Crestwood Equity Partners, LP LTD 226344208 7215 299614 SH SOLE 299614 0 0 Energy Transfer, LP LTD 29273V100 8963 898137 SH SOLE 898137 0 0 Enterprise Products Partners, LTD 293792107 6784 278389 SH SOLE 278389 0 0 MPLX, LP LTD 55336V100 2573 88255 SH SOLE 88255 0 0 NGL Energy Partners, LP LTD 62913M107 435 285897 SH SOLE 285897 0 0 Western Midstream Partners LTD 958669103 8747 359812 SH SOLE 359812 0 0 Westlake Chemical Partners LP LTD 960417103 1054 42316 SH SOLE 42316 0 0 Alphabet, Inc. Class A COM 02079K305 9510 4364 SH SOLE 4364 0 0 American Tower Corporation (RE COM 03027X100 8359 32706 SH SOLE 32706 0 0 Analog Devices, Inc. COM 032654105 7612 52106 SH SOLE 52106 0 0 Antero Midstream Corp COM 03676B102 5097 563257 SH SOLE 563257 0 0 Apple, Inc. COM 037833100 11734 85826 SH SOLE 85826 0 0 Artivion Inc COM 228903100 1920 101701 SH SOLE 101701 0 0 ATI Inc. 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COM 452308109 7297 40036 SH SOLE 40036 0 0 Independent Bank Corp (Massach COM 453836108 2847 35843 SH SOLE 35843 0 0 Innovative Industrial Properti COM 45781V101 1243 11315 SH SOLE 11315 0 0 IShares MSCI India ETF COM 46429B598 3192 81080 SH SOLE 81080 0 0 IShares MSCI Indonesia COM 46429B309 4158 185807 SH SOLE 185807 0 0 IShares MSCI Mexico COM 464286822 3520 75557 SH SOLE 75557 0 0 KeyCorp COM 493267108 4403 255546 SH SOLE 255546 0 0 Kinder Morgan, Inc. COM 49456B101 3913 233467 SH SOLE 233467 0 0 Malibu Boats, Inc. COM 56117J100 4646 88152 SH SOLE 88152 0 0 MariMed Inc. COM 56782V107 20 43500 SH SOLE 43500 0 0 Masco Corporation COM 574599106 4650 91906 SH SOLE 91906 0 0 Mastercard Inc-A COM 57636Q104 3463 10976 SH SOLE 10976 0 0 McDonald's Corporation COM 580135101 5612 22732 SH SOLE 22732 0 0 Microsoft Corporation COM 594918104 9325 36309 SH SOLE 36309 0 0 Nike, Inc. 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COM 969457100 8823 282687 SH SOLE 282687 0 0 Energy Select Sector SPDR TR UNIT 81369Y506 714 9987 SH SOLE 9987 0 0 IShares Russell 2000 ETF TR UNIT 464287655 3380 19957 SH SOLE 19957 0 0 IShares TR S&P 500 Index Fund TR UNIT 464287200 265 700 SH SOLE 700 0 0 SPDR S & P 500 ETF Trust TR UNIT 78462F103 9225 24453 SH SOLE 24453 0 0 UBS ETracs Alerian MLP / MLPB TR UNIT 90274D382 4650 285422 SH SOLE 285422 0 0