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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

Pathway Financial Advisers, LLC

Quarter ended Q1 2024 · Filed May 29, 2024 · Accession 0002024152-24-000001

Total Value
$277.8M
Positions
450
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (450)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENTERPRISE PRODS PARTNERS L P COM293792107260,120$7.6M2.73%
2JPMORGAN CHASE & COVYLD34,638$6.9M2.50%
3STEEL DYNAMICS INCSTLD46,198$6.8M2.47%
4BROADCOM INC COMAVGO4,575$6.1M2.18%
5PEPSICO INCPEP33,965$5.9M2.14%
6ABBVIE INC COM USD0.01ABBV32,397$5.9M2.12%
7DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0DUKB58,087$5.6M2.02%
8ONEOK INC COM USD0.01OKE60,398$4.8M1.74%
9CISCO SYSTEMS INCCSCO92,244$4.6M1.66%
10REALTY INCOME CORP COMO83,591$4.5M1.63%
11PROCTER AND GAMBLE CO COM74271810927,355$4.4M1.60%
12EATON VANCE TAX-MANAGED DIVERS COMETN320,396$4.3M1.54%
13INTERNATIONAL BUS MACH CORP COM USD0.20INTR21,626$4.1M1.49%
14APPLE INCAAPL24,032$4.1M1.48%
15VERIZON COMMUNICATIONS INCVZ97,772$4.1M1.48%
16SOUTHERN COSOMN56,591$4.1M1.46%
17LOCKHEED MARTIN CORP COM USD1.00LMT8,924$4.1M1.46%
18MICROSOFT CORPMSFT9,195$3.9M1.39%
19CHEVRON CORP NEW COMCVX24,242$3.8M1.38%
20ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149ENNPF105,574$3.8M1.38%
21SCHWAB US DIVIDEND EQUITY ETF80852479747,222$3.8M1.37%
22AMGEN INCAMGN13,167$3.7M1.35%
23BANK OF NOVA SCOTIA COM NPV ISIN #CA0641491075 SEDOL #207628106414910771,156$3.7M1.33%
24MEDTRONIC PLCMDT38,553$3.4M1.21%
25JOHNSON &JOHNSON COM USD1.00JNJ20,399$3.2M1.16%
26UNITEDHEALTH GROUP INCUNH6,488$3.2M1.16%
27WASTE MANAGEMENT INC94106L10914,407$3.1M1.11%
28VANGUARD SPECIALIZED FUNDS DIV APP ETF92190884416,748$3.1M1.10%
29WALMART INC COMWMT50,671$3.0M1.10%
30MCDONALD S CORPMCD10,604$3.0M1.08%
31MERCK &CO. INC COMMRK21,935$2.9M1.04%
32OMEGA HEALTHCARE INVESTORS INC68193610089,216$2.8M1.02%
33HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105219,807$2.6M0.92%
34RTX CORPORATION COM USD1.00RTX25,205$2.5M0.88%
35CVS HEALTH CORPORATION COM USD0.01CVS30,357$2.4M0.87%
36CUMMINS INCCMI8,185$2.4M0.87%
37VICI PPTYS INC COM92565210980,475$2.4M0.86%
38UNITED PARCEL SERVICE INC CL BUPS16,085$2.4M0.86%
39PHILIP MORRIS INTERNATIONAL INC COM NPV71817210925,139$2.3M0.83%
40QUALCOMM INCQCOM13,521$2.3M0.82%
41AIR PRODUCTS AND CHEMICALS INCAIIR9,277$2.2M0.81%
42WESTLAKE CHEM PARTNERS LP COM UNIT RP LPWLK97,692$2.2M0.78%
43COCA-COLA COKO34,459$2.1M0.76%
44EMERSON ELECTRIC COEMR18,470$2.1M0.75%
45FIDELITY HIGH DIVIDEND ETF31609284045,132$2.0M0.74%
46BROOKFIELD INFRASTRUCTURE PARTN L.PG1625210165,232$2.0M0.73%
47HOME DEPOT INCHD5,263$2.0M0.73%
48METLIFE INC COM USD0.01MET-PF27,172$2.0M0.72%
49PHILLIPS 66PSX11,909$1.9M0.70%
50WP CAREY INC COM92936U10933,600$1.9M0.68%
51TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222TORO31,168$1.9M0.68%
52TRUIST FINL CORP COM89832Q10948,159$1.9M0.68%
53BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2BCPPF53,402$1.8M0.65%
54EVERGY INC COMEVRG33,979$1.8M0.65%
55GOLDMAN SACHS GROUP INC COM USD0.01GSCE4,333$1.8M0.65%
56UNILEVER PLC SPON ADR NEWUNLYF35,992$1.8M0.65%
57DIGITAL REALTY TRUST INC25386810311,937$1.7M0.62%
58BLACKROCK CORPORATE HIGH YIELD INC COM USD0.10BLK173,909$1.7M0.61%
59AMERICAN ELEC PWR CO INC COM02553710119,174$1.7M0.59%
60EXTRA SPACE STORAGE INCEXR11,081$1.6M0.59%
61PFIZER INCPFE58,678$1.6M0.59%
62NORTHROP GRUMMAN CORP COM USD1NOC3,389$1.6M0.58%
63ALEXANDRIA REAL ESTATE EQUITIES COM USD0.0101527110911,951$1.5M0.55%
64INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.12545950610117,524$1.5M0.54%
65GENERAL DYNAMICS CORP COM USD1.00GD5,211$1.5M0.53%
66NUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0NTR27,046$1.5M0.53%
67NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW47,909$1.4M0.52%
68UNION PAC CORP COMUNP5,649$1.4M0.50%
69FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF31609220416,209$1.3M0.48%
70SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124SUNFF23,506$1.3M0.46%
71NVIDIA CORPORATION COMNVDA1,403$1.3M0.46%
72IRON MTN INC DEL COM46284V10115,574$1.2M0.45%
73TEXAS INSTRUMENTS INC COM USD1.008825081046,915$1.2M0.43%
74AMAZON.COM INCAMZN6,637$1.2M0.43%
75BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A2,817$1.2M0.43%
76DOW INC COMDOW19,834$1.1M0.41%
77BANK AMERICA CORP COM06050510430,262$1.1M0.41%
78INVESCO EXCH TRADED FD TR II CEF INM COMPSIIVZ59,552$1.1M0.40%
79VISA INCV3,847$1.1M0.39%
80FIDELITY NATL INFORMATION SERVICES COM USD0.0131620M10614,373$1.1M0.38%
81ENERGY TRANSFER L P COM UT LTD PTNET-PI66,083$1.0M0.37%
82KLA CORP COM NEWKLAC1,483$1.0M0.37%
83ESSENTIAL UTILS INC COM29670G10227,868$1.0M0.37%
84SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY1,967$1.0M0.37%
85MARVELL TECHNOLOGY INC COMMRVL14,432$1.0M0.37%
86PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46710,056$1.0M0.37%
87PEOPLES BANCORP INCPEBO34,160$1.0M0.36%
88WESTERN ASSET HIGH INCOME OPPO COMHIO256,875$1.0M0.36%
89PRUDENTIAL FINANCIAL INCPUKPF8,531$1.0M0.36%
90GENUINE PARTS CO COM USD1.00GPC6,427$995,8430.36%
91ALLSTATE CORP COM USD0.01ALL-PJ5,743$993,7280.36%
92FIDELITY MSCI HEALTH CARE INDEX ETF31609260014,188$989,9420.36%
93BLACKROCK INC COM USD0.01BLK1,168$974,0970.35%
94US BANCORPUSB-PS20,495$916,1450.33%
95MPLX LP COM UNIT REP LTDMPLXP21,301$885,2760.32%
96NORFOLK SOUTHN CORP COM6558441083,427$873,5710.31%
97LAM RESEARCH CORP COM USD0.001LRCX879$854,3840.31%
98THERMO FISHER SCIENTIFIC INCTMO1,417$823,6150.30%
99ELI LILLY &CO COMLLY1,057$823,0330.30%
100AMERICAN TOWER CORP NEW COM03027X1004,159$821,9580.30%
101CORNING INCGLW24,766$816,2960.29%
102ALBEMARLE CORP COM USD0.01ALB-PA5,940$782,6450.28%
103ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #27543837800871027,691$775,9650.28%
104ISHARES SELECT DIVIDEND ETF4642871686,053$745,6750.27%
105STAG INDUSTRIAL INC85254J10219,213$738,5560.27%
106AGREE RLTY CORP COM00849210012,910$737,4250.27%
107L3HARRIS TECHNOLOGIES INC COMLHX3,420$729,0130.26%
108STARBUCKS CORP COM USD0.001SBUX7,506$686,0400.25%
109LAKELAND FINANCIAL CORP51165610010,013$664,0710.24%
110DEERE & CODE1,603$658,6230.24%
111NEXTERA ENERGY INC COM USD0.01NEE-PW10,244$654,7380.24%
112ELEVANCE HEALTH INC COMELV1,248$647,3020.23%
113WELLS FARGO CO NEW PERP PFD CNV A949746804515$627,9650.23%
114DOUBLELINE YIELD OPPORTUNITIES COMDLY35,973$573,4190.21%
115HUNTINGTON BANCSHARES INC COM USD0.01HBANP40,778$568,8570.20%
116VANECK ETF TRUST PREFERRED SECURT92189F42932,144$568,6340.20%
117REPUBLIC SERVICES INC7607591002,951$565,0920.20%
118ALPHABET INC CAP STK CL CGOOG3,656$556,6660.20%
119DOMINION ENERGY INC COMD11,270$554,3940.20%
120NUVEEN MUNICIPAL VALUE FUND INCNU61,134$532,4850.19%
121NISOURCE INC COM USD0.01NI19,195$530,9460.19%
122CSX CORP COM USD1CSX13,656$506,2620.18%
123FIDELITY MSCI REAL ESTATE INDEX ETF31609285718,459$481,6160.17%
124SCOTTS MIRACLE-GRO CO CL ASMG6,422$479,0740.17%
125GENERAL MILLS INC COM USD0.103703341046,615$462,8840.17%
126EXXON MOBIL CORP COMXOM3,965$460,9540.17%
127SERVICENOW INC COM USD0.001NOW598$456,3970.16%
128PROSHARES TR S&P MDCP 400 DIV74347B6805,789$454,8570.16%
129ALPHABET INC CAP STK CL AGOOG2,892$436,5940.16%
130FLAH &CRUM TTL RTRN FNDFLC26,815$414,5720.15%
131FIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD33738R1185,778$402,5900.14%
132CROWN CASTLE INC COMCCI3,778$399,8660.14%
133VANGUARD INDEX FUNDS S&P 500 ETF USD922908363808$388,4560.14%
134BLACKROCK MUNICIPAL INCOME FUND INC COM USD0.10BLK31,432$379,0720.14%
135EQUINIX INC COMEQIX439$362,4930.13%
136SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS81369Y8031,645$342,7110.12%
137COSTCO WHOLESALE CORP COM USD0.0122160K105448$328,8480.12%
138LOWES COMPANIES INC COM USD0.505486611071,286$327,7120.12%
139SOFI TECHNOLOGIES INC COMSOFI43,256$315,7730.11%
140HEALTHPEAK PROPERTIES INC COMDOC16,632$311,8680.11%
141MID-AMER APT CMNTYS INC COM59522J1032,369$311,7870.11%
142CRACKER BARREL OLD COUNTRY STORE INC22410J1064,135$300,8090.11%
143ISHARES TR ISHARES SEMICDTR4642875231,323$299,0040.11%
144NUCOR CORP COM USD0.40NUE1,502$297,3910.11%
145YUM! BRANDS INCYUM2,126$294,8040.11%
146FIDELITY MSCI UTILS INDEX ETF3160928656,257$265,4560.10%
147AMER STATES WTR CO COM0298991013,671$265,2370.10%
148BHP GROUP LTD SPON ADS EACH REP 2 ORD SHSBHPLF4,581$264,3070.10%
149FIDELITY MSCI INDL INDEX ETF3160927093,539$240,0400.09%
150NUVEEN QUALITY MUNCP INCOME FD COMNU20,644$236,5830.09%
151INTEL CORP COM USD0.001INTC5,284$233,4190.08%
152BLACKROCK MUNIYIELD QUALITY FD COMBLK20,012$229,3440.08%
153SPDR GOLD TR GOLD SHSGLD1,111$228,5890.08%
154FIDELITY MSCI CONSUMER STAPLES INDEX ETF3160923034,798$228,3310.08%
155AMERICAN EXPRESS CO COM USD0.20AXP1,000$227,8780.08%
156CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #21806321363751021,649$217,2250.08%
157BLACKSTONE INCBX1,523$200,2010.07%
158FIRST MERCHANTS CORPFRMEP5,540$193,3480.07%
159VANECK ETF TRUST MRNGSTR WDE MOAT92189F6432,115$190,1430.07%
160INVESCO QQQ TR UNIT SER 1IVZ416$184,9330.07%
161NNN REIT INC COMNNN4,295$183,5750.07%
162TJX COMPANIES INC8725401091,697$172,1870.06%
163MASTERCARD INCORPORATED CL AMA352$169,6840.06%
164FIDELITY MSCI MATLS INDEX ETF3160928813,228$169,0900.06%
165VANGUARD SMALL-CAP INDEX FUND922908751703$160,8840.06%
166APPLIED MATERIALS INC COM USD0.01038222105768$158,4550.06%
167HORMEL FOODS CORPHRL4,534$158,2120.06%
168ABBOTT LABORATORIESABLZF1,380$156,8630.06%
169INVESCO MUN INCOME OPPRTNTS TR COM USD0.01IVZ23,356$152,5150.05%
170WELLS FARGO CO NEW COM9497461012,596$150,5080.05%
171FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808922$143,8250.05%
172ZIMMER BIOMET HOLDINGS INC COMZBH1,045$138,0450.05%
173GENERAL ELECTRIC CO COM NEW369604301743$130,5140.05%
174DISNEY WALT CO COM2546871061,060$129,7920.05%
175ILLINOIS TOOL WORKS INC COM USD0.01452308109474$127,1880.05%
176GRAYSCALE BITCOIN TR BTC SHS REP COM UTGBTC1,928$121,7910.04%
177KELLANOVA COMBEKE2,116$121,2470.04%
178CONSTELLATION ENERGY CORP COMCEG639$118,2480.04%
179AES CORP COM USD0.01AES6,579$117,9640.04%
180ISHARES SILVER TR ISHARESSLV5,054$114,9780.04%
181HERSHEY COMPANY COM USD1.00HSY570$110,9190.04%
182ANALOG DEVICES INC COM USD0.16 2/3ADI560$110,8610.04%
183HIGHWOODS PROPERTIES INC4312841084,080$106,8230.04%
184CANADIAN PAC KANS CITY LTD ISIN #CA13646K1084 SEDOL #BMBQR09CP1,205$106,2510.04%
185BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #20760090636711011,075$105,0400.04%
186CATERPILLAR INC COMCAT280$102,7270.04%
187KENVUE INC COMKVUE4,582$98,3470.04%
188MONDELEZ INTL INC COM NPV6092071051,380$96,6250.03%
189ADVANCED MICRO DEVICES INCAMD506$91,3270.03%
190VANGUARD WHITEHALL FDS HIGH DIV YLD921946406737$89,1890.03%
191FEDEX CORP COM USD0.10FDX305$88,6570.03%
192VANGUARD WORLD FD CONSUM STP ETF92204A207432$88,2120.03%
193SCHWAB US LARGE-CAP GROWTH ETF808524300939$87,0930.03%
194NUVEEN PFD &INCOME OPPORTUNIT COMNU11,510$82,7610.03%
195ISHARES MSCI SWITZERLAND ETF4642867491,736$82,6700.03%
196VANGUARD MID-CAP VALUE INDEX FUND922908512521$81,3140.03%
197BANK MONTREAL QUE MICROSECTORS US BIG OIL INDEX 3X LEVERAGED ETN NEW 03/25/2039 CALLABLE06367V105132$81,3080.03%
198ALTRIA GROUP INCMO1,847$80,5880.03%
199HORIZON BANCORP INC COMHBNC6,216$79,7610.03%
200ISHARES INC MSCI AUST ETF4642861033,196$78,8130.03%
201VANGUARD WORLD FD HEALTH CAR ETF92204A504286$77,6040.03%
202TESLA INC COMTSLA437$76,9480.03%
203WELLTOWER INC COMWELL818$76,5150.03%
204ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012ASMLF78$76,3300.03%
205UNUM GROUPUNMA1,383$74,2230.03%
206TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327TCKRF1,608$73,6570.03%
207ISHARES TR US HLTHCR PR ETF4642888281,302$71,0500.03%
208KROGER CO COM USD1.00KR1,209$69,0830.02%
209BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG SHS CL A ISIN #CA11275Q1072 SEDOL #BLB7675BIPC1,882$67,8320.02%
210KIMBERLY-CLARK CORP COMKMB520$67,2720.02%
211MARATHON PETROLEUM CORP COM USD0.01MARA331$66,8300.02%
212AFLAC INC COM USD0.10AFL762$65,5010.02%
213EXELON CORP COM NPVEXC1,699$63,8580.02%
214ETF SER SOLUTIONS DEFIANCE NEXT26922A2891,629$63,6690.02%
215BLACKROCK MUNIASSETS FUND INCBLK5,480$60,7280.02%
216BRISTOL-MYERS SQUIBB CO COMCELG-RI1,104$59,9060.02%
217BANK OZK LITTLE ROCK ARK COMOZKAP1,312$59,6740.02%
218FLAHERTY &CRUMRINE DYNAMIC PF SHSDFP3,108$59,5970.02%
219BLACKROCK MUNIVEST FUND INCBLK8,362$59,0410.02%
220FIDELITY MSCI FINLS INDEX ETF316092501984$58,4710.02%
221NOVARTIS AG SPONSORED ADRNVSEF585$56,5920.02%
222ORACLE CORPORCL-PD432$54,3360.02%
223ALLIANCE RESOURCE PARTNERS L P UT LTD PARTARLP2,707$54,2750.02%
224BOEING COBA-PA275$53,1600.02%
225NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLTNMPWP770$52,5540.02%
226MIDDLESEX WTR CO COM596680108994$52,1980.02%
227FIDELITY MSCI ENERGY INDEX ETF3160924021,972$51,0260.02%
228FORTUNE BRANDS INNOVATIONS INC COFBIN600$50,8020.02%
229CONOCOPHILLIPS COMCOP384$48,9770.02%
230EA SERIES TRUST STRIVE US ENERGY02072L7221,556$48,7400.02%
231PROLOGIS INC. COMPLDGP372$48,5460.02%
232BLACKROCK MUNIYIELD QUALITY FUND INCBLK3,922$48,0540.02%
233PUBLIC STORAGE COM USD0.10PSA-PS164$47,8470.02%
234BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY1104481071,515$46,2150.02%
235VANGUARD WORLD FD INF TECH ETF92204A70286$45,5560.02%
236LINCOLN NATIONAL CORP COM NPV5341871091,415$45,1800.02%
237DOLLAR GEN CORP NEW COM256677105288$45,0100.02%
238FORD MTR CO DEL COM3453708603,341$44,3680.02%
239VANGUARD MID-CAP INDEX FUND922908629176$44,0950.02%
240WESTLAKE CORPORATION COM USD0.01WLK280$42,8540.02%
241EVERSOURCE ENERGYES712$42,5560.02%
242WASTE CONNECTIONS INCWCN247$42,5080.02%
243RIO TINTO ADR EACH REP 1 ORDRTNTF666$42,4910.02%
244CARRIER GLOBAL CORPORATION COMCARR726$42,2350.02%
245MARTIN MARIETTA MATERIALS INC COM USD0.0157328410666$40,9190.01%
246ISHARES TR IBOXX HI YD ETF464288513521$40,5520.01%
247FLAHERTY &CRUMRINE PFD INCOME COM3384801063,760$39,9020.01%
248HONEYWELL INTERNATIONAL INC COM USD1438516106190$39,1880.01%
249MICROCHIP TECHNOLOGY INC. COMMCHPP436$39,1770.01%
250YUM CHINA HLDGS INC COMYUMC984$39,1690.01%
251FIDELITY WISE ORIGIN BITCOIN FUNDFBTC621$38,5750.01%
252C3 AI INC CL AAI1,390$37,6270.01%
253AUTOMATIC DATA PROCESSING INC COM USD0.10ADP144$36,0980.01%
254TRAVELERS COMPANIES INC COM STK NPVTRV151$34,7510.01%
255NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1NONOF266$34,1780.01%
256FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF316092873680$33,7460.01%
257VALERO ENERGY CORP COMVLO194$33,2620.01%
258AIRBNB INC COM CL AABNB200$32,9920.01%
259CONSOLIDATED EDISON INC COM USD0.10ED362$32,8990.01%
260SCHWAB STRATEGIC TR US TIPS ETF808524870629$32,8550.01%
261SELECT SECTOR SPDR TR INDL81369Y704259$32,7210.01%
262BLACK HILLS CORPBKH572$31,2740.01%
263INDEPENDENCE REALTY TRUST INC COM USD0.0145378A1061,935$31,2220.01%
264AMEREN CORP COM USD0.01AEE415$30,7250.01%
265KINDER MORGAN INC COM USD0.01EP-PC1,662$30,4900.01%
266TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLTOYOF119$30,0540.01%
267NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTNU2,449$29,9830.01%
268LABORATORY CORP AMER HLDGS COM USD0.150540R409135$29,6320.01%
269GLOBAL X FDS RBTCS ARTFL INTE37954Y715922$29,3570.01%
270ASTRAZENECA ADR REP 0.5 ORDAZN432$29,2680.01%
271TOTAL ENERGIES SETTE425$29,2520.01%
272CINTAS CORPCTAS42$28,9850.01%
273AMMO INC COM ISIN #US00175J1079POWWP10,480$28,8210.01%
274SIMON PROPERTY GROUP INC828806109182$28,6370.01%
275VANGUARD REAL ESTATE ETF922908553320$27,6730.01%
276SPIRE GLOBAL INC COM CL A NEWSPIR2,290$27,4840.01%
277ROCKWELL AUTOMATION INC COM USD1ROK90$26,4080.01%
278INVESCO EXCH TRADED FD TR II S&P500 HDL VOLIVZ590$26,2310.01%
279CHUBB LIMITED COM NPV ISIN #CH0044328745CB98$25,4990.01%
280KEYCORP COM4932671081,600$25,2960.01%
281PALO ALTO NETWORKS INC COM USD0.0001PANW88$25,2850.01%
282GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC276$25,0910.01%
283SERVICE CORPORATION INTERNATIONAL COM USD1.00817565104312$23,1800.01%
284ROYCE VALUE TRUST INCRVT1,494$22,6730.01%
285DORCHESTER MINERALS LP COM UNITDMLP671$22,6420.01%
286CULLEN/FROST BANKERS INCCFR-PB196$22,1570.01%
287SCHLUMBERGER LIMITED COM USD0.01SLB386$21,1840.01%
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290VULCAN MATERIALS CO92916010975$20,7270.01%
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307VOYA GLBL ADV &PREM OPP FD COM92912R1041,800$16,2720.01%
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315PAYPAL HLDGS INC COMPYPL221$14,8040.01%
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344ULTA BEAUTY INC COMULTA20$10,4570.00%
345GLOBAL X FDS INTERNET OF THNG37954Y780286$10,3950.00%
346REGIONS FINANCIAL CORP NEW COMRF-PF483$10,1750.00%
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348CITIGROUP INCC-PR159$10,0550.00%
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350FIDELITY HIGH YIELD FACTOR ETF316092618198$9,5470.00%
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353GLOBAL X FDS AUTONMOUS EV ETF37954Y624373$9,2270.00%
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355BLACKROCK TCP CAPITAL CORP COMTCPC875$9,1260.00%
356FIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETF33739P301187$9,0350.00%
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362COMCAST CORPCCZ194$8,4250.00%
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364FIDELITY DISRUPTIVE TECH ETF316092139258$8,2320.00%
365DARDEN RESTAURANTS INCDRI49$8,1900.00%
366BLACKROCK RES &COMMODITIES ST SHSBLK899$8,1690.00%
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369MATTERPORT INC COM CL A5770961003,185$7,1980.00%
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374INVESCO EXCHANGE TRADED FD TR HIG YLD EQ DIVIVZ331$6,8500.00%
375VANGUARD WORLD FD FINANCIALS ETF92204A40566$6,8420.00%
376EATON VANCE MUNICIPAL INCOME TRUSTETN665$6,8160.00%
377LEGGETT &PLATT INC COM USD0.01LEG336$6,4430.00%
378HANESBRANDS INC COM USD0.014103451021,100$6,3800.00%
379CABOT CORPCBT68$6,3250.00%
380TWILIO INC CL ATWLO102$6,2370.00%
381FRANKLIN ELECTRIC CO INCFELE54$5,8290.00%
382LLOYDS BANKING GROUP ADR 4 ORDLLOBF2,250$5,8270.00%
383CUSTOM TRUCK ONE SOURCE INC COM CL ACTOS1,000$5,8200.00%
384FIDELITY BLUE CHIP GROWTH ETF316092352149$5,7320.00%
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386BLACKROCK MUN INCOME QUALITY T COMBLK489$5,6720.00%
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393LOEWS CORP COM USD0.01L68$5,3280.00%
394NATIONAL HEALTH INVESTORS INC63633D10483$5,2620.00%
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396ISHARES TR MSCI USA MIN VOL46429B69760$5,0750.00%
397CASS INFORMATION SYSTEMS INCCASS104$5,0260.00%
398INVESCO EXCH TRADED FD TR II PFD ETFIVZ417$4,9530.00%
399VANECK ETF TR FALLEN ANGEL HIGH YLD BD EFT92189F437168$4,8870.00%
400BANCO SANTANDER S.A. ADRBCDRF1,000$4,8400.00%
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402AMPLIFY ETF TR AMPLIFY LITHIUM032108805503$4,7540.00%
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408SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R788109$4,4620.00%
409DIREXION DLY S&P 500 BULL 3X25459W86232$4,3710.00%
410GLOBAL X FDS GLBL X MLP ETF37954Y34389$4,3020.00%
411ISHARES TR US CONSM STAPLES46428781263$4,2700.00%
412VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF92204285898$4,0930.00%
413LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD53656F417316$3,9370.00%
414SELECT SECTOR SPDR TR FINANCIAL81369Y60593$3,9200.00%
415NUVEEN AMT FREE MUN CR INC FD COMNU314$3,8200.00%
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426MURAL ONCOLOGY PUB LTD CO COM USD0.01G63365103531$2,5990.00%
427SPX TECHNOLOGIES INC COMSPXC20$2,4620.00%
428NOVAGOLD RES INC COM NEW ISIN #CA66987E2069 SEDOL #213545066987E206770$2,3100.00%
429INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGTIVZ13$2,2100.00%
430VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND92190976827$1,6310.00%
431ISHARES CORE S&P 500 ETF4642872003$1,6070.00%
432INSIGHT SELECT INCOME FD COM45781W10992$1,5250.00%
433VANGUARD LARGE-CAP INDEX FUND9229086376$1,4650.00%
434UNITED AIRLS HLDGS INC COMUNTCW30$1,4360.00%
435DIREXION SHS ETF TR DLY S&P500 BR 3X25460E265152$1,3290.00%
436LIBERTY GLOBAL LTD. COM USD0.01 ALBTYK71$1,2010.00%
437PROSHARES TR ULTRAPRO SHT QQQ74347G432101$1,0640.00%
438PROSHARES TR ULTRASHRT DOW 3074347G64850$7990.00%
439SIRIUS XM HOLDINGS INC COMSIRI193$7500.00%
440SELECT SECTOR SPDR TR ENERGY81369Y5067$6660.00%
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442FORTRESS BIOTECH INC COM NEWFBIOP250$5000.00%
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447UPSTART HLDGS INC COMUPST2$530.00%
448CANOPY GROWTH CORPORATION COM NPV (POST REV SPLIT) ISIN #CA1380357048 SEDOL #BR1G4F8CGC4$340.00%
449BANK OF NEW YORK MELLON CORP COM USD0.010640581000$280.00%
450PUTNAM MANAGED MUN INCOME TR COM7468231030$00.00%