| Apple Inc | 36 023 | 9,1 M $ | |
| iShares Core Dividend Growth ETF | 111 607 | 7,8 M $ | |
| PIMCO California Mun | 866 413 | 7,4 M $ | |
| Ascendis Pharma A/S | 26 077 | 6 M $ | |
| XAI Octagon Floating | 344 096 | 5,9 M $ | |
| FS Credit Opportunities Corp | 1 134 000 | 5,8 M $ | |
| FS Specialty Lending Fund | 452 200 | 5,7 M $ | |
| Taiwan Fund Inc | 84 000 | 5,5 M $ | |
| Microsoft Corp | 14 358 | 5,3 M $ | |
| Mexico Fund Inc | 205 000 | 4,3 M $ | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND II | 618 726 | 4,2 M $ | |
| NexPoint Diversified Real Estate Trust | 903 840 | 4,2 M $ | |
| Lam Research Corp | 19 130 | 4,1 M $ | |
| Bluerock Total Incom | 246 000 | 4,1 M $ | |
| BlackRock Technology & Private Equity Term Trust | 593 000 | 3,9 M $ | |
| Royce Global Trust Inc | 291 000 | 3,9 M $ | |
| Alphabet Inc | 12 975 | 3,7 M $ | |
| Korea Fund Inc | 82 265 | 3,7 M $ | |
| SRH Total Return Fund Inc | 216 000 | 3,7 M $ | |
| Templeton Dragon | 342 000 | 3,6 M $ | |
| Highland Global Allocation Fund | 443 000 | 3,6 M $ | |
| Highland Opportunities & Income Fund | 617 000 | 3,5 M $ | |
| Destra Multi Alternative Fund | 412 000 | 3,3 M $ | |
| Central Securities C | 65 000 | 3,2 M $ | |
| Morgan Stanley China | 178 100 | 3,1 M $ | |
| Mexico Equity&Inc | 237 827 | 3,1 M $ | |
| Vanguard Index Funds | 9 554 | 2,9 M $ | |
| Clough Global Opportunities Fu | 456 547 | 2,5 M $ | |
| Vanguard Bond Index Funds | 32 186 | 2,5 M $ | |
| Total Return Securities Fund | 407 269 | 2,4 M $ | |
| Amazon.com Inc | 11 305 | 2,4 M $ | |
| Vanguard Index Funds | 10 652 | 2,3 M $ | |
| GE Vernova Inc | 2 613 | 2,3 M $ | |
| Western Asset Inflation-Linked Opportunities & Income Fund | 230 000 | 1,9 M $ | |
| Invesco Senior Income Trust | 600 000 | 1,9 M $ | |
| Nuveen Floating Rate Income Fund | 250 000 | 1,9 M $ | |
| European Equity Fd | 188 070 | 1,9 M $ | |
| Blackstone/GSO Long- | 170 000 | 1,9 M $ | |
| BLACKROCK MUN TARGET TERM TR | 81 562 | 1,9 M $ | |
| Meta Platforms Inc | 3 147 | 1,8 M $ | |
| Exxon Mobil Corp | 10 474 | 1,8 M $ | |
| Alphabet Inc | 6 140 | 1,8 M $ | |
| Delaware Investments National Municipal Income Fund | 174 693 | 1,7 M $ | |
| Dimensional International Smal | 44 100 | 1,7 M $ | |
| Neuberger Next Generation Connectivity Fund Inc. | 129 790 | 1,7 M $ | |
| Berkshire Hathaway Inc | 3 480 | 1,7 M $ | |
| Nuveen Credit Strategies Income Fund | 314 469 | 1,5 M $ | |
| NVIDIA Corp | 8 738 | 1,5 M $ | |
| J P Morgan Exchange Traded Fund Trust | 25 443 | 1,4 M $ | |
| Clough Global | 240 785 | 1,4 M $ | |
| JPMorgan Chase & Co | 4 837 | 1,4 M $ | |
| Dimensional Emerging Markets V | 39 760 | 1,4 M $ | |
| Federated Hermes Pre | 128 815 | 1,4 M $ | |
| Neuberger Municipal Fund Inc | 135 900 | 1,4 M $ | |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | 14 355 | 1,3 M $ | |
| Walmart Inc | 10 628 | 1,3 M $ | |
| iShares MSCI Emerging Markets ETF | 22 990 | 1,3 M $ | |
| Costco Wholesale Corp | 1 273 | 1,3 M $ | |
| Sprouts Farmers Market Inc | 16 142 | 1,2 M $ | |
| Taiwan Semiconductor Manufacturing Co Ltd | 3 635 | 1,2 M $ | |
| BrandywineGLOBAL-Global Income Opportunities Fund Inc | 145 866 | 1,1 M $ | |
| Visa Inc | 3 641 | 1,1 M $ | |
| Analog Devices Inc | 3 406 | 1,1 M $ | |
| AECOM | 12 611 | 1,1 M $ | |
| FedEx Corp | 2 800 | 997,3 k $ | |
| NIKE Inc | 18 658 | 985,5 k $ | |
| Blackrock Inc | 940 | 904 k $ | |
| NetApp Inc | 8 699 | 890,7 k $ | |
| Tractor Supply Co | 18 315 | 829,7 k $ | |
| BLACKROCK MUNIHOLDINGS CALIF QUALITY FD INC | 78 600 | 817,4 k $ | |
| iShares Core MSCI International Developed Markets ETF | 9 632 | 804,9 k $ | |
| SoFi Technologies Inc | 46 227 | 734,1 k $ | |
| Lowe's Cos Inc | 3 103 | 733,2 k $ | |
| Deere & Co | 1 279 | 720,5 k $ | |
| Vanguard FTSE Developed Markets ETF | 11 228 | 719,5 k $ | |
| Alibaba Group Holding Ltd | 5 534 | 694,3 k $ | |
| Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund | 11 518 | 692,2 k $ | |
| Vanguard Short-term Bond Etf | 8 813 | 691 k $ | |
| Lockheed Martin Corp | 1 139 | 688,4 k $ | |
| Vanguard S&P 500 ETF | 1 148 | 686,1 k $ | |
| BlackRock MuniYield New York Q | 71 419 | 685,6 k $ | |
| Vanguard Financials ETF | 5 611 | 677,9 k $ | |
| Mastercard Inc | 1 347 | 673 k $ | |
| VanEck J. P. Morgan EM Local Currency Bond ETF | 24 900 | 625,2 k $ | |
| RiverNorth Flexible | 49 190 | 622,3 k $ | |
| DWS ETF Trust | 33 995 | 622,1 k $ | |
| Vistra Corp | 4 050 | 608,8 k $ | |
| QUALCOMM Inc | 4 727 | 608,7 k $ | |
| State Street SPDR S&P 500 ETF Trust | 883 | 574,5 k $ | |
| Union Pacific Corp | 2 296 | 557,1 k $ | |
| J P Morgan Exchange Traded Fund Trust | 9 724 | 539,9 k $ | |
| ARS Pharmaceuticals Inc | 67 229 | 539,8 k $ | |
| Chevron Corp | 2 557 | 529,1 k $ | |
| Home Depot Inc/The | 1 602 | 526,9 k $ | |
| Clough Global Equity Fund | 66 015 | 497,1 k $ | |
| Intel Corp | 11 017 | 486,2 k $ | |
| Dover Corp | 2 288 | 476,9 k $ | |
| CSX Corp | 11 272 | 462,7 k $ | |
| Johnson & Johnson | 1 839 | 449,6 k $ | |
| Saba Capital Income & Opportunities Fund | 65 333 | 440,3 k $ | |