K | Dividend · $1K – $2.5K |
| Lumen Technologies Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Wesco Intl Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Verisk Analytics Inc Class A | $50K – $100K | Dividend · $1K – $2.5K |
| Natera Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Micron Technology Inc | $500K – $1M | Dividend · $1K – $2.5K |
| Hilton Worldwide HLDGS I | $100K – $250K | Dividend · $1K – $2.5K |
| Wells Fargo & Co | $250K – $500K | Dividend · $1K – $2.5K |
| Abbott Labs | $500K – $1M | Dividend · $1K – $2.5K |
| Liberty Energy Inc A Class A | $100K – $250K | Dividend · $1K – $2.5K |
| Dow Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Visa Inc Class Class A | $500K – $1M | Dividend · $1K – $2.5K |
| Lam Resh Corp | $250K – $500K | Dividend/CApital Gains · $1K – $2.5K |
| Accenture PLC Ireland Fclass Class A | $250K – $500K | Dividend · $1K – $2.5K |
| Avista Corp | $15K – $50K | Dividend · $1K – $2.5K |
| United Parks And Res | $15K – $50K | Dividend/Capital Gain · $1K – $2.5K |
| Amerisafe Inc | $1K – $15K | Dividend · $1K – $2.5K |
| Synopsys Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Nmi HLDGS Inc | $50K – $100K | Dividend · $1K – $2.5K |
| E L F Beauty Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Equitable HLDGS Inc | $1K – $15K | Dividend · $1K – $2.5K |
| Intuitive Surgical Inc | $250K – $500K | Dividend · $1K – $2.5K |
| Azz Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Cohen & Steers Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Ubiquiti Inc | $50K – $100K | Dividend · $1K – $2.5K |
| Waystar HLDG Corp | $50K – $100K | Dividend · $1K – $2.5K |
| The Cigna Group | $100K – $250K | Dividend · $1K – $2.5K |
| Patrick Inds Inc | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Energizer HLDGS Inc New | $15K – $50K | Dividend/Capital Gains · $2.5K – $5K |
| Patterson-uti Energy | Under $1K | Capital Gains · $2.5K – $5K |
| United CMNTY BK Blairsvi | $50K – $100K | Dividend/Capital Gain · $1K – $2.5K |
| Mcdonalds Corp | $250K – $500K | Dividend · $1K – $2.5K |
| Advansix Inc | $15K – $50K | Dividend · $1K – $2.5K |
| Pfizer Inc | $100K – $250K | Dividend/Capital Gains · $2.5K – $5K |
| Impinj Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Integra Lifesciences HLD | $15K – $50K | Dividend · $2.5K – $5K |
| Hca Healthcare Inc | $100K – $250K | Dividend · $1K – $2.5K |
| Lockheed Martin Corp | $100K – $250K | Dividend · $1K – $2.5K |
| Siriuspoint LTD F | $50K – $100K | Dividend · $1K – $2.5K |
| Ralliant Corp | $50K – $100K | Dividend · $1K – $2.5K |
| Louisiana St Gas & 5%27EXCISE Tax Due 05/01/27 | $250K – $500K | Interest · $15K – $50K |
| Milledgeville-baldw 5%29STHG Educ Due 06/15/29XTRO | $250K – $500K | Interest · $15K – $50K |
| Mcdonalds Corp | $1M – $5M | Dividend · $15K – $50K |
| Parker-hannifin Corp | $1M – $5M | Dividend · $15K – $50K |
| Tulsa CNTY Okla Ind 4%30LEAS SCH Due 09/01/30XTRO | $500K – $1M | Interest · $15K – $50K |
| Wells Fargo & Co 4.15%29 Due 01/24/29 | $500K – $1M | Interest · $15K – $50K |
| Wells Fargo & Co 4.15%29 Due 01/24/29 | $500K – $1M | Interest · $15K – $50K |
| Summit Hotel PPTYS Inc REIT | $15K – $50K | Dividend · $201 – $1K |
| Aecom | $15K – $50K | Dividend · $201 – $1K |
| Wingstop Inc | $15K – $50K | Dividend · $201 – $1K |
| Forward Air Corp New | $15K – $50K | Dividend · $201 – $1K |
| American Intl Group Inc | $50K – $100K | Dividend · $201 – $1K |
| Simmons First Natl Corp Class A | $15K – $50K | Dividend · $201 – $1K |
| S & T Bancorp Inc | $1K – $15K | Dividend · $201 – $1K |
| Arlington Tex Indpt 5%31GO Utx Due 02/15/31 | $1M – $5M | Interest · $15K – $50K |
| Duke Energy Corp New | $1M – $5M | Dividend · $15K – $50K |
| Ryder SYS Inc | $15K – $50K | Dividend · $201 – $1K |
| Saul CTRS Inc REIT | $15K – $50K | Dividend/Capital Gain · $201 – $1K |
| Schrodinger Inc | Under $1K | Capital Gains · $1K – $2.5K |
| Encompass Health Corp | $15K – $50K | Dividend · $201 – $1K |
| Academy Sports & Outdoor | $50K – $100K | Dividend · $201 – $1K |
| Las Vegas Sands Corp | $15K – $50K | Dividend · $201 – $1K |
| Pacira Biosciences Inc | $1K – $15K | Dividend/Capital Gains · $201 – $1K |
| Navient Corp | $50K – $100K | Dividend · $201 – $1K |
| V F Corp | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| THRYV HLDGS Inc | $1K – $15K | Dividend · $201 – $1K |
| Tampa Fla Non-ad VA 4%33VP Due 10/01/33 | $500K – $1M | Interest · $15K – $50K |
| New Haven Mich CMNT 5%28GO Utx Due 05/01/28 | $250K – $500K | Interest · $15K – $50K |
| Santa Rosa CNTY Fla 5%29SCH Cops Due 02/01/29 | $250K – $500K | Interest · $15K – $50K |
| Colorado St CTFS PA 5%30VP Cops Due 12/15/30XTRO | $250K – $500K | Interest · $15K – $50K |
| Fnma PL FA0887 2.5%38 Due 02/01/38 | $1M – $5M | Interest · $15K – $50K |
| Ross Stores Inc | $50K – $100K | Dividend · $201 – $1K |
| Blue Owl Cap Inc Class A | $1K – $15K | Dividend · $201 – $1K |
| Choice Hotels Intl Inc | $15K – $50K | Dividend · $201 – $1K |
| Nexstar Media Group Inc Class Class A | $1K – $15K | Dividend · $201 – $1K |
| Advanced Energy Inds Inc | $100K – $250K | Dividend · $201 – $1K |
| Myriad Genetics Inc | $15K – $50K | Dividend · $201 – $1K |
| Ishares CRRNCY HDG Msci Eurzn ETF | $500K – $1M | $15K – $50K |
| Unitedhealth Group Inc | $1M – $5M | Dividend · $15K – $50K |
| St Paul Minn SA 3.887%35COMB Tax Due 11/01/35XTRO Taxbl | $500K – $1M | Interest · $15K – $50K |
| Walmart Inc | $500K – $1M | Dividend · $15K – $50K |
| Van Alstyne Tex Ind 5%32GO Utx Due 02/15/32 | $500K – $1M | Interest · $15K – $50K |
| Qualcomm Inc | $250K – $500K | Dividend · $201 – $1K |
| Texas Roadhouse Inc Class A | $15K – $50K | Dividend · $201 – $1K |
| Ellington Finl Inc REIT | $15K – $50K | Dividend · $201 – $1K |
| Jacobs Solutions Inc | $1K – $15K | Dividend · $201 – $1K |
| Fnma PL FA2635 2.5%36 Due 04/01/36 | $1M – $5M | Interest · $15K – $50K |
| Verizon Communications I | $1M – $5M | Dividend · $15K – $50K |
| Coterra Energy Inc | $1K – $15K | — |
| Evercore Inc Class A | $1K – $15K | Dividend · $201 – $1K |
| Liberty Broadband Corp Class Series C | $1K – $15K | Dividend · $201 – $1K |
| Home Bancshares Inc | $15K – $50K | Dividend · $201 – $1K |
| Harlandale Tex Indp 5%35GO Utx Due 08/15/35 | $500K – $1M | Interest · $15K – $50K |
| Kitsap CNTY Wash SC 5%38GO Utx Due 12/01/38 | $500K – $1M | Interest · $15K – $50K |
| Texas Transn Commn 5%40TPK Tran Due 08/15/40XTRO | $1M – $5M | Interest · $15K – $50K |
| Fircrest PPTYS Wash 5%39LEAS BLDG Due 06/01/39XTRO | $1M – $5M | Interest · $15K – $50K |
| Volusia CNTY Fla SC 5%27SCH Cops Due 08/01/27 | $500K – $1M | Interest · $15K – $50K |
| Warren CNTY Miss CT 5%31CFAC Cops Due 09/01/31XTRO | $500K – $1M | Interest · $15K – $50K |
| Jackson CNTY MO SPL 5%31CFAC BLDG Due 12/01/31 | $500K – $1M | Interest · $15K – $50K |
| Warren CNTY Miss CT 5%33CFAC Cops Due 09/01/33XTRO | $500K – $1M | Interest · $15K – $50K |
| Wayne St Univ Mich 5%34PUB Educ Due 11/15/34 | $500K – $1M | Interest · $15K – $50K |
| New Haven Mich CMNT 5%32GO Utx Due 05/01/32 | $500K – $1M | Interest · $15K – $50K |
| Johnson & Johnson | $500K – $1M | Dividend · $15K – $50K |
| New York N Y City T 5%30FINL SCH Due 07/15/30 | $500K – $1M | Interest · $15K – $50K |
| Apple Inc | $5M – $25M | Dividend/Capital Gains · $15K – $50K |
| American Axle & MFG HLDG | $15K – $50K | Dividend · $201 – $1K |
| Cognex Corp | $15K – $50K | Dividend · $201 – $1K |
| Grainger W W Inc | $15K – $50K | Dividend · $201 – $1K |
| Radnet Inc | $100K – $250K | Dividend/Capital Gains · $1K – $2.5K |
| Archrock Inc | $50K – $100K | Dividend · $201 – $1K |
| Arlington Tex Highe 4%31CHAR Educ Due 08/15/31XTRO | $500K – $1M | Interest · $15K – $50K |
| Exxon Mobil Corp | $1M – $5M | Dividend · $15K – $50K |
| Broward CNTY FL 2.384%26AIR Tran Due 10/01/26XTRO Taxbl | $1M – $5M | Interest · $15K – $50K |
| Weld CNTY Colo S 5.25%39GO Utx Due 12/01/39 | $500K – $1M | Interest · $15K – $50K |
| Olin Corp | $1K – $15K | — |
| Innospec Inc | $15K – $50K | Dividend · $201 – $1K |
| Pool Corp | $50K – $100K | Dividend · $201 – $1K |
| Mdu Res Group Inc | $50K – $100K | Dividend · $201 – $1K |
| Align Technology Inc | $15K – $50K | Dividend · $201 – $1K |
| Arlo Technologies Inc | $15K – $50K | Dividend/Capital Gains · $1K – $2.5K |
| Osi SYS Inc | $50K – $100K | Dividend/Capital Gains · $15K – $50K |
| Stewart Information SVCS | $15K – $50K | Dividend · $201 – $1K |
| Zscaler Inc | $1K – $15K | Dividend · $201 – $1K |
| Eli Lilly And Co | $1M – $5M | Dividend · $15K – $50K |
| New York N Y City T 5%39COMB Tax Due 05/01/39 | $1M – $5M | Interest · $15K – $50K |
| New Jersey Econo 5.25%37IMPT SCH Due 06/15/37 | $1M – $5M | Interest · $15K – $50K |
| Varonis SYS Inc | $15K – $50K | — |
| Atlantic UN Bankshares C | $100K – $250K | Dividend · $201 – $1K |
| Credit Accep Corp Mich | $1K – $15K | Dividend · $201 – $1K |
| Diamondback Energy Inc | $1K – $15K | Dividend · $201 – $1K |
| Tenet Healthcare Corp | $15K – $50K | Dividend · $201 – $1K |
| Cme Group Inc Class Class A | $100K – $250K | Dividend · $201 – $1K |
| Philadelphia PA Aut 5%39VP Due 12/01/39 | $1M – $5M | Interest · $15K – $50K |
| Lower Colo Riv Auth 5%28ELEC Util Due 05/15/28 | $500K – $1M | Interest · $15K – $50K |
| Connecticut St 4%31GO Utx Due 01/15/31 | $500K – $1M | Interest · $15K – $50K |
| Enact HLDGS Inc | $1K – $15K | Dividend |
| Waste MGMT Inc Del | $15K – $50K | Dividend · $201 – $1K |
| Comfort SYS USA Inc | $50K – $100K | Dividend · $201 – $1K |
| Sarepta Therapeutics Inc | $15K – $50K | Dividend · $201 – $1K |
| Bloom Energy Corp Class Class A | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| American Homes 4 Rent REIT | $1K – $15K | Dividend |
| CVB Finl Corp | $1K – $15K | Dividend · $201 – $1K |
| Global Net Lease Inc | $15K – $50K | Dividend · $201 – $1K |
| Ishares Msci Japan ETF | $500K – $1M | $15K – $50K |
| Washington St 5%37GO Utx Due 02/01/37 | $1M – $5M | Interest · $15K – $50K |
| Grand River Dam Aut 5%40ELEC Util Due 06/01/40 | $1M – $5M | Interest · $15K – $50K |
| Jpmorgan Chase & Co | $1M – $5M | Dividend/Capital Gains · $15K – $50K |
| Freshpet Inc | $50K – $100K | Dividend · $201 – $1K |
| Fulton Finl Corp PA | $50K – $100K | Dividend · $201 – $1K |
| Jefferies Finl Group Inc | $1K – $15K | Dividend · $201 – $1K |
| Ford MTR Co Del | $50K – $100K | Dividend · $201 – $1K |
| Diamondrock Hospitality REIT | $15K – $50K | Dividend · $201 – $1K |
| Fiserv Inc | $50K – $100K | Dividend · $2.5K – $5K |
| Invsc QQQ Trust SRS 1 ETF | $1M – $5M | $2.5K – $5K |
| Apple Hospitality REIT Ireit | $15K – $50K | Dividend · $2.5K – $5K |
| Xenia Hotels & Resorts Ireit | $50K – $100K | Dividend · $2.5K – $5K |
| Keycorp New | $100K – $250K | Dividend · $2.5K – $5K |
| New Jersey St Trans 5%42COMB Tran Due 06/15/42 | $500K – $1M | Interest · $2.5K – $5K |
| Sysco Corp | $50K – $100K | Dividend · $2.5K – $5K |
| KKR & Co Inc | $100K – $250K | Dividend · $2.5K – $5K |
| Block H & R Inc | $15K – $50K | Dividend · $2.5K – $5K |
| Bancfirst Corp | $15K – $50K | Dividend · $2.5K – $5K |
| Nextera Energy Inc | $250K – $500K | Dividend · $2.5K – $5K |
| Carmax Inc | $100K – $250K | Dividend · $2.5K – $5K |
| Expedia Group Inc | $50K – $100K | Dividend · $2.5K – $5K |
| Lincoln Natl Corp Ind | $100K – $250K | Dividend/Capital Gains · $2.5K – $5K |
| Resideo Technologies Inc | $100K – $250K | Dividend · $2.5K – $5K |
| Ryman Hospitality PPTYS REIT | $50K – $100K | Dividend · $2.5K – $5K |
| Applovin Corp Class A | $250K – $500K | Dividend · $2.5K – $5K |
| Aci Worldwide Inc | $100K – $250K | Dividend/Capital Gains · $5K – $15K |
| Phillips Edison & Co Inc | $50K – $100K | Dividend · $2.5K – $5K |
| State STRT Cons DSRY Sltse SP ETF IV | $1M – $5M | $2.5K – $5K |
| Cencora Inc Class Series A | $100K – $250K | Dividend · $2.5K – $5K |
| Oceaneering Intl Inc | $50K – $100K | Dividend · $2.5K – $5K |
| Ste STRT Fincl SLCT Sector SPDR ETF | $500K – $1M | $2.5K – $5K |
| Granite Constr Inc | $100K – $250K | Dividend · $2.5K – $5K |
| Millrose PPTYS Inc Class A | $50K – $100K | Dividend · $2.5K – $5K |
| Grid Dynamics HLDGS Inc Class A | $15K – $50K | Dividend · $2.5K – $5K |
| Uber Technologies Inc | $100K – $250K | Dividend · $2.5K – $5K |
| Quanta SVCS Inc | $100K – $250K | Dividend · $2.5K – $5K |
| Starbucks Corp | $250K – $500K | Dividend · $2.5K – $5K |
| Exxon Mobil Corp | $500K – $1M | Dividend · $2.5K – $5K |
| Volusia CNTY Fla ED 5%27UNIV Educ Due 10/15/27 | $1M – $5M | Interest · $15K – $50K |
| Ishares Core Msci Pacific ETF | $500K – $1M | $15K – $50K |
| Air Products And 4.85%34 Due 02/08/34 | $1M – $5M | Interest · $15K – $50K |
| Wells Fargo & Co Var 33 Due 07/25/33 | $1M – $5M | Interest · $15K – $50K |
| US Treasur NT 4%07/30UST Note Due 07/31/30 | $5M – $25M | Interest · $100K – $1M |
| Glacier Bancorp Inc New | $15K – $50K | Dividend · $201 – $1K |
| Fox Factory HLDG Corp | $15K – $50K | Dividend · $201 – $1K |
| Lemaitre Vascular Inc | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Hertz Global HLDGS Inc N | $1K – $15K | Dividend · $201 – $1K |
| Core Laboratories Inc | $1K – $15K | Dividend · $201 – $1K |
| RTX Corp | $500K – $1M | Dividend · $15K – $50K |
| Broadcom Inc | $1M – $5M | Dividend · $15K – $50K |
| Broadcom Inc | $1M – $5M | Dividend · $15K – $50K |
| Insmed Inc | $50K – $100K | Dividend · $201 – $1K |
| Essential PPTYS RLTY TR REIT | $50K – $100K | Dividend · $201 – $1K |
| H2O America Com | $100K – $250K | Dividend · $201 – $1K |
| Mirion Technologies Inc Class Class A | $50K – $100K | Dividend/Capital Gains · $201 – $1K |
| Sonos Inc | $50K – $100K | Dividend · $201 – $1K |
| Hci Group Inc | $15K – $50K | Dividend · $201 – $1K |
| Chemours Co | $50K – $100K | Dividend · $201 – $1K |
| Pepsico Inc | $250K – $500K | Dividend · $201 – $1K |
| Qualcomm Inc 2.15%30 Due 05/20/30 | $1M – $5M | Interest · $15K – $50K |
| Berkshire Hathaway Class Class B | $1M – $5M | Dividend · $15K – $50K |
| Global PMTS Inc | $15K – $50K | — |
| Repligen Corp | $15K – $50K | Dividend · $201 – $1K |
| Ultra Clean HLDGS Inc | $15K – $50K | Dividend/Capital Gain · $201 – $1K |
| Motorola Solutions Inc | $50K – $100K | Dividend · $201 – $1K |
| Paychex Inc | $50K – $100K | Dividend · $201 – $1K |
| Coreweave Inc Class A | $1K – $15K | Dividend · $201 – $1K |
| HA Sustainable Infrastructue Capital, Inc | $50K – $100K | Dividend · $201 – $1K |
| Bridgeport Conn 5%29VP Due 09/01/29 | $500K – $1M | Interest · $15K – $50K |
| Lockheed Martin Corp | $1M – $5M | Dividend · $15K – $50K |
| Illinois St 5%36GO Utx Due 07/01/36 | $500K – $1M | Interest · $15K – $50K |
| Abm Inds Inc | $15K – $50K | Dividend · $201 – $1K |
| Cintas Corp | $50K – $100K | Dividend · $201 – $1K |
| Citigroup INC. Var 32 Due 05/01/32 | $1M – $5M | Interest · $15K – $50K |
| Valmont Inds Inc | $1K – $15K | Dividend · $201 – $1K |
| Hewlett Packard Enterpri | $15K – $50K | Dividend · $201 – $1K |
| Cboe Global MKTS Inc | $15K – $50K | Dividend · $201 – $1K |
| Perrigo Co PLC F | $15K – $50K | Dividend · $201 – $1K |
| US Treasu NT 4.625%05/31UST Note Due 05/31/31 | $5M – $25M | Interest · $100K – $1M |
| Honeywell Intl Inc | $100K – $250K | Dividend · $201 – $1K |
| Kinder Morgan Inc Del | $50K – $100K | Dividend · $201 – $1K |
| Veris Residential Inc REIT | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| Wylie Tex Indpt SCH 5%27GO Utx Due 08/15/27 | $500K – $1M | Interest · $15K – $50K |
| Columbia CNTY Fla S 5%37SCH Cops Due 07/01/37 | $500K – $1M | Interest · $15K – $50K |
| San Antonio Tex Ele 5%26COMB Util Due 02/01/26 | $500K – $1M | Interest · $15K – $50K |
| Chicago Ill Met WTR 5%28GO Utx Due 12/01/28 | $500K – $1M | Interest · $15K – $50K |
| Ishares US Treasury Bondetf | $1M – $5M | $15K – $50K |
| Nvidia Corp | $5M – $25M | Dividend · $15K – $50K |
| On Semiconductor Corp | $15K – $50K | Dividend · $201 – $1K |
| Cushman & Wakefield F | $50K – $100K | Dividend · $201 – $1K |
| Erie Indty Co Class A | $1K – $15K | Dividend · $201 – $1K |
| Cinemark HLDGS Inc | $50K – $100K | Dividend · $201 – $1K |
| World Accep Corp S C New | $1K – $15K | Capital Gains · $1K – $2.5K |
| Corning Inc | $50K – $100K | Dividend · $201 – $1K |
| Netscout SYS Inc | $50K – $100K | Dividend · $201 – $1K |
| Otter Tail Corp | $15K – $50K | Dividend/Capital Gains · $1K – $2.5K |
| Will & Kendall CNTY 5%26GO LTX Due 01/01/26 | $500K – $1M | Interest · $15K – $50K |
| Arlington Tex Highe 5%37CHAR Educ Due 08/15/37XTRO | $500K – $1M | Interest · $15K – $50K |
| Arlington Tex Highe 5%35CHAR Educ Due 08/15/35XTRO | $500K – $1M | Interest · $15K – $50K |
| Ugi Corp New | $15K – $50K | — |
| Harmony Biosciences HLDG | $1K – $15K | — |
| Ameren Corp | $1K – $15K | Dividend · $201 – $1K |
| West Pharmaceutical SVCS | $15K – $50K | Dividend · $201 – $1K |
| Dominos Pizza Inc | $1K – $15K | Dividend · $201 – $1K |
| United Nat Foods Inc | $50K – $100K | Dividend · $201 – $1K |
| Moelis & Co Class Class A | $100K – $250K | Dividend · $201 – $1K |
| NTNL BK HLDGS Corp A Class A | $1K – $15K | Dividend · $201 – $1K |
| Lamar Tex Cons Indp 5%28GO Utx Due 02/15/28 | $500K – $1M | Interest · $15K – $50K |
| Cook CNTY Ill CMNTY 5%37DB Utx Due 12/01/37 | $500K – $1M | Interest · $15K – $50K |
| Capitol Fed Finl Inc | $15K – $50K | Dividend · $201 – $1K |
| Prologis Inc REIT | $100K – $250K | Dividend · $201 – $1K |
| Autodesk Inc | $100K – $250K | Dividend · $201 – $1K |
| Eagle Bancorp Inc MD | $15K – $50K | Dividend · $201 – $1K |
| Sylvamo Corp | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| Liberty Media Corp Del Class Series C | $15K – $50K | Dividend · $201 – $1K |
| Cardinal Health Inc | $50K – $100K | Dividend · $201 – $1K |
| Invitation Homes Inc | $50K – $100K | Dividend · $201 – $1K |
| SHIFT4 PMTS Inc Class A | $15K – $50K | Dividend · $201 – $1K |
| Jpmorgan Chase & Var 33 Due 01/25/33 | $1M – $5M | Interest · $15K – $50K |
| Bank Of America C Var 30 Due 10/22/30 | $1M – $5M | Interest · $15K – $50K |
| CSX Corp | $100K – $250K | Dividend · $201 – $1K |
| Oshkosh Corp | $15K – $50K | Dividend · $201 – $1K |
| Alarm Com HLDGS Inc | $15K – $50K | Dividend · $201 – $1K |
| Otis Worldwide Corp | $50K – $100K | Dividend · $201 – $1K |
| Bristol Myers Squibb Co | $100K – $250K | Dividend · $201 – $1K |
| Acuity INC. | $15K – $50K | Dividend · $201 – $1K |
| Badger Meter Inc | $50K – $100K | Dividend · $201 – $1K |
| Adapt Health Corp | $15K – $50K | Dividend · $201 – $1K |
| Lakeland Finl Corp | $15K – $50K | Dividend · $201 – $1K |
| Ferguson Enterprises Inc | $50K – $100K | Dividend · $201 – $1K |
| State Stret Tec Select Sec SPDR ETF | $1M – $5M | Capital Gains · $2.5K – $5K |
| Missouri St Health 5%40SYST HLTH Due 11/15/40XTRO | $500K – $1M | Interest · $2.5K – $5K |
| Clean HBRS Inc | $50K – $100K | Dividend · $2.5K – $5K |
| Medtronic PLC F | $100K – $250K | Dividend · $2.5K – $5K |
| Morgan Stanley | $1M – $5M | Dividend/Capital Gains · $2.5K – $5K |
| TJX Cos Inc New | $250K – $500K | Dividend · $2.5K – $5K |
| Piper Sandler Companies | $100K – $250K | Dividend · $2.5K – $5K |
| Truist Finl Corp | $1M – $5M | Dividend · $2.5K – $5K |
| Meta Platforms Inc Class A | $1M – $5M | Dividend · $2.5K – $5K |
| Vertex Pharmaceuticals I | $100K – $250K | Dividend · $2.5K – $5K |
| Teradata Corp Del | $100K – $250K | Dividend · $2.5K – $5K |
| Jpmorgan Chase & Var 33 Due 01/25/33 | $100K – $250K | Interest · $2.5K – $5K |
| Intel Corp | $100K – $250K | Dividend · $2.5K – $5K |
| Arista Networks Inc | $100K – $250K | Dividend · $2.5K – $5K |
| Meritage Homes Corp | $100K – $250K | Dividend · $2.5K – $5K |
| Cheniere Energy Inc | $50K – $100K | Dividend · $2.5K – $5K |
| Arrowhead Pharmaceutical | $100K – $250K | Dividend/Capital Gains · $2.5K – $5K |
| Arcbest Corp | $15K – $50K | Dividend · $2.5K – $5K |
| Oracle Corp | $250K – $500K | Dividend/Capital Gains · $5K – $15K |
| Brady Corp Class A | $50K – $100K | Dividend · $2.5K – $5K |
| Home Depot Inc | $250K – $500K | Dividend · $2.5K – $5K |
| Goldman Sachs Group Inc | $250K – $500K | Dividend · $2.5K – $5K |
| Mastec Inc | $50K – $100K | Dividend · $2.5K – $5K |
| GE Vernova Inc | $100K – $250K | Dividend · $2.5K – $5K |
| Blackrock Inc New | $100K – $250K | Dividend · $2.5K – $5K |
| Caesars Entmt Inc New | $100K – $250K | Dividend · $2.5K – $5K |
| Howmet Aerospace Inc | $100K – $250K | Dividend · $2.5K – $5K |
| Alaska Air Group Inc | $15K – $50K | Dividend/Capital Gains · $5K – $15K |
| Hillenbrand Inc | $50K – $100K | Dividend · $2.5K – $5K |
| Beaumont Tex 4%32DB LTX Due 03/01/32 | $1M – $5M | Interest · $15K – $50K |
| Hutto Tex Indpt SCH 5%34GO Utx Due 08/01/34 | $500K – $1M | Interest · $15K – $50K |
| DC 5%27WRSR Util Due 10/01/27 | $500K – $1M | Interest · $15K – $50K |
| Sun CTRY Airls HLDGS Inc | $1K – $15K | — |
| Interparfums Inc | $50K – $100K | Dividend · $201 – $1K |
| Royal Caribbean Grou F | $100K – $250K | Dividend · $201 – $1K |
| Bristow Group Inc Del NE | $15K – $50K | Dividend · $201 – $1K |
| U S Physical Therapy | $15K – $50K | Dividend/Capital Gain · $2.5K – $5K |
| Arlington Tex Highe 4%31REV Utx Due 08/15/31XTRO | $1M – $5M | Interest · $15K – $50K |
| Qualcomm Inc 2.15%30 Due 05/20/30 | $1M – $5M | Interest · $15K – $50K |
| Photronics Inc | $50K – $100K | Dividend · $201 – $1K |
| Hubspot Inc | $15K – $50K | Dividend · $201 – $1K |
| Talos Energy Inc | $15K – $50K | Dividend · $201 – $1K |
| Eqt Corp | $15K – $50K | Dividend · $201 – $1K |
| Guess Inc | $15K – $50K | Dividend · $201 – $1K |
| Kennametal Inc | $15K – $50K | Dividend · $201 – $1K |
| Bancorp Inc Del | $50K – $100K | Dividend · $201 – $1K |
| G-III Apparel Group LTD | $15K – $50K | Dividend · $201 – $1K |
| Alaska Mun BD BK AL 5%30REV Utx Due 12/01/30 | $500K – $1M | Interest · $15K – $50K |
| Comcast Corp 3.15%26**CALLED** @100 Eff: 01/15/2026 | $1M – $5M | Interest · $15K – $50K |
| Select Med HLDGS Corp Class Class N | $15K – $50K | — |
| Jack In The Box Inc | $1K – $15K | Dividend · $201 – $1K |
| Commerce Bancshares Inc | $15K – $50K | Dividend · $201 – $1K |
| Cadence Design SYS Inc | $100K – $250K | Dividend · $201 – $1K |
| Applied Matls Inc | $250K – $500K | Dividend · $201 – $1K |
| Philadelphia PA Aut 5%27FAC Rec Due 10/01/27 | $500K – $1M | Interest · $15K – $50K |
| Cook CNTY Ill 5%27GO Utx Due 11/15/27 | $500K – $1M | Interest · $15K – $50K |
| Citizens Finl Group Inc | $500K – $1M | Dividend · $201 – $1K |
| Bank Hawaii Corp | $15K – $50K | Dividend · $201 – $1K |
| Wex Inc | $1K – $15K | Dividend · $201 – $1K |
| Pitney Bowes Inc | $15K – $50K | Dividend · $201 – $1K |
| Adeia Inc | $1K – $15K | — |
| FNF Group Class Class A | $15K – $50K | Dividend · $201 – $1K |
| Synovus Finl Corp Mandatory Merger Eff: 01/02/26 | $50K – $100K | Dividend · $201 – $1K |
| Kinsale Cap Group Inc | $15K – $50K | Dividend · $201 – $1K |
| Msa Safety Inc | $15K – $50K | Dividend · $201 – $1K |
| Clear Secure Inc Class A | $50K – $100K | Dividend · $201 – $1K |
| Best Buy Inc | $15K – $50K | Dividend · $201 – $1K |
| Iron MTN Inc New REIT | $50K – $100K | Dividend · $201 – $1K |
| Boise Cascade Co | $15K – $50K | Dividend · $201 – $1K |
| Texas Instrs Inc | $100K – $250K | Dividend · $201 – $1K |
| Lululemon Athletica Inc | $50K – $100K | Dividend · $201 – $1K |
| Reddit Inc Class A | $1K – $15K | Dividend · $201 – $1K |
| Matthews Intl Corp Class A | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| Solarwinds Corp | Under $1K | Capital Gains · $1K – $2.5K |
| Crane Co | $15K – $50K | Dividend · $201 – $1K |
| Trinity Inds Inc | $15K – $50K | Dividend · $201 – $1K |
| The Goldman Sachs 3.5%26 Due 11/16/26 | $1M – $5M | Interest · $15K – $50K |
| Ishares International TRSRY BND ETF | $1M – $5M | $15K – $50K |
| Clark CNTY Nev SCH 4%32GO LTX Due 06/15/32 | $1M – $5M | Interest · $15K – $50K |
| New Jersey St Trans 5%31COMB Tran Due 06/15/31 | $1M – $5M | Interest · $15K – $50K |
| Sun CMNTYS Inc REIT | $1K – $15K | — |
| JBG Smith PPTYS | $15K – $50K | — |
| Clearway Energy Inc Class A | $15K – $50K | Dividend · $201 – $1K |
| Hershey Co | $15K – $50K | Dividend · $201 – $1K |
| Citigroup INC. Var 32 Due 05/01/32 | $1M – $5M | Interest · $15K – $50K |
| Royalty Pharma PLC Fclass A | $1K – $15K | — |
| Alpha Metallurgical Res | $50K – $100K | Dividend · $201 – $1K |
| Arch Capital Group LTD F | $50K – $100K | Dividend · $201 – $1K |
| Axcelis Technologies Inc | $50K – $100K | Dividend/Capital Gains · $2.5K – $5K |
| Madden Steven LTD | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Spartannash Co | Under $1K | Capital Gains · $2.5K – $5K |
| Warrior Met Coal Inc | $100K – $250K | Dividend · $5K – $15K |
| Johnson & Johnson | $1M – $5M | Dividend · $5K – $15K |
| Unitedhealth Group Inc | $250K – $500K | Dividend · $5K – $15K |
| American Express Co | $500K – $1M | Dividend · $5K – $15K |
| GE Aerospace | $250K – $500K | Dividend · $5K – $15K |
| American Express Co | $250K – $500K | Dividend · $5K – $15K |
| Caterpillar Inc | $250K – $500K | Dividend · $5K – $15K |
| Conocophillips | $250K – $500K | Dividend · $5K – $15K |
| Cisco SYS Inc | $1M – $5M | Dividend · $5K – $15K |
| US Foods HLDG Corp | $15K – $50K | — |
| Miami-dade CNTY Fla 5%26COMB Tax Due 10/01/26 | $1M – $5M | Interest · $15K – $50K |
| Russell-tyler-rutht 5%27GO Utx Due 02/01/27 | $1M – $5M | Interest · $15K – $50K |
| Kentucky St PPTY & 5%32LEAS BLDG Due 05/01/32 | $1M – $5M | Interest · $15K – $50K |
| Commonwealth Fing A 5%29TOBA Auth Due 06/01/29 | $1M – $5M | Interest · $15K – $50K |
| Lower Colo Riv Auth 5%36ELEC Util Due 05/15/36 | $1M – $5M | Interest · $15K – $50K |
| Dallas Tex 5%29GO LTX Due 02/15/29 | $1M – $5M | Interest · $15K – $50K |
| Connecticut St SPL 5%29COMB Tax Due 07/01/29 | $1M – $5M | Interest · $15K – $50K |
| Broward CNTY Fla SC 5%31SCH Cops Due 07/01/31XTRO | $1M – $5M | Interest · $15K – $50K |
| New Jersey St Trans 5%38COMB Tran Due 06/15/38 | $1M – $5M | Interest · $15K – $50K |
| Highland Park Tex I 5%37GO Utx Due 02/15/37 | $1M – $5M | Interest · $15K – $50K |
| Santa Rosa CNTY Fla 5%38SCH Cops Due 02/01/38 | $1M – $5M | Interest · $15K – $50K |
| Manatee CNTY Fla SC 5%36SCH Cops Due 07/01/36 | $1M – $5M | Interest · $15K – $50K |
| Great Lakes WTR Aut 5%37SWR Util Due 07/01/37 | $1M – $5M | Interest · $15K – $50K |
| Northside Tex Indpt 5%33GO Utx Due 08/15/33 | $1M – $5M | Interest · $15K – $50K |
| Judson Tex Indpt SC 4%33**CALLED** @100 Eff: 02/01/2026 | $1M – $5M | Interest · $15K – $50K |
| North Tex TWY Auth 4%32TOLL Tran Due 01/01/32 | $1M – $5M | Interest · $15K – $50K |
| Agilent Technologies Inc | $50K – $100K | — |
| Helmerich & Payne Inc | $50K – $100K | Dividend · $201 – $1K |
| Insteel Inds Inc | $15K – $50K | Dividend · $201 – $1K |
| US Treasur NT 4.25%02/28UST Note Due 02/15/28 | $1M – $5M | Interest · $50K – $100K |
| BP Capital Mark 4.234%28 Due 11/06/28 | $1M – $5M | Interest · $50K – $100K |
| Entergy Corp New | $50K – $100K | — |
| Shenandoah Telecommunica | $1K – $15K | — |
| Cars Com Inc | $15K – $50K | Dividend · $201 – $1K |
| Iqvia HLDGS Inc | $50K – $100K | Dividend · $201 – $1K |
| Northern Oil & Gas Inc | $15K – $50K | Dividend/Capital Gains · $1K – $2.5K |
| Dexcom Inc | $50K – $100K | Dividend · $201 – $1K |
| Nucor Corp | $15K – $50K | Dividend · $201 – $1K |
| Sealed Air Corp New | $100K – $250K | Dividend · $201 – $1K |
| Solstice Advanced Matls | $1K – $15K | — |
| Proassurance Corp | $15K – $50K | Dividend · $201 – $1K |
| Church & Dwight Inc | $15K – $50K | Dividend · $201 – $1K |
| Eaton Corp PLC F | $50K – $100K | Dividend · $201 – $1K |
| Enova Intl Inc | $50K – $100K | Dividend · $201 – $1K |
| Sonic Automotive Inc Class A | $15K – $50K | Dividend · $201 – $1K |
| Inspire Med SYS Inc | $15K – $50K | Dividend · $201 – $1K |
| Chefs Whse Inc | $15K – $50K | Dividend · $201 – $1K |
| Oxford Inds Inc | $15K – $50K | Dividend · $201 – $1K |
| Northern TR Corp | $15K – $50K | Dividend · $201 – $1K |
| Analog Devices Inc | $100K – $250K | Dividend · $201 – $1K |
| Consolidated Edison Inc | $15K – $50K | Dividend · $201 – $1K |
| Franklin BSP Realty | $50K – $100K | Dividend · $201 – $1K |
| Ofg Bancorp F | $15K – $50K | Dividend/Capital Gains · $1K – $2.5K |
| Tesla Inc | $1M – $5M | Dividend · $50K – $100K |
| The Home Depot, 2.95%29 Due 06/15/29 | $1M – $5M | Interest · $50K – $100K |
| Tyler Technologies Inc | $15K – $50K | — |
| Cargurus Inc Class A | $50K – $100K | Capital Gains · $201 – $1K |
| Okta Inc Class A | $1K – $15K | — |
| Federal RLTY Invt TR Newreit | $15K – $50K | — |
| Oge Energy Corp | $1K – $15K | Dividend · $201 – $1K |
| Diodes Inc | $1K – $15K | Dividend · $201 – $1K |
| Rxo Inc | $15K – $50K | Dividend · $201 – $1K |
| Greenbrier Cos Inc | $15K – $50K | Dividend · $201 – $1K |
| Hawaiian Elec Inds Inc | $15K – $50K | Dividend · $201 – $1K |
| Sherwin-williams Co | $100K – $250K | Dividend · $201 – $1K |
| Fluor Corp New | $15K – $50K | Dividend · $201 – $1K |
| Zurn Elkay WTR Solutions | $100K – $250K | Dividend/Capital Gains · $1K – $2.5K |
| Mohawk Inds Inc | $50K – $100K | Dividend · $201 – $1K |
| Materion Corp | $50K – $100K | Dividend · $201 – $1K |
| Minerals Technologies In | $15K – $50K | Dividend · $201 – $1K |
| Monarch Casino & Resort | $15K – $50K | Dividend · $201 – $1K |
| Allen CNTY Ohio Hos 5%41SYST HLTH Due 11/01/41XTRO | $1M – $5M | Interest · $50K – $100K |
| Bank Of America C Var 30 Due 10/22/30 | $1M – $5M | Interest · $50K – $100K |
| Resmed Inc | $15K – $50K | — |
| Heico Corp New Class A | $15K – $50K | Dividend · $201 – $1K |
| US Treasur NT 3.75%12/30UST Note Due 12/31/30 | $5M – $25M | Interest · $100K – $1M |
| Evertec Inc F | $15K – $50K | Dividend · $201 – $1K |
| Roblox Corp Class A | $50K – $100K | Dividend · $201 – $1K |
| Washington D C Conv 5%30EXCISE Tax Due 10/01/30 | $1M – $5M | Interest · $50K – $100K |
| Hurst Euless Bedfor 5%28GO Utx Due 08/15/28 | $1M – $5M | Interest · $50K – $100K |
| Horace Mann Educators Co | $50K – $100K | Dividend · $201 – $1K |
| Henry Jack & Assoc Inc | $100K – $250K | Dividend · $201 – $1K |
| Armour Residential REIT | $50K – $100K | Dividend · $201 – $1K |
| Comcast Corp 3.15%26**CALLED** @100 Eff: 01/15/2026 | $1M – $5M | Interest · $50K – $100K |
| Balchem Corp | $50K – $100K | — |
| Williams Cos Inc | $50K – $100K | — |
| Yum Brands Inc | $50K – $100K | Dividend · $201 – $1K |
| Magnolia Oil & Gas Corp Class A | $50K – $100K | Dividend · $201 – $1K |
| RPC Inc | $15K – $50K | Dividend · $201 – $1K |
| East West Bancorp | $15K – $50K | Dividend · $201 – $1K |
| Aon PLC Fclass Class A | $50K – $100K | Dividend · $201 – $1K |
| Broadcom INC. 4.75%29 Due 04/15/29 | $1M – $5M | Interest · $50K – $100K |
| Interntnl Seaways In F | $15K – $50K | Dividend/Capital Gains · $1K – $2.5K |
| Anglogold Ashanti PLC F | $15K – $50K | Dividend · $201 – $1K |
| SPS Comm Inc | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| SPX Technologies Inc | Under $1K | Capital Gains · $50K – $100K |
| Bank Of America Corp | $250K – $500K | Dividend · $5K – $15K |
| Etsy Inc | $100K – $250K | Dividend · $5K – $15K |
| State STRT HLTH Cre SLT Sec SPDR ETF | $1M – $5M | Dividend/Capital Gains · $15K – $50K |
| AMAZON.COM Inc | $1M – $5M | Dividend · $5K – $15K |
| Intuit | $250K – $500K | Dividend · $5K – $15K |
| Brown Forman Corp Class Class B | $250K – $500K | Dividend · $5K – $15K |
| Cloudflare Inc Class Class A | $50K – $100K | Dividend · $5K – $15K |
| Morgan Stanley | $250K – $500K | Dividend/Capital Gains · $5K – $15K |
| Rogers CNTY Okla In 4%27GO Utx Due 06/01/27 | $1M – $5M | Interest · $50K – $100K |
| Veracyte Inc | $100K – $250K | Dividend · $201 – $1K |
| Telephone & Data SYS Inc | $50K – $100K | Dividend/Capital Gains · $201 – $1K |
| PPL Corp | $50K – $100K | Dividend · $201 – $1K |
| Sharkninja Inc F | $15K – $50K | Dividend · $201 – $1K |
| Universal Display Corp | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| Neurocrine Biosciences I | $1K – $15K | Dividend · $201 – $1K |
| Asbury Automotive Group | $50K – $100K | Dividend/Capital Gains · $2.5K – $5K |
| Tegna Inc | $50K – $100K | Dividend · $201 – $1K |
| Samsara Inc Class A | $15K – $50K | Dividend · $201 – $1K |
| Autozone Inc | $15K – $50K | Dividend · $201 – $1K |
| Udr Inc REIT | $15K – $50K | Dividend · $201 – $1K |
| Adam TR Inc | $15K – $50K | Dividend · $201 – $1K |
| Tulsa CNTY Okla Ind 4%31LEAS SCH Due 09/01/31XTRO | $1M – $5M | Interest · $50K – $100K |
| Missouri JT Mun Ele 5%28PWR Util Due 12/01/28 | $1M – $5M | Interest · $50K – $100K |
| Milwaukee Wis 5%30GO Utx Due 04/01/30 | $1M – $5M | Interest · $50K – $100K |
| Alamo Group Inc | $15K – $50K | — |
| Tennant Co | $1K – $15K | Dividend · $201 – $1K |
| Icu Med Inc | $50K – $100K | Dividend · $201 – $1K |
| Digital RLTY TR Inc REIT | $100K – $250K | Dividend · $201 – $1K |
| Huntington Bancshares In | $50K – $100K | Dividend · $201 – $1K |
| Vanguard Ftse Europe ETF | $1M – $5M | $50K – $100K |
| Vanguard Ftse Developed Appreciation ETF | Under $1K | Capital Gains · $100K – $1M |
| Coherent Corp | $100K – $250K | Dividend · $201 – $1K |
| Procore Technologies Inc | $15K – $50K | Dividend · $201 – $1K |
| Rocket Companies Cla A Class A | $50K – $100K | Dividend · $201 – $1K |
| Victorias Secret & Co | $100K – $250K | Dividend · $201 – $1K |
| T-mobile Usa, I 3.375%29 Due 04/15/29 | $1M – $5M | Interest · $50K – $100K |
| Philadelphia PA SCH 5%34GO Utx Due 09/01/34 | $1M – $5M | Interest · $50K – $100K |
| The Goldman Sachs 3.5%26 Due 11/16/26 | $1M – $5M | Interest · $50K – $100K |
| Hyatt Hotels Corp Class Class A | $15K – $50K | Dividend · $201 – $1K |
| Msci Inc | $50K – $100K | Dividend · $201 – $1K |
| Dominion Energy Inc | $50K – $100K | Dividend · $201 – $1K |
| DXP Enterprises Inc | $15K – $50K | Dividend · $201 – $1K |
| Benchmark Electrs Inc | $15K – $50K | Dividend · $201 – $1K |
| Chicago Ill Met WTR 5%32GO LTX Due 12/01/32 | $1M – $5M | Interest · $50K – $100K |
| Mueller Water Produc Class Series A | $15K – $50K | Capital Gains · $201 – $1K |
| O-I Glass Inc | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Koppers HLDGS Inc | $15K – $50K | Dividend · $201 – $1K |
| Air Lease Corp Class A | $100K – $250K | Dividend · $201 – $1K |
| Albertsons Co SHS CL A Class Class A | $15K – $50K | Dividend/Capital Gains · $1K – $2.5K |
| Newmont Corp | $100K – $250K | Dividend · $201 – $1K |
| Rhode IS Health & E 4%34IMPT SCH Due 05/15/34 | $1M – $5M | Interest · $50K – $100K |
| Ftai Aviation LTD F | $15K – $50K | Dividend · $201 – $1K |
| Host Hotels & Resorts In | $15K – $50K | Dividend · $201 – $1K |
| Dana Inc | $50K – $100K | — |
| NXP Semiconductors N V F | $100K – $250K | Dividend · $201 – $1K |
| Quidelortho Corp | $15K – $50K | Dividend · $201 – $1K |
| Enerpac Tool Group Corp Class A | $15K – $50K | Dividend · $201 – $1K |
| Vishay Intertechnology I | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| Kinder Morgan Inc Del | $1M – $5M | Dividend · $5K – $15K |
| Cincinnati Finl Corp | $250K – $500K | Dividend · $5K – $15K |
| Gallagher Arthur J & Co | $250K – $500K | Dividend · $5K – $15K |
| Emerson Elec Co | $100K – $250K | Dividend · $5K – $15K |
| Genuine Parts Co | $500K – $1M | Dividend · $5K – $15K |
| Huntington Bancshares In | $500K – $1M | Dividend · $5K – $15K |
| Qorvo Inc | $100K – $250K | Dividend/Capital Gains · $15K – $50K |
| Republic SVCS Inc | $500K – $1M | Dividend · $5K – $15K |
| Caterpillar Inc | $500K – $1M | Dividend · $5K – $15K |
| Penumbra Inc | $50K – $100K | Dividend · $5K – $15K |
| Metropolitan Transn 5%35COMB Tran Due 11/15/35 | $1M – $5M | Interest · $5K – $15K |
| Portland Gen Elec Co | $15K – $50K | — |
| LXP Industrial Trust Rei | $15K – $50K | Dividend/Capital Gains · $2.5K – $5K |
| Palomar HLDGS Inc | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| Red Rock Resorts Inc Class A | $15K – $50K | Dividend · $201 – $1K |
| First Bancorp N C | $50K – $100K | Dividend · $201 – $1K |
| Performance Food Group C | $15K – $50K | Dividend · $201 – $1K |
| Unitil Corp | $50K – $100K | Dividend · $201 – $1K |
| Avidity Biosciences Inc | $15K – $50K | Dividend · $201 – $1K |
| Pinnacle Finl Partners Imandatory Merger Eff: 01/02/26 | $1K – $15K | Dividend · $201 – $1K |
| Cava Group Inc | $50K – $100K | Dividend · $201 – $1K |
| Vericel Corp | $15K – $50K | Dividend · $201 – $1K |
| Omnicom Group Inc | $15K – $50K | Dividend · $201 – $1K |
| Renasant Corp | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Fortive Corp Disc | $50K – $100K | Dividend · $201 – $1K |
| C H Robinson Worldwide I | $15K – $50K | Dividend · $201 – $1K |
| PG&E Corp | $15K – $50K | Dividend · $201 – $1K |
| LTC PPTYS Inc REIT | $15K – $50K | Dividend · $201 – $1K |
| RB Global Inc F | $15K – $50K | Dividend · $201 – $1K |
| Insulet Corp | $50K – $100K | Dividend · $201 – $1K |
| Acadia Pharmaceuticals I | $50K – $100K | Dividend/Capital Gains · $201 – $1K |
| Novanta Inc F | $15K – $50K | Dividend · $201 – $1K |
| J & J Snack Foods Corp | $15K – $50K | Dividend · $201 – $1K |
| Green Brick Partners Inc | $15K – $50K | Dividend · $201 – $1K |
| Clifton Tex Higher 5%29CHAR Educ Due 08/15/29XTRO | $1M – $5M | Interest · $50K – $100K |
| Fort Worth Tex 5%33GO LTX Due 03/01/33 | $1M – $5M | Interest · $50K – $100K |
| Marinemax Inc | $15K – $50K | Dividend/capital Gains · $1K – $2.5K |
| Gatx Corp | $1K – $15K | — |
| Technipfmc PLC F | $15K – $50K | Dividend · $201 – $1K |
| Rockwell Automation Inc | $15K – $50K | Dividend · $201 – $1K |
| SL Green RLTY Corp | $50K – $100K | Dividend · $201 – $1K |
| United Rentals Inc | $50K – $100K | Dividend · $201 – $1K |
| Gentherm Inc | $15K – $50K | Dividend · $201 – $1K |
| Servicenow Inc | $100K – $250K | Dividend/capital Gains · $201 – $1K |
| Woodward Inc | $15K – $50K | Dividend · $201 – $1K |
| Vestis Corp | $15K – $50K | — |
| F&G Annuities & Life Inc | Under $1K | — |
| Crown Castle Inc REIT REIT | $15K – $50K | Dividend · $201 – $1K |
| Nike Inc Class B | $100K – $250K | Dividend · $201 – $1K |
| Agree RLTY Corp REIT | $1K – $15K | Dividend · $201 – $1K |
| Veeco Instrs Inc Del | $15K – $50K | Dividend · $201 – $1K |
| Rithm Capital Corp REIT | $1K – $15K | — |
| Eplus Inc | $15K – $50K | — |
| Transmedics Group Inc | $100K – $250K | Dividend · $201 – $1K |
| Becton Dickinson & Co | $50K – $100K | Dividend · $201 – $1K |
| Protagonist Therapeutics | $100K – $250K | Dividend/Capital Gains · $5K – $15K |
| Pfizer Inc | $500K – $1M | Dividend · $5K – $15K |
| Procter & Gamble Co | $250K – $500K | Dividend · $5K – $15K |
| Citigroup Inc | $250K – $500K | Dividend · $5K – $15K |
| Walmart Inc | $500K – $1M | Dividend/Capital Gains · $5K – $15K |
| Chevron Corp New | $1M – $5M | Dividend · $5K – $15K |
| Illinois Tool WKS Inc | $500K – $1M | Dividend · $5K – $15K |
| Blackrock Inc New | $500K – $1M | Dividend · $5K – $15K |
| Meta Platforms, 4.75%34 Due 08/15/34 | $1M – $5M | Interest · $5K – $15K |
| State Stret Enrgy Slect Sec SPDR ETF | $500K – $1M | Capital Gains · $5K – $15K |
| Nextera Energy Inc | $500K – $1M | Dividend · $5K – $15K |
| Home Depot Inc | $1M – $5M | Dividend · $5K – $15K |
| Pediatrix Medical GR | $15K – $50K | — |
| Epam SYS Inc | $15K – $50K | Dividend · $201 – $1K |
| Bok Finl Corp | $15K – $50K | Dividend · $201 – $1K |
| Sandisk Corp | $15K – $50K | Dividend · $201 – $1K |
| Rogers Corp | $15K – $50K | — |
| Ligand Pharmaceuticals I | $50K – $100K | Dividend · $201 – $1K |
| Maplebear Inc | $15K – $50K | Dividend · $201 – $1K |
| Madison Square Garden Spclass Class A | $100K – $250K | Dividend/capital Gains · $2.5K – $5K |
| LKQ Corp | $100K – $250K | Dividend/Capital Gains · $201 – $1K |
| Vulcan Matls Co | $15K – $50K | Dividend · $201 – $1K |
| Virtu Finl Inc Class Class A | $50K – $100K | Dividend · $201 – $1K |
| Unifirst Corp Mass | $15K – $50K | Dividend · $201 – $1K |
| Integer HLDGS Corp | $50K – $100K | Dividend · $201 – $1K |
| Cognizant Technology Solclass Class A | $50K – $100K | Dividend · $201 – $1K |
| Dollar Tree Inc | $50K – $100K | Dividend · $201 – $1K |
| Hartford Ins Group Inc | $15K – $50K | Dividend · $201 – $1K |
| Unitedhealth Grou 4.5%33 Due 04/15/33 | $1M – $5M | Interest · $50K – $100K |
| Regeneron Pharmaceutical | $100K – $250K | Dividend · $201 – $1K |
| Greater Texoma Util 5%36WRSR Util Due 10/01/36 | $1M – $5M | Interest · $100K – $1M |
| United Airlines HLDG | $1K – $15K | Capital Gains · $201 – $1K |
| AR AM Ark | $1K – $15K | Dividend · $201 – $1K |
| Ares MGMT Corp Class Class A | $15K – $50K | Dividend · $201 – $1K |
| Skywest Inc | $100K – $250K | Dividend · $201 – $1K |
| Morgan Stanley Var 28 Due 10/18/28 | $1M – $5M | Interest · $50K – $100K |
| Assured Guaranty LTD F | $50K – $100K | Interest/Capital Gains · $201 – $1K |
| California WTR SVC Group | $15K – $50K | Dividend · $201 – $1K |
| Wabtec | $50K – $100K | Dividend · $201 – $1K |
| The Coca-cola Co | $250K – $500K | Dividend · $201 – $1K |
| Take-two Interactive Sof | $50K – $100K | Dividend · $201 – $1K |
| Hni Corp | $15K – $50K | Dividend · $201 – $1K |
| Arrow Electrs Inc | $15K – $50K | Dividend · $201 – $1K |
| Certara Inc | $1K – $15K | Dividend · $201 – $1K |
| Rli Corp | $15K – $50K | Dividend · $201 – $1K |
| Honolulu Hawaii Cit 5%27GO Utx Due 07/01/27 | $100K – $250K | Interest · $5K – $15K |
| Salesforce Inc | $250K – $500K | Capital Gains · $5K – $15K |
| PPG Inds Inc | $500K – $1M | Dividend · $5K – $15K |
| Boeing Co | $100K – $250K | Dividend · $5K – $15K |
| Tanger Inc REIT | $50K – $100K | Dividend · $201 – $1K |
| Conagra Brands Inc | $50K – $100K | Dividend · $201 – $1K |
| Western Digital Corp | $50K – $100K | Dividend · $201 – $1K |
| NNN REIT Inc REIT | $15K – $50K | Dividend · $201 – $1K |
| Lamar Advertising Co Newreit | $15K – $50K | — |
| Lauder Estee Cos Inc Class Class A | $15K – $50K | Dividend · $201 – $1K |
| Northwest Bancshares Inc | $15K – $50K | Dividend/Capital Gains · $201 – $1K |
| Blackline Inc | $15K – $50K | — |
| Broadridge Finl Solution | $50K – $100K | Dividend · $201 – $1K |
| Zoom Communications Inc Class A | $50K – $100K | Dividend · $201 – $1K |
| Linde PLC F | $250K – $500K | Dividend · $201 – $1K |
| Eog Res Inc | $15K – $50K | Dividend · $201 – $1K |
| Lci Inds | $15K – $50K | Capital Gains · $201 – $1K |
| Renaissancere Holdings F | $1K – $15K | Dividend · $201 – $1K |
| Cactus Inc Class Class A | $15K – $50K | Dividend · $201 – $1K |
| Atlas Energy Solutions I | $15K – $50K | — |
| Gogo Inc | $15K – $50K | Dividend · $201 – $1K |
| Eastman Chem Co | $15K – $50K | Dividend · $201 – $1K |
| Cytek Biosciences Inc | $15K – $50K | Dividend · $201 – $1K |
| Reinsurance Group Amer I | $50K – $100K | Dividend · $201 – $1K |
| Aflac Inc | $50K – $100K | Dividend · $201 – $1K |
| Encore Cap Group Inc Class Class N | $15K – $50K | Dividend · $201 – $1K |
| Stride Inc | $50K – $100K | Dividend/Capital Gains · $1K – $2.5K |
| Element Solutions In | $100K – $250K | Dividend · $201 – $1K |
| US Treasu NT 4.375%01/32UST Note Due 01/31/32 | $1M – $5M | Interest · $50K – $100K |
| Garmin LTD F | $15K – $50K | Dividend · $201 – $1K |
| Zillow Group Inc Class Class C | $50K – $100K | Dividend · $201 – $1K |
| Addus Homecare Corp | $15K – $50K | Dividend · $201 – $1K |
| Marathon Pete Corp | $50K – $100K | Dividend · $201 – $1K |
| SPDR S&P 500 ETF | $5M – $25M | Capital Gains · $15K – $50K |
| Walgreens Boots Alliance | Under $1K | — |
| Vanguard Real Estate ETF | Under $1K | Capital Gains · $5K – $15K |
| SPDR Fund Consumer Discre Select ETF | Under $1K | Capital Gains · $1K – $2.5K |
| SPDR Fund Consumer Discre Select ETF | Under $1K | Capital Gains · $1K – $2.5K |
| SPDR S&P Global Natural Resourcs ETF | Under $1K | Capital Gains · $1K – $2.5K |
| SPDR Short Term Corporate BND ETF | Under $1K | Capital Gains · $201 – $1K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.