| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | Secretary, CCO, Officer of Advisor | Nov 22, 2021 | |||
| GLV | Clough Global Dividend & Income Fund | Secretary | Apr 17, 2023 | |||
| GLQ | Clough Global Equity Fund | Secretary | Apr 17, 2023 | |||
| GLO | Clough Global Opportunities Fund | Secretary | Apr 17, 2023 | |||
| UTG | REAVES UTILITY INCOME FUND | Secretary | Sep 19, 2022 |