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
Expires: July 31, 2015
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
AFFILIATED MANAGERS GROUP PFD PFD 008252827 1,699 79,300 SH SOLE 79,300 0 0
APOLLO GLOBAL MGMT PFD 7.625 PFD 03769M205 1,173 45,750 SH SOLE 45,750 0 0
BABCOCK & WILCOX SER A 7.75 PFD 05614L407 999 51,500 SH SOLE 51,500 0 0
FTAI AVIATION PFD SER D 9.5 PFD G3730V147 4,071 149,830 SH SOLE 149,430 0 0
GREEN BRICK PARTNERS PFD SER A PFD 392709200 699 34,150 SH SOLE 34,150 0 0
HOVNANIAN ENTERPRISES SER A 7. PFD 442487112 615 33,800 SH SOLE 33,800 0 0
JACKSON FINANCIAL SER A 8 PFD 46817M206 2,084 80,600 SH SOLE 80,350 0 0
LINCOLN NATIONAL CO PFD SER D PFD 534187885 1,979 76,975 SH SOLE 76,775 0 0
PEBBLEBROOK HOTEL TR PFD SER G PFD 70509V803 1,824 93,900 SH SOLE 93,900 0 0
PEBBLEBROOK HOTEL TR PFD SER H PFD 70509V886 745 41,600 SH SOLE 41,600 0 0
PITNEY BOWES SER B 6.70 PFD 724479506 1,855 90,840 SH SOLE 90,840 0 0
SL GREEN REALTY CORP PFD I 6.5 PFD 78440X507 1,129 53,250 SH SOLE 53,250 0 0
SLM CORP PFD SER B 5.626 PFD 78442P502 5,334 72,270 SH SOLE 72,170 0 0
SYNCHRONY FINANCIAL SER B 8.25 PFD 87165B400 4,907 192,430 SH SOLE 192,130 0 0
TELEPHONE & DATA SYSTEMS SER U PFD 879433787 1,664 85,250 SH SOLE 85,250 0 0
VALLEY NATL BANCORP PFD SER C PFD 919794404 1,279 51,700 SH SOLE 51,700 0 0
VORNADO REALTY SER M 5.25 PFD 929042828 1,019 60,750 SH SOLE 60,750 0 0
VORNADO REALTY SER N 5.25 PFD 929042810 1,385 84,350 SH SOLE 84,350 0 0
ADVANCED MICRO DEVICES INC COM COM 007903107 19,452 31,796 SH SOLE 31,796 0 0
ALBERTSON'S INC COM 013091103 1,917 165,150 SH SOLE 165,150 0 0
ALERIAN MLP ETF COM 00162Q452 8,601 165,825 SH SOLE 165,825 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 25 15,750 SH SOLE 15,750 0 0
ALPHABET INC CAP STK CL A COM 02079K305 807 2,344 SH SOLE 2,344 0 0
ALPHABET INC CL C COM 02079K107 18,441 54,121 SH SOLE 54,071 0 0
AMAZON.COM COM 023135106 21,622 86,782 SH SOLE 86,707 0 0
APPLE COM 037833100 89,236 267,959 SH SOLE 267,934 0 0
AXON ENTERPRISE INC COM 05464C101 1,268 3,000 SH SOLE 3,000 0 0
BANK OF AMERICA COM 060505104 6,462 118,720 SH SOLE 118,570 0 0
BERKSHIRE HATHAWAY DEL CL A COM 084670108 747 1 SH SOLE 1 0 0
BLACKSTONE MORTGAGE TRUST INC COM 09257W100 1,841 160,750 SH SOLE 160,750 0 0
BLACKSTONE SECURED LENDING FUN COM 09261X102 4,512 188,150 SH SOLE 188,000 0 0
BROADCOM INC COM 11135F101 337 961 SH SOLE 961 0 0
CAPITAL ONE FINANCIAL COM 14040H105 3,403 17,628 SH SOLE 17,628 0 0
CAPSTONE ENERGY INC COM 14067D607 60 13,300 SH SOLE 13,300 0 0
CBRE GROUP COM 12504L109 558 4,346 SH SOLE 4,346 0 0
CHIRON REAL ESTATE INC COM 37954A303 261 7,500 SH SOLE 7,500 0 0
CHUBB LTD COM H1467J104 1,310 4,029 SH SOLE 4,029 0 0
CIGNA GROUP COM 125523100 2,779 10,222 SH SOLE 10,222 0 0
CITIGROUP INC COM 172967424 10,100 78,005 SH SOLE 78,005 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,754 6,903 SH SOLE 6,903 0 0
CORE SCIENTIFIC INC COM 21874A106 186 11,650 SH SOLE 11,650 0 0
COREWEAVE INC COM 21873S108 274 3,150 SH SOLE 3,150 0 0
CORNING COM 219350105 2,033 13,225 SH SOLE 13,225 0 0
COSTCO WHOLESALE CORP COM 22160K105 1,015 1,115 SH SOLE 1,115 0 0
COTY INC COM 222070203 170 65,000 SH SOLE 65,000 0 0
DANAHER CORP COM COM 235851102 901 4,067 SH SOLE 4,042 0 0
DANAOS CORP COM Y1968P121 1,616 10,470 SH SOLE 10,470 0 0
DELL TECHNOLOGIES INC COM 24703L202 7,748 14,402 SH SOLE 14,402 0 0
EATON VANCE DIVERSIFIED EQUITY COM 27828N102 421 30,000 SH SOLE 30,000 0 0
EATON VANCE TAX ADV DIVID INCO COM 27828G107 558 20,000 SH SOLE 20,000 0 0
EATON VANCE TAX ADV GLOBAL DIV COM 27828S101 243 10,500 SH SOLE 10,500 0 0
EATON VANCE TAX MANAGED BUY-WR COM 27828Y108 344 23,075 SH SOLE 23,075 0 0
EATON VANCE TAX MANAGED GLOBAL COM 27829C105 381 40,100 SH SOLE 40,100 0 0
ELI LILLY & CO COM 532457108 340 294 SH SOLE 294 0 0
ENERGY SELECT SECTOR SPDR COM 81369Y506 2,303 37,445 SH SOLE 37,445 0 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 303 8,500 SH SOLE 8,500 0 0
EQT CORP COM 26884L109 4,002 82,410 SH SOLE 82,410 0 0
FORGENT POWER SOLUTIONS INC COM 34631F102 2,917 77,911 SH SOLE 77,911 0 0
FORTRESS BIOTECH INC COM 34960Q307 286 133,666 SH SOLE 133,666 0 0
FORTRESS BIOTECH UNIT, COMMON COM 34960Q307 368 171,803 SH SOLE 171,803 0 0
FREEPORT MCMORAN, INC. CL B COM 35671D857 6,754 96,480 SH SOLE 96,480 0 0
FRONTVIEW REIT INC COM 35922N100 2,214 132,875 SH SOLE 132,875 0 0
GAMING AND LEISURE PROPERTIES COM 36467J108 492 12,952 SH SOLE 12,852 0 0
GENERAL MOTORS CO COM 37045V100 5,361 69,620 SH SOLE 69,620 0 0
GOLDMAN SACHS BDC INC COM 38147U107 713 78,400 SH SOLE 78,400 0 0
GOLUB CAPITAL BDC INC COM 38173M102 2,453 194,200 SH SOLE 193,900 0 0
HERMES INTERNATIONAL ADR COM 42751Q105 452 3,000 SH SOLE 3,000 0 0
HONEY BADGER SILVER INC COM 438340200 184 300,000 SH SOLE 300,000 0 0
INCYTE COM 45337C102 11,357 93,585 SH SOLE 93,585 0 0
INTEL COM 458140100 4,638 38,580 SH SOLE 38,580 0 0
INTERNATIONAL BUSINESS MACHINE COM 459200101 1,198 5,445 SH SOLE 5,445 0 0
JOHNSON & JOHNSON COM 478160104 503 1,900 SH SOLE 1,900 0 0
JP MORGAN CHASE & CO COM 46625H100 843 2,549 SH SOLE 2,549 0 0
LINDE PLC NEW COM G54950103 8,918 18,789 SH SOLE 18,789 0 0
LOEWS CORP COM 540424108 902 8,640 SH SOLE 8,640 0 0
LXP INDUSTRIAL TRUST COM 529043408 4,791 78,640 SH SOLE 78,540 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 7,607 15,095 SH SOLE 15,095 0 0
MCDONALDS COM 580135101 403 1,745 SH SOLE 1,745 0 0
MGM RESORTS INTERNATIONAL COM 552953101 776 25,000 SH SOLE 25,000 0 0
MICRON TECHNOLOGY COM 595112103 229 215 SH SOLE 215 0 0
MICROSOFT COM 594918104 15,877 30,955 SH SOLE 30,955 0 0
MORGAN STANLEY DIRECT LENDING COM 61774A103 1,238 90,850 SH SOLE 90,750 0 0
NEXTERA ENERGY INC COM 65339F101 8,015 105,828 SH SOLE 105,688 0 0
NOKIA COM 654902204 991 97,750 SH SOLE 97,750 0 0
NVIDIA CORP COM 67066G104 676 2,960 SH SOLE 2,960 0 0
OATLY GROUP AB COM 67421J207 390 35,750 SH SOLE 35,750 0 0
ONDAS HOLDINGS COM 68236H204 76 10,350 SH SOLE 10,350 0 0
OPTICAL CABLE CORP COM 683827208 213 12,850 SH SOLE 12,850 0 0
ORASURE TECHNOLOGIES COM 68554V108 59 15,000 SH SOLE 15,000 0 0
PALANTIR TECHNOLOGIES INC CL A COM 69608A108 2,779 14,856 SH SOLE 14,856 0 0
PALO ALTO NETWORKS INC COM 697435105 355 894 SH SOLE 894 0 0
PAYPAL HOLDINGS INC COM 70450Y103 210 4,000 SH SOLE 4,000 0 0
PEPSICO INC COM 713448108 260 2,050 SH SOLE 2,050 0 0
PFIZER COM 717081103 2,267 79,500 SH SOLE 79,500 0 0
PROCTER & GAMBLE COM 742718109 246 1,690 SH SOLE 1,690 0 0
REVOLUTION MEDICINES INC COM 76155X100 6,076 29,600 SH SOLE 29,600 0 0
ROBINHOOD MKTS INC COM CL A COM 770700102 814 7,232 SH SOLE 7,232 0 0
ROYAL BANK OF CANADA COM 780087102 5,168 26,290 SH SOLE 26,290 0 0
SALESFORCE INC. COM 79466L302 731 3,186 SH SOLE 3,186 0 0
SILVERCREST ASSET MGMT GROUP I COM 828359109 112 10,600 SH SOLE 10,600 0 0
SIVERS SEMICONDUCTORS AB REGIS COM W83314109 154 49,300 SH SOLE 49,300 0 0
SLM CORP COM 78442P106 2,864 126,550 SH SOLE 126,550 0 0
SPDR GOLD TRUST COM 78463V107 4,490 11,791 SH SOLE 11,791 0 0
TAIWAN SEMICONDUCTOR MFG CO COM 874039100 11,423 25,040 SH SOLE 25,040 0 0
TECOGEN INC COM 87876P201 185 65,050 SH SOLE 65,050 0 0
TEVA PHARMACEUTICAL COM M8769Q102 220 5,500 SH SOLE 5,500 0 0
UNIT CORP COM 909218406 1,016 33,100 SH SOLE 33,100 0 0
UROGEN PHARMA LTD COM M96088105 315 7,750 SH SOLE 7,750 0 0
WALMART COM 931142103 208 2,006 SH SOLE 2,006 0 0
WASTE MANAGEMENT INC COM 94106L109 229 1,123 SH SOLE 1,123 0 0
WESCO INTL INC COM 95082P105 1,730 4,810 SH SOLE 4,810 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 8,363 62,540 SH SOLE 62,540 0 0
WILLIS LEASE FINANCIAL CORP COM 970646105 2,061 41,295 SH SOLE 41,295 0 0
ZSCALER COM 98980G102 776 3,890 SH SOLE 3,890 0 0