Daniel Goldman

NY10Member9 filings1299 transactions

Total Purchases (max)

$16.0M

Total Sales (max)

$990K

Net Portfolio Value

$15.0M

97 active positions of 826 total · Using max values from amount ranges

#TickerAssetPurchasesSalesNet ValueTxns% of Portfolio
1TACS TRIBOROUGH BRDG & TUNL AUTH REV 5% 11/15/28 MN$500K$500K13.3%
2Breckinridge Capital Advisors, Inc. N Y CITY MUN WTR FIN AUTH WTR SWR SYS REV 5% 06/15/28-CA$500K$500K13.3%
3MUNI ESG NEW YORK N Y CITY TRANSITIONAL REV 5% 07/15/25 JJ$500K$500K13.3%
4MUNI ESG NEW YORK N Y CITY TRANSITIONAL REV 5.0000% 07/15/27 JJ$500K$500K13.3%
5MUNI ESG NEW YORK ST DORM AUTH REVS NON REV 5% 10/01/26 AO$500K$500K13.3%
6TACS R3K COLONIE N Y GO 4% 03/08/24 MS$500K$500K13.3%
7TACS R3K DORM AUTH OF THE STATE OF NY REV 5.0000% 10/01/26 AO$500K$500K13.3%
8TACS R3K HEMPSTEAD N Y UN FREE SCH DIST GO 4% 04/19/24 AO$500K$500K13.3%
9MUNI ESG N Y CITY MUN WTR FIN AUTH REV 5.0000% 06/15/31 JD$500K$500K13.3%
10MUNI ESG N Y ST DORM AUTH REVS NON ST S REV 5% 10/01/29 AO$500K$500K13.3%
11MUNI ESG N Y ST ENV FACS CORP REV 5% 05/15/26 MN$500K$500K13.3%
12MUNI ESG NEW YORK N Y GO 5% 08/01/29-CA$500K$500K13.3%
13MUNI ESG NEW YORK ST DORM AUTH SALES REV 5% 03/15/24 MS$500K$500K13.3%
14NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS$500K$500K13.3%
15MUNI ESG N Y N Y CITY TRANSITIONAL FIN REV 5% 11/01/30 MN$500K$500K13.3%
16TLH ADR NEW YORK N Y GO 5% 08/01/27 FA$500K$500K13.3%
17MUNI ESG N Y CITY TRANSITIONAL FIN AUTH REV 5% 11/01/30 MN$500K$500K13.3%
18CRMAperio Group LLC Salesforce, Inc.$300K$300K22.0%
19MUNI ESG N Y ST ENV FACS CORP REV 5% 06/15/25 JD$250K$250K11.7%
20MUNI ESG NY ST DORM AUTH ST PERS INC REV 5.0000% 03/15/25 MS$250K$250K11.7%
21Breckinridge Capital Advisors, Inc. WEST HEMPSTEAD N Y UN FREE SCH GO 5% 06/01/29 JD$250K$250K11.7%
22LOCKPORT CITY N Y SCH DIST GO 5% 04/15/28 AO$250K$250K11.7%
23Aperio Group LLC NY ST ENV FACS CORP ST REV 5.0000% 06/15/28-CA JD$250K$250K11.7%
24TACS R3K SCHENECTADY N Y GO 4% 05/01/26 MN$250K$250K11.7%
25TLH ADR N Y ST ENV FACS CORP REV 5% 09/15/28-CA MS$250K$250K11.7%
26MUNI ESG NEW YORK N Y CITY HEALTH & REV 5% 02/15/24 FA$250K$250K11.7%
27MUNI ESG NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS$250K$250K11.7%
28TACS R3K WILLIAM FLOYD UN FREE SCH DIST GO 5% 06/15/25 JD$250K$250K11.7%
29MUNI ESG N Y ST DORM AUTH REVS NON ST S REV 5% 10/01/28 AO$250K$250K11.7%
30MUNI ESG NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/28 MS$250K$250K11.7%
31TACS THE CITY OF NEW YORK GO 5.0000% 08/01/28-CA FA$250K$250K11.7%
32UPPER MOHAWK VY REGL WTR FIN REV 5% 04/01/30 AO$250K$250K11.7%
33TLH ADR N Y CITY TRANSITIONAL FIN AUTH REV 5% 08/01/27 FA$250K$250K11.7%
34TSLAAperio Group LLC Tesla, Inc.$415K$250K$165K61.1%
35GOOGLTACS R3K Alphabet Inc. - Class A$150K$150K21.0%
36ACNTACS R3K Accenture plc Class A Ordinary Shares$100K$100K10.7%
37MDTAperio Group LLC Medtronic plc. Ordinary Shares$100K$100K20.7%
38SHWTLH ADR Sherwin-Williams Company$100K$100K20.7%
39PGTACS R3K Procter & Gamble Company$100K$100K10.7%
40ISRGTACS R3K Intuitive Surgical, Inc.$65K$65K20.4%
41ARETACS R3K Alexandria Real Estate Equities, Inc.$100K$50K$50K20.3%
42AONTLH ADR Aon plc Class A Ordinary Shares$100K$50K$50K30.3%
43CTSHTACS R3K Cognizant Technology Solutions Corporation - Class A$50K$50K10.3%
44COLBMUNI ESG Columbia Banking System, Inc.$50K$50K10.3%
45FCNCATACS R3K First Citizens BancShares, Inc. - Class$50K$50K10.3%
46MSFTMUNI ESG Microsoft Corporation$150K$100K$50K30.3%
47PLUGTACS R3K Plug Power, Inc.$100K$50K$50K30.3%
48ROKUAperio Group LLC Roku, Inc. - Class A$50K$50K10.3%
49WBSAperio Group LLC Webster Financial Corporation$50K$50K10.3%
50ALNYTACS R3K Alnylam Pharmaceuticals, Inc.$50K$50K10.3%
51EDTACS Consolidated Edison, Inc.$50K$50K10.3%
52DPSGYTLH ADR Deutsche Post AG Sponsored ADR$50K$50K10.3%
53EWAperio Group LLC Edwards Lifesciences Corporation$50K$50K10.3%
54LLYTACS R3K Eli Lilly and Company$65K$15K$50K30.3%
55KKellogg Company$50K$50K10.3%
56BATRKTACS R3K Liberty Media Corporation - Series C Liberty Braves$50K$50K10.3%
57PEPTACS R3K Pepsico, Inc.$100K$50K$50K20.3%
58ZTLH ADR Zillow Group, Inc. - Class C Capital Stock$50K$50K10.3%
59ABNBTACS R3K Airbnb, Inc. - Class A$50K$50K10.3%
60INTCTLH ADR Intel Corporation$50K$50K10.3%
61RBLXTACS R3K Roblox Corporation Class A$50K$50K10.3%
62TTDTACS R3K The Trade Desk, Inc. - Class A$50K$50K10.3%
63NVDATACS R3K NVIDIA Corporation$30K$30K20.2%
64MOAperio Group LLC Altria Group, Inc.$65K$45K$20K50.1%
65ANZGYTLH ADR ANZ GROUP HLDGS LTD S/ADR$115K$100K$15K30.1%
66ANETTLH ADR Arista Networks, Inc.$30K$15K$15K30.1%
67CHXTLH ADR ChampionX Corporation$30K$15K$15K30.1%
68CRZBYTLH ADR Commerzbank Junge Shs American Depositary Shares$65K$50K$15K30.1%
69DKILYTLH ADR Daikin Inds Ltd Unsponsored ADR$65K$50K$15K30.1%
70DNTUYTLH ADR Dentsu Inc Tokyo Unsponsored ADR$30K$15K$15K30.1%
71EPOKYTACS R3K EPIROC AKTIEBOLAG U/ADR$30K$15K$15K30.1%
72KNBWYTLH ADR Kirin Holdings Company, Limited Sponsored ADR$30K$15K$15K30.1%
73NOKTLH ADR Nokia Corporation Sponsored American Depositary Shares$30K$15K$15K30.1%
74DNNGYTLH ADR ORSTED A/S UNSP/ADR$30K$15K$15K30.1%
75QABSYTLH ADR Qantas Airways Ltd$30K$15K$15K30.1%
76SKLTYTACS R3K Seek Ltd Unsponsored ADR$30K$15K$15K30.1%
77ZTSTLH ADR Zoetis Inc. Class A$45K$30K$15K50.1%
78AFRMTACS R3K Affirm Holdings, Inc. - Class A$15K$15K10.1%
79CARTACS R3K Avis Budget Group, Inc.$15K$15K10.1%
80GTLSTACS R3K Chart Industries, Inc.$15K$15K10.1%
81OPENTACS R3K Opendoor Technologies Inc$15K$15K10.1%
82TEXTerex Corporation$15K$15K10.1%
83UALAperio Group LLC United Airlines Holdings, Inc.$30K$15K$15K30.1%
84BROBrown & Brown, Inc.$15K$15K10.1%
85CTLTTACS R3K Catalent, Inc.$15K$15K10.1%
86MMCTACS R3K Marsh & McLennan Companies, Inc.$15K$15K10.1%
87MKCTACS R3K McCormick & Company, Incorporated$15K$15K10.1%
88RTNTACS R3K Raytheon Company$15K$15K10.1%
89Aperio Group LLC Rentokil Initial plc American$15K$15K10.1%
90SGENTLH ADR Seagen Inc.$15K$15K10.1%
91SBNYTLH ADR Signature Bank$15K$15K10.1%
92TLH ADR Takeda Pharmaceutical Company$15K$15K10.1%
93TELNYTLH ADR Telenor ASA American Depositary Shares$15K$15K10.1%
94TLH ADR Washington Subn San Dist MD 5.000% Due 06-01-34$15K$15K10.1%
95AVGOTLH ADR Broadcom Inc.$15K$15K10.1%
96CMETACS R3K CME Group Inc. - Class A$15K$15K10.1%
97Depositary Shares each representing$15K$15K10.1%
98AEGTLH ADR AEGON N.V.$50K$50K$02
99CADETLH ADR Cadence Bank$15K$15K$02
100CNCTLH ADR Centene Corporation$65K$65K$04
101CHPTChargePoint Holdings, Inc.$50K$50K$02
102CFGTACS R3K Citizens Financial Group, Inc.$50K$50K$02
103CLFTACS R3K Cleveland-Cliffs Inc.$15K$15K$02
104CMSQYTLH ADR Computershare Ltd Sponsored ADR$15K$15K$02
105DLICYTLH ADR DAI-ICHI LIFE HLDGS U/ADR$50K$50K$02
106DARTLH ADR Darling Ingredients Inc.$15K$15K$02
107DISHTLH ADR DISH Network Corporation - Class A$15K$15K$02
108DGTLH ADR Dollar General Corporation$150K$150K$04
109DLTRTACS R3K Dollar Tree, Inc.$100K$100K$04
110DTACS R3K Dominion Energy, Inc.$100K$100K$03
111DQJCYTACS R3K Don Quijote Holdings Co Ltd Unsponsored ADR$15K$15K$02
112EPAMTLH ADR EPAM Systems, Inc.$50K$50K$02
113ESTACS R3K Eversource Energy$15K$15K$02
114EXCTACS R3K Exelon Corporation$50K$50K$02
115GILDTACS R3K Gilead Sciences, Inc.$50K$50K$02
116HDELYTACS R3K HeidelbergCement Ag Unsponsored ADR$15K$15K$02
117HOCPYTACS R3K Hoya Corp Sponsored ADR$50K$50K$02
118PODDTACS R3K Insulet Corporation$15K$15K$02
119ITTOYTLH ADR Itochu Techno-Solutions Corp Unsponsored ADR$15K$15K$02
120KRYAYTLH ADR Kerry Group Plc Sponsored ADR$50K$50K$02
121KRCKilroy Realty Corporation$50K$50K$02
122ADRNYTLH ADR KONINKLIJKE AD N.V. S/ADR$15K$15K$02
123LMTTLH ADR Lockheed Martin Corporation$50K$50K$02
124MKTXTLH ADR MarketAxess Holdings, Inc.$15K$15K$02
125MSSMYTACS R3K MISUMI GROUP INC UNSP/ADR$15K$15K$02
126MOHTACS R3K Molina Healthcare Inc$50K$50K$02
127NCBDYMUNI ESG Namco Bandai Holdings Inc Hamamatsu American Depositary Shares$15K$15K$02
128NWGTACS R3K NatWest Group plc American Depositary Shares,$50K$50K$02
129NJDCYTLH ADR NIDEC CORP ADR$15K$15K$02
130NRDBYTLH ADR NORDEA BANK ABP SP/ADR$15K$15K$02
131OLPXTLH ADR Olaplex Holdings, Inc.$15K$15K$02
132OGSTLH ADR ONE Gas, Inc.$15K$15K$02
133QSTLH ADR QuantumScape Corporation Class A$15K$15K$02
134SALRYTLH ADR SALMAR ASA UNSP/ADR$50K$50K$02
135SBACTACS R3K SBA Communications Corporation - Class A$100K$100K$04
136SESea Limited American Depositary Shares, each representing one Class A Ordinary Share$15K$15K$02
137SHECYTLH ADR Shin-Etsu Chemical Co Ltd Unsponsored ADR$50K$50K$02
138SLGSL Green Realty Corp$65K$65K$04
139SWDBYTLH ADR Swedbank AB Sponsored ADR$15K$15K$02
140SYIEYTLH ADR Symrise Ag Unsponsored ADR$15K$15K$02
141TTNDYTACS Techtronic Industries Company Ltd American Depositary Shares$15K$15K$02
142TFXTLH ADR Teleflex Incorporated$50K$50K$02
143TOELYTLH ADR Tokyo Electron Ltd Unsponsored ADR$50K$50K$02
144TRYIYTLH ADR Toray Industries Inc ADR$15K$15K$02
145TFCTACS R3K Truist Financial Corporation$50K$50K$02
146USBTACS U.S. Bancorp$65K$65K$04
147UCBJYUCB Unsponsored ADR$15K$15K$02
148UPSTLH ADR United Parcel Service, Inc.$15K$15K$02
149URITACS R3K United Rentals, Inc.$15K$15K$02
150VALTACS R3K Valaris Limited Common Shares$15K$15K$02
151VACNYAperio Group LLC VAT GROUP AG UNSP/ADR$15K$15K$02
152VWAPYTLH ADR VOLKSWAGEN AG PFD UNS/ADR$50K$50K$02
153BILLTACS R3K BILL Holdings, Inc.$50K$50K$02
154COFTACS R3K Capital One Financial Corporation$15K$15K$02
155CSGPTACS R3K CoStar Group, Inc.$50K$50K$02
156EWBCTACS R3K East West Bancorp, Inc.$50K$50K$02
157FITBTACS R3K Fifth Third Bancorp$15K$15K$02
158FLOTACS R3K Flowers Foods, Inc.$50K$50K$02
159HRLMUNI ESG Hormel Foods Corporation$50K$50K$02
160MRTXTACS R3K Mirati Therapeutics, Inc.$15K$15K$02
161TAPTACS R3K Molson Coors Beverage Company Class B$15K$15K$02
162NTRATACS R3K Natera, Inc.$15K$15K$02
163NOVTLH ADR NOV Inc.$15K$15K$02
164RGAAperio Group LLC Reinsurance Group of America, Incorporated$15K$15K$02
165RITMTACS R3K Rithm Capital Corp.$15K$15K$02
166SBRATACS R3K Sabra Health Care REIT, Inc.$15K$15K$02
167SWXMUNI ESG Southwest Gas Holdings, Inc. Common Stock$15K$15K$02
168XTACS R3K United States Steel Corporation$15K$15K$02
169UNMAperio Group LLC Unum Group$15K$15K$02
170ATVITACS Activision Blizzard, Inc$15K$15K$02
171ALLYAlly Financial Inc.$50K$50K$02
172AAPLTACS R3K Apple Inc.$50K$50K$02
173CNPTACS R3K CenterPoint Energy, Inc$50K$50K$02
174CTASTLH ADR Cintas Corporation$50K$50K$02
175CEGTACS R3K Constellation Energy Corporation$15K$15K$02
176CSTACS R3K Credit Suisse Group American Depositary Shares$15K$15K$02
177DALTLH ADR Delta Air Lines, Inc.$50K$50K$02
178GRFSDepositary Shares$15K$15K$02
179HPQTACS R3K HP Inc.$15K$15K$02
180MONOYTACS R3K Monotaro Co. Ltd., Osaka Unsponsored ADR$15K$15K$02
181NTDTYTLH ADR Ntt Data Corp Ltd Unsponsored ADR$15K$15K$02
182PEGTACS R3K Public Service Enterprise Group Incorporated$15K$15K$02
183RJFTACS R3K Raymond James Financial, Inc.$50K$50K$02
184RIVNAperio Group LLC Rivian Automotive, Inc. - Class A$50K$50K$02
185TOSYYTLH ADR Toshiba Corp Unsponsored ADR$15K$15K$02
186SIGCYSIG GROUP AG UNSP/ADR$15K-$15K1
187WTKWYWolters Kluwer N V Ord American Depositary Shares$15K-$15K1
188AMKBYTACS R3K A.P. Moller-Maersk A/S Unsponsored American Depository Receipt$15K-$15K1
189AAVMYTACS R3K ABN AMR BK N V UNSP/ADR$15K-$15K1
190AAPTLH ADR Advance Auto Parts Inc.$15K-$15K1
191ADCTLH ADR Agree Realty Corporation$15K-$15K1
192ALEXTLH ADR Alexander & Baldwin, Inc. Common Stock REIT Holding Company$15K-$15K1
193ALFVYTACS R3K Alfa-Laval Ab Unsponsored ADR$15K-$15K1
194ALLETLH ADR Allegion plc Ordinary Shares$15K-$15K1
195AYXTLH ADR Alteryx, Inc. Class A$15K-$15K1
196ATUSTACS R3K Altice USA, Inc. Class A$15K$30K-$15K3
197AMCXTLH ADR AMC Networks Inc. - Class A$15K-$15K1
198AMCRTACS R3K Amcor plc Ordinary Shares$15K-$15K1
199TACS R3K ANGLO AMERICAN SPNS/ADR$15K-$15K1
200APTVTLH ADR Aptiv PLC Ordinary Shares$50K$65K-$15K3
201ARGXDepositary Shares$15K-$15K1
202AHKSYTLH ADR Asahi Kaisai Corporation American Depositary Shares$15K-$15K1
203ASHTYTLH ADR Ashtead Group Plc Unsponsored ADR$15K-$15K1
204ALPMYTLH ADR Astellas Pharma Inc Unsponsored ADR$50K$65K-$15K3
205AVTRTACS R3K Avantor, Inc.$15K-$15K1
206AVVIYTACS R3K AVIVA PLC U/ADR$15K-$15K1
207BAESYTLH ADR BAE SYSTEMS plc Sponsored ADR$15K-$15K1
208BDRFYTLH ADR Beiersdorf A G Unsponsored ADR$15K-$15K1
209BELFBTACS R3K Bel Fuse Inc. - Class B$15K-$15K1
210BNTGYBrenntag AG, Muehleim/Ruhr Unsponsored American Depository Receipt$15K-$15K1
211BRDCYTLH ADR Bridgestone Corp Ord$15K-$15K1
212BTLCYTLH ADR British Land Co Sponsored ADR$15K-$15K1
213BEPCTLH ADR Brookfield Renewable Corporation Class A Subordinate Voting Shares$15K-$15K1
214BURBYTACS R3K Burberry Group Plc Sponsored ADR$15K-$15K1
215BVVBYTLH ADR BUREAU VERITAS SA UNS/ADR$15K-$15K1
216CCOEYTLH ADR Capcom Co Ltd Unsponsored ADR$15K-$15K1
217CTRETLH ADR CareTrust REIT, Inc.$15K-$15K1
218CZMWYTACS R3K Carl Zeiss Meditec AG Unsponsored ADR$15K-$15K1
219CIENTLH ADR Ciena Corporation$15K-$15K1
220CLVTTACS R3K Clarivate Plc Ordinary Shares$15K-$15K1
221COINTLH ADR Coinbase Global, Inc. - Class A$15K-$15K1
222CLPBYMUNI ESG Coloplast AS Unsponsored ADR$15K-$15K1
223CODYYTACS R3K Compagnie de Saint Gobain Unsponsored ADR$15K-$15K1
224TLH ADR Compass Group Plc American$15K-$15K1
225CRARYTACS R3K Credit Agricole SA Unsponsored ADR$15K-$15K1
226CUBETLH ADR CubeSmart Common Shares$15K-$15K1
227DNPLYTACS R3K Dai Nippon Printing Limited Japan Sponsored ADR$15K-$15K1
228DTRUYTLH ADR DAIMLER TRUCK HLDG S/ADR$15K-$15K1
229DASTYTACS Dassault Systemes, S.A. American Depositary Shares$15K-$15K1
230DRHTLH ADR Diamondrock Hospitality Company$15K-$15K1
231DRPRYMUNI ESG DR ING H C F PRSCHE U/ADR$15K-$15K1
232DSDVYTLH ADR DSV A/S Unsponsored ADR$15K-$15K1
233EIXTLH ADR Edison International$15K-$15K1
234ENTATACS R3K Enanta Pharmaceuticals, Inc.$15K-$15K1
235EDPFYTLH ADR Energias De Portugal, S.A.$15K-$15K1
236EPRTLH ADR EPR Properties$15K-$15K1
237ERICDepositary Shares each representing 1 underlying Class B share$15K$30K-$15K3
238EVBGTLH ADR Everbridge, Inc.$15K-$15K1
239FRRVYTLH ADR Ferrovial SA Unsponsored ADR$15K-$15K1
240FBPTACS R3K First BanCorp. New$15K-$15K1
241FTACS R3K Ford Motor Company$50K$65K-$15K3
242FCPTTLH ADR Four Corners Property Trust, Inc.$15K-$15K1
243FMSTACS R3K Fresenius Medical Care AG$15K-$15K1
244GASNYTLH ADR Gas Natural Sdg Sa Unsponsored ADR$15K-$15K1
245GNGBYTLH ADR Getinge AB Unsponsored ADR$15K-$15K1
246GTYTLH ADR Getty Realty Corporation$15K-$15K1
247HEI.ATACS R3K Heico Corporation$15K-$15K1
248HEINYTLH ADR Heineken Nv Sponsored ADR$15K-$15K1
249MUNI ESG Henkel AG and Co. KGAA Sponsored ADR representing Preferred Shares$15K-$15K1
250HHCTACS R3K Howard Hughes Corporation$15K-$15K1
251ICHRTLH ADR Ichor Holdings - Ordinary Shares$15K-$15K1
252ICLTACS R3K ICL Group Ltd. Ordinary Shares$15K-$15K1
253IMBBYTLH ADR Imperial Brands PLC$15K-$15K1
254IRTIndependence Realty Trust, Inc.$15K-$15K1
255IFJPYTLH ADR Informa PLC Sponsored ADR$15K-$15K1
256IFFTLH ADR International Flavors & Fragrances, Inc.$50K$65K-$15K3
257IRMTACS R3K Iron Mountain Incorporated$15K-$15K1
258ISUZYTACS R3K Isuzu Motors Ltd Ord American Depositary Shares$15K-$15K1
259JSAIYTLH ADR J Sainsbury Plc Sponsored ADR NEW$15K-$15K1
260JAZZTLH ADR Jazz Pharmaceuticals plc - Ordinary Shares$50K$65K-$15K3
261JBGSJBG SMITH Properties Common Shares$15K$30K-$15K3
262JRONYTACS R3K Jeronimo Martins SGPS SA Unsponsored ADR$15K-$15K1
263KGFHYTLH ADR Kingfisher plc Sponsored American Depositary Receipt$15K-$15K1
264KNRRYTACS R3K KNORR-BREMSE UNSP/ADR$15K-$15K1
265TLH ADR Koninklijke Philips N.V. NY Registry$15K-$15K1
266LBTYATLH ADR Liberty Global plc - Class A Ordinary Shares$15K-$15K1
267LBTYKTACS R3K Liberty Global plc - Class C Ordinary Shares$15K-$15K1
268LSITACS R3K Life Storage, Inc.$15K-$15K1
269JSGRYTACS R3K lixil Group Corporation Unsponsored ADR$15K-$15K1
270LCIDTLH ADR Lucid Group, Inc.$50K$65K-$15K3
271MTHRYTACS R3K M3 INC UNSP/ADR$15K$30K-$15K3
272MKTAYTLH ADR Makita Corp. American Depositary Shares$15K-$15K1
273MZDAYTACS R3K Mazda Motor Corp Unsponsored ADR$15K-$15K1
274MDIBYDi Credito Finanziario SPA Unsponsored ADR$15K-$15K1
275MKKGYTACS R3K MERCK KGAA SPNS/ADR$15K-$15K1
276MSLOYTLH ADR Mitsui Osk Lines Ltd Unsponsored ADR$50K$65K-$15K3
277MOSTACS R3K Mosaic Company$30K$45K-$15K5
278MSADYTLH ADR MS&AD Insurance Group Holdings, Inc. Unsponsored ADR$15K$30K-$15K3
279NEXOYTLH ADR Nexon Co Ltd Unsponsored ADR$15K-$15K1
280NXRTTLH ADR NexPoint Residential Trust, Inc.$15K-$15K1
281NINOYTLH ADR Nikon Corp American Depositary Shares$15K-$15K1
282NSANYTLH ADR Nissan Motor Co., Ltd. American Depositary Shares$15K-$15K1
283NNGRYTLH ADR NN GROUP NV UNSP/ADR$15K-$15K1
284OCDDYMUNI ESG OCADO GROUP PLC SPNS/ADR$15K$30K-$15K3
285OPHLYTACS R3K Ono Pharmaceutical Co Ltd Unsponsored ADR$15K-$15K1
286OTSKYTLH ADR Otsuka Holdings Co. Ltd, Tokyo Unsponsored ADR$15K$30K-$15K3
287OVCHYTLH ADR Oversea-Chinese Banking Corporation Ltd Unsponsored ADR$15K-$15K1
288PDTLH ADR PagerDuty, Inc.$15K-$15K1
289PANDYTACS R3K PANDORA AS SP/ADR$15K-$15K1
290PKAperio Group LLC Park Hotels & Resorts Inc.$15K-$15K1
291PYPLPayPal Holdings, Inc.$15K-$15K1
292PEBTACS R3K Pebblebrook Hotel Trust Common Shares of Beneficial Interest$15K-$15K1
293PHINTACS R3K PHINIA Inc.$15K-$15K1
294PLTKTACS R3K Playtika Holding Corp.$15K-$15K1
295PRYMYTLH ADR Prysmian S.P.A., Milano Unsponsored ADR$15K-$15K1
296PUBGYTACS R3K Publicis Groupe S.A.$15K-$15K1
297QBIEYTLH ADR QBE Insurance Group Ltd Sponsored American Depository Receipt$15K-$15K1
298QDELAperio Group LLC QuidelOrtho Corporation$15K-$15K1
299RANJYTACS R3K Randstad Holdings NV Unsponsored ADR$15K-$15K1
300RWTTACS R3K Redwood Trust, Inc.$15K-$15K1
301RLAYTACS R3K Relay Therapeutics, Inc.$15K-$15K1
302RNMBYTACS R3K Rheinmetall Ag Unsponsored ADR$15K-$15K1
303RLJTLH ADR RLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par value$15K-$15K1
304RPTTLH ADR RPT Realty$15K-$15K1
305SAXPYTLH ADR Sampo OYJ Unsponsored ADR representing A shares$15K-$15K1
306IOTSamsara Inc. Class A$15K-$15K1
307SOAGYTLH ADR SARTORIUS ADR 1/5 PREF SH$15K-$15K1
308BFSTLH ADR Saul Centers, Inc.$15K-$15K1
309STXTLH ADR Seagate Technology Holdings PLC - Ordinary Shares$15K-$15K1
310SKHSYTLH ADR Sekisui House Ltd American Depositary Shares$15K-$15K1
311SGIOYTLH ADR Shionogi & Co Ltd Unsponsored ADR$15K$30K-$15K3
312SMNEYTLH ADR SIEMENS ENERGY UNSP/ADR$15K-$15K1
313SMMNYTLH ADR SIEMENS HEALTHINEERS ADR$15K-$15K1
314SBGITLH ADR Sinclair, Inc. - Class A$15K-$15K1
315SINGYTACS R3K Singapore Airlines Ltd Unsponsored ADR$15K-$15K1
316SPXCYTLH ADR Singapore Exchange Ltd Unsponsored ADR$15K-$15K1
317SKFRYTLH ADR SKF AB American Depositary Shares$15K-$15K1
318SGHTACS R3K SMART Global Holdings, Inc. - Ordinary Shares$15K-$15K1
319SCGLYTLH ADR Societe Generale France Sponsored ADR$15K-$15K1
320SPKKYTLH ADR SPARK NZ LTD S/ADR$15K-$15K1
321SRTLH ADR Spire Inc.$30K$45K-$15K5
322SSEZYTACS R3K SSE Plc Sponsored ADR$15K-$15K1
323SOMMYTLH ADR Sumitomo Chemical Co Ltd Unsponsored ADR$15K$30K-$15K3
324SMTOYTLH ADR Sumitomo Electric Industries Ltd Unsponsored ADR$15K-$15K1
325SUTNYTLH ADR Sumitomo Mitsui Trust Holdings, Inc. Sponsored American Depository Receipt$15K-$15K1
326INNTLH ADR Summit Hotel Properties, Inc.$15K-$15K1
327SHOTLH ADR Sunstone Hotel Investors, Inc. Sunstone Hotel Investors, Inc. Common Shares$15K-$15K1
328SVNLYTLH ADR Svenska Handelsbanken Unsponsored ADR representing A Shares$15K-$15K1
329SWRAYTLH ADR Swire Pacific Ltd Sponsored ADR representing 1 Class A Share$15K-$15K1
330SSREYTLH ADR Swiss Re Ltd Sponsored ADR$15K-$15K1
331SCMWYTLH ADR Swisscom AG$15K-$15K1
332SYYTLH ADR Sysco Corporation$15K$30K-$15K3
333TNDMTLH ADR Tandem Diabetes Care, Inc.$15K-$15K1
334TLH ADR Telenor ASA American Depositary$15K-$15K1
335TLPFYTLH ADR Teleperformance Unsponsored ADR$15K-$15K1
336TCEHYTLH ADR Tencent Holdings Limited Unsponsored ADR Representing B Shares$15K-$15K1
337TEZNYTLH ADR Terna Rete Elettrica Nazionale SPA Unsponsored American Depository Receipt$15K-$15K1
338TKAMYTACS THYSSENKRUPP AG S/ADR$15K-$15K1
339TMICYTLH ADR Trend Micro Incorporated American Depositary Shares$15K-$15K1
340TRIPMUNI ESG TripAdvisor, Inc.$15K-$15K1
341TSNTACS R3K Tyson Foods, Inc.$15K$30K-$15K3
342UDRTLH ADR UDR, Inc.$15K-$15K1
343UMICYTACS R3K Umicore Group Unsponsored ADR$15K-$15K1
344UOVEYTLH ADR United Overseas Bk Singapore American Depositary Shares$15K-$15K1
345UUGRYTACS R3K United Utilities Group Plc Sponsored ADR$15K-$15K1
346UEMUNI ESG Urban Edge Properties Common Shares of Beneficial Interest$15K-$15K1
347VCISYVinci SA ADR$15K-$15K1
348VODDepositary Shares each representing ten Ordinary Shares$50K$65K-$15K3
349VWAGYTLH ADR VOLKSWAGEN AG UNSP/ADR$15K-$15K1
350WRDLYMUNI ESG WORLDLINE SA UNSP/ADR$15K-$15K1
351YAMHYTLH ADR YAMAHA MOTOR CO UNSP/ADR$15K-$15K1
352YARIYTLH ADR Yara International ASA Sponsored ADR$15K-$15K1
353ZLNDYTACS R3K ZALANDO SE UNSP/ADR$15K-$15K1
354California St 5.000% Due 12-01-30$15K-$15K1
355Breckinridge Capital Advisors, Inc. City of Ocoee FL 5.000% Due 10-01-$15K-$15K1
356Breckinridge Capital Advisors, Inc. Clark Cnty Nev Passenger Fac C 5.000% Due 07-01-26$15K-$15K1
357Breckinridge Capital Advisors, Inc. Colorado St Higher Ed Cap Cons 5.000% Due 11-01-26$15K-$15K1
358Breckinridge Capital Advisors, Inc. Columbus Ohio 5.000% Due 07-01-26$15K-$15K1
359Breckinridge Capital Advisors, Inc. Florida St Dept Environmental 5.000% Due 07-01-28$15K-$15K1
360FTVFortive Corporation$15K-$15K1
361Aperio Group LLC Horry Cnty S C Sch Dist 5.000% Due 03-01-26$15K-$15K1
362Breckinridge Capital Advisors, Inc. Hurst Euless Bedford Tex Indpt 5.000% Due 08-15-26$15K-$15K1
363IRBreckinridge Capital Advisors, Inc. Ingersoll Rand Inc.$15K-$15K1
364Aperio Group LLC Iowa Fin Auth Rev 5.000% Due 08- 01-28$15K-$15K1
365Breckinridge Capital Advisors, Inc. Miami-Dade Cnty Fla 5.000% Due 07-01-25$15K-$15K1
366Breckinridge Capital Advisors, Inc. Nevada St 5.000% Due 04-01-27$15K-$15K1
367Breckinridge Capital Advisors, Inc. New York N Y City Transitional 5.000% Due 08-01-28$15K-$15K1
368Breckinridge Capital Advisors, Inc. New York St Dorm Auth St Pers 5.000% Due 03-15-33$15K-$15K1
369Breckinridge Capital Advisors, Inc. NORTH CHARLESTON SC LTD$15K-$15K1
370Breckinridge Capital Advisors, Inc. Pell City Ala 5.000% Due 02-01-25$15K-$15K1
371Breckinridge Capital Advisors, Inc. Pennsylvania St Tpk Commn Tpk 5.000% Due 12-01-25$15K-$15K1
372Breckinridge Capital Advisors, Inc. Private Colleges & Univs Auth 5.000% Due 09-01-33$15K-$15K1
373Breckinridge Capital Advisors, Inc. Prosper Tex 5.000% Due 02-15-27$15K-$15K1
374Aperio Group LLC Texas A & M Univ Rev 5.000% Due 05-15-31$15K-$15K1
375MUNI ESG University Ala Gen Rev 5.000% Due 07-01-28$15K-$15K1
376Breckinridge Capital Advisors, Inc. WASHINGTON SUBN SAN DIST MD 5% 06-01-2034$15K-$15K1
377MUNI ESG Prosper Tex 5.000% Due 02-15-27$15K-$15K1
378AKRTACS R3K Acadia Realty Trust$15K-$15K1
379AATTACS R3K American Assets Trust, Inc.$15K-$15K1
380FOLDTACS R3K Amicus Therapeutics, Inc.$15K-$15K1
381ARRYTACS R3K Array Technologies, Inc.$15K-$15K1
382AXSAperio Group LLC Axis Capital Holdings Limited$15K-$15K1
383YOUTACS R3K Clear Secure, Inc. Class A$15K-$15K1
384CONNTACS R3K Conn's, Inc.$15K-$15K1
385CWKTACS R3K Cushman & Wakefield plc Ordinary Shares$15K-$15K1
386DETACS R3K Deere & Company$15K-$15K1
387DNBMUNI ESG Dun & Bradstreet Holdings, Inc.$15K-$15K1
388EDITTACS R3K Editas Medicine, Inc.$15K-$15K1
389ESRTTACS R3K Empire State Realty Trust, Inc. Class$15K-$15K1
390FCELFuelCell Energy, Inc.$15K-$15K1
391GMTACS R3K General Motors Company$50K$65K-$15K3
392GTLBAperio Group LLC GitLab Inc. - Class A$15K-$15K1
393INSPTACS R3K Inspire Medical Systems, Inc.$15K-$15K1
394JKHYTACS R3K Jack Henry & Associates, Inc.$15K-$15K1
395JLLTACS R3K Jones Lang LaSalle Incorporated$15K-$15K1
396KRTXTACS R3K Karuna Therapeutics, Inc.$15K-$15K1
397LCTACS R3K LendingClub Corporation$15K-$15K1
398LNCTACS R3K Lincoln National Corporation$15K-$15K1
399LPSNAperio Group LLC LivePerson, Inc.$15K-$15K1
400MDGLTACS R3K Madrigal Pharmaceuticals, Inc.$15K-$15K1
401MRVIMUNI ESG Maravai LifeSciences Holdings, Inc. - Class A common stock$15K-$15K1
402MPWTACS R3K Medical Properties Trust, Inc. common stock$15K$30K-$15K3
403TACS R3K MIAMI-DADE CNTY FLA 5% 07-01- 2025 BEO$15K-$15K1
404MLKNTACS R3K MillerKnoll, Inc.$15K-$15K1
405NYCBMUNI ESG New York Community Bancorp, Inc.$15K-$15K1
406NTNXAperio Group LLC Nutanix, Inc. - Class A$15K-$15K1
407OUTAperio Group LLC OUTFRONT Media Inc.$15K-$15K1
408QTWOTACS R3K Q2 Holdings, Inc.$15K-$15K1
409RNGAperio Group LLC Ringcentral, Inc. Class A$15K-$15K1
410SRPTAperio Group LLC Sarepta Therapeutics, Inc.$50K$65K-$15K3
411SHLSMUNI ESG Shoals Technologies Group, Inc. - Class A$15K-$15K1
412SYFAperio Group LLC Synchrony Financial$15K-$15K1
413VCYTTACS R3K Veracyte, Inc.$15K-$15K1
414VTRSTACS R3K Viatris Inc.$15K$30K-$15K3
415VNOTACS R3K Vornado Realty Trust$15K$30K-$15K3
416WAperio Group LLC Wayfair Inc. Class A$15K-$15K1
417WTWTACS R3K Willis Towers Watson Public Limited Company - Ordinary Shares$15K-$15K1
418ATOTLH ADR Atmos Energy Corporation$15K-$15K1
419BIIBTACS R3K Biogen Inc.$15K-$15K1
420BMRNTACS R3K BioMarin Pharmaceutical Inc.$15K-$15K1
421BLKTACS R3K BlackRock, Inc.$15K-$15K1
422BLNKTACS R3K Blink Charging Co.$15K-$15K1
423BHKLYTLH ADR BOC Hong Kong$15K-$15K1
424CPBTACS R3K Campbell Soup Company$15K-$15K1
425CDNACareDx, Inc.$15K-$15K1
426CNHITACS R3K CNH Industrial N.V. Common Shares$15K-$15K1
427DHRTLH ADR Danaher Corporation$15K-$15K1
428APPSTLH ADR Digital Turbine, Inc.$15K-$15K1
429ELANTACS R3K Elanco Animal Health Incorporated$15K-$15K1
430EATACS R3K Electronic Arts Inc.$15K-$15K1
431FRCTACS R3K FIRST REPUBLIC BANK$15K-$15K1
432GOTLH ADR Grocery Outlet Holding Corp.$15K-$15K1
433IBRXAperio Group LLC ImmunityBio, Inc.$15K-$15K1
434INCYTACS R3K Incyte Corporation$15K-$15K1
435IONSIonis Pharmaceuticals, Inc.$15K-$15K1
436KMBTACS R3K Kimberly-Clark Corporation$15K-$15K1
437NFLXTLH ADR Netflix, Inc.$15K-$15K1
438OHIOmega Healthcare Investors, Inc.$15K-$15K1
439PACWTLH ADR PacWest Bancorp$15K-$15K1
440PAYCTACS R3K Paycom Software, Inc.$15K-$15K1
441SILKTACS R3K Silk Road Medical, Inc.$15K-$15K1
442RUNTLH ADR Sunrun Inc.$15K-$15K1
443WALTACS R3K Western Alliance Bancorporation Common Stock$15K-$15K1
444ELUXYAB Electrolux Class B American Depositary Receipts$15K-$15K1
445BRK.BTLH ADR Berkshire Hathaway Inc. New$15K-$15K1
446TACS Columbus Ohio 5.000% Due 08-15-23$15K-$15K1
447KKOYYTLH ADR Kesko OYJ Unsponsored ADR representing B shares$15K-$15K1
448NPPNYTLH ADR NIPPON SHINYAKU CO., LTD. ADR CMN$15K-$15K1
449SGAPYSingapore Telecommunications Limited Sponsored ADR New 2006$15K-$15K1
450UNVGYTLH ADR UNIVERSAL MUSIC GROUP NV ADR CMN$15K-$15K1
451ARWRTACS R3K Arrowhead Pharmaceuticals, Inc.$15K-$15K1
452CELHTACS R3K Celsius Holdings, Inc.$15K-$15K1
453CHETACS R3K Chemed Corp$15K-$15K1
454TACS R3K Eisai Co Ltd American Depositary$15K-$15K1
455ESALYTLH ADR Eisai Co Ltd American Depositary Shares$15K-$15K1
456ENVXTACS R3K Enovix Corporation$15K-$15K1
457FATETLH ADR Fate Therapeutics, Inc.$15K-$15K1
458JAPSYTACS R3K Japan Airlines Ltd Unsponsored ADR$15K-$15K1
459MAXRTACS R3K Maxar Technologies Inc.$15K-$15K1
460PSOMUNI ESG Pearson, Plc$15K-$15K1
461RDSMYTLH ADR Royal DSM NV Sponsored ADR$15K-$15K1
462SWAVTLH ADR ShockWave Medical, Inc.$15K-$15K1
463SPWRTLH ADR SunPower Corporation$15K-$15K1
464SYNHTLH ADR Syneos Health, Inc. - Class A$15K-$15K1
465MMM3M Company$30K$50K-$20K3
466AJINYTLH ADR Ajinomoto Company, Inc. American Depositary Shares$30K$50K-$20K3
467TEAMTLH ADR Atlassian Corporation - Class A$30K$50K-$20K3
468FANUYTACS R3K Fanuc Corporation Unsponsored ADR$30K$50K-$20K3
469FNFTLH ADR FNF Group of Fidelity National Financial, Inc.$30K$50K-$20K3
470HLNTLH ADR Haleon plc American Depositary Shares$30K$50K-$20K3
471HALTLH ADR Halliburton Company$30K$50K-$20K3
472INVHTLH ADR Invitation Homes Inc.$30K$50K-$20K3
473JHXTLH ADR James Hardie Industries plc American Depositary Shares$30K$50K-$20K3
474KDDIYTLH ADR KDDI Corporation Unsponsored ADR$30K$50K-$20K3
475MTBTACS R3K M&T Bank Corporation$80K$100K-$20K4
476MBGYYTACS R3K MERCEDES-BENZ UNSP / ADR$30K$50K-$20K3
477SVNDYTLH ADR Seven & I Holdings Co Ltd Unsponsored ADR$30K$50K-$20K3
478STBFYTACS R3K Suntory Beverage & Food Ltd American Depositary Shares$30K$50K-$20K3
479BGNEDepositary Shares$30K-$30K2
480CAGTLH ADR ConAgra Brands, Inc.$15K$45K-$30K4
481PEAKTLH ADR Healthpeak Properties, Inc.$30K-$30K2
482IIPRTLH ADR Innovative Industrial Properties, Inc.$30K-$30K2
483JTKWYTACS JUST EAT TAKEAWY SP/ADR$30K-$30K2
484KIMTACS R3K Kimco Realty Corporation$30K-$30K2
485LOGILogitech International S.A. - Registered Shares$30K-$30K2
486LUMNAperio Group LLC Lumen Technologies, Inc.$15K$45K-$30K4
487PFETLH ADR Pfizer, Inc.$50K$80K-$30K4
488RBATLH ADR RB Global, Inc.$30K-$30K2
489SGSOYTLH ADR SGS SA ADR$30K-$30K2
490SMFKYTLH ADR Smurfit Kappa Group Plc American Depositary Shares$30K-$30K2
491THOTACS R3K Thor Industries, Inc.$30K-$30K2
492AGNCAperio Group LLC AGNC Investment Corp.$30K-$30K2
493HUNTACS R3K Huntsman Corporation$30K-$30K2
494NEMAperio Group LLC Newmont Corporation$30K-$30K2
495NLYTACS R3K Annaly Capital Management Inc.$30K-$30K2
496CFTLH ADR CF Industries Holdings, Inc.$30K-$30K2
497DEITACS R3K Douglas Emmett, Inc.$30K-$30K2
498HPPHudson Pacific Properties, Inc.$30K-$30K2
499PMTACS Philip Morris International Inc$30K-$30K2
500SNOWTACS R3K Snowflake Inc. Class A$30K-$30K2
501ADDYYTLH ADR adidas AG Sponsored ADR$15K$50K-$35K2
502ADYEYTLH ADR ADYEN NV UNSP/ADR$65K$100K-$35K3
503AONNYTLH ADR Aeon Co Ltd American Depositary Shares$15K$50K-$35K2
504BAYRYTLH ADR Bayer Aktiengesellschaft American Depositary Shares$65K$100K-$35K4
505BDNNYTLH ADR Boliden AB Unsponsored ADR$15K$50K-$35K2
506CJPRYTACS R3K Central Japan Railway Co Unsponsored ADR$65K$100K-$35K4
507EQRTACS R3K Equity Residential Common Shares of Beneficial Interest$65K$100K-$35K3
508EBKDYTLH ADR Erste Group Bank AG Sponsored ADR$15K$50K-$35K2
509FRCOYTLH ADR Fast Retailing Co Ltd Unsponsored ADR$15K$50K-$35K2
510FJTSYTLH ADR Fujitsu Ltd ADR$15K$50K-$35K2
511KSRYYTLH ADR KOSE CORP UNSP/ADR$15K$50K-$35K2
512KRTLH ADR Kroger Company$30K$65K-$35K4
513LHXTACS R3K L3Harris Technologies, Inc.$65K$100K-$35K3
514MFGTLH ADR Mizuho Financial Group, Inc. Sponosred ADR$15K$50K-$35K2
515OLCLYTLH ADR Oriental Land Co Ltd Unsponsored ADR$15K$50K-$35K2
516SSDOYShiseido Co Ltd Ord American Depositary Shares$30K$65K-$35K4
517SOBKYTLH ADR SOFTBANK CORP UNSP/ADR$15K$50K-$35K2
518STTTLH ADR State Street Corporation$15K$50K-$35K2
519TLGPYTLH ADR TELSTRA GROUP LTD S/ADR$15K$50K-$35K2
520WJRYYMUNI ESG West Japan Railway Co Unsponsored ADR$30K$65K-$35K4
521CVSTACS R3K CVS Health Corporation$65K$100K-$35K3
522ELTACS R3K Estee Lauder Companies, Inc.$45K-$45K3
523UGITACS R3K UGI Corporation$45K-$45K3
524SPGIS&P Global Inc. Common Stock$50K-$50K1
525AHEXYAdecco SA Unsponsored ADR$50K-$50K1
526ATEYYTACS R3K ADVANTEST CORP SP/ADR$50K-$50K1
527ANYYYTLH ADR AENA SME S.A UNSP/ADR$50K-$50K1
528AKZOYTLH ADR Akzo Nobel N.V. American Depositary Shares$50K-$50K1
529ALCTLH ADR Alcon Inc. Ordinary Shares$50K-$50K1
530AMADYTACS R3K Amadeus IT Holding SA Unsponsored American Depository Shares$50K-$50K1
531ADMTACS Archer-Daniels-Midland Company$100K$150K-$50K3
532ARKAYTACS R3K Arkema Sponsored ADR$50K-$50K1
533ASAZYTLH ADR Assa Abloy AB Unsponsored ADR$50K-$50K1
534ATLKYTACS R3K Atlas Copco Ab Sponsored ADR repstg Class A$15K$65K-$50K3
535AVBTACS R3K AvalonBay Communities, Inc.$50K$100K-$50K2
536AXAHYTLH ADR AXA SA Sponsored ADR$50K-$50K1
537BMRRYTLH ADR B&M EURO VALUE RET U/ADR$50K-$50K1
538BBVATLH ADR Banco Bilbao Vizcaya Argentaria S.A.$50K-$50K1
539BXPTLH ADR Boston Properties, Inc.$50K$100K-$50K2
540BXBLYTACS R3K BRAMBLES LTD SP/ADR$50K-$50K1
541CGEMYTLH ADR Cap Gemini SA American Depositary Shares$50K-$50K1
542CLLNYTLH ADR CELLNEX TELECOM UNSP/ADR$50K-$50K1
543SCHWTACS R3K Charles Schwab Corporation$50K$100K-$50K3
544CHGCYTACS R3K Chugai Pharmaceutical Ltd Unsponsored ADR$15K$65K-$50K3
545CHEOYTACS Cochlear Ord Plc A$ 0.10 Par Unsponsored ADR$50K-$50K1
546CBUTLH ADR Community Bank System, Inc.$50K-$50K1
547CRHTLH ADR CRH PLC American Depositary Shares$50K-$50K1
548CSLLYTACS R3K Csl Ltd SPONSORED ADR$50K$100K-$50K2
549DFKCYTLH ADR DAIFUKU CO LTD UNSP/ADR$50K-$50K1
550DANOYTLH ADR Danone Sponsored ADR$50K-$50K1
551DBOEYTLH ADR Deutsche Boerse Ag Unsponsored ADR$50K-$50K1
552DHLGYTLH ADR DEUTSCHE POST AG S/ADR$50K-$50K1
553DTEGYTLH ADR Deutsche Telekom AG$50K-$50K1
554DSCSYTACS R3K DISCO CORP UNSP /ADR$50K-$50K1
555ENLAYTACS R3K Enel Societa Per Azioni Unsponsored ADR$50K-$50K1
556EPRTTLH ADR Essential Properties Realty Trust, Inc.$50K-$50K1
557ESSTACS R3K Essex Property Trust, Inc.$50K-$50K1
558FNTACS R3K Fabrinet Ordinary Shares$50K-$50K1
559RACETACS R3K Ferrari N.V. Common Shares$50K-$50K1
560FISTLH ADR Fidelity National Information Services, Inc.$50K$100K-$50K3
561FUJIYTLH ADR FUJIFILM Holdings Corporation American Depositary Shares$50K-$50K1
562GBERYTLH ADR Geberit Ag Jona Unsponsored ADR$50K-$50K1
563GVDNYTACS R3K Givaudan SA Unsponsored ADR$15K$65K-$50K3
564GSKTLH ADR GSK plc American Depositary Shares$50K-$50K1
565HALOAperio Group LLC Halozyme Therapeutics, Inc.$50K-$50K1
566HVRRYTACS R3K Hannover Rueckversicherung SE American Depositary Shares$50K-$50K1
567HDBTLH ADR HDFC Bank Limited$50K-$50K1
568HXGBYTLH ADR Hexagon AB American Depositary Shares$15K$65K-$50K3
569HCMLYTLH ADR Holcim Limited Unsponsored ADR representing Namen AKT$50K-$50K1
570HMCTLH ADR Honda Motor Company, Ltd.$50K-$50K1
571HKXCYTLH ADR Hong Kong Exchanges & Clearing Ltd Unsponsored ADR$50K-$50K1
572HSQVYTLH ADR Husqvarna AB Sponsored ADR representing 2 Class B shares$50K-$50K1
573IFNNYTLH ADR Infineon Technologies AG$50K-$50K1
574IHGTACS R3K Intercontinental Hotels Group American Depositary Shares$15K$65K-$50K3
575KBCSYTLH ADR KBC Group NV Unsponsored ADR$50K-$50K1
576PPRUYTLH ADR Kering Unsponsored ADR$50K-$50K1
577KDPTLH ADR Keurig Dr Pepper Inc.$50K$100K-$50K3
578KGSPYTLH ADR Kingspan Group Plc Unsponsored ADR$50K-$50K1
579KRGTLH ADR Kite Realty Group Trust$50K-$50K1
580KMTUYTLH ADR Komatsu Ltd Ord American Depositary Shares$50K-$50K1
581KUBTYTACS R3K Kubota Corporation$50K-$50K1
582KHNGYTLH ADR Kuehne & Nagel International Ag Schindellegi Unsponsored ADR$50K-$50K1
583KLICTLH ADR Kulicke and Soffa Industries, Inc.$50K-$50K1
584AIQUYTACS R3K L'Air Liquide Ord American Depositary Shares$50K-$50K1
585LSRCYTLH ADR LASERTEC CORP UNSP/ADR$50K-$50K1
586LGRDYMUNI ESG LEGRAND SA Unsponsored ADR$50K-$50K1
587LYGTLH ADR Lloyds Banking Group Plc American Depositary Shares$50K$100K-$50K2
588LZAGYTLH ADR Lonza Group Ag Zuerich Unsponsored ADR$50K-$50K1
589LRLCYTLH ADR L'Oreal Co. American Depositary Shares$50K-$50K1
590MRKTLH ADR Merck & Company, Inc. Common Stock$30K$80K-$50K5
591MGDDYTLH ADR Michelin Compagnie Generale des Etablissements Michelin Unsponsored ADR representing Nom Shares$50K-$50K1
592MAATLH ADR Mid-America Apartment Communities, Inc.$50K-$50K1
593MIELYTLH ADR Mitsubishi Electric Corp ADR$50K-$50K1
594MHGVYAperio Group LLC MOWI ASA S/ADR$50K$100K-$50K3
595MTUAYTLH ADR MTU Aero Engines AG Unsponsored ADR$50K-$50K1
596MURGYTLH ADR Muenchener Re Group AG Unsponsored ADR$50K-$50K1
597MRAAYTLH ADR Murata Manufacturing Co Ltd Unsponsored ADR$50K-$50K1
598NFGTLH ADR National Fuel Gas Company$15K$65K-$50K3
599NSATLH ADR National Storage Affiliates Trust Common Shares of Beneficial Interest$50K-$50K1
600NTESDepositary Shares, each representing 5 ordinary shares$50K-$50K1
601NCMGYMUNI ESG Newcrest Mining Ltd Sponsored American Depositary Shares$50K-$50K1
602NTDOYTLH ADR Nintendo Co Ltd ADR$50K$100K-$50K3
603NDEKYTLH ADR Nitto Denko Corporation American Depositary Shares$50K-$50K1
604NMRTLH ADR Nomura Holdings Inc ADR American Depositary Shares$50K-$50K1
605NRILYTLH ADR Nomura Resh Inst Ltd ADR$15K$65K-$50K3
606NOCTLH ADR Northrop Grumman Corporation$50K$100K-$50K3
607NVSTACS R3K Novartis AG$100K$150K-$50K3
608OLYMYAperio Group LLC OLYMPUS CORP U/ADR$15K$65K-$50K3
609OMRNYTLH ADR Omron Corporation Sponsored American Depositary Shares$50K-$50K1
610PRNDYTACS R3K PERNOD RICARD S A SP/ADR$50K-$50K1
611PECOTACS R3K Phillips Edison & Company, Inc.$50K-$50K1
612PROSYTACS PROSUS NV SP/ADR$50K-$50K1
613RELXTACS R3K RELX PLC PLC American Depositary Shares$50K$100K-$50K2
614ROICTLH ADR Retail Opportunity Investments Corp.$50K-$50K1
615SDVKYTACS R3K Sandvik A B Sponsored ADR$50K-$50K1
616SBGSYMUNI ESG Schneider Electric SE Unsponsored ADR$50K-$50K1
617SMNNYTLH ADR SHIMANO INC UNSP/ADR$50K-$50K1
618SIEGYTLH ADR Siemens AG American Depositary Shares$50K-$50K1
619SMCAYTACS R3K SMC Corp Japan SPONSORED ADR$50K-$50K1
620SNNTLH ADR Smith & Nephew SNATS, Inc.$50K-$50K1
621SFTBYTLH ADR Softbank Corp Unsponsored ADR$50K$100K-$50K3
622SKHHYTLH ADR SONIC HEALTHCARE SP/ADR$50K-$50K1
623SONVYSonova Holding AG Unsponsored ADR$50K-$50K1
624STLATACS R3K Stellantis N.V. Common Shares$50K-$50K1
625SUHJYTACS R3K Sun Hung Kai Pptys Ltd Ord American Depositary Shares$50K-$50K1
626SZKMYTLH ADR Suzuki Motor Corp Unsponsored ADR$50K-$50K1
627TAKTLH ADR Takeda Pharmaceutical Company Limited American Depositary Shares$50K-$50K1
628SKTTACS R3K Tanger Factory Outlet Centers, Inc.$50K-$50K1
629TTDKYTACS R3K TDK Corporation$50K-$50K1
630TEFTACS R3K Telefonica SA$50K-$50K1
631TMSNYTLH ADR Temenos Group AG SPONSORED ADR$50K-$50K1
632TRUMYTLH ADR Terumo Corp Unsponsored ADR$15K$65K-$50K3
633TMUSTLH ADR T-Mobile US, Inc.$15K$65K-$50K3
634TOTDYTLH ADR Toto Ltd Ord American Depositary Shares$15K$65K-$50K3
635TTTLH ADR Trane Technologies plc$50K-$50K1
636UBATACS R3K Urstadt Biddle Properties Inc.$50K-$50K1
637VEOEYTACS VEOLIA ENVIRONNEMENT ADR$50K-$50K1
638WELLTLH ADR Welltower Inc.$50K-$50K1
639YASKYTLH ADR Yaskawa Electric Corp Unsponsored ADR$50K-$50K1
640YUMCTLH ADR Yum China Holdings, Inc.$50K-$50K1
641Alabama St Pub Sch & College A 5.000% Due 02-01-26$50K-$50K1
642ALBAperio Group LLC Albemarle Corporation$50K-$50K1
643AIGTACS R3K American International Group, Inc. New$15K$65K-$50K3
644APOTACS R3K Apollo Global Management, Inc.$50K-$50K1
645CPTTACS R3K Camden Property Trust$50K-$50K1
646CATTACS R3K Caterpillar, Inc.$50K-$50K1
647DDOGTACS R3K Datadog, Inc. - Class A$50K-$50K1
648DLRTACS R3K Digital Realty Trust, Inc.$50K-$50K1
649HQYAperio Group LLC HealthEquity, Inc.$50K-$50K1
650IQVTACS R3K IQVIA Holdings, Inc.$50K-$50K1
651JCITACS R3K Johnson Controls International plc Ordinary Share$50K-$50K1
652FWONKTACS R3K Liberty Media Corporation - Series C Liberty Formula One$50K-$50K1
653SPGTACS R3K Simon Property Group, Inc.$50K-$50K1
654ZSTACS R3K Zscaler, Inc.$50K-$50K1
655SRETACS DBA Sempra$50K-$50K1
656GMEDTACS R3K Globus Medical, Inc. Class A$50K-$50K1
657HEAperio Group LLC Hawaiian Electric Industries, Inc.$50K-$50K1
658MITEYMitsubishi Estate Co Ltd American Depositary Shares$50K-$50K1
659SKBSYTACS R3K Skanska AB Sponsored ADR$50K-$50K1
660SMPNYTLH ADR SOMPO JAPAN NIPPONKOA HLDGS IN ADR CMN$15K$65K-$50K3
661NCLTYNITORI HOLDINGS CO., LTD. ADR CMN$50K-$50K1
662RCRUYTLH ADR RECRUIT HOLDINGS CO., LTD. ADR$50K-$50K1
663UNICYTLH ADR Unicharm Corp Sponsored ADR$50K-$50K1
664COSTCostco Wholesale Corporation$50K-$50K1
665HZNPTLH ADR Horizon Therapeutics Public Limited Company - Ordinary Shares$50K-$50K1
666LINTACS R3K Linde plc Ordinary Share$50K-$50K1
667SBCFTACS R3K Seacoast Banking Corporation of Florida$50K-$50K1
668CAJPYTACS R3K CANON INC S/ADR$65K-$65K2
669DWAHYTLH ADR Daiwa House Ind Ltd American Depositary Shares$65K-$65K2
670DBTLH ADR Deutsche Bank AG$65K-$65K2
671EXRTACS R3K Extra Space Storage Inc$65K-$65K2
672FERGTLH ADR Ferguson plc Ordinary Shares$65K-$65K2
673FSUGYTACS Fortescue Metal Group Ltd American Depositary Shares$65K-$65K2
674MTSFYTLH ADR Mitsui Fudosan Co Ltd Unsponsored ADR$65K-$65K2
675NABZYTLH ADR National Australia Bank Limited$65K-$65K2
676NICEDepositary Shares each representing one Ordinary Share$65K-$65K2
677SNYDepositary Shares$65K-$65K2
678SSMXYTACS R3K Sysmex Corporation Unsponsored ADR$65K-$65K2
679KHCMUNI ESG The Kraft Heinz Company$15K$80K-$65K4
680UPMMYUPM KYMMENE CORP UNSP/ADR$65K-$65K2
681VTRTLH ADR Ventas, Inc.$65K-$65K2
682ZURVYTACS Zurich Insurance Group Limited Sponsored American Depositary Shares$65K-$65K2
683BACTACS R3K Bank of America Corporation$65K-$65K2
684ENPHAperio Group LLC Enphase Energy, Inc.$15K$80K-$65K4
685ASXFYTACS R3K ASX Ltd Unsponsored ADR$65K-$65K2
686HTHIYMUNI ESG Hitachi, Ltd. American Depositary Shares$80K-$80K3
687TELTLH ADR TE Connectivity Ltd. New Switzerland Registered Shares$80K-$80K3
688TKOMYTACS R3K Tokio Marine Holdings, Inc. Sponsored ADR$80K-$80K3
689ALIZYALLIANZ SE UNSP/ADR$15K$100K-$85K2
690SANTLH ADR Banco Santander, S.A. Sponsored ADR$15K$100K-$85K2
691INGTLH ADR ING Group, N.V.$15K$100K-$85K2
692JAPAYTLH ADR Japan Tobacco Unsponsored American Depository Receipt$15K$100K-$85K3
693NGGAperio Group LLC National Grid Transco, PLC National Grid PLC$15K$100K-$85K2
694RHHBYTACS R3K Roche Holdings AG Basel American Depositary Shares$65K$150K-$85K4
695SMFGTLH ADR Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares$15K$100K-$85K2
696TMOTACS R3K Thermo Fisher Scientific Inc$15K$100K-$85K2
697WPPTLH ADR WPP plc American Depositary Shares$15K$100K-$85K2
698EADSYTLH ADR Airbus Group Unsponsored ADR$100K-$100K1
699BCSTLH ADR Barclays PLC$100K-$100K2
700CBTACS R3K Chubb Limited$50K$150K-$100K3
701KOAperio Group LLC Coca-Cola Company$80K$180K-$100K7
702CCITLH ADR Crown Castle Inc.$100K$200K-$100K3
703DSNKYTLH ADR Daiichi Sankyo Co Limited Sponsored ADR$100K-$100K1
704DNZOYTLH ADR Denso Corp Ltd Ord American Depositary Shares$100K-$100K1
705DNBBYAperio Group LLC DNB ASA SP/ADR$100K-$100K2
706ENGIYTLH ADR ENGIE SPNS/ADR$100K-$100K1
707EQIXTACS R3K Equinix, Inc.$100K-$100K1
708HSTTLH ADR Host Hotels$100K-$100K2
709IBDRYTLH ADR Iberdrola Sa Sponsored ADR$100K-$100K1
710ISNPYIntesa Sanpaolo S.P.A. Sponsored ADR$100K-$100K1
711MRNATLH ADR Moderna, Inc.$100K$200K-$100K3
712NTTYYTLH ADR NIPPON TELEG&TEL CP S/ADS$100K-$100K1
713PGRTACS R3K Progressive Corporation$100K-$100K1
714PUKTLH ADR Prudential Public Limited Company$100K-$100K1
715RTOTLH ADR Rentokil Initial plc American Depositary Shares$100K-$100K2
716KKPNYTLH ADR Royal KPN N.V.$100K-$100K1
717SXYAYTLH ADR SIKA AG American Depositary Share$100K-$100K1
718VLVLYTLH ADR VOLVO AB UNSP/ADR$100K-$100K1
719JPMTACS R3K JP Morgan Chase & Co.$100K-$100K1
720VACTACS R3K Marriott Vacations Worldwide Corporation$100K-$100K2
721MDLZMondelez International, Inc. - Class A$150K$250K-$100K3
722NDAQMUNI ESG Nasdaq, Inc.$100K-$100K1
723WFCTACS R3K Wells Fargo & Company$100K-$100K1
724WFAFYTACS R3K Wesfarmers Ltd Unsponsored ADR New$100K-$100K1
725WYTLH ADR Weyerhaeuser Company$100K-$100K2
726ABTTACS R3K Abbott Laboratories$100K-$100K1
727VONOYVONOVIA SE ADR CMN$100K-$100K1
728WMTACS R3K Waste Management, Inc.$100K-$100K1
729NEEMUNI ESG NextEra Energy, Inc.$100K-$100K1
730UNPTLH ADR Union Pacific Corporation$100K-$100K1
731VFCTACS R3K V.F. Corporation$100K-$100K1
732BUDTLH ADR Anheuser-Busch Inbev SA Sponsored ADR$115K-$115K2
733TTLH ADR AT&T Inc.$115K-$115K2
734BNPQYTACS R3K BNP Paribas American Depositary Shares$115K-$115K2
735DBSDYTLH ADR Dbs Group Holdings Ltd Ord American Depositary Shares$115K-$115K2
736GMABDepositary Shares$115K-$115K2
737MQBKYMacquarie Group, Ltd. Sponsored ADR$115K-$115K2
738MELITLH ADR MercadoLibre, Inc.$115K-$115K2
739PSATLH ADR Public Storage$115K-$115K2
740WPMTLH ADR Wheaton Precious Metals Corp Common Shares$130K-$130K3
741ABBVTLH ADR AbbVie Inc.$30K$165K-$135K5
742DEOTLH ADR Diageo plc$65K$200K-$135K4
743JNJTLH ADR Johnson & Johnson$115K$265K-$150K4
744MUFGTLH ADR Mitsubishi UFJ Financial Group, Inc.$150K-$150K2
745RTXTACS R3K RTX Corporation$150K-$150K2
746AMZNTACS R3K Amazon.com, Inc.$50K$200K-$150K3
747AMTTACS R3K American Tower Corporation$50K$215K-$165K4
748RIORio Tinto Plc$65K$250K-$185K3
749ULTLH ADR Unilever PLC$65K$250K-$185K3
750BTITACS R3K British American Tobacco Industries, p.l.c. Common Stock ADR$200K-$200K2
751TSMTLH ADR Taiwan Semiconductor Manufacturing Company Ltd.$200K-$200K2
752UNHTLH ADR UnitedHealth Group Incorporated Common Stock$200K-$200K3
753BMYTLH ADR Bristol-Myers Squibb Company$100K$315K-$215K4
754HSBCTLH ADR HSBC Holdings, plc.$15K$250K-$235K2
755VZTLH ADR Verizon Communications Inc.$65K$300K-$235K4
756ABBNYTLH ADR ABB LTD SPONS ADR$250K-$250K1
757AZNDepositary Shares$250K-$250K1
758HESAYTLH ADR Hermes Intl S A Unsponsored ADR$250K-$250K1
759TLH ADR HICKSVILLE N Y WTR DIST GO 5% 03/01/27 MS BDS 2022 UT BEO$250K-$250K1
760LEE CNTY FLA WTR & SWR REV REV 5% 10/01/38 AO REV BDS A PRERE 10/01/23 BEO$250K-$250K1
761TACS R3K LOCKPORT CITY N Y SCH DIST GO 5% 04/15/28 AO BDS 2023 UT BNK QUAL BEO$250K-$250K1
762MUNI ESG N Y CITY TRANSITIONAL FIN AUTH REV 5% 08/01/27 FA FUTURE TAX SECURED TAX-EXEMPT SUBORDINATE BONDS BEO$250K-$250K1
763MUNI ESG N Y S DORM AUTH REVS NON ST SU REV 5% 10/01/28 AO SCH DIST FING PROGRAM BDS 2022C BEO$250K-$250K1
764MUNI ESG N Y ST ENV FACS CORP REV 5% 06/15/25 JD REVOLVNG FD SUB SRF BDS BEO SUB LIEN$250K-$250K1
765MUNI ESG N Y ST ENV FACS CORP REV 5% 09/15/28-CA MS ST REVOLVING FDS-SER D GREEN BONDS BEO$250K-$250K1
766TLH ADR NEW YORK N Y CITY HEALTH & REV 5% 02/15/24 FA HOSP CORP REV SYS BDS 2020 A BEO$250K-$250K1
767MUNI ESG NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/28 MS INCOME TAX REV GEN PURP BDS 2022 A BEO$250K-$250K1
768MUNI ESG NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2021 E BEO$250K-$250K1
769TACS R3K NY ST DORM AUTH ST PERS INC REV 5.0000% 03/15/25 MS TX ISSUS DTD PR TO 10/14/11 GEN PURP-SER A BEO$250K-$250K1
770MUNI ESG NY ST ENV FACS CORP ST REV 5.0000% 06/15/28-CA JD CLEAN WTR& DRINKG WTR SUB- REVOLVING FDS-SER A$250K-$250K1
771SAFRYTACS R3K Safran S.A. Unsponsored ADR$250K-$250K1
772SAPTLH ADR SAP SE ADS$250K-$250K1
773TACS R3K SCHENECTADY N Y GO 4% 05/01/26 MN PUB IMPT BDS 2023 UT INS BEO$250K-$250K1
774SONYTLH ADR Sony Group Corporation American Depositary Shares$250K-$250K1
775STMTLH ADR STMicroelectronics N.V.$250K-$250K1
776TLH ADR THE CITY OF NEW YORK GO 5.0000% 08/01/28-CA FA GENERAL OBLIGATION BONDS FISCAL 2018 SERIES A$250K-$250K1
777UBSTACS R3K UBS Group AG Registered Ordinary Shares$250K-$250K1
778TLH ADR UPPER MOHAWK VY REGL WTR FIN REV 5% 04/01/30 AO AUTH NY WTR SYS REV BDS 2023 GREEN BOND INS BEO$250K-$250K1
779TACS R3K WEST HEMPSTEAD N Y UN FREE SCH GO 5% 06/01/29 JD DIST BDS 2023 UT BEO$250K-$250K1
780TACS R3K WILLIAM FLOYD UN FREE SCH DIST GO 5% 06/15/25 JD N Y MASTICS-MORICHES-SHIRLEY LIBR BDS 2023 UT BEO$250K-$250K1
781Aperio Group LLC NEW JERSEY (STATE OF) GO 5% 06/01/28 JD$250K-$250K1
782N J HEALTH CARE FACS FING REV 5.0000% 07/01/30-CA JJ$250K-$250K1
783MUNITLH ADR HICKSVILLE N Y WTR DIST GO 5% 03/01/27 MS$250K$500K-$250K2
784TACS R3K TENNESSEE HSG DEV AGY REV 3.0000% 07/01/39-CA JJ$250K-$250K1
785AAGIYAIA Group, Ltd. Sponsored American Depository Receipt$265K-$265K2
786ASMLYork Registry Shares$265K-$265K2
787ESLOYTACS R3K Essilor International SA ADR$265K-$265K2
788IDEXYTACS R3K Industria De Diseno Textil Inditex Sa Unsponsored ADR$265K-$265K2
789PLDTACS R3K ProLogis, Inc.$265K-$265K2
790TMToyota Motor Corporation$265K-$265K2
791CMWAYTLH ADR Commonwealth Bank Of Australia Sponsored ADR$300K-$300K2
792LVMUYAperio Group LLC LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt$350K-$350K2
793NSRGYTLH ADR Nestle SA Sponsored ADR representing Registered Shares Series$50K$500K-$450K2
794TACS COLONIE N Y GO 4% 03/08/24 MS BD ANTIC NTS 2023 B UT BEO$500K-$500K1
795TLH ADR DORM AUTH OF THE STATE OF NY REV 5.0000% 10/01/26 AO SCH DISTS REV BD FING PROG REV BONDS SER 2017A$500K-$500K1
796TLH ADR HEMPSTEAD N Y UN FREE SCH DIST GO 4% 04/19/24 AO GO BD ANTIC NTS 2023 A UT BEO$500K-$500K1
797TLH ADR N Y CITY MUN WTR FIN AUTH REV 5.0000% 06/15/31 JD WATER AND SEWER SYSTEM SECOND GENERAL RESOLUTION BEO$500K-$500K1
798MUNI ESG N Y CITY MUN WTR FIN AUTH WTR SWR SYS REV 5% 06/15/28-CA JD WATER AND SEWER SYSTEM SECOND GEN RESOLUTION BEO SUB LIEN$500K-$500K1
799MUNI ESG N Y CITY TRANSITIONAL FIN AUTH REV 5% 11/01/30 MN FUTURE TAX SECURED SUBORDINATE BONDS FISCAL 2021 BEO$500K-$500K1
800MUNI ESG N Y N Y CITY TRANSITIONAL FIN REV 5% 11/01/30 MN FUTURE TAX SECD SUB BDS FISCAL 2023 SUB E1 BEO SUB LIEN$500K-$500K1
801MUNI ESG N Y S DORM AUTH REVS NON ST SU REV 5% 10/01/26 AO SCH DISTS BD FING PROGRAM BDS 2023 A INS BEO$500K-$500K1
802MUNI ESG N Y S DORM AUTH REVS NON ST SU REV 5% 10/01/29 AO SCH DISTS FING PROGRAM BDS 2022 A BEO$500K-$500K1
803MUNI ESG N Y S ENV FACS CORP REV 5% 05/15/26 MN REVOLVING FDS BDS 2023 A GREEN BOND BEO$500K-$500K1
804MUNI ESG NEW YORK N Y CITY TRANSITIONAL REV 5% 07/15/25 JJ FIN AUTH BLDG AIDREV FISCAL 2023-SER S-1-SUBSER BEO$500K-$500K1
805MUNI ESG NEW YORK N Y GO 5% 08/01/27 FA GO BDS FISCAL 2023 C UT BEO$500K-$500K1
806MUNI ESG NEW YORK N Y GO 5% 08/01/29-CA FA GO BDS A-2 UT BEO$500K-$500K1
807MUNI ESG NEW YORK ST DORM AUTH SALES REV 5% 03/15/24 MS TAX REV ST SUPPORTEDDEBT REV BDS 2017 A SR LIEN$500K-$500K1
808MUNI ESG NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2022 A BEO$500K-$500K1
809NVOTLH ADR Novo Nordisk A/S$500K-$500K1
810TLH ADR TRIBOROUGH BRDG & TUNL AUTH REV 5% 11/15/28 MN BRIDGES AND TUNNELS) PAYROLL MOBILITY TAX SENIOR BEO$500K-$500K1
811TACS R3K EWING TWP N J GO 4% 11/15/25$500K-$500K1
812MUNI ESG HOOVER ALA GO 4% 07/01/36 JJ$500K-$500K1
813TACS R3K MANSFIELD TWP N J BURLINGTON GO 5% 11/01/28 MN$500K-$500K1
814Breckinridge Capital Advisors, Inc. MIAMI-DADE CNTY FLA SCH DIST GO 5% 03/15/38-CA MS$500K-$500K1
815TACS R3K MONMOUTH CNTY N J IMPT AUTH REV 5% 08/15/29 FA$500K-$500K1
816Aperio Group LLC OMAHA NEB GO 4% 04/15/33-CA$500K-$500K1
817SOUTH ORANGE VLG TWP N J GO 4% 01/15/27$500K-$500K1
818TLH ADR HOFFMAN ESTATES ILL GO 4% 12/01/36-CA JD$500K-$500K1
819TACS R3K NEW JERSEY ECONOMIC DEV AUTH REV 5% 06/15/29 JD$500K-$500K1
820TACS CHERRY HILL TWP N J SCH DIST GO 3% 08/01/29 FA$500K-$500K1
821TACS R3K AUSTIN AFFORDABLE PFC INC TEX REV 0.4200% 12/01/40-CA JD$500K-$500K1
822MUNI ESG NEW JERSEY ST TPK AUTH TPK REV REV 5% 01/01/29 JJ$500K-$500K1
823MUNI ESG NEW JERSEY ST TPK AUTH TPK REV REV 5% 01/01/30-CA JJ$500K-$500K1
824MUNI ESG NEW JERSEY (STATE OF) GO 5% 06/01/24 JD$1.0M-$1.0M1
825TACS R3K N J ENV INFRASTRUCTURE TR REV 4% 09/01/27-CA MS$1.0M-$1.0M1
826TLH ADR CT Swap Rec 1M-USD-SOFR CME Term Pay 1M-FIXED- 1.685000% Exp Mar 07, 2027$5.0M-$5.0M1