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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 552 3,445 SH   SOLE   3,445 0 0
ABBOTT LABS COM 002824100 381 3,505 SH   SOLE   3,505 0 0
ABBVIE INC COM 00287Y109 250 2,859 SH   SOLE   2,859 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,246 2,541 SH   SOLE   2,541 0 0
AERCAP HOLDINGS NV SHS N00985106 210 8,350 SH   SOLE   2,200 0 6,150
ALCON AG ORD SHS H01301128 4,155 72,965 SH   SOLE   65,909 0 7,056
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,427 18,462 SH   SOLE   14,732 0 3,730
ALLEGION PLC ORD SHS G0176J109 5,410 54,698 SH   SOLE   44,979 0 9,719
ALPHABET INC CAP STK CL A 02079K305 24,901 16,990 SH   SOLE   13,183 0 3,807
ALPHABET INC CAP STK CL C 02079K107 18,586 12,647 SH   SOLE   9,863 0 2,784
ALTRIA GROUP INC COM 02209S103 884 22,872 SH   SOLE   21,222 0 1,650
AMAZON COM INC COM 023135106 43,767 13,900 SH   SOLE   10,963 0 2,937
AMERICAN EXPRESS CO COM 025816109 4,418 44,068 SH   SOLE   34,183 0 9,885
AMERIPRISE FINL INC COM 03076C106 240 1,560 SH   SOLE   1,300 0 260
AMGEN INC COM 031162100 13,532 53,243 SH   SOLE   39,973 0 13,270
ANTHEM INC COM 036752103 16,917 62,983 SH   SOLE   48,285 0 14,698
APPLE INC COM 037833100 68,840 594,420 SH   SOLE   474,261 0 120,159
ARES CAPITAL CORP COM 04010L103 697 49,980 SH   SOLE   4,400 0 45,580
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 243 6,000 SH   SOLE   6,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 5,252 14,222 SH   SOLE   12,642 0 1,580
AUDIOCODES LTD ORD M15342104 560 17,800 SH   SOLE   17,800 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 646 4,628 SH   SOLE   4,628 0 0
BARINGS BDC INC COM 06759L103 143 17,850 SH   SOLE   0 0 17,850
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,379 34,652 SH   SOLE   27,665 0 6,987
BIOGEN INC COM 09062X103 745 2,625 SH   SOLE   2,625 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 602 98,122 SH   SOLE   22,880 0 75,242
BLACKROCK CAP INVT CORP COM 092533108 41 16,732 SH   SOLE   0 0 16,732
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 4,088 412,547 SH   SOLE   320,907 0 91,640
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1,820 50,339 SH   SOLE   39,294 0 11,045
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 9,064 154,679 SH   SOLE   119,689 0 34,990
CANADIAN PAC RY LTD COM 13645T100 10,022 32,922 SH   SOLE   28,747 0 4,175
CATERPILLAR INC DEL COM 149123101 3,896 26,124 SH   SOLE   18,699 0 7,425
CHECK POINT SOFTWARE TECH LT ORD M22465104 313 2,605 SH   SOLE   2,055 0 550
CHENIERE ENERGY INC COM NEW 16411R208 6,271 135,529 SH   SOLE   114,409 0 21,120
CHEVRON CORP NEW COM 166764100 6,040 83,887 SH   SOLE   60,382 0 23,505
CISCO SYS INC COM 17275R102 9,025 229,111 SH   SOLE   179,191 0 49,920
CITIGROUP INC COM NEW 172967424 297 6,900 SH   SOLE   6,900 0 0
CLEARWAY ENERGY INC CL C 18539C204 2,963 109,912 SH   SOLE   109,912 0 0
CLOROX CO DEL COM 189054109 258 1,226 SH   SOLE   1,126 0 100
COCA COLA CO COM 191216100 1,418 28,729 SH   SOLE   28,529 0 200
COMERICA INC COM 200340107 223 5,827 SH   SOLE   5,827 0 0
COMPUGEN LTD ORD M25722105 504 31,000 SH   SOLE   31,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 390 1,098 SH   SOLE   898 0 200
CVS HEALTH CORP COM 126650100 3,979 68,128 SH   SOLE   55,716 0 12,412
CYBERARK SOFTWARE LTD SHS M2682V108 2,089 20,200 SH   SOLE   20,200 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 125 11,200 SH   SOLE   10,030 0 1,170
DIAGEO PLC SPON ADR NEW 25243Q205 1,775 12,897 SH   SOLE   10,232 0 2,665
DISNEY WALT CO COM DISNEY 254687106 7,194 57,982 SH   SOLE   43,682 0 14,300
DOVER CORP COM 260003108 200 1,847 SH   SOLE   1,847 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,636 52,351 SH   SOLE   42,666 0 9,685
ELBIT SYS LTD ORD M3760D101 2,238 18,601 SH   SOLE   18,601 0 0
EMERSON ELEC CO COM 291011104 241 3,670 SH   SOLE   3,670 0 0
ENBRIDGE INC COM 29250N105 22,312 764,107 SH   SOLE   608,631 0 155,476
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 14,435 2,663,302 SH   SOLE   2,167,368 0 495,934
ENTERPRISE PRODS PARTNERS L COM 293792107 36,426 2,306,879 SH   SOLE   1,849,873 0 457,006
EQUINOR ASA SPONSORED ADR 29446M102 1,687 120,000 SH   SOLE   120,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 9,039 1,068,489 SH   SOLE   909,259 0 159,230
EXXON MOBIL CORP COM 30231G102 3,756 109,418 SH   SOLE   88,160 0 21,258
FACEBOOK INC CL A 30303M102 38,371 146,511 SH   SOLE   115,167 0 31,344
FIDELITY NATL INFORMATION SV COM 31620M106 6,715 45,613 SH   SOLE   37,351 0 8,262
FIDUS INVT CORP COM 316500107 393 39,930 SH   SOLE   0 0 39,930
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 1,974 46,480 SH   SOLE   46,480 0 0
FRONTLINE LTD SHS NEW G3682E192 65 10,000 SH   SOLE   10,000 0 0
FS KKR CAPITAL CORP COM 302635206 455 28,717 SH   SOLE   0 0 28,717
GALLAGHER ARTHUR J & CO COM 363576109 8,146 77,155 SH   SOLE   60,446 0 16,709
GENERAL ELECTRIC CO COM 369604103 66 10,524 SH   SOLE   10,524 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 2,932 58,680 SH   SOLE   50,985 0 7,695
HERCULES CAPITAL INC COM 427096508 545 47,100 SH   SOLE   0 0 47,100
HOME DEPOT INC COM 437076102 17,913 64,503 SH   SOLE   53,398 0 11,105
HONEYWELL INTL INC COM 438516106 15,032 91,319 SH   SOLE   69,699 0 21,620
ICICI BANK LIMITED ADR 45104G104 827 84,100 SH   SOLE   84,100 0 0
ICL GROUP LTD SHS M53213100 970 277,902 SH   SOLE   277,902 0 0
ILLINOIS TOOL WKS INC COM 452308109 341 1,766 SH   SOLE   1,766 0 0
ING GROEP N.V. SPONSORED ADR 456837103 3,795 536,076 SH   SOLE   429,571 0 106,505
INTEL CORP COM 458140100 617 11,916 SH   SOLE   3,716 0 8,200
INTERCONTINENTAL EXCHANGE IN COM 45866F104 15,696 156,880 SH   SOLE   122,587 0 34,293
INVESCO QQQ TR UNIT SER 1 46090E103 22,831 82,174 SH   SOLE   62,190 0 19,984
ISHARES TR 0-5YR HI YL CP 46434V407 241 5,475 SH   SOLE   5,415 0 60
ISHARES TR 1 3 YR TREAS BD 464287457 3,355 38,777 SH   SOLE   30,462 0 8,315
ISHARES TR BARCLAYS 7 10 YR 464287440 1,683 13,812 SH   SOLE   13,052 0 760
ISHARES TR INTRM GOV CR ETF 464288612 363 3,080 SH   SOLE   1,990 0 1,090
ISHARES TR ISHS 1-5YR INVS 464288646 1,727 31,455 SH   SOLE   17,755 0 13,700
ISHARES TR ISHS 5-10YR INVT 464288638 5,097 83,818 SH   SOLE   71,554 0 12,264
ISHARES TR MICRO-CAP ETF 464288869 442 4,890 SH   SOLE   3,090 0 1,800
ISHARES TR MRNGSTR LG-CP GR 464287119 312 1,165 SH   SOLE   915 0 250
ISHARES TR MSCI EAFE ETF 464287465 304 4,770 SH   SOLE   4,320 0 450
ISHARES TR MSCI EMG MKT ETF 464287234 359 8,140 SH   SOLE   7,690 0 450
ISHARES TR NASDAQ BIOTECH 464287556 211 1,560 SH   SOLE   1,560 0 0
ISHARES TR NATIONAL MUN ETF 464288414 540 4,660 SH   SOLE   4,660 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 484 3,233 SH   SOLE   3,233 0 0
ISHARES TR US AER DEF ETF 464288760 5,468 34,519 SH   SOLE   27,154 0 7,365
ISHARES U S ETF TR SHT MAT MUN ETF 46431W838 1,551 30,900 SH   SOLE   30,900 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 608 152,700 SH   SOLE   152,700 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 316 22,670 SH   SOLE   22,670 0 0
JOHNSON & JOHNSON COM 478160104 9,952 66,848 SH   SOLE   53,508 0 13,340
JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 241 22,395 SH   SOLE   22,020 0 375
JPMORGAN CHASE & CO COM 46625H100 20,011 207,861 SH   SOLE   163,360 0 44,501
KELLOGG CO COM 487836108 320 4,950 SH   SOLE   4,950 0 0
KEURIG DR PEPPER INC COM 49271V100 1,601 57,997 SH   SOLE   41,412 0 16,585
KINDER MORGAN INC DEL COM 49456B101 13,849 1,123,194 SH   SOLE   914,234 0 208,960
KORNIT DIGITAL LTD SHS M6372Q113 318 4,900 SH   SOLE   4,900 0 0
LAUDER ESTEE COS INC CL A 518439104 220 1,010 SH   SOLE   1,010 0 0
LEAR CORP COM NEW 521865204 7,529 69,042 SH   SOLE   52,822 0 16,220
LOCKHEED MARTIN CORP COM 539830109 16,398 42,784 SH   SOLE   33,666 0 9,118
LOWES COS INC COM 548661107 388 2,340 SH   SOLE   1,400 0 940
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 15,357 449,022 SH   SOLE   321,258 0 127,764
MAGIC SOFTWARE ENTERPRISES L ORD 559166103 1,034 78,783 SH   SOLE   78,783 0 0
MAGNA INTL INC COM 559222401 6,051 132,253 SH   SOLE   115,981 0 16,272
MASTERCARD INCORPORATED CL A 57636Q104 14,670 43,380 SH   SOLE   33,770 0 9,610
MERCADOLIBRE INC COM 58733R102 2,715 2,508 SH   SOLE   1,955 0 553
MERCK & CO. INC COM 58933Y105 12,799 154,303 SH   SOLE   121,225 0 33,078
MICROSOFT CORP COM 594918104 38,704 184,015 SH   SOLE   141,595 0 42,420
MPLX LP COM UNIT REP LTD 55336V100 31,862 2,024,273 SH   SOLE   1,622,569 0 401,704
NEW MTN FIN CORP COM 647551100 161 16,850 SH   SOLE   0 0 16,850
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 329 2,200 SH   SOLE   2,200 0 0
NEXTERA ENERGY INC COM 65339F101 15,936 57,415 SH   SOLE   46,665 0 10,750
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 3,665 61,118 SH   SOLE   60,938 0 180
NICE LTD SPONSORED ADR 653656108 14,798 65,180 SH   SOLE   59,330 0 5,850
NORFOLK SOUTHN CORP COM 655844108 503 2,350 SH   SOLE   2,350 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,451 47,000 SH   SOLE   47,000 0 0
NOVARTIS AG SPONSORED ADR 66987V109 2,826 32,498 SH   SOLE   25,547 0 6,951
NOVOCURE LTD ORD SHS G6674U108 523 4,700 SH   SOLE   4,700 0 0
NOVO-NORDISK A S ADR 670100205 5,864 84,459 SH   SOLE   66,984 0 17,475
NUSTAR ENERGY LP UNIT COM 67058H102 9,268 872,700 SH   SOLE   690,150 0 182,550
NXP SEMICONDUCTORS N V COM N6596X109 1,860 14,900 SH   SOLE   14,900 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 342 70,660 SH   SOLE   0 0 70,660
OPEN TEXT CORP COM 683715106 1,801 42,640 SH   SOLE   42,640 0 0
ORACLE CORP COM 68389X105 221 3,700 SH   SOLE   3,700 0 0
ORIX CORP SPONSORED ADR 686330101 4,044 64,638 SH   SOLE   55,210 0 9,428
ORMAT TECHNOLOGIES INC COM 686688102 1,147 19,400 SH   SOLE   19,400 0 0
OWL ROCK CAPITAL CORPORATION COM 69121K104 537 44,500 SH   SOLE   0 0 44,500
PACCAR INC COM 693718108 331 3,881 SH   SOLE   3,881 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,188 31,500 SH   SOLE   31,500 0 0
PALO ALTO NETWORKS INC COM 697435105 5,607 22,910 SH   SOLE   18,040 0 4,870
PAYPAL HLDGS INC COM 70450Y103 17,006 86,312 SH   SOLE   67,387 0 18,925
PBF LOGISTICS LP UNIT LTD PTNR 69318Q104 2,666 327,128 SH   SOLE   305,008 0 22,120
PEMBINA PIPELINE CORP COM 706327103 2,361 111,190 SH   SOLE   110,190 0 1,000
PEPSICO INC COM 713448108 4,878 35,193 SH   SOLE   32,968 0 2,225
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 265 37,659 SH   SOLE   37,659 0 0
PFIZER INC COM 717081103 434 11,835 SH   SOLE   9,905 0 1,930
PHILIP MORRIS INTL INC COM 718172109 5,795 77,274 SH   SOLE   59,479 0 17,795
PINDUODUO INC SPONSORED ADS 722304102 586 7,900 SH   SOLE   7,900 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 20,697 3,461,094 SH   SOLE   2,673,719 0 787,375
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 5,548 910,968 SH   SOLE   897,308 0 13,660
PROCTER AND GAMBLE CO COM 742718109 956 6,876 SH   SOLE   6,776 0 100
REATA PHARMACEUTICALS INC CL A 75615P103 2,141 21,980 SH   SOLE   17,150 0 4,830
RELX PLC SPONSORED ADR 759530108 1,507 67,378 SH   SOLE   53,253 0 14,125
RIO TINTO PLC SPONSORED ADR 767204100 3,826 63,349 SH   SOLE   55,119 0 8,230
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1,747 69,411 SH   SOLE   57,451 0 11,960
SALESFORCE COM INC COM 79466L302 11,679 46,470 SH   SOLE   35,905 0 10,565
SAP SE SPON ADR 803054204 4,070 26,119 SH   SOLE   20,764 0 5,355
SAPIENS INTL CORP N V SHS G7T16G103 1,385 45,300 SH   SOLE   45,300 0 0
SARATOGA INVT CORP COM NEW 80349A208 255 15,200 SH   SOLE   0 0 15,200
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,205 19,483 SH   SOLE   15,173 0 4,310
SCHWAB STRATEGIC TR US REIT ETF 808524847 5,477 154,854 SH   SOLE   118,239 0 36,615
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 163 17,230 SH   SOLE   11,430 0 5,800
SIXTH STREET SPECIALTY LENDN COM 83012A109 461 26,800 SH   SOLE   2,550 0 24,250
SKYWORKS SOLUTIONS INC COM 83088M102 249 1,710 SH   SOLE   1,710 0 0
SMITH & NEPHEW GROUP PLC SPDN ADR NEW 83175M205 1,775 45,400 SH   SOLE   45,400 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 787 3,300 SH   SOLE   3,300 0 0
SONY CORP SPONSORED ADR 835699307 4,172 54,356 SH   SOLE   43,966 0 10,390
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,709 5,103 SH   SOLE   4,608 0 495
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 266 785 SH   SOLE   685 0 100
SPDR SER TR BLOMBERG BRC INV 78468R200 4,014 131,255 SH   SOLE   104,763 0 26,492
SPDR SER TR NUVEEN BLMBRG SR 78468R739 3,214 64,454 SH   SOLE   62,834 0 1,620
SPDR SER TR PORTFOLIO SHORT 78464A474 4,359 138,963 SH   SOLE   107,719 0 31,244
SPDR SER TR PRTFLO S&P500 GW 78464A409 343 6,840 SH   SOLE   6,840 0 0
SPDR SER TR S&P DIVID ETF 78464A763 222 2,406 SH   SOLE   2,406 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,422 115,928 SH   SOLE   90,233 0 25,695
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,711 21,110 SH   SOLE   21,110 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 3,054 171,202 SH   SOLE   134,360 0 36,842
TARGA RES CORP COM 87612G101 11,454 816,374 SH   SOLE   699,244 0 117,130
TC ENERGY CORP COM 87807B107 14,603 347,517 SH   SOLE   261,062 0 86,455
TC PIPELINES LP UT COM LTD PRT 87233Q108 4,817 188,314 SH   SOLE   143,424 0 44,890
TEXAS INSTRS INC COM 882508104 231 1,617 SH   SOLE   1,617 0 0
TORTOISE ACQUISITION CORP II UNIT 06/14/2027 G89554110 776 71,300 SH   SOLE   71,300 0 0
TOTAL SE SPONSORED ADS 89151E109 1,258 36,681 SH   SOLE   28,658 0 8,023
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,438 78,923 SH   SOLE   78,923 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 12,864 106,096 SH   SOLE   84,224 0 21,872
TRIPLEPOINT VENTURE GROWTH B COM 89677Y100 278 25,200 SH   SOLE   0 0 25,200
TRUIST FINL CORP COM 89832Q109 13,476 354,172 SH   SOLE   274,124 0 80,048
TWITTER INC COM 90184L102 9,555 214,713 SH   SOLE   165,013 0 49,700
UBER TECHNOLOGIES INC COM 90353T100 7,285 199,710 SH   SOLE   155,605 0 44,105
UBS AG JERSEY BRANCH ETRAC WELLS BDCI 902641588 178 12,140 SH   SOLE   1,890 0 10,250
UNILEVER PLC SPON ADR NEW 904767704 1,976 32,038 SH   SOLE   26,003 0 6,035
UNITEDHEALTH GROUP INC COM 91324P102 11,907 38,192 SH   SOLE   30,294 0 7,898
VANECK VECTORS ETF TR SHRT HGH YLD MUN 92189F387 1,285 52,703 SH   SOLE   50,953 0 1,750
VANGUARD BD INDEX FDS INTERMED TERM 921937819 2,240 23,958 SH   SOLE   15,323 0 8,635
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 226 734 SH   SOLE   734 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 264 2,530 SH   SOLE   2,205 0 325
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 213 4,220 SH   SOLE   4,220 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 598 13,834 SH   SOLE   13,044 0 790
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2,903 53,330 SH   SOLE   51,845 0 1,485
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3,178 38,363 SH   SOLE   31,189 0 7,174
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 413 10,095 SH   SOLE   9,305 0 790
VARONIS SYS INC COM 922280102 1,443 12,500 SH   SOLE   12,500 0 0
VERINT SYS INC COM 92343X100 1,084 22,500 SH   SOLE   22,500 0 0
VISA INC COM CL A 92826C839 12,770 63,860 SH   SOLE   50,207 0 13,653
WALMART INC COM 931142103 6,337 45,293 SH   SOLE   35,653 0 9,640
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103 532 28,353 SH   SOLE   26,353 0 2,000
WHITEHORSE FIN INC COM 96524V106 221 22,603 SH   SOLE   2,000 0 20,603
WILLIAMS COS INC COM 969457100 29,305 1,491,346 SH   SOLE   1,212,316 0 279,030
WOODWARD INC COM 980745103 390 4,861 SH   SOLE   4,861 0 0
WPP PLC NEW ADR 92937A102 2,067 52,668 SH   SOLE   41,948 0 10,720
YANDEX N V SHS CLASS A N97284108 6,375 97,700 SH   SOLE   84,085 0 13,615