| Taiwan Semiconductor Manufacturing Co Ltd | 7,086 | 2.4M $ | |
| ASML Holding NV | 1,781 | 2.4M $ | |
| BNY Mellon Strategic Municipals Inc | 358,313 | 2.3M $ | |
| Putnam Premier Income Trust | 633,159 | 2.2M $ | |
| Nuveen Taxable Municipal Income Fund | 140,892 | 2.2M $ | |
| Hancock John Income Securities Trust | 200,843 | 2.2M $ | |
| Equifax Inc | 11,617 | 2.1M $ | |
| Procter & Gamble Co/The | 14,393 | 2.1M $ | |
| Western Asset Inflation-Linked Opportunities & Income Fund | 244,874 | 2.1M $ | |
| Ares Capital Corp | 110,366 | 2M $ | |
| Seven Hills Realty Trust | 241,581 | 2M $ | |
| FS Specialty Lending Fund | 158,283 | 2M $ | |
| Oracle Corp | 13,378 | 2M $ | |
| FS Credit Opportunities Corp | 385,289 | 2M $ | |
| Principal Real Estate Income Fd | 202,268 | 1.9M $ | |
| Delaware Investments National Municipal Income Fund | 194,085 | 1.9M $ | |
| FIDUS INVESTMENT CORP | 109,885 | 1.9M $ | |
| BlackRock Taxable Municipal Bond Trust | 117,511 | 1.9M $ | |
| RIVERNORTH CAPITAL MANAGEMENT LLC | 237,095 | 1.8M $ | |
| Costco Wholesale Corp | 1,767 | 1.8M $ | |
| Abbott Laboratories | 16,987 | 1.7M $ | |
| Zoetis Inc | 14,257 | 1.7M $ | |
| ALLIANCEBERNSTEIN NATL MUN INCOME FD INC | 155,029 | 1.7M $ | |
| iShares MSCI EAFE ETF | 16,714 | 1.6M $ | |
| Angel Oak Mortgage REIT Inc | 197,392 | 1.6M $ | |
| Tractor Supply Co | 35,703 | 1.6M $ | |
| Dick's Sporting Goods Inc | 8,032 | 1.6M $ | |
| Federated Hermes Pre | 140,894 | 1.5M $ | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND II | 223,261 | 1.5M $ | |
| Fidelity Concord Street Trust | 6,468 | 1.5M $ | |
| Paychex Inc | 15,276 | 1.4M $ | |
| PIMCO California Mun | 161,861 | 1.4M $ | |
| MSC Income Fund Inc | 113,574 | 1.4M $ | |
| Vanguard International Equity Index Funds | 25,027 | 1.4M $ | |
| GOLUB CAPITAL BDC INC | 106,309 | 1.3M $ | |
| Hercules Capital Inc | 90,672 | 1.3M $ | |
| BLACKROCK MUNIHOLDINGS FD INC | 115,874 | 1.3M $ | |
| TCW Strategic Income Fund Inc. | 290,073 | 1.3M $ | |
| MFS Charter Income Trust | 207,236 | 1.3M $ | |
| CRESCENT CAPITAL BDC INC | 102,056 | 1.2M $ | |
| Blackrock Income Trust Inc. | 108,500 | 1.1M $ | |
| State Street SPDR S&P 500 ETF Trust | 1,694 | 1.1M $ | |
| MFS MUN INCOME TR | 181,261 | 977K $ | |
| BNY MELLON MUN BD INFRASTRUCTURE FD INC | 83,758 | 882.8K $ | |
| Neuberger Municipal Fund Inc | 78,119 | 792.9K $ | |
| Putnam Municipal Opportunities Trust | 76,842 | 791.5K $ | |
| BLACKROCK MUNIYIELD QUALITY FD III INC | 73,672 | 774.3K $ | |
| iShares Trust | 1,980 | 706K $ | |
| Hancock John Investors Trust | 47,763 | 616.6K $ | |
| BlackRock Corporate High Yield Fund Inc. | 69,422 | 591.5K $ | |
| iShares Russell 2000 ETF | 2,193 | 543.9K $ | |
| Dimensional International Core | 14,944 | 531K $ | |
| Workday Inc | 3,994 | 518.9K $ | |
| Vanguard Real Estate ETF | 5,791 | 513.7K $ | |
| Invesco Bond Fund | 31,835 | 477.5K $ | |
| Paycom Software Inc | 3,348 | 407K $ | |
| Stryker Corp | 1,200 | 394.3K $ | |
| MFS HIGH INCOME MUN TR | 101,715 | 377.4K $ | |
| Western Asset Intermediate Muni Fund Inc. | 48,234 | 370.4K $ | |
| DBS Group Holdings Ltd | 2,044 | 366.4K $ | |
| iShares Russell 1000 Growth ETF | 846 | 360.8K $ | |
| Roche Holding AG | 7,047 | 350.3K $ | |
| iShares Core S&P U.S. Growth ETF | 2,248 | 348.7K $ | |
| Vanguard Growth ETF | 768 | 335.3K $ | |
| Blackrock Multi-Sector Income Tr | 26,326 | 329.6K $ | |
| Shell PLC | 3,278 | 304.9K $ | |
| Allianz SE | 6,903 | 290.2K $ | |
| Tencent Holdings Ltd | 4,231 | 267.5K $ | |
| Fomento Economico Mexicano SAB de CV | 2,321 | 257.8K $ | |
| AIA Group Ltd | 5,764 | 256.7K $ | |
| Vanguard Total Stock Market ETF | 786 | 252.2K $ | |
| Schneider Electric SE | 4,526 | 246.4K $ | |
| Vanguard Value ETF | 1,219 | 239.2K $ | |
| Lasertec Corp | 5,425 | 237.3K $ | |
| Disco Corp | 5,520 | 224.4K $ | |
| BAE Systems PLC | 1,897 | 221K $ | |
| Chugai Pharmaceutical Co Ltd | 7,825 | 215.3K $ | |
| Rio Tinto PLC | 2,284 | 213.1K $ | |
| Advanced Micro Devices Inc | 1,034 | 210.3K $ | |
| CATL | 10,392 | 208.2K $ | |
| Haleon PLC | 17,477 | 174.9K $ | |
| Obic Co Ltd | 11,452 | 140.2K $ | |
| M3 Inc | 22,202 | 113K $ | |
| Unicharm Corp | 21,761 | 63.3K $ | |