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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Register Financial Advisors LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001398344-23-003393

Total Value
$156.7M
Positions
794
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290874428,164$4.0M2.56%
2COLUMBIA DIVIDEND19765N245126,406$3.7M2.37%
3APPLE INCAAPL27,952$3.6M2.36%
4VANGUARD INDEX FDS92290873615,602$3.3M2.16%
5JPMORGAN TR II4812C053073,773$3.3M2.14%
6VANGUARD STAR FDS92190976859,724$3.1M2.00%
7FIRST EAGLE FUNDS32008F200108,516$2.5M1.62%
8JPMORGAN CHASE & COVYLD17,314$2.3M1.51%
9SPDR SER TR78464A84753,217$2.3M1.47%
10EATON VANCE GROWTH TRETN64,303$2.2M1.42%
11MICROSOFT CORPMSFT9,060$2.2M1.41%
12BLACKSTONE INCBX28,903$2.1M1.39%
13TRAVELCENTERS 8.25 PFD89417420084,550$2.1M1.39%
14JPMORGAN TR I4812A1142124,648$2.1M1.38%
15JOHNSON & JOHNSONJNJ11,054$2.0M1.27%
16ALTA EQUIP GROUP INC PFD02128L20575,598$1.9M1.24%
17PIMCO FDS72201F490180,469$1.9M1.21%
18ABBVIE INCABBV10,829$1.7M1.14%
19CVS HEALTH CORPCVS18,480$1.7M1.12%
20FIDELITY ADVISOR31592081972,149$1.7M1.09%
21SCHWAB STRATEGIC TR80852479722,050$1.7M1.08%
22WILLIAM BLAIR FDS09300148558,187$1.7M1.08%
23MDU RES GROUP INC55269010950,667$1.5M1.00%
24MERCK & CO INCMRK13,673$1.5M0.98%
25PFIZER INCPFE29,594$1.5M0.98%
26GLADSTONE COMMERCIAL CORPGOODO80,156$1.5M0.96%
27AMERICAN MUT FUND INC02768182429,162$1.4M0.92%
28VIA RNWBLS INC 8.75 PFD92556D20559,350$1.4M0.88%
29B RILEY FINL INC 6.5 PFD05580M80161,700$1.4M0.88%
30HOME DEPOT INCHD4,089$1.3M0.84%
31KRATOS DEFENSE & SEC SOLUTIO50077B207124,060$1.3M0.83%
32ATI INCATI40,903$1.2M0.79%
33APOLLO GLOBAL MGMT INC03769M10618,750$1.2M0.78%
34BOSTON TR & WALDEN FDS10115660276,232$1.2M0.77%
35J P MORGAN EXCHANGE TRADED F46641Q33220,676$1.1M0.73%
36VIRTUS92837N543108,522$1.1M0.72%
37BERKSHIRE HATHAWAY INC DELBRK-A3,561$1.1M0.71%
38SPDR S&P 500 ETF TRSPY2,847$1.1M0.71%
39ARES CAPITAL CORPARCC56,302$1.0M0.67%
40PROCTER AND GAMBLE CO7427181096,777$1.0M0.67%
41WALMART INCWMT7,108$1.0M0.65%
42PIMCO FDS72201U45587,857$985,7560.64%
43VANGUARD INDEX FDS92290867817,811$975,3100.63%
44AMERICAN FUNDS64382282822,356$973,1770.63%
45CISCO SYS INCCSCO19,934$949,6710.62%
46BANK AMERICA CORP06050510428,573$946,3510.61%
47DOW INCDOW18,277$920,9890.60%
48PIMCO LOW DURATION722005170116,638$903,9460.59%
49ALTA EQUIPMENT GROUP INCALTG-PA67,019$883,9840.57%
50RAYTHEON TECHNOLOGIES CORPRTX8,109$818,3570.53%
51NUVEEN PREFERREDNU52,999$797,1100.52%
52QUANTA SVCS INC74762E1025,405$770,1790.50%
53DISH DBS CORP25470XAY1945,000$762,0390.49%
54FIDELITY ADVISORS31606688526,394$744,5750.48%
55FUNDAMENTAL INVS INC36080282112,143$731,1410.47%
56SPARTANNASH CO84721510024,051$727,2950.47%
57IMMERSION CORPIMMR103,200$725,4960.47%
58CHEVRON CORP NEWCVX3,853$691,5240.45%
59VANGUARD INTL EQUITY INDEX F9220427427,935$683,9590.44%
60INTERFACE INCTILE68,415$675,2560.44%
61ENOVIX CORPORATIONENVX53,400$664,2960.43%
62BEAZER HOMES USABZH687,000$662,8240.43%
63CHART INDS INC16115Q3085,506$634,4560.41%
64VERIZON COMMUNICATIONS INCVZ16,078$633,4600.41%
65FORD MOTOR CO 6.00 PFDF-PD29,500$631,5950.41%
66CONOCOPHILLIPSCOP5,301$625,5010.41%
67TARGET CORPTGT4,160$620,0430.40%
68COCA COLA COKO9,618$611,8230.40%
69VANGUARD INDEX FDS9229086605,553$609,2370.40%
70VANGUARD INDEX FDS9229087693,148$601,8270.39%
71CLEVELAND-CLIFFS INC NEWCLF36,950$595,2650.39%
72STARWOOD PPTY TR INCSTHO31,527$577,8820.37%
73VANGUARD WHITEHALL FDS9219464065,325$576,2180.37%
74DUPONT DE NEMOURS INCDD8,285$568,5810.37%
75DFA US CORE EQUITY 123320341319,058$567,7370.37%
76EVOLUTION PETE CORP30049A10770,882$535,1610.35%
77SSGA ACTIVE ETF TR78467V10319,366$533,3270.35%
78NORTHERN OIL AND GAS INC MNNOG17,054$525,6190.34%
79WILLIAMS COS INC96945710015,936$524,2890.34%
80TRUIST FINL CORP89832Q10911,642$500,9400.32%
81STERLING INFRASTRUCTURE INCSTRL15,000$492,0000.32%
82UNITED PARCEL SERVICE INCUPS2,752$478,3760.31%
83ISHARES TR4642872264,836$469,0350.30%
84SYMBOTIC INCSYM38,050$454,3170.29%
85INTERNATIONAL BUSINESS MACHSINTR3,218$453,3390.29%
86ISHARES TR4642872001,173$450,5670.29%
87JANUS INVT FD47103X49274,822$449,6810.29%
88FEDEX CORPFDX2,571$445,2230.29%
89PEPSICO INCPEP2,460$444,3460.29%
90ALPHABET INCGOOG4,950$439,2140.28%
91ENTERPRISE PRODS PARTNERS L29379210718,157$437,9410.28%
92INVESCO EXCHANGE TRADED FD TIVZ3,048$430,5030.28%
93EARTHSTONE ENERGY INC27032D30430,000$426,9000.28%
94RR DONNELLEY & SONS CO257867BA8425,000$419,9850.27%
95AMERICAN FUNDS6480188288,893$418,7830.27%
96CATERPILLAR INCCAT1,741$417,1470.27%
97AMAZON COM INCAMZN4,954$416,1360.27%
98MICRON TECHNOLOGY INCMU8,318$415,7310.27%
99ISHARES TR4642874996,161$415,5450.27%
100LOCKHEED MARTIN CORPLMT824$400,8770.26%
101ISHARES TR46429B6975,540$399,4220.26%
102DEVON ENERGY CORP NEW25179M1036,442$396,2260.26%
103OBSIDIAN ENERGY LTDOBE58,500$388,4400.25%
104LORD ABBETT ULTRA54401E45736,289$356,3610.23%
105APOLLO ASSET MGMT PFD03769W30216,280$353,1050.23%
106DISNEY WALT CO2546871064,008$348,2150.23%
107JPMORGAN TR I4812A13736,693$336,3480.22%
108MIMEDX GROUP INCMDXG116,700$324,4260.21%
109NN INCNNBR213,156$319,7340.21%
110SOUTHERN COSOMN4,376$312,4660.20%
111SELECT SECTOR SPDR TR81369Y8032,456$305,5850.20%
112BEAZER HOMES USA INCBZH23,800$303,6880.20%
113HONEYWELL INTL INC4385161061,409$301,9520.20%
114PARNASSUS CORE EQUITY7017694086,279$295,3200.19%
115AMERICAN FUNDS29875E1005,985$292,6450.19%
116DUKE ENERGY CORP NEWDUKB2,810$289,3620.19%
117STAG INDL INC85254J1028,923$288,3150.19%
118AMBARELLA INCAMBA3,500$287,8050.19%
119BEAZER HOMES USA INCBZH327,000$286,0300.19%
120EATON CORP PLCETN1,783$279,7650.18%
121AMCAP FUND INC0233758279,155$279,2410.18%
122EXXON MOBIL CORPXOM2,530$279,0710.18%
123TREX CO INCTREX6,527$276,2880.18%
124OSHKOSH CORPOSK3,133$276,2840.18%
125BOEING COBA-PA1,425$271,3660.18%
126ON SEMICONDUCTOR CORPON4,350$271,3100.18%
127ABBOTT LABSABLZF2,470$271,1500.18%
128EXACT SCIENCES CORP30063P1055,390$266,8590.17%
129FIDELITY ADVISOR3159188214,123$264,4320.17%
130GILEAD SCIENCES INCGILD3,055$262,2930.17%
131PARNASSUS FUNDS7017655057,603$258,6490.17%
132DELTA AIR LINES INC DELDAL7,753$254,7600.17%
133GLADSTONE COML 6 PFD37653688412,877$253,6780.16%
134TESLA INCTSLA2,057$253,3810.16%
135US TREASURY WIUNTCW255,000$249,7620.16%
136FIRST EAGLE FUNDS32008F6064,119$240,0550.16%
137QUALCOMM INCQCOM2,173$238,8910.15%
138ORACLE CORPORCL-PD2,873$234,8000.15%
139ISHARES TR46432F8423,806$234,5940.15%
140KINDER MORGAN INC DELEP-PC12,970$234,4990.15%
141NUVEEN NASDAQ 100 DYNAMIC OV67069910711,435$233,6100.15%
142PARAMOUNT GLOBAL92556H20613,759$232,2450.15%
143ALPHABET INCGOOG2,620$231,1630.15%
144FIDELITY ADVISOR3158078832,360$230,8680.15%
145FIDELITY 500 INDEX3159117501,727$229,8560.15%
146KKR & CO INCKKRT4,950$229,7980.15%
147COUSINS PPTYS INC2227955029,050$228,8750.15%
148FRANKLIN CUSTODIAN FDS353496847100,667$226,5010.15%
149WP CAREY INC92936U1092,889$225,8070.15%
150CITIGROUP VAR 7.125 PFDC-PR8,750$220,1500.14%
151AMERICAN ELEC PWR CO INC0255371012,244$213,0510.14%
152COMCAST CORP NEWCCZ6,090$212,9560.14%
153INTEL CORPINTC7,956$210,2700.14%
154AMERICAN FUNDS6492808233,158$209,1410.14%
155MODINE MFG CO60782810010,500$208,5300.14%
156OVERSTOCK COM INC DELBBBY-WT10,700$207,1520.13%
157NEWELL BRANDS INCNWL15,585$203,8510.13%
158FRANCHISE GROUP INC35180X1058,443$201,1070.13%
159BRISTOL-MYERS SQUIBB COCELG-RI2,771$199,3660.13%
160US TREASURY WIUNTCW200,000$194,7260.13%
161TEXAS INSTRS INC8825081041,169$193,1370.13%
162SYNOVUS FINL CORP87161C5015,030$188,8690.12%
163PIONEER NAT RES CO723787107798$182,2110.12%
164TERRAN ORBITAL CORPORATION88105P103115,000$181,7000.12%
165GENERAL MTRS CO37045V1005,397$181,5410.12%
166GENERAL ELECTRIC CO3696043012,166$181,5170.12%
167DFA INTL CORE EQUITY23320337113,232$178,7620.12%
168OAKTREE SPECIALTY LENDING COOCSL25,995$178,5870.12%
169LILLY ELI & COLLY487$177,9930.12%
170BLACKROCK INCBLK251$177,8450.12%
171GOLDMAN SACHS GROUP INCGSCE512$175,7340.11%
172ISHARES TR464287507726$175,6820.11%
173ENERGY TRANSFER L PET-PI14,650$173,9010.11%
174INVESCO QQQ TRIVZ652$173,7170.11%
175WELLTOWER INCWELL2,600$170,4300.11%
176PRUDENTIAL FINL INCPUKPF1,708$169,8600.11%
177AMERICAN FUNDS02630D50118,320$167,0790.11%
178ISHARES TR4642878041,746$165,2140.11%
179AT&T INCT-PC8,717$160,4710.10%
180MCDONALDS CORPMCD595$156,6730.10%
181VISA INCV741$153,8760.10%
182VANGUARD INDEX FDS922908363430$151,2440.10%
183HARBOR FD4115115042,391$150,0620.10%
184VANGUARD MALVERN FDS9220208053,129$146,1580.09%
185SARATOGA INVT CORP80349A2085,686$144,9260.09%
186WELLS FARGO & CO PFD94988U6566,575$143,2690.09%
187ISHARES TR46429B6631,370$142,8340.09%
188ISHARES TR464287655819$142,7990.09%
189LORD ABBETT INVESTMENT54391646437,062$141,9460.09%
190COHEN & STEERS INSTL19247U1063,287$139,8840.09%
191VANGUARD INTL EQUITY INDEX F9220428583,564$138,9090.09%
192PGIM ABSOLUTE RETURN74441J82915,662$138,4500.09%
193FORD MTR CO DEL34537086011,900$138,3970.09%
194AMERICAN INTL GROUP INC0268747842,152$136,0920.09%
195HERCULES CAPITAL INCHCXY10,155$134,2520.09%
196INDUSTRIAL LOGISTICS PPTYS T45623710640,854$133,5910.09%
197SIXTH STREET SPECIALTY LENDITSLX7,485$133,2260.09%
198INVESCO EXCH TRADED FD TR IIIVZ2,983$130,7480.08%
199DODGE & COX STOCK FUND256219106606$130,7140.08%
200AMERICAN FUNDS GROWTH3998748252,626$129,4840.08%
201JPMORGAN TR I4812A37185,514$128,6520.08%
202GOLDMAN SACHS TRNVGLF10,871$128,2800.08%
203WESTERN DIGITAL CORPWDC136,000$128,0740.08%
204LORD ABBETT INVT TR54391668833,369$127,8020.08%
205ALLIANCEBERNSTEIN HLDG L P01881G1063,718$127,7830.08%
206THERMO FISHER SCIENTIFIC INCTMO226$124,4800.08%
207AMERICAN FUNDS9393308252,350$121,9900.08%
208COPART INCCPRT2,000$121,7800.08%
209CELANESE US HOLDINGS LLCCE122,000$121,5240.08%
210GENERAL MLS INC3703341041,435$120,2990.08%
211COHEN & STEERS INFRASTRUCTUR19248A1095,000$119,9500.08%
212BLACKSTONE SECD LENDING FDBX5,350$119,5730.08%
213BARINGS BDC INCBBDC14,629$119,2290.08%
214WELLS FARGO CO NEW9497461012,879$118,8660.08%
215ISHARES TR464287614554$118,7820.08%
216JPMORGAN MID CAP VALUE3391281003,445$118,1680.08%
217DOMINION ENERGY INCD1,913$117,3330.08%
218LAZARD FDS INCLAZ8,046$114,2560.07%
219METLIFE INCMET-PF1,577$114,1290.07%
220ITT INCITT1,401$113,6580.07%
221PARNASSUS VALUE7017654062,501$113,4240.07%
222JP MORGAN 4.2 PFDVYLD6,480$113,0790.07%
223ISHARES TR464287598741$112,4320.07%
224ISHARES INC46434G1032,383$111,2850.07%
225ADVANCED MICRO DEVICES INCAMD1,717$111,2100.07%
226HERCULES CAPITAL INCHCXY131,000$110,4800.07%
227CALVERT US LARGE CAP1315827513,324$110,0830.07%
228MORGAN STANLEYMS-PQ1,294$109,9850.07%
229CROWN CASTLE INCCCI808$109,5410.07%
230AMMO INC00175J2064,300$108,4030.07%
231CONSTELLATION BRANDS INCSTZ468$108,3880.07%
232CLEVELAND-CLIFFS INCCLF113,000$107,9510.07%
233ONEOK INC NEWOKE1,635$107,4460.07%
234EATON VANCE ENHANCED EQUITYETN7,000$104,5100.07%
235ARK ETF TR00214Q1043,334$104,1430.07%
236L3HARRIS TECHNOLOGIES INCLHX495$103,0640.07%
237DUKE ENERGY 5.625 PFDDUKB4,500$102,5100.07%
238XYLEM INCXYL922$101,9390.07%
239FIDELITY INVT TR3159106793,773$101,5720.07%
240PDC ENERGY INC69327R1011,596$101,3140.07%
241ANNALY CAPITAL MANAGEMENT INNLY-PJ4,750$100,1300.06%
242ENBRIDGE INCENNPF2,557$99,9800.06%
243US TREASURYUNTCW100,000$99,8390.06%
244AMMO INCPOWWP57,440$99,3710.06%
245MFS SER TR V5529817062,066$99,3550.06%
246ALPS ETF TR00162Q4522,606$99,2160.06%
247JOHN HANCOCK III47803U6404,711$98,4040.06%
248SOUTHERN COPPER CORPSCCO1,616$97,5900.06%
249GOLDMAN SACHS TRNVGLF4,613$97,3870.06%
250DODGE & COX INCOME2562101057,987$97,3560.06%
251ORION ENERGY SYS INCOESX53,300$97,0060.06%
252PGIM SHORT-TERM CORPBEKE9,527$96,8870.06%
253MAIN STR CAP CORP56035L1042,622$96,8780.06%
254SIMON PPTY GROUP INC NEW828806109821$96,4710.06%
255US TREASURYUNTCW100,000$96,1560.06%
256OWL ROCK CAPITAL CORP69121KAD6104,000$95,4730.06%
257EQUITABLE HLDGS 5.25 PFDEQH-PC5,075$95,4620.06%
258ARES COML REAL ESTATE CORP04013V1089,270$95,3920.06%
259BROWN ADVISORY FDS1152335044,503$95,3680.06%
260NXP SEMICONDUCTORS N VNXPI603$95,3520.06%
261NUVEEN DOW 30 DYNMC OVERWRTNU6,146$95,3270.06%
262PRUDENTIAL 5.625 PFDPUKPF3,872$94,7910.06%
263BIOLIFE SOLUTIONS INCBLFS5,200$94,6400.06%
264DIGITAL REALTY TRUST PFD2538688304,089$94,3750.06%
265US TREASURY91282CCC3100,000$94,1210.06%
266VIRTUS92837N5358,983$93,6070.06%
267INVESCOIVZ24,849$92,6850.06%
268ISHARES TR4642885131,257$92,5870.06%
269ZEBRA TECHNOLOGIES CORPORATIZBRA356$91,2820.06%
270UNITEDHEALTH GROUP INCUNH171$90,4930.06%
271VANGUARD INDEX TR922908645357$90,2040.06%
272APPLIED MATLS INC038222105925$90,0770.06%
273SPIRIT REALTY 6.00 PFD84860W2014,000$89,0000.06%
274CITIGROUP INCC-PR1,957$88,5270.06%
275VANGUARD SCOTTSDALE FDS92206C8701,142$88,5090.06%
276BEST BUY INCBBY1,100$88,2310.06%
277T ROWE PRICE ALL CAP7795571071,691$88,1390.06%
278EQUITABLE HLDGS INCEQH-PC3,009$86,3590.06%
2793M COMMM717$85,9590.06%
280CHARGEPOINT HOLDINGS INCCHPT9,000$85,7700.06%
281ISHARES TR46435G3261,518$84,9850.06%
282CMS ENERGY 5.875 PFDCMS-PC3,793$84,9580.06%
283PIMCO FDS PAC INVT6933907009,953$84,1990.05%
284TRANE TECHNOLOGIES PLCTT500$84,0450.05%
285AMERICAN FUNDS0978738227,303$83,1100.05%
286AMERICAN INCOME FUND4533208223,649$82,4650.05%
287SYSCO CORPSYY1,075$82,2150.05%
288NIKE INCNKE700$81,9070.05%
289JP MORGAN TR I4812A23895,459$81,7740.05%
290NEXTERA ENERGY 5.65 PFDNEE-PW3,531$80,7270.05%
291MIDCAP FINANCIAL INVSTMNT CO03761U5027,050$80,3700.05%
292JOHN HANCOCK47804M8788,297$79,8980.05%
293MORGAN STANLEY 5.85 PFD61762V6063,450$79,3850.05%
294RITHM CAPITAL CORPRITM-PF9,712$79,3460.05%
295MARVELL TECHNOLOGY INCMRVL2,101$77,8040.05%
296VANGUARD INDEX FDS922908595387$77,6120.05%
297CORTEVA INCCTVA1,296$76,1790.05%
298FIDELITY INTERNATIONAL3159117271,828$75,3060.05%
299BROADCOM INCAVGO133$74,4080.05%
300SYNAPTICS INCSYNA780$74,2250.05%
301INDIE SEMICONDUCTOR INCINDI12,600$73,4580.05%
302VANGUARD BD INDEX FDS921937819977$72,6410.05%
303AMERICAN FUNDS1405438281,389$71,5200.05%
304NORTHERN TR CORPNTRSO800$70,7920.05%
305CELANESE CORP DELCE691$70,6920.05%
306GSK PLCGLAXF1,999$70,2460.05%
307METLIFE INC 5.625 PFDMET-PF3,000$69,0600.04%
308TAIWAN SEMICONDUCTOR MFG LTD874039100924$68,8160.04%
309AMERICAN EXPRESS COAXP463$68,3590.04%
310METROPOLITAN WEST5929055097,452$67,3700.04%
311ISHARES TR464288760600$67,1160.04%
312ARTISAN INTERNATIONAL04314H5764,205$66,6130.04%
313PIMCO REAL RETURN BOND6933911046,603$65,9610.04%
314KEYCORP NEW 5.625 PFDBEKE3,150$65,3940.04%
315AMERICAN TOWER CORP NEW03027X100308$65,3520.04%
316JPMORGAN TR ICAT2,645$64,9820.04%
317BEAZER HOMES USABZH73,000$64,9320.04%
318GLOBAL NET LEASE INC PFDGNL-PE3,335$64,8670.04%
319BANK NOVA SCOTIA HALIFAX0641491071,324$64,8610.04%
320OLD REPUBLIC INTL CORP680223AJ365,000$64,6160.04%
321ALLY FINANCIAL INC02005NBF666,000$63,9370.04%
322HUDBAY MINERALS INCHBM12,565$63,7030.04%
323LINCOLN NATL CORP IND5341871092,050$62,9760.04%
324DOVER CORPDOV465$62,9660.04%
325INTUITIVE SURGICAL INCISRG237$62,8880.04%
326UNION PAC CORPUNP301$62,2320.04%
327AMG FUNDS00170K5882,936$62,0290.04%
328J P MORGAN MID CAP3391831051,822$61,3820.04%
329F5 INCFFIV427$61,2790.04%
330TERADYNE INCTER701$61,1910.04%
331MFS SER TR I5529836941,273$60,8160.04%
332NAVIENT CORPJSM60,000$59,9510.04%
333WISDOMTREE TRWT1,190$59,8210.04%
334RADIAN GRP INCRDN62,000$59,8030.04%
335GABELLI EQUITY TR INCGAB-PK10,900$59,7290.04%
336COLUMBIA LARGE CAP19763P2914,028$59,6210.04%
337MPT OPER PARTNERSP/FINL55342UAG965,000$59,1990.04%
338ARBOR RLTY TR 6.375 PFDABR-PF3,400$58,6840.04%
339PHILLIPS 66PSX564$58,6700.04%
340CARRIER GLOBAL CORPORATIONCARR1,419$58,5190.04%
341COMMERCIAL METALS COCMC1,207$58,2840.04%
342RENAISSANCERE 5.75 PFDRNR-PG2,690$58,2700.04%
343VANGUARD FUNDS922908728621$57,8400.04%
344US TREASURY91282CDR960,000$57,6760.04%
345THE NECESSITY RETAIL REIT IN02607T1099,718$57,6270.04%
346AFLAC INCAFL800$57,5520.04%
347STARBUCKS CORPSBUX573$56,8030.04%
348DOCUSIGN INCDOCU1,020$56,5280.04%
349SOUTHWEST AIRLS CO8447411081,661$55,9260.04%
350INVESCO HEALTH CAREIVZ1,547$55,8390.04%
351WEYERHAEUSER CO MTN BEWY1,800$55,8000.04%
352BLACKROCK TCP CAPITAL CORPTCPC4,300$55,6420.04%
353BLACKROCK FUNDSBLK1,478$55,5490.04%
354SPDR DOW JONES INDL AVERAGE78467X109167$55,3170.04%
355ARES CAPITAL CORPARCC60,000$55,2100.04%
356SPDR SER TR78468R7881,383$54,7540.04%
357OAKMARK FUNDS ADVISOR413838798533$54,4560.04%
358ROCHE HOLDINGS LTD ADR7711951041,390$54,4190.04%
359ALPS ETF TR00162Q8581,050$54,0120.04%
360SPDR SER TR78464A5081,385$53,8760.03%
361INTERNATIONAL PAPER CO4601461031,540$53,3300.03%
362IMPAX GLOBAL7042237752,700$52,8610.03%
363KIMBERLY-CLARK CORPKMB388$52,7090.03%
364INVESCOIVZ2,323$51,4800.03%
365VANGUARD U S GROWTH9219101051,316$51,4650.03%
366CHEROKEE CNTY GA SCH SYS164231KQ450,000$51,2110.03%
367HARTFORD GROWTH4166412071,541$51,0380.03%
368CIENA CORPCIEN997$50,8270.03%
369GUGGENHEIM TAXABLE MUNICP BO4016641073,094$50,6210.03%
370SPDR SER TR78464A698857$50,3200.03%
371DUKE ENERGY CORPDUKB50,000$49,4810.03%
372PGIM FLOATING RATEPUKPF5,635$49,3100.03%
373US TREASURYUNTCW50,000$49,0680.03%
374GOLDMAN SACHS GRP INCNVGLF50,000$48,9260.03%
375SEMPRA ENERGY 5.75 PFDSREA2,250$48,6680.03%
376OWL ROCK CAPITAL CORPORATIONOWL4,209$48,6130.03%
377MARSH & MCLENNAN COS INC571748AX050,000$48,5320.03%
378EMERSON ELEC COEMR500$48,0300.03%
379BLACKSTONE MTG TR INCBX2,250$47,6330.03%
380HANCOCK JOHN TAX-ADVANTAGED41013V1002,079$47,5170.03%
381LOOMIS SAYLES INVT TR5434958404,184$47,4910.03%
382ARES CAPITAL CORPARCC50,000$47,3910.03%
383GLADSTONE CAPITAL CORPGLAD4,921$47,3400.03%
384JOHNSON CTLS INTL PLCG51502105737$47,1920.03%
385JPMORGAN TR II4812C04982,035$45,9220.03%
386INVESCO ACTIVELY MANAGED ETFIVZ904$44,7050.03%
387BRIGHTHOUSE FINL PFD10922N2021,769$44,5230.03%
388NEWELL RUBBERMAID INCNWL47,000$44,2170.03%
389PIMCO FDS INFLATION72201W3375,813$43,8340.03%
390FIDELITY MID CAP INDEX3161462651,687$43,7220.03%
391DELAWARE POOLED TRNRSCF5,785$43,6770.03%
392META PLATFORMS INCMETA362$43,5630.03%
393MFS SERIES TRUST IX55272P5961,542$43,3080.03%
394ATHENE HLDGS 6.35 PFDATHS2,000$42,9000.03%
395GXO LOGISTICS INCGXO50,000$42,8090.03%
396HARBOR FD4115116032,232$41,9030.03%
397NVIDIA CORPORATIONNVDA286$41,8240.03%
398VALERO ENERGY CORPVLO326$41,3290.03%
399FARMLAND PARTNERS INCFPI3,306$41,1920.03%
400COUPANG INCCPNG2,800$41,1880.03%
401SEI INSTL MANAGED TR78413L7872,668$41,1710.03%
402SPDR S&P MIDCAP 400 ETF TRMDY93$40,9590.03%
403MATTHEWS INTL FDS5771308591,850$40,8600.03%
404NECESSITY RETAIL 7.5 PFD02607T4062,000$40,5800.03%
405MAIN STREET CAPITAL CORPMAIN47,000$40,5050.03%
406COLUMBIA SELIGMAN19766H338420$39,7470.03%
407US TREASURYUNTCW40,000$39,6930.03%
408JP MORGAN SER EE PFDVYLD1,600$39,6160.03%
409AMERICAN EXPR NATL BK CD02589ABJ040,000$39,5870.03%
410NUCOR CORPNUE300$39,5430.03%
411DIVERSIFIED INCOME74254V2323,353$39,1950.03%
412PLAINS ALL AMER PIPELINE72650RBJ040,000$39,1410.03%
413TRINITY INDUSTRIES INCTRN40,000$38,8140.03%
414TWEEDY BROWNE FD INCMA1,499$38,1690.02%
415FIDELITY SMALL CAP3161461821,756$38,1080.02%
416NUVEEN INVT FDS INCNU1,449$37,7820.02%
417ALGER FUNDS0155654352,327$37,6950.02%
418SALESFORCE INCCRM284$37,6560.02%
419GABELLI UTIL TR36240A1015,008$37,6100.02%
420AUTOMATIC DATA PROCESSING INADP156$37,3460.02%
421MFS SER TR X55273E848917$37,3210.02%
422US TREASURY91282CCX740,000$37,2800.02%
423ALIBABA GROUP HLDG LTDBBAAY423$37,2620.02%
424TOLL BROS FINANCE CORP88947EAS939,000$37,2380.02%
425OAKMARK FUNDS413838780364$37,2010.02%
426LORD ABBETT FUNDS54401E4653,784$37,1620.02%
427BECTON DICKINSON & COBDX145$36,8970.02%
428SEAGATE TECHNOLOGY HLDNGS PLSE700$36,8270.02%
429INVESCO DIVERSIFIEDIVZ2,099$36,7930.02%
430GOLDMAN SACHS BDC INCGSBD2,678$36,7470.02%
431ALGER FUNDS0155653853,019$36,4070.02%
432UNITED RENTALS INCURI100$35,5420.02%
433SPIRIT REALTY COMPANY LP84861TAE840,000$35,4640.02%
434OTIS WORLDWIDE CORPOTIS450$35,2400.02%
435GLOBAL X FDS37954Y4832,200$35,0020.02%
436VOYA FDS TR92913L7344,734$34,7950.02%
437ILLUMINA INCILMN170$34,3740.02%
438TENCENT HOLDINGS LTD-XHLD808$34,2270.02%
439SIXTH STREET SPECIALTYTSLX39,000$34,1160.02%
440ARTISAN FUNDS04314H857876$33,7970.02%
441AMERICAN FUND02631E5083,579$33,7140.02%
442KROGER COKR750$33,4350.02%
443NOVARTIS AGNVSEF364$33,0120.02%
444MPLX LPMPLXP1,000$32,8400.02%
445T ROWE PRICE SPECTRUM7799061062,996$32,7730.02%
446PUTNAM LARGE CAP7467454051,159$32,7050.02%
447KEYCORP4932671081,867$32,5280.02%
448EOG RES INCEOG250$32,3800.02%
449BLOCK INCBSQKZ515$32,3630.02%
450CORNING INCGLW1,000$31,9400.02%
451GEORGIA LOC GOVT CTFS373271AA330,000$31,6450.02%
452ELEVANCE HEALTH INCELV61$31,2910.02%
453PELOTON INTERACTIVE INCPTON3,900$30,9660.02%
454LAZARD FDS INCLAZ2,115$30,8130.02%
455FRANKLIN MANAGED TR353825805373$30,7830.02%
456ISHARES TR464287408209$30,3200.02%
457AMERICAN FUNDS461308827731$30,1350.02%
458AON PLCAON100$30,0140.02%
459WELLS FARGO BANK NA CD949763Z4130,000$29,9570.02%
460FLUX PWR HLDGS INC3440573027,500$29,7750.02%
461TARGA RES CORPTRGP400$29,4000.02%
462FIDELITY U.S. BOND3161463562,882$29,3340.02%
463VISTA OUTDOOR INC9283771001,200$29,2440.02%
464PAYPAL HLDGS INCPYPL409$29,1290.02%
465BLACKROCK FDSBLK968$29,0770.02%
466GENERAL DYNAMICS CORPGD116$28,8010.02%
467JP MORGAN SER DD PFD48128B6551,228$28,7340.02%
468VANECK ETF TRUST92189F1061,000$28,6600.02%
469SANOFISNYNF587$28,4500.02%
470CULLEN HIGH2300014061,903$28,2990.02%
471DOLLAR TREE INCDLTR200$28,2880.02%
472KOHLS CORPKSS1,118$28,2180.02%
473NEW MTN FIN CORP6475511002,279$28,1880.02%
474AMERICAN CENTY ETF TR025072877377$28,1010.02%
475PACER FDS TR69374H881600$27,7500.02%
476FIRST EAGLE US VALUE32008F8611,509$27,4260.02%
477PARAMOUNT GLOBAL92556H3051,107$27,4120.02%
478US BANCORP SER K PFDUSB-PS1,218$27,1710.02%
479LAS VEGAS SANDS CORPLVS30,000$27,0840.02%
480BANK AMER CORP 5.375 PFD06053U6011,286$26,9210.02%
481ISHARES TR464287473254$26,7560.02%
482AMERICAN FUNDS140194101408$25,6760.02%
483BARON INVT FUNDS TRUST068278704284$25,4130.02%
484ALLSTATE CORP 5.1 PERPTLALL-PJ1,283$25,4120.02%
485VONTIER CORPVNT30,000$25,3510.02%
486VICTORY TRIVALENT92647K5071,953$24,8870.02%
487MEDTRONIC PLCMDT320$24,8700.02%
488LORD ABBETT INVT TR54400U5022,149$24,7770.02%
489ASTRAZENECA PLCAZN360$24,4080.02%
490WHIRLPOOL CORPWHR-PA172$24,4010.02%
491BLACKROCK GLOBAL ALLOCBLK1,443$23,9960.02%
492LIVENT CORPLIVG1,200$23,8440.02%
493TEKLA HEALTHCARE OPPORTUNITITHQ1,201$23,7980.02%
494ISHARES TR464287481284$23,7420.02%
495VIRTUS FUNDS92828N130499$23,5610.02%
496TRIBUTARY FDS INC89609H704897$23,5350.02%
497COHEN & STEERS RLTY192476109398$23,2810.02%
498BOEING COBA-PA24,000$23,1200.01%
499PPL CORPPPLC790$23,0920.01%
500INGERSOLL RAND INCIR441$23,0420.01%