|
Agnico
(AEM)
|
5.1 |
$15M |
|
135k |
108.41 |
|
MetLife
(MET)
|
4.6 |
$13M |
|
166k |
80.29 |
|
Timberland Ban
(TSBK)
|
3.1 |
$9.0M |
|
299k |
30.15 |
|
Cto Realty Note 3.875% 4/1 (Principal)
|
2.9 |
$8.4M |
|
6.0M |
1.40 |
|
Exchange Bank
(EXSR)
|
2.9 |
$8.3M |
|
76k |
109.00 |
|
Sb Financial
(SBFG)
|
2.8 |
$8.2M |
|
393k |
20.82 |
|
Shell Spon Ads
(SHEL)
|
2.8 |
$8.1M |
|
111k |
73.28 |
|
Energy Transfer Com Ut Ltd Ptn
(ET)
|
2.7 |
$7.7M |
|
417k |
18.59 |
|
First Business Financial Services
(FBIZ)
|
2.5 |
$7.3M |
|
155k |
47.15 |
|
Ppl Capital Note 2.875% 3/1 (Principal)
|
2.5 |
$7.1M |
|
6.4M |
1.12 |
|
Fidelity Cvngtn Msci Energy Idx
(FENY)
|
2.3 |
$6.7M |
|
264k |
25.55 |
|
Pfizer
(PFE)
|
2.2 |
$6.3M |
|
250k |
25.34 |
|
Bunge Com Shs
(BG)
|
2.1 |
$6.2M |
|
81k |
76.42 |
|
Jazz Invest Note 2.000% 6/1 (Principal)
|
2.1 |
$6.0M |
|
5.8M |
1.03 |
|
Parke Ban
(PKBK)
|
2.0 |
$5.8M |
|
309k |
18.84 |
|
Kimco Realty DP CV CL N 7.25%
(KIM.PN)
|
1.9 |
$5.5M |
|
91k |
60.15 |
|
Vici Pptys
(VICI)
|
1.9 |
$5.4M |
|
165k |
32.62 |
|
Merck & Co
(MRK)
|
1.8 |
$5.2M |
|
58k |
89.76 |
|
Ledyard Financial Group
(LFGP)
|
1.8 |
$5.1M |
|
326k |
15.50 |
|
Weyerhaeuser Com New
(WY)
|
1.6 |
$4.7M |
|
159k |
29.28 |
|
First National Corporation
(FXNC)
|
1.6 |
$4.6M |
|
203k |
22.45 |
|
Innoviva Note 2.125% 3/1 (Principal)
|
1.5 |
$4.2M |
|
4.4M |
0.96 |
|
Benchmark Bankshares
(BMBN)
|
1.5 |
$4.2M |
|
168k |
25.00 |
|
Viatris
(VTRS)
|
1.4 |
$4.0M |
|
465k |
8.71 |
|
Global Medical Com New
|
1.4 |
$4.0M |
|
457k |
8.75 |
|
Verizon Communications
(VZ)
|
1.4 |
$4.0M |
|
88k |
45.36 |
|
Cnh Industrial SHS
(CNH)
|
1.4 |
$4.0M |
|
325k |
12.28 |
|
Cto Realty Growth
(CTO)
|
1.3 |
$3.7M |
|
192k |
19.31 |
|
Flagstar Fncl Unit 05/07/2051
(FLG.PU)
|
1.3 |
$3.7M |
|
98k |
37.28 |
|
Apple Hoptly Com New
(APLE)
|
1.3 |
$3.6M |
|
281k |
12.91 |
|
Bank Of Botetourt Buchanan Va
(BORT)
|
1.2 |
$3.5M |
|
105k |
33.35 |
|
Potomac Bancshares
(PTBS)
|
1.2 |
$3.4M |
|
211k |
16.15 |
|
Chesapeake Financial
(CPKF)
|
1.2 |
$3.3M |
|
173k |
19.15 |
|
Csb Bancorp Inc. equities
(CSBB)
|
1.1 |
$3.0M |
|
69k |
44.00 |
|
Community West Bancshares
(CWBC)
|
1.0 |
$3.0M |
|
162k |
18.48 |
|
Alerus Finl
(ALRS)
|
1.0 |
$2.9M |
|
159k |
18.46 |
|
Liberty Media Note 2.250% 8/1 (Principal)
|
1.0 |
$2.9M |
|
2.4M |
1.22 |
|
Albertsons Companies Cl A Ord
(ACI)
|
1.0 |
$2.9M |
|
132k |
21.99 |
|
American Intl Com New
(AIG)
|
1.0 |
$2.9M |
|
33k |
86.94 |
|
Guess Note 3.750% 4/1 (Principal)
|
1.0 |
$2.8M |
|
3.1M |
0.92 |
|
Sfl Corp SHS
(SFL)
|
1.0 |
$2.8M |
|
340k |
8.20 |
|
Energizer Holdings
(ENR)
|
0.9 |
$2.7M |
|
91k |
29.92 |
|
F & M Bank Corp Cdt
(FMBM)
|
0.9 |
$2.6M |
|
137k |
19.31 |
|
Lexington Realty Trust
(LXP)
|
0.8 |
$2.4M |
|
272k |
8.65 |
|
Duke Energy Note 4.125% 4/1 (Principal)
|
0.8 |
$2.3M |
|
2.1M |
1.08 |
|
Ford Motor Note 3/1 (Principal)
|
0.8 |
$2.3M |
|
2.4M |
0.98 |
|
Merchants Financial
(MFGI)
|
0.8 |
$2.3M |
|
94k |
24.35 |
|
Hci Group Note 4.750% 6/0 (Principal)
|
0.8 |
$2.2M |
|
1.2M |
1.86 |
|
Ve Wide Moat Mrngstr Wde Moat
(MOAT)
|
0.7 |
$2.0M |
|
23k |
88.00 |
|
Ameris Ban
(ABCB)
|
0.7 |
$1.9M |
|
34k |
57.57 |
|
Epr Prpty PFD C CV 5.75%
(EPR.PC)
|
0.7 |
$1.9M |
|
83k |
23.08 |
|
Solvay Bank
(SOBS)
|
0.7 |
$1.9M |
|
63k |
29.75 |
|
At&t
(T)
|
0.6 |
$1.8M |
|
65k |
28.28 |
|
Etsy Inc Bond Note 0.125% 9/0 (Principal)
|
0.6 |
$1.7M |
|
2.0M |
0.88 |
|
First Community Corporation
(FCCO)
|
0.6 |
$1.7M |
|
77k |
22.56 |
|
Tyson Foods Cl A
(TSN)
|
0.6 |
$1.7M |
|
26k |
63.81 |
|
Fsbh Corp
(FSBH)
|
0.5 |
$1.5M |
|
210k |
7.11 |
|
Liberty Media Note 3.750% 3/1 (Principal)
|
0.5 |
$1.5M |
|
1.4M |
1.04 |
|
Mainstreet Bancshares
(MNSB)
|
0.5 |
$1.4M |
|
86k |
16.72 |
|
Lci Inds Conv Note 1.125% 5/1 (Principal)
|
0.5 |
$1.4M |
|
1.4M |
0.98 |
|
Progress Software Corp Note 3.500% 3/0 (Principal)
|
0.5 |
$1.4M |
|
1.3M |
1.05 |
|
Peoples Financial Services Corp
(PFIS)
|
0.4 |
$1.2M |
|
28k |
44.47 |
|
Ve Gold Miners Gold Miners Etf
(GDX)
|
0.4 |
$1.2M |
|
27k |
45.97 |
|
Financial Institutions
(FISI)
|
0.4 |
$1.2M |
|
47k |
24.96 |
|
Banc Of California
(BANC)
|
0.4 |
$1.1M |
|
78k |
14.19 |
|
Eagle Ban
(EBMT)
|
0.4 |
$1.0M |
|
62k |
16.76 |
|
Alliant Energy Note 3.875% 3/1 (Principal)
|
0.4 |
$1.0M |
|
965k |
1.07 |
|
Starwood Ppty Note 6.750% 7/1 (Principal)
|
0.4 |
$1.0M |
|
975k |
1.06 |
|
VGRD S&P 500 S&p 500 Etf Shs
(VOO)
|
0.4 |
$1.0M |
|
2.0k |
513.83 |
|
Airbnb Inc Bond Note 3/1 (Principal)
|
0.3 |
$945k |
|
990k |
0.95 |
|
Invesco Van Kampen Trust For Inv Grd Mun
(VGM)
|
0.3 |
$858k |
|
86k |
9.96 |
|
International Flavors & Fragrances
(IFF)
|
0.3 |
$807k |
|
10k |
77.61 |
|
Wstrn Ast Clymr Infltn Lkd Opts & Inc
(WIW)
|
0.3 |
$797k |
|
91k |
8.79 |
|
Vishay Intert Note 2.250% 9/1 (Principal)
|
0.3 |
$763k |
|
865k |
0.88 |
|
Berkshire Hatha Cl B New
(BRK.B)
|
0.2 |
$708k |
|
1.3k |
532.58 |
|
Schlumberger Com Stk
(SLB)
|
0.2 |
$704k |
|
17k |
41.80 |
|
Microsoft Corporation
(MSFT)
|
0.2 |
$669k |
|
1.8k |
375.37 |
|
Chart Inds 6.75DP CNV PFD B
(GTLS.PB)
|
0.2 |
$647k |
|
12k |
54.77 |
|
Banc Of Calif PFD
(BANC.PF)
|
0.2 |
$579k |
|
23k |
24.95 |
|
Hancock Holding Company
(HWC)
|
0.2 |
$572k |
|
11k |
52.45 |
|
M&T Bank Corporation
(MTB)
|
0.2 |
$568k |
|
3.2k |
178.77 |
|
Citizens Bancorp Va
(CZBT)
|
0.2 |
$553k |
|
20k |
27.30 |
|
South State Corporation
|
0.2 |
$528k |
|
5.7k |
92.81 |
|
Amphastar Pharma Note 2.000% 3/1 (Principal)
|
0.2 |
$457k |
|
515k |
0.89 |
|
Abbvie
(ABBV)
|
0.2 |
$444k |
|
2.1k |
209.52 |
|
Is S&p Us Value Core S&p Us Vlu
(IUSV)
|
0.1 |
$422k |
|
4.6k |
92.29 |
|
Oracle Corporation
(ORCL)
|
0.1 |
$419k |
|
3.0k |
139.81 |
|
Ft Nas Cmty Bnk Ut Com Shs Etf
(QABA)
|
0.1 |
$414k |
|
7.9k |
52.28 |
|
Clarivate Ord Shs
(CLVT)
|
0.1 |
$406k |
|
103k |
3.93 |
|
Nrg Energy DBCV 2.750% 6/0 (Principal)
|
0.1 |
$396k |
|
170k |
2.33 |
|
SPDR S&P 500 Tr Unit
(SPY)
|
0.1 |
$372k |
|
664.00 |
559.77 |
|
Kroger
(KR)
|
0.1 |
$349k |
|
5.2k |
67.69 |
|
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$321k |
|
1.3k |
245.30 |
|
Pebblebrk Hotel Note 1.750% 12/1 (Principal)
|
0.1 |
$280k |
|
300k |
0.93 |
|
Seacoast Bankin Com New
(SBCF)
|
0.1 |
$279k |
|
11k |
25.73 |
|
Expedia Group Note 2/1 (Principal)
|
0.1 |
$241k |
|
245k |
0.98 |
|
Amazon
(AMZN)
|
0.1 |
$214k |
|
1.1k |
190.26 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$190k |
|
1.2k |
154.64 |
|
Albemarle Corp 7.25% Dep Shs A
(ALB.PA)
|
0.1 |
$183k |
|
5.1k |
35.65 |
|
Vishay Intert Note 2.250% 6/1 (Principal)
|
0.1 |
$161k |
|
164k |
0.98 |
|
Franklin Financial Services
(FRAF)
|
0.1 |
$156k |
|
4.4k |
35.45 |
|
Alamos Gold Com Cl A
(AGI)
|
0.1 |
$156k |
|
5.8k |
26.74 |
|
International Business Machines
(IBM)
|
0.1 |
$152k |
|
611.00 |
248.66 |
|
Johnson Control SHS
(JCI)
|
0.1 |
$148k |
|
1.8k |
80.11 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$146k |
|
1.2k |
118.93 |
|
Duk Enrgy Corp Com New
(DUK)
|
0.0 |
$135k |
|
1.1k |
121.97 |
|
Greenbrier Cos Note 2.875% 4/1 (Principal)
|
0.0 |
$129k |
|
117k |
1.11 |
|
Costco Wholesale Corporation
(COST)
|
0.0 |
$125k |
|
132.00 |
945.78 |
|
Inv Qqq Trust Unit Ser 1
(QQQ)
|
0.0 |
$124k |
|
264.00 |
468.92 |
|
Wal-Mart Stores
(WMT)
|
0.0 |
$122k |
|
1.4k |
87.79 |
|
Schwab Intl Equi Intl Eqty Etf
(SCHF)
|
0.0 |
$119k |
|
6.0k |
19.78 |
|
Halozyme Therap Note 0.250% 3/0 (Principal)
|
0.0 |
$116k |
|
110k |
1.06 |
|
Southern Company
(SO)
|
0.0 |
$116k |
|
1.3k |
91.95 |
|
Is Rus Mid Valu Rus Mdcp Val Etf
(IWS)
|
0.0 |
$112k |
|
886.00 |
125.97 |
|
Ishares 3-7 3 7 Yr Treas Bd
(IEI)
|
0.0 |
$107k |
|
902.00 |
118.14 |
|
Ishares Trust 1-3 1 3 Yr Treas Bd
(SHY)
|
0.0 |
$106k |
|
1.3k |
82.73 |
|
Lowe's Companies
(LOW)
|
0.0 |
$103k |
|
442.00 |
233.23 |