| Vector Group Ltd. (VGR) |
VGR |
STOCK |
Purchase
|
March 31, 2023 |
$1,001 - $15,000 |
| Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests (PAA) |
PAA |
STOCK |
Purchase
|
March 24, 2023 |
$15,001 - $50,000 |
| Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock (VIASP) |
VIASP |
FIXED INCOME |
Purchase
|
March 22, 2023 |
$1,001 - $15,000 |
| Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) |
DUK$A |
FIXED INCOME |
Purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) |
ARLP |
STOCK |
Purchase
|
March 10, 2023 |
$1,001 - $15,000 |
| Schwab US Dividend Equity ETF (SCHD) |
SCHD |
ETF |
Sale
|
March 8, 2023 |
$50,001 - $100,000 |
| Vector Group Ltd. (VGR) |
VGR |
STOCK |
Purchase
|
March 7, 2023 |
$1,001 - $15,000 |
| Boise Cascade, L.L.C. (BCC) |
BCC |
STOCK |
Sale
|
March 7, 2023 |
$15,001 - $50,000 |
| iShares Preferred and Income Securities ETF (PFF) |
PFF |
ETF |
Sale
|
March 2, 2023 |
$50,001 - $100,000 |
| Boise Cascade, L.L.C. (BCC) |
BCC |
STOCK |
Purchase
|
March 2, 2023 |
$1,001 - $15,000 |
| Kellogg Company (K) |
K |
STOCK |
Sale
|
March 1, 2023 |
$50,001 - $100,000 |
| GSK plc American Depositary Shares (GSK) |
GSK |
STOCK |
Sale
|
March 1, 2023 |
$50,001 - $100,000 |