Consultant
- AssetPrice
- AFC Gamma–
- AG Mortgage Investment Trust–
- AGNC Investment–
- AMC Entertainment–
- ARMOUR Residential REIT–
- AST SpaceMobile–
- AT&T–
- AbbVie–
- Abbott Labs–
- Aberdeen Asia-Pacific Income Fund Inc–
- Aberdeen Global Income Fund–
- Aberdeen Income Credit Strategies Fund–
- Aberdeen Standard Global Infr Inc Fd–
- Accenture Plc–
- Adams Diversified Equity Fund–
- Advanced Energy Industries–
- Advanced Micro Devices–
- Airbnb–
- Albertsons Companies–
- Alibaba–
- AllianceBernstein Hld–
- Ally Financial–
- Alphabet–
- Alpine Global Premier Properties Fund–
- Alpine Total Dynamic Dividend Fund–
- Amazon–
- American Airlines–
- American Express–
- Amplify CWP Dividend & Option Income ETF–
- Amplify Lithium & Battery Technology ETF–
- Amplify Transformational Data Sharing ETF–
- Angel Oak Mortgage–
- Annaly Capital–
- Apollo Commercial Real Estate Finance–
- Apple–
- Arbor Realty Trust–
- Arch Resources–
- Archer Aviation–
- Archer-Daniels-Midland Company–
- Arcimoto–
- Ares Commercial Real Estate–
- Arrival SA–
- Asana–
- Astra Space–
- AstraZeneca–
- Automatic Data Processing–
- B&G Foods–
- BIT Mining Limited–
- Bank of America–
- Big 5 Sporting Goods–
- Big Lots–
- BioMarin Pharmaceutical–
- Biofrontera–
- Bitcoin–
- Bitcoin Cash–
- Bitfarms Ltd–
- BlackRock Corporate High Yield Fund–
- BlackRock Enhanced Equity Dividend Trust–
- BlackRock Innovation & Growth Trust–
- BlackRock Multi-Sector Income Trust–
- BlackRock Municipal 2030 Target Term Trust–
- BlackRock Science & Technology–
- BlackRock Science and Technology Trust II–
- BlackSky Technology–
- Blink Charging–
- Block–
- Blue Owl Capital Corp–
- Boeing–
- Boston Beer Company–
- Boyd Gaming–
- Brandywine Realty–
- Bristol-Myers–
- Broadstone Net Lease–
- Brookfield Real Assets Income Fund–
- Burlington Stores–
- CBRE Global Real Estate Income Fund–
- CVB Financial–
- CVS Health–
- Calamos Convertible And High Income Fund–
- Calamos Strategic Total Return Fund–
- Cameco–
- Campbell Soup–
- Canadian Pacific Kansas City Limited–
- Canadian Solar–
- Carnival–
- Caterpillar–
- Cato–
- Celsius Holdings–
- CenterPoint Energy–
- ChargePoint Holdings–
- Charter Communications–
- Cherry Hill Mortgage–
- Chevron–
- Chimera Investment–
- China Recycling Energy–
- Chipotle–
- Cinemark Holdings–
- Cisco Systems–
- City Office REIT–
- Clorox–
- Clough Global Dividend and Income Fund–
- Clough Global Equity Fund–
- Clough Global Opportunities Fund–
- Coca-Cola–
- Coca-Cola Bottling–
- Cohen & Steers Closed-End Opportunity Fund–
- Cohen & Steers Quality Income Realty Fund–
- Cohen And Steers Total Return Realty Fund–
- Coinbase–
- Comcast–
- Compania Cervecerias Unidas–
- Conagra Brands–
- Constellation Brands–
- Cornerstone Strategic Value Fund Inc–
- Cornerstone Total Return Fund Inc–
- Corning–
- Costco–
- Cousins Properties–
- Credit Suisse X-Links Crude Oil Shares Covered Call ETN–
- CrowdStrike–
- DNP Select Income Fund Inc–
- Daqo New Energy–
- Darden Restaurants–
- Dave & Buster's–
- Defiance Hotel Airline and Cruise ETF–
- Delta Air Lines–
- Diana Shipping–
- Direxion Daily Small Cap Bull 3x Shares–
- Disney–
- DocuSign–
- Dogecoin–
- Dominion Energy–
- Domino's Pizza–
- Dorian LPG–
- DoubleLine Income Solutions Fund–
- DoubleLine Yield Opportunities Fund–
- Dow Inc–
- Dreyfus High Yield Strategies Fund–
- Duke Energy–
- Dynex Capital–
- EVgo–
- Eagle Point Credit–
- Eagle Point Income Company Inc–
- Eaton Vance–
- Eaton Vance Enhanced Equity Income Fund II–
- Eaton Vance Limited Duration Income Fund–
- Eaton Vance Short Duration Diversified Income Fund–
- Eaton Vance Tax-Advantaged Dividend Income Fund–
- Eaton Vance Tax-Advantaged Global Dividend Income Fund–
- Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund–
- Eaton Vance Tax-Managed Global Diversified Equity Income Fund–
- EchoStar–
- El Pollo Loco–
- Eliem Therapeutics–
- Ellington Financial–
- Ellington Residential Mortgage REIT–
- Embraer–
- Enbridge–
- Energy Transfer LP Unit–
- Energy Vault Holdings–
- Equity Residential–
- Ether–
- Ethereum Classic–
- Euroseas–
- Exxon Mobil–
- FS Credit Opportunities Corp–
- FS KKR Capital Corp–
- Fastly–
- FedEx–
- Fidelity Electric Vehicles and Future Transportation ETF–
- First Solar–
- First Trust / Aberdeen Global Opportunity Income Fund–
- First Trust Global Wind Energy ETF–
- First Trust Intermediate Duration Preferred & Income Fund–
- First Trust NASDAQ Cybersecurity ETF–
- First Trust Senior Floating Rate Income Fund II–
- Fisker Inc–
- Five Below–
- Flaherty & Crumrine Preferred Securities Income Fund Inc–
- Flowers Foods–
- Foot Locker–
- Ford Motor Company–
- Four Corners Property Trust–
- Franklin Limited Duration Income Trust–
- Franklin Resources–
- Franklin Universal–
- Freyr Battery Inc–
- GE HealthCare Technologies Inc–
- GE Vernova LLC–
- Gabelli Multimedia Trust–
- Gaming and Leisure Properties–
- Gap–
- Gatos Silver–
- Genco Shipping & Trading–
- General Electric–
- General Mills–
- Generation Income Properties–
- Genius Sports–
- Gladstone Capital–
- Gladstone Commercial–
- Gladstone Investment–
- GlaxoSmithKline–
- Global Net Lease–
- Global Ship Lease–
- Global X Cybersecurity ETF–
- Global X NASDAQ 100 Collar 95-110 ETF–
- Global X NASDAQ 100 Covered Call ETF–
- Global X Russell 2000 Covered Call ETF–
- Global X SuperDividend Alternatives ETF–
- Global X Superdividend ETF–
- Golub Capital BDC–
- Grab Holdings Ltd–
- Granite Point Mortgage Trust–
- Griffon–
- Grindrod Shipping Holdings Ltd–
- GrowGeneration Corp–
- Haleon PLC–
- Hasbro–
- Healthpeak Properties Inc–
- Hercules Capital–
- Herzfeld Caribbean Basin Fund Inc–
- Hive Blockchain Technologies Ltd–
- Home Depot–
- Horizon Technology Finance–
- HubSpot–
- Huntington Bancshares–
- Huntington Ingalls Industries–
- Hut 8 Mining Corp–
- Icahn Enterprises–
- Innovative Industrial Properties–
- Intuit–
- Intuitive Machines Inc–
- InvenTrust Properties Corp–
- Invesco Mortgage Capital–
- Invesco QQQ–
- Invesco S&P 500 Low Volatility ETF–
- Invesco Senior Income Trust–
- Invesco Water Resources ETF–
- Investcorp Credit Management BDC Inc–
- Invivyd Inc–
- JOANN Inc–
- JPMorgan Chase & Co–
- JinkoSolar Holding–
- John Hancock Premium Dividend Fund–
- John Hancock Tax-Advantaged Dividend Income Fund–
- Johnson & Johnson–
- KKR Income Opportunities Fund–
- Kellogg–
- Kenon Hlds–
- KeyCorp–
- Kimbell Royalty Partners–
- Kinder Morgan–
- Kraft Heinz–
- Kroger–
- LTC Properties–
- Li Auto Inc.–
- Lincoln National–
- Litecoin–
- Lumen Technologies–
- MFS Intermediate High Income Fund–
- MFS Intermediate Income Trust–
- MFS Multimarket Income Trust–
- Main Street Capital–
- Marathon Digital Holdings–
- Matterport–
- McDonald's–
- Medical Properties Trust–
- Medtronic–
- Merck–
- Meta–
- Meta Materials–
- Micron Technology–
- Microsoft–
- Moderna–
- Modiv–
- Mondelez–
- Monster Beverage–
- NIKE–
- NIO–
- National Retail Properties–
- Nationwide Risk-Managed Income ETF–
- Netflix–
- Neuberger Berman High Yield Strategies Fund Inc–
- Neuberger Berman Next Generation Connectivity Fund–
- Neuberger Berman Real Estate Securities Income Fund Inc–
- New York Mortgage Trust–
- Newtek Business Services–
- NextEra Energy–
- NextPlat Corp–
- Norwegian Cruise Line–
- Novartis–
- Nuveen Preferred & Income Opportunities Fund–
- OFS Credit Company Inc–
- Office Properties Income Trust–
- Okta–
- OneMain Hld–
- Opera Ltd - ADR–
- Oracle–
- Orchid Island Capital–
- Origin Materials–
- Orion Office REIT–
- Oxford Lane Capital–
- Oxford Square Capital–
- PIMCO Corporate & Income Opportunity Fund–
- PIMCO Dynamic Income Fund–
- PIMCO Dynamic Income Opportunities Fund–
- PIMCO Income Strategy Fund–
- PIMCO Income Strategy Fund II–
- PIMCO Strategic Income Fund Inc–
- PayPal–
- Peloton–
- Pembina Pipeline–
- PennantPark Floating Rate Capital–
- PennyMac Mortgage Investment–
- PepsiCo–
- Pfizer–
- Phillips 66–
- Pimco Municipal Income Fund II–
- Planet Labs–
- Playtika Holding–
- Principal Financial Group–
- Principal Real Estate Income Fund–
- ProShares Bitcoin Strategy ETF–
- ProShares UltraPro QQQ–
- Procter & Gamble–
- Procure Space ETF–
- Progressive–
- Prospect Capital–
- Putnam High Income Securities Fund–
- Putnam Master Intermediate Income Trust–
- Putnam Premier Income Trust–
- Qiwi–
- RMR Group–
- Ready Capital Corp–
- Realty Income Corp–
- Rio Tinto plc Sponsored–
- Riot Blockchain–
- Rite Aid Corp–
- RiverNorth Opportunities Fund, Inc.–
- RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.–
- Rivian Automotive–
- Roblox–
- Rocket Lab USA–
- –
- SL Green Realty–
- SPDR Portfolio S&P 500 High Dividend ETF–
- SPDR S&P 500 ETF Trust–
- SPDR S&P Dividend ETF–
- STAG Industrial–
- Saba Capital Income & Opportunities Fund II–
- Sachem Capital–
- San Juan Basin Royalty Trust–
- Sandoz Group AG–
- Saratoga Investment–
- Schwab US Dividend Equity ETF–
- Scotts Miracle-Gro–
- Seadrill Ltd–
- Seanergy Maritime Hlds–
- SentinelOne–
- Seven Hills Realty Trust–
- Shiba Inu–
- Shopify–
- Silvergate Capital Corp–
- Six Flags–
- Snow Lake Resources Ltd–
- Snowflake–
- SoFi Select 500 ETF–
- SoFi Technologies–
- Solar Capital–
- SolarEdge Technologies–
- Sony–
- Southwest Airlines–
- Star Bulk Carriers–
- Starwood Property–
- Stitch Fix–
- Stone Harbor Emerging Markets Income Fund–
- Strategy Shares NASDAQ 7 HANDL ETF–
- Sturm, Ruger & Company–
- Sun Life Financial–
- Sunnova Energy International Inc–
- Sunoco–
- T. Rowe Price Group–
- Talphera Inc–
- Target–
- Templeton Dragon Fund–
- Templeton Emerging Markets Income Fund–
- Tesla–
- Texas Instruments–
- The 3D Printing ETF–
- Timber Pharmaceuticals Inc–
- Tootsie Roll Industries–
- Tri-Continental–
- Two Harbors Investment–
- U.S. Global Investors–
- UBS Group AG–
- UPS–
- Uber–
- Unilever–
- Union Pacific–
- United Continental Hlds–
- United Maritime Corp–
- UnitedHealth Group–
- Upbound Group Inc–
- Vale S.A.–
- Valkyrie Bitcoin Strategy ETF–
- Vanguard Consumer Discretionary ETF–
- Vanguard Dividend Appreciation ETF–
- Vanguard Information Technology ETF–
- Vanguard Mega Cap ETF–
- Vanguard S&P 500 ETF–
- Vanguard Short-Term Corporate Bond ETF–
- Vanguard Small-Cap ETF–
- Vanguard Total Stock Market ETF–
- Velo3D–
- Verizon–
- Victory Capital Holdings–
- Virtus AllianzGI Convertible & Income Fund–
- Virtus AllianzGI Convertible & Income Fund II–
- Virtus AllianzGI Diversified Income & Convertible Fund–
- Virtus Total Return Fund–
- Visa–
- Voya Global Equity Dividend and Premium Opportunity Fund–
- Vuzix–
- WEC Energy Group–
- WK Kellogg Co–
- Wallbox NV–
- Walmart–
- Warner Bros Discovery Inc–
- Werewolf Therapeutics–
- Western Asset Emerging Markets Debt Fund–
- Western Asset Global High Income Fund–
- Western Asset High Income Fund–
- Western Union–
- Weyerhaeuser–
- Whole Earth Brands–
- WiMi Hologram Cloud–
- Winnebago–
- Workhorse Group–
- XAI Octagon Floating Rate & Alternative Income Term Trust–
- XPeng–
- Xylem–
- YUM! Brands–
- ZIM Integrated Shipping Services–
- Zomedica–
- eBay–
- iShares Core S&P 500 ETF–
- iShares Core U.S. Aggregate Bond ETF–
- iShares Global Clean Energy ETF–
- iShares Robotics & Artificial Intelligence Multisector ETF–
- iShares Select Dividend ETF–
- salesforce.com–
Consultant
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