The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFILIATED MANAGERS GROUP PFD PFD 008252827   1,892 84,450 SH   SOLE   84,450 0 0
APOLLO GLOBAL MGMT PFD 7.625 PFD 03769M205   1,607 63,200 SH   SOLE   63,200 0 0
BABCOCK & WILCOX SER A 7.75 PFD 05614L407   624 32,500 SH   SOLE   32,500 0 0
FTAI AVIATION PFD SER C 8.25 PFD G3730V139   798 31,700 SH   SOLE   31,700 0 0
FTAI AVIATION PFD SER D 9.5 PFD G3730V147   4,352 160,930 SH   SOLE   160,530 0 0
GREEN BRICK PARTNERS PFD SER A PFD 392709200   739 34,400 SH   SOLE   34,400 0 0
HOVNANIAN ENTERPRISES SER A 7. PFD 442487112   585 28,550 SH   SOLE   28,550 0 0
JACKSON FINANCIAL SER A 8 PFD 46817M206   2,416 96,850 SH   SOLE   96,600 0 0
LINCOLN NATIONAL CO PFD SER D PFD 534187885   2,209 84,525 SH   SOLE   84,325 0 0
PEBBLEBROOK HOTEL TR PFD SER G PFD 70509V803   1,473 75,950 SH   SOLE   75,950 0 0
PEBBLEBROOK HOTEL TR PFD SER H PFD 70509V886   669 38,450 SH   SOLE   38,450 0 0
PITNEY BOWES SER B 6.70 PFD 724479506   620 32,300 SH   SOLE   32,300 0 0
SL GREEN REALTY CORP PFD I 6.5 PFD 78440X507   898 44,250 SH   SOLE   44,250 0 0
SLM CORP PFD SER B 5.635 PFD 78442P502   5,556 75,750 SH   SOLE   75,650 0 0
SYNCHRONY FINANCIAL SER B 8.25 PFD 87165B400   5,539 219,980 SH   SOLE   219,680 0 0
TELEPHONE & DATA SYSTEMS SER U PFD 879433787   1,337 66,800 SH   SOLE   66,800 0 0
VALLEY NATL BANCORP PFD SER C PFD 919794404   736 29,100 SH   SOLE   29,100 0 0
VORNADO REALTY SER M 5.25 PFD 929042828   931 57,500 SH   SOLE   57,500 0 0
VORNADO REALTY SER N 5.25 PFD 929042810   1,310 80,600 SH   SOLE   80,600 0 0
ADVANCED MICRO DEVICES INC COM COM 007903107   5,482 26,946 SH   SOLE   26,946 0 0
ALERIAN MLP ETF COM 00162Q452   9,399 178,545 SH   SOLE   178,545 0 0
ALLOGENE THERAPEUTICS INC COM 019770106   38 15,750 SH   SOLE   15,750 0 0
ALPHABET INC CAP STK CL A COM 02079K305   444 1,544 SH   SOLE   1,544 0 0
ALPHABET INC CL C COM 02079K107   16,115 56,178 SH   SOLE   56,128 0 0
AMAZON.COM COM 023135106   18,730 89,929 SH   SOLE   89,854 0 0
APPLE COM 037833100   69,201 272,669 SH   SOLE   272,644 0 0
AXON ENTERPRISE INC COM 05464C101   1,274 3,000 SH   SOLE   3,000 0 0
BANK OF AMERICA COM 060505104   5,838 119,745 SH   SOLE   119,595 0 0
BANKUNITED INC COM 06652K103   248 5,500 SH   SOLE   5,500 0 0
BERKSHIRE HATHAWAY DEL CL A COM 084670108   718 1 SH   SOLE   1 0 0
BLACKSTONE INC COM 09260D107   296 2,578 SH   SOLE   2,578 0 0
BLACKSTONE MORTGAGE TRUST INC COM 09257W100   3,346 174,700 SH   SOLE   174,700 0 0
BLACKSTONE SECURED LENDING FUN COM 09261X102   6,276 264,940 SH   SOLE   264,790 0 0
BROADCOM INC COM 11135F101   279 900 SH   SOLE   900 0 0
CAPITAL ONE FINANCIAL COM 14040H105   9,118 49,983 SH   SOLE   49,983 0 0
CAPSTONE GREEN ENERGY HLDGS COM 14067D607   165 30,250 SH   SOLE   30,250 0 0
CBRE GROUP COM 12504L109   5,531 40,831 SH   SOLE   40,831 0 0
CHUBB LTD COM H1467J104   1,858 5,700 SH   SOLE   5,700 0 0
CIGNA GROUP COM 125523100   4,186 15,692 SH   SOLE   15,692 0 0
CITIGROUP INC COM 172967424   9,511 83,865 SH   SOLE   83,865 0 0
CONSTELLATION ENERGY CORP COM 21037T109   4,642 16,623 SH   SOLE   16,623 0 0
CORE SCIENTIFIC INC COM 21874A106   303 20,275 SH   SOLE   20,275 0 0
COREWEAVE INC COM 21873S108   244 3,150 SH   SOLE   3,150 0 0
COSTCO WHOLESALE CORP COM 22160K105   1,111 1,115 SH   SOLE   1,115 0 0
COTY INC COM 222070203   116 57,500 SH   SOLE   57,500 0 0
DANAHER CORP COM COM 235851102   904 4,767 SH   SOLE   4,742 0 0
DANAOS CORP COM Y1968P121   1,609 14,285 SH   SOLE   14,285 0 0
DELL TECHNOLOGIES INC COM 24703L202   3,429 20,890 SH   SOLE   20,890 0 0
EATON VANCE DIVERSIFIED EQUITY COM 27828N102   550 39,865 SH   SOLE   39,865 0 0
EATON VANCE TAX ADV DIVID INCO COM 27828G107   491 20,000 SH   SOLE   20,000 0 0
EATON VANCE TAX ADV GLOBAL DIV COM 27828S101   211 10,500 SH   SOLE   10,500 0 0
EATON VANCE TAX MANAGED BUY-WR COM 27828Y108   315 23,075 SH   SOLE   23,075 0 0
EATON VANCE TAX MANAGED GLOBAL COM 27829C105   396 45,100 SH   SOLE   45,100 0 0
ELI LILLY & CO COM 532457108   261 284 SH   SOLE   284 0 0
ENERGY SELECT SECTOR SPDR COM 81369Y506   2,288 37,350 SH   SOLE   37,350 0 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107   322 8,500 SH   SOLE   8,500 0 0
EQT CORP COM 26884L109   7,052 110,805 SH   SOLE   110,805 0 0
FORTRESS BIOTECH INC COM 34960Q307   373 133,666 SH   SOLE   133,666 0 0
FORTRESS BIOTECH UNIT, COMMON COM 34960Q307   479 171,803 SH   SOLE   171,803 0 0
FREEPORT MCMORAN, INC. CL B COM 35671D857   8,862 150,770 SH   SOLE   150,770 0 0
GAMING AND LEISURE PROPERTIES, COM 36467J108   863 19,452 SH   SOLE   19,352 0 0
GOLDMAN SACHS BDC INC COM 38147U107   612 68,950 SH   SOLE   68,950 0 0
GOLUB CAPITAL BDC INC COM 38173M102   3,181 251,300 SH   SOLE   251,000 0 0
HERMES INTERNATIONAL ADR COM 42751Q105   1,991 10,495 SH   SOLE   10,495 0 0
HONEY BADGER SILVER INC COM 438340200   41 200,000 SH   SOLE   200,000 0 0
HONEYWELL INTL INC COM 438516106   474 2,098 SH   SOLE   2,098 0 0
INCYTE COM 45337C102   8,810 93,600 SH   SOLE   93,600 0 0
JOHNSON & JOHNSON COM 478160104   464 1,900 SH   SOLE   1,900 0 0
JP MORGAN CHASE & CO COM 46625H100   750 2,549 SH   SOLE   2,549 0 0
LINDE PLC NEW COM G54950103   9,359 18,879 SH   SOLE   18,879 0 0
LOEWS CORP COM 540424108   920 8,620 SH   SOLE   8,620 0 0
LUMENTUM HLDGS INC COM 55024U109   229 326 SH   SOLE   326 0 0
LXP INDUSTRIAL TRUST COM 529043408   6,175 133,480 SH   SOLE   133,380 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   2,094 4,000 SH   SOLE   4,000 0 0
MCDONALDS COM 580135101   542 1,745 SH   SOLE   1,745 0 0
MICROSOFT COM 594918104   11,333 30,615 SH   SOLE   30,615 0 0
MORGAN STANLEY DIRECT LENDING COM 61774A103   1,460 104,600 SH   SOLE   104,500 0 0
NEXTERA ENERGY INC COM 65339F101   9,262 99,723 SH   SOLE   99,583 0 0
NVIDIA CORP COM 67066G104   368 2,110 SH   SOLE   2,110 0 0
OATLY GROUP AB COM 67421J207   243 24,000 SH   SOLE   24,000 0 0
ONDAS HOLDINGS COM 68236H204   151 16,750 SH   SOLE   16,750 0 0
OPTICAL CABLE CORP COM 683827208   232 28,150 SH   SOLE   28,150 0 0
ORASURE TECHNOLOGIES COM 68554V108   75 25,000 SH   SOLE   25,000 0 0
PALANTIR TECHNOLOGIES INC CL A COM 69608A108   3,044 20,811 SH   SOLE   20,811 0 0
PALO ALTO NETWORKS INC COM 697435105   187 1,169 SH   SOLE   1,169 0 0
PARAMOUNT SKYDANCE CORP COM 69932A204   90 10,000 SH   SOLE   10,000 0 0
PEPSICO INC COM 713448108   318 2,050 SH   SOLE   2,050 0 0
PROCTER & GAMBLE COM 742718109   244 1,690 SH   SOLE   1,690 0 0
ROBINHOOD MKTS INC COM CL A COM 770700102   522 7,532 SH   SOLE   7,532 0 0
ROYAL BANK OF CANADA COM 780087102   4,253 26,290 SH   SOLE   26,290 0 0
SALESFORCE INC. COM 79466L302   2,745 14,707 SH   SOLE   14,707 0 0
SLM CORP COM 78442P106   4,562 213,100 SH   SOLE   213,100 0 0
SOLSTICE ADVANCED MATERIALS IN COM 83443Q103   273 3,584 SH   SOLE   3,584 0 0
SPDR GOLD TRUST COM 78463V107   5,013 11,651 SH   SOLE   11,651 0 0
TAIWAN SEMICONDUCTOR MFG CO COM 874039100   9,375 27,742 SH   SOLE   27,742 0 0
TECOGEN INC COM 87876P201   45 17,650 SH   SOLE   17,650 0 0
UNIT CORP COM 909218406   1,116 32,300 SH   SOLE   32,300 0 0
UROGEN PHARMA LTD COM M96088105   193 10,750 SH   SOLE   10,750 0 0
VANGUARD RUSSELL 1000 GROWTH I COM 92206C680   2,578 23,500 SH   SOLE   23,500 0 0
WASTE MANAGEMENT INC COM 94106L109   297 1,293 SH   SOLE   1,293 0 0
WESCO INTL INC COM 95082P105   2,363 8,635 SH   SOLE   8,635 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   9,039 68,995 SH   SOLE   68,995 0 0
WILLIS LEASE FINANCIAL CORP COM 970646105   2,123 12,470 SH   SOLE   12,470 0 0
ZSCALER COM 98980G102   2,491 17,753 SH   SOLE   17,753 0 0