| MetLife Inc | 175.759 | 12,4 Mio. $ | |
| CTO Realty Growth Inc | 659.370 | 12,2 Mio. $ | |
| Timberland Bancorp Inc/WA | 291.202 | 11,5 Mio. $ | |
| Shell PLC | 110.701 | 10,3 Mio. $ | |
| FIDELITY COVINGTON TRUST | 267.315 | 9,1 Mio. $ | |
| Parke Bancorp Inc | 317.426 | 9 Mio. $ | |
| First Business Financial Services Inc | 154.590 | 8,3 Mio. $ | |
| SB Financial Group Inc | 390.137 | 8,2 Mio. $ | |
| Energy Transfer LP | 377.198 | 7,3 Mio. $ | |
| Verizon Communications Inc | 141.366 | 7,1 Mio. $ | |
| Merck & Co Inc | 58.396 | 7 Mio. $ | |
| Pfizer Inc | 248.771 | 7 Mio. $ | |
| Viatris Inc | 456.272 | 6,2 Mio. $ | |
| Chiron Real Estate Inc | 172.211 | 5,7 Mio. $ | |
| VICI Properties Inc | 202.685 | 5,5 Mio. $ | |
| First National Corp/VA | 204.109 | 5,5 Mio. $ | |
| Weyerhaeuser Co | 174.110 | 4,3 Mio. $ | |
| Community West Bancshares | 162.590 | 3,8 Mio. $ | |
| VanEck Morningstar Wide Moat ETF | 36.753 | 3,6 Mio. $ | |
| Apple Hospitality REIT Inc | 300.670 | 3,5 Mio. $ | |
| Alerus Financial Corp | 136.470 | 3,2 Mio. $ | |
| Albertsons Cos Inc | 149.662 | 2,6 Mio. $ | |
| LXP Industrial Trust | 54.115 | 2,5 Mio. $ | |
| Ameris Bancorp | 31.859 | 2,5 Mio. $ | |
| American International Group Inc | 33.000 | 2,5 Mio. $ | |
| Energizer Holdings Inc | 149.905 | 2,5 Mio. $ | |
| HCI Group Inc | 15.104 | 2,3 Mio. $ | |
| Beacon Financial Corp | 77.238 | 2,3 Mio. $ | |
| First Community Corp/SC | 76.500 | 2,2 Mio. $ | |
| Northern Oil & Gas Inc | 73.609 | 2,2 Mio. $ | |
| VanEck Gold Miners ETF/USA | 22.107 | 2 Mio. $ | |
| Vanguard S&P 500 ETF | 3.177 | 1,9 Mio. $ | |
| AT&T Inc | 62.256 | 1,8 Mio. $ | |
| Tyson Foods Inc | 27.007 | 1,7 Mio. $ | |
| Financial Institutions Inc | 49.428 | 1,6 Mio. $ | |
| Peoples Financial Services Corp | 28.748 | 1,5 Mio. $ | |
| Banc of California Inc | 79.550 | 1,4 Mio. $ | |
| Western Asset Inflation-Linked Opportunities & Income Fund | 106.092 | 897.536 $ | |
| INVESCO VAN KAMPEN TR INVT GRADE MUNS | 86.117 | 849.978 $ | |
| Hancock Whitney Corp | 10.898 | 693.008 $ | |
| International Flavors & Fragrances Inc | 9.451 | 685.665 $ | |
| M&T Bank Corp | 3.238 | 669.426 $ | |
| Berkshire Hathaway Inc | 1.330 | 637.336 $ | |
| Microsoft Corp | 1.646 | 609.300 $ | |
| SOUTHSTATE BANK CORP | 5.755 | 532.424 $ | |
| iShares Trust | 4.550 | 465.238 $ | |
| Oracle Corp | 3.000 | 441.330 $ | |
| AbbVie Inc | 1.915 | 416.493 $ | |
| Kroger Co/The | 4.955 | 358.517 $ | |
| JPMorgan Chase & Co | 1.188 | 349.462 $ | |
| Alphabet Inc | 1.147 | 329.831 $ | |
| Seacoast Banking Corp of Florida | 10.826 | 327.928 $ | |
| State Street SPDR S&P 500 ETF Trust | 481 | 312.929 $ | |
| Eversource Energy | 4.247 | 294.232 $ | |
| Fidelity Covington Trust | 8.125 | 259.594 $ | |
| Franklin Financial Services Corp | 4.400 | 224.752 $ | |
| Exxon Mobil Corp | 1.293 | 219.370 $ | |
| Amazon.com Inc | 1.005 | 209.311 $ | |
| SPDR Gold Shares | 456 | 196.212 $ | |
| Hecla Mining Co | 10.000 | 186.300 $ | |
| Eagle Bancorp Montana Inc | 9.000 | 185.220 $ | |
| Duke Energy Corp | 1.183 | 154.902 $ | |
| Taiwan Semiconductor Manufacturing Co Ltd | 455 | 153.767 $ | |
| International Business Machines Corp. | 611 | 148.100 $ | |
| iShares Silver Trust | 2.038 | 138.869 $ | |
| Invesco QQQ Trust Series 1 | 228 | 131.765 $ | |
| Lowe's Cos Inc | 473 | 111.760 $ | |
| Alphabet Inc | 375 | 107.573 $ | |