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PalanorPalanor

Congressional stock trades · Member

Susie Lee

Representative · NV-3 · Democrat

864 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 7 annual reports are below.

Current committees: House Committee on Appropriations; House Committee on Natural Resources.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2026-07-082026-07-017MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-082026-06-0137MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2026-06-042026-04-2144MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2025-08-222025-07-2330MemberFLLFull House Resorts, Inc. - Common StockSale$500,001 - $1,000,000Clerk →
2025-07-102025-06-1327MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$500,001 - $1,000,000Clerk →
2025-07-102025-06-1327MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$250,001 - $500,000Clerk →
2025-04-112025-03-2814MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2025-04-112025-03-2022MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$15,001 - $50,000Clerk →
2025-04-112025-03-1428MemberCCLCarnival Corporation Common StockSale$1,001 - $15,000Clerk →
2025-04-112025-03-1428MemberMGMMGM Resorts International Common StockSale$1,001 - $15,000Clerk →
2025-04-112025-03-1428MemberWYNNWynn Resorts, Limited - Common StockSale$1,001 - $15,000Clerk →
2025-04-112025-03-1428MemberTNCTennant Company Common StockSale$1,001 - $15,000Clerk →
2025-04-112025-03-1428MemberSBUXStarbucks Corporation - Common StockSale$15,001 - $50,000Clerk →
2025-04-112025-03-1428MemberGolden Entertainment, Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-04-112025-03-1428MemberSONYSony Group Corporation American Depositary SharesSale$1,001 - $15,000Clerk →
2025-04-112025-03-1428MemberMARMarriott International - Class A Common StockSale$1,001 - $15,000Clerk →
2025-04-112025-03-1428MemberCNTYCentury Casinos, Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-03-142025-03-122MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$15,001 - $50,000Clerk →
2025-03-142025-02-2418MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$15,001 - $50,000Clerk →
2025-03-142025-02-2121MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$15,001 - $50,000Clerk →
2025-03-142025-02-1329MemberFLLFull House Resorts, Inc. - Common StockSale (partial)$15,001 - $50,000Clerk →
2024-05-242024-05-1014DependentRHEINMETALL AG UNSP/ADRPurchase$1,001 - $15,000Clerk →
2023-10-102023-09-1327JointRCLRoyal Caribbean Cruises Ltd.Sale$1,001 - $15,000Clerk →
2023-05-262023-05-0917JointIQVIQVIA Holdings, Inc.Sale$1,001 - $15,000Clerk →
2023-05-262023-05-0917JointEvoqua Water Technologies Corp.Sale$15,001 - $50,000Clerk →
2023-05-262023-05-0917JointKEYSKeysight Technologies Inc.Sale$1,001 - $15,000Clerk →
2023-05-262023-05-0917JointMSIMotorola Solutions, Inc.Sale$15,001 - $50,000Clerk →
2023-05-262023-05-0917JointNDAQNasdaq, Inc.Sale$1,001 - $15,000Clerk →
2023-05-262023-05-0917JointONON Semiconductor CorporationSale$1,001 - $15,000Clerk →
2023-05-262023-05-0917JointITGartner, Inc.Sale$1,001 - $15,000Clerk →
2023-05-122023-04-2022JointIQVIQVIA Holdings, Inc.Sale (partial)$1,001 - $15,000Clerk →
2023-05-122023-04-2022JointLPLALPL Financial Holdings Inc.Sale$15,001 - $50,000Clerk →
2023-05-122023-04-2022JointAJGArthur J. Gallagher & Co.Sale$15,001 - $50,000Clerk →
2022-12-292022-11-3029JointREZIResideo Technologies, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBAHBooz Allen Hamilton Holding CorporationSale$15,001 - $50,000Clerk →
2022-12-292022-11-3029JointSSNCSS&C Technologies Holdings, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBALLBall CorporationSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointChampionX CorporationSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointUSFDUS Foods Holding Corp.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointAMEAMETEK, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointCHDNChurchill Downs, IncorporatedSale$15,001 - $50,000Clerk →
2022-12-292022-11-3029JointZBRAZebra Technologies Corporation - Class ASale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointSMGScotts Miracle-Gro CompanySale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointCLVTClarivate Plc Ordinary SharesSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointAHCOAdaptHealth Corp.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointAVTRAvantor, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointVICIVICI Properties Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointESIElement Solutions Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointAWKAmerican Water Works Company, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointSWKStanley Black & Decker, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBlack Knight, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointSCIService Corporation InternationalSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointMRVLMarvell Technology, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBBWIBath & Body Works, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointLESLLeslie's, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointXYLXylem Inc. Common Stock NewSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointSyneos Health, Inc. - Class ASale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointDiscover Financial ServicesSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointENTGEntegris, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointELANElanco Animal Health IncorporatedSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointGTThe Goodyear Tire & Rubber CompanySale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointLKQLKQ CorporationSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointGFLGFL Environmental Inc. Subordinate voting shares, no par valueSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointCDWCDW CorporationSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointQRVOQorvo, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointThe AZEK Company Inc. Class ASale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointAPTVAptiv PLC Ordinary SharesSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointHologic, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointFOURShift4 Payments, Inc. Class ASale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointDiversey Holdings, Ltd. - Ordinary SharesSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointTRUTransUnionSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointCCKCrown Holdings, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBLDRBuilders FirstSource, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBROBrown & Brown, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointVRSKVerisk Analytics, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointTAPMolson Coors Beverage Company Class BSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBFAMBright Horizons Family Solutions Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointTFXTeleflex IncorporatedSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointALLYAlly Financial Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointLYVLive Nation Entertainment, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointTDYTeledyne Technologies IncorporatedSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBIOBio-Rad Laboratories, Inc. Class ASale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointVRTVertiv Holdings, LLC Class ASale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointRSGRepublic Services, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointACHCAcadia Healthcare Company, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointMATMattel, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointPLNTPlanet Fitness, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointHCAHCA Healthcare, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBerry Global Group, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointPANWPalo Alto Networks, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointCatalent, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointGPNGlobal Payments Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointCZRCaesars Entertainment, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointPFGCPerformance Food Group CompanySale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointBRBroadridge Financial Solutions, Inc.Sale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointCWKCushman & Wakefield plc Ordinary SharesSale$1,001 - $15,000Clerk →
2022-12-292022-11-3029JointWCCWESCO International, Inc.Sale$1,001 - $15,000Clerk →
2022-11-142022-10-2718JointKBHKB HomeSale$1,001 - $15,000Clerk →
2022-11-142022-10-2718JointJOESt. Joe CompanySale$1,001 - $15,000Clerk →
2022-08-132021-09-30317 ·>45JointHologic, Inc.Purchase$1,001 - $15,000Clerk →
2022-08-132021-09-30317 ·>45JointZBHZimmer Biomet Holdings, Inc.Sale$15,001 - $50,000Clerk →
2022-08-132021-09-30317 ·>45JointSYFSynchrony FinancialSale$1,001 - $15,000Clerk →
2022-08-132021-05-27443 ·>45JointWSMWilliams-Sonoma, Inc. Common StockSale$1,001 - $15,000Clerk →
2022-08-132021-05-27443 ·>45JointDLTRDollar Tree, Inc.Sale$1,001 - $15,000Clerk →
2022-08-132021-01-28562 ·>45JointGOGrocery Outlet Holding Corp.Sale$1,001 - $15,000Clerk →
2022-08-132021-01-12578 ·>45JointWCCWESCO International, Inc.Purchase$1,001 - $15,000Clerk →
2022-06-212022-05-1240DependentFLLFull House Resorts, Inc.Purchase$1,001 - $15,000Clerk →
2022-05-182022-05-126JointFLLFull House Resorts, Inc.Purchase$1,001 - $15,000Clerk →
2022-03-042022-02-0131MemberAtlantic Richfield CO Bond, Maturity 2/1/22, Fixed Coupon Moodys A1 S&P A- Semiannually CUSIP 048825BA0Sale$15,001 - $50,000Clerk →
2022-02-032022-01-277DependentWYNNWynn Resorts, LimitedPurchase$15,001 - $50,000Clerk →
2022-02-032022-01-277SpouseWYNNWynn Resorts, LimitedPurchase$15,001 - $50,000Clerk →
2022-02-032022-01-277JointBACBank of America CorporationSale$1,001 - $15,000Clerk →
2021-11-092021-10-1426JointRXTRackspace Technology, Inc.Sale$1,001 - $15,000Clerk →
2021-10-192021-10-136JointHHHHoward Hughes CorporationSale$1,001 - $15,000Clerk →
2021-10-192021-10-0613JointCommScope Holding Company, Inc.Sale$1,001 - $15,000Clerk →
2021-10-122021-09-2814JointGreat Canadian gaming Corp Ordinary SharesSale$1,001 - $15,000Clerk →
2021-10-122021-09-2418JointSyneos Health, Inc. - Class APurchase$1,001 - $15,000Clerk →
2021-10-122021-09-2418JointESIElement Solutions Inc.Purchase$1,001 - $15,000Clerk →
2021-10-122021-09-2418JointLDOSLeidos Holdings, Inc.Sale$1,001 - $15,000Clerk →
2021-10-122021-09-2418JointEvoqua Water Technologies Corp.Purchase$1,001 - $15,000Clerk →
2021-10-122021-09-2418JointFOURShift4 Payments, Inc. Class APurchase$1,001 - $15,000Clerk →
2021-10-122021-09-2418JointBAHBooz Allen Hamilton Holding CorporationPurchase$1,001 - $15,000Clerk →
2021-10-122021-09-2418JointCARRCarrier global CorporationSale$1,001 - $15,000Clerk →
2021-09-232021-09-158JointAvaya Holdings Corp.Sale$1,001 - $15,000Clerk →
2021-09-232021-09-158JointRealogy Holdings Corp.Sale$1,001 - $15,000Clerk →
2021-09-232021-09-149JointGDDYGoDaddy Inc. Class ASale$1,001 - $15,000Clerk →
2021-09-232021-09-149JointAvaya Holdings Corp.Sale (partial)$1,001 - $15,000Clerk →
2021-09-232021-09-149JointRealogy Holdings Corp.Sale (partial)$1,001 - $15,000Clerk →
2021-09-102021-08-2021JointCHDNChurchill Downs, IncorporatedPurchase$1,001 - $15,000Clerk →
2021-09-102021-08-2021JointBlack Knight, Inc.Purchase$1,001 - $15,000Clerk →
2021-09-102021-08-2021JointBAHBooz Allen Hamilton Holding CorporationPurchase$1,001 - $15,000Clerk →
2021-09-102021-08-2021JointONON Semiconductor CorporationPurchase$1,001 - $15,000Clerk →
2021-09-102021-08-2021JointVictorias Secret & Co.Sale$1,001 - $15,000Clerk →
2021-09-102021-08-2021JointFOURShift4 Payments, Inc. Class APurchase$1,001 - $15,000Clerk →
2021-09-102021-08-2021JointBFAMBright Horizons Family Solutions Inc.Purchase$1,001 - $15,000Clerk →
2021-09-102021-08-1724JointRealogy Holdings Corp.Sale (partial)$1,001 - $15,000Clerk →
2021-09-102021-08-1724JointBLDRBuilders FirstSource, Inc.Sale (partial)$1,001 - $15,000Clerk →
2021-09-102021-08-1724JointCARRCarrier global CorporationSale (partial)$1,001 - $15,000Clerk →
2021-09-102021-08-1724JointDELLDell Technologies Inc. Class CSale$1,001 - $15,000Clerk →
2021-09-102021-08-0635JointLYVLive Nation Entertainment, Inc.Sale (partial)$1,001 - $15,000Clerk →
2021-08-132021-07-2717JointXPOXPO Logistics, Inc.Sale$1,001 - $15,000Clerk →
2021-08-132021-07-1430JointGENNortonLifeLock Inc.Sale$1,001 - $15,000Clerk →
2021-08-132021-07-1331JointCHDNChurchill Downs, IncorporatedPurchase$1,001 - $15,000Clerk →
2021-08-132021-07-1331JointLYVLive Nation Entertainment, Inc.Purchase$1,001 - $15,000Clerk →
2021-08-132021-07-1331JointBALLBall CorporationPurchase$1,001 - $15,000Clerk →
2021-08-132021-07-1331JointL Brands, Inc.Purchase$1,001 - $15,000Clerk →
2021-08-132021-07-1331JointCZRCaesars Entertainment, Inc.Purchase$1,001 - $15,000Clerk →
2021-08-132021-07-1331JointUAAUnder Armour, Inc. Class ASale$1,001 - $15,000Clerk →
2021-08-132021-07-1331JointPLNTPlanet Fitness, Inc.Purchase$1,001 - $15,000Clerk →
2021-08-132021-07-0737JointKMXCarMax IncSale$1,001 - $15,000Clerk →
2021-08-132021-07-0737JointLYVLive Nation Entertainment, Inc.Purchase$1,001 - $15,000Clerk →
2021-08-132021-07-0737JointSTZConstellation Brands, Inc.Sale$1,001 - $15,000Clerk →
2021-08-132021-07-0737JointCHDNChurchill Downs, IncorporatedPurchase$1,001 - $15,000Clerk →
2021-08-132021-07-0737JointBALLBall CorporationPurchase$1,001 - $15,000Clerk →
2021-08-132021-07-0737JointCCKCrown Holdings, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointSYFSynchrony FinancialPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointCHDNChurchill Downs, IncorporatedPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointCommScope Holding Company, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointSWKStanley Black & Decker, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointCARRCarrier global CorporationPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointTFXTeleflex IncorporatedPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointCZRCaesars Entertainment, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointZBHZimmer Biomet Holdings, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointCWKCushman & Wakefield plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2815JointTNLTravel Leisure Co. Common StockSale$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointBALLBall CorporationPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointBlack Knight, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointVICIVICI Properties Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointVNTVontier CorporationSale$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointCWKCushman & Wakefield plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointMASMasco CorporationSale$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointCZRCaesars Entertainment, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointGDDYGoDaddy Inc. Class APurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointCARRCarrier global CorporationPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointSTORE Capital CorporationSale$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointL Brands, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointBKRBaker Hughes IncorporatedSale$1,001 - $15,000Clerk →
2021-07-132021-06-2320JointSWKStanley Black & Decker, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointREZIResideo Technologies, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointELANElanco Animal Health IncorporatedPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointDPZDomino's Pizza IncSale$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointLITELumentum Holdings Inc.Sale$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointVICIVICI Properties Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointCWKCushman & Wakefield plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointVNTVontier CorporationSale (partial)$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointAJGArthur J. gallagher & Co.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointCLVTClarivate Plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-2122JointLEALear CorporationSale$1,001 - $15,000Clerk →
2021-07-132021-06-1726JointAMRCAmeresco, Inc. Class ASale$1,001 - $15,000Clerk →
2021-07-132021-06-1726JointPHMPultegroup, Inc.Sale$1,001 - $15,000Clerk →
2021-07-132021-06-1726JointVICIVICI Properties Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-1726JointREZIResideo Technologies, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-1726JointCWKCushman & Wakefield plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-1726JointMSCIMSCI IncSale$1,001 - $15,000Clerk →
2021-07-132021-06-1726JointDPZDomino's Pizza IncSale (partial)$1,001 - $15,000Clerk →
2021-07-132021-06-1726JointBlack Knight, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-1726JointTTEKTetra Tech, Inc.Sale$1,001 - $15,000Clerk →
2021-07-132021-06-1528JointHCAHCA Healthcare, Inc.Purchase$1,001 - $15,000Clerk →
2021-07-132021-06-1528JointLKQLKQ CorporationPurchase$1,001 - $15,000Clerk →
2021-07-132021-06-1528JointLPLALPL Financial Holdings Inc.Purchase$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2022 report.

142 assets with a value on the report filed 2023-08-11, 75 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
MMM3M CompanyStockDependent$1,001 - $15,000
AlerisLife Inc. - Common SharesStockDependent$1 - $1,000
AAPLApple Inc.StockDependent$100,001 - $250,000
Aquila Three Peaks Opp Growth Cl AFundDependent$50,001 - $100,000
CARAvis Budget Group, Inc.StockDependent$1,001 - $15,000
BDXBecton, Dickinson and CompanyStockDependent$1 - $1,000
Blackrock Global Alloc CL AFundDependent$50,001 - $100,000
BABoeing CompanyStockDependent$15,001 - $50,000
CAHCardinal Health, Inc.StockDependent$1,001 - $15,000
Cash in AccountOtherDependent$15,001 - $50,000
CNDTConduent IncorporatedStockDependent$1 - $1,000
DHCDiversified Healthcare Trust - Common Shares of Beneficial InterestStockDependent$1 - $1,000
DDominion Energy, Inc.StockDependent$15,001 - $50,000
Fidelity NASDAQ Comp Index ETFFundDependent$100,001 - $250,000
Fidelity Total Bond FundFundDependent$15,001 - $50,000
FLLFull House Resorts, Inc.StockDependent$500,001 - $1,000,000
iShares Core S&P Total US Stock Mkt ETFFundDependent$250,001 - $500,000
iShares Dow Jones US ETFFundDependent$100,001 - $250,000
iShares Inc MSCI JPN ETF NEWFundDependent$100,001 - $250,000
iShares Trust Core MSCI Europe ETFFundDependent$15,001 - $50,000
MGMMGM Resorts InternationalStockDependent$100,001 - $250,000
MDLZMondelez International, Inc. - Class AStockDependent$1,001 - $15,000
PPLPPL CorporationStockDependent$1,001 - $15,000
PEGPublic Service Enterprise Group IncorporatedStockDependent$15,001 - $50,000
SONYSony Group Corporation American Depositary SharesStockDependent$100,001 - $250,000
RMRThe RMR Group Inc. - Class AStockDependent$1 - $1,000
TNLTravel Leisure Co. Common StockStockDependent$1 - $1,000
WHWyndham Hotels & Resorts, Inc.StockDependent$1,001 - $15,000
WYNNWynn Resorts, LimitedStockDependent$15,001 - $50,000
XRXXerox Holdings CorporationStockDependent$1 - $1,000
Columbia Income Opp 529 PRT AG FBO DC1FundDependent$15,001 - $50,000
Columbia Income Opp 529 PRT AG FBO DC2FundDependent$100,001 - $250,000
Residential Property on Youngdale Drive in Las Vegas, NVOtherJoint$50,001 - $100,000
Residential Real Estate Promissory Note Receivable, 100% InterestOtherJoint$500,001 - $1,000,000
Residential Rental Condo on Lodestone in Las Vegas, NVOtherJoint$250,001 - $500,000
Residential Rental Property on Edna Ave in Las Vegas, NVOtherJoint$500,001 - $1,000,000
Bank of America CheckingOtherJoint$15,001 - $50,000
ACHCAcadia Healthcare Company, Inc.StockJointNone
AWKAmerican Water Works Company, Inc.StockJointNone
AMEAMETEK, Inc.StockJointNone
AJGArthur J. Gallagher & Co.StockJoint$15,001 - $50,000
AVTRAvantor, Inc.StockJointNone
Berry Global Group, Inc.StockJointNone
BIOBio-Rad Laboratories, Inc. Class AStockJointNone
BAHBooz Allen Hamilton Holding CorporationStockJointNone
BRBroadridge Financial Solutions, Inc.StockJointNone
BROBrown & Brown, Inc.StockJointNone
BLDRBuilders FirstSource, Inc.StockJointNone
Cash in AccountOtherJoint$100,001 - $250,000
CDWCDW CorporationStockJointNone
ChampionX CorporationStockJointNone
CHDNChurchill Downs, IncorporatedStockJointNone
CCKCrown Holdings, Inc.StockJointNone
Discover Financial ServicesStockJointNone
ENTGEntegris, Inc.StockJointNone
Evoqua Water Technologies Corp.StockJoint$1,001 - $15,000
ITGartner, Inc.StockJoint$1,001 - $15,000
GFLGFL Environmental Inc. Subordinate voting shares, no par valueStockJointNone
HCAHCA Healthcare, Inc.StockJointNone
IQVIQVIA Holdings, Inc.StockJoint$15,001 - $50,000
KEYSKeysight Technologies Inc.StockJoint$1,001 - $15,000
LKQLKQ CorporationStockJointNone
LPLALPL Financial Holdings Inc.StockJoint$15,001 - $50,000
MRVLMarvell Technology, Inc.StockJointNone
MATMattel, Inc.StockJointNone
MSIMotorola Solutions, Inc.StockJoint$15,001 - $50,000
NDAQNasdaq, Inc.StockJoint$15,001 - $50,000
ONON Semiconductor CorporationStockJoint$1,001 - $15,000
PANWPalo Alto Networks, Inc.StockJointNone
PFGCPerformance Food Group CompanyStockJointNone
RSGRepublic Services, Inc.StockJointNone
SCIService Corporation InternationalStockJointNone
TDYTeledyne Technologies IncorporatedStockJointNone
USFDUS Foods Holding Corp.StockJointNone
VRSKVerisk Analytics, Inc.StockJointNone
VICIVICI Properties Inc.StockJointNone
WCCWESCO International, Inc.StockJointNone
XYLXylem Inc. Common Stock NewStockJointNone
ZBRAZebra Technologies Corporation - Class AStockJointNone
BNY Mellon Institutional S&P 500FundJoint$15,001 - $50,000
Cash in AccountOtherJoint$15,001 - $50,000
FLLFull House Resorts, Inc.StockJoint$1,000,001 - $5,000,000
BACBank of America CorporationStockJointNone
CNTYCentury Casinos, Inc.StockJoint$1,001 - $15,000
RCLD/B/A Royal Caribbean Cruises Ltd.StockJoint$1,001 - $15,000
Fidelity Government Money MarketOtherJoint$1,001 - $15,000
KBHKB HomeStockJointNone
JOESt. Joe CompanyStockJointNone
Penn Cap Special Situations Small CapFundJointNone
BYDBoyd Gaming CorporationStockDependent$100,001 - $250,000
Cash in AccountOtherDependent$100,001 - $250,000
Fidelity Nasdaq Composite IndexFundDependent$15,001 - $50,000
FLLFull House Resorts, Inc.StockDependent$100,001 - $250,000
iShares Core S&P 500 ETFFundDependent$100,001 - $250,000
iShares Inc MSCI JPN ETF NEWFundDependent$50,001 - $100,000
MEOHMethanex CorporationStockDependent$15,001 - $50,000
MGMMGM Resorts InternationalStockDependent$1,001 - $15,000
SBUXStarbucks CorporationStockDependent$250,001 - $500,000
Atlantic Richfield CO Bond, CUSIP 048825BA0BondMemberNone
Fidelity Capital & IncomeFundMember$15,001 - $50,000
Fidelity Government Cash ReservesOtherMember$15,001 - $50,000
Ishares Core S&P 500 ETFFundMember$15,001 - $50,000
ASG Global Alernatives Fund -YFundDependentNone
BNY Diversified Emerging Mkts FdFundDependent$50,001 - $100,000
BNY Diversified Intl FundFundDependent$100,001 - $250,000
BNY International Small Cap FdFundDependentNone
BNY Mellon Floating Rate Income Fund YFundDependent$15,001 - $50,000
BNY Mellon Global Real Estate Sec FdFundDependent$15,001 - $50,000
BNY Mellon Global Real Return FundFundDependent$50,001 - $100,000
BNY Mellon Mid Cap Multi-Strat FdFundDependent$100,001 - $250,000
BNY Mellon Muni OpportunitiesFundDependent$15,001 - $50,000
BNY Mellon Ntl Intmdt Muni BondFundDependent$50,001 - $100,000
BNY Mellon US Equity FundFundDependent$250,001 - $500,000
BNY Slct Mgrs Sml Cap Grwth FdFundDependent$15,001 - $50,000
BNY Slct Mgrs Sml Cap Val FdFundDependentNone
Cash in AccountOtherDependent$500,001 - $1,000,000
Fidelity International Small Call FundFundDependent$15,001 - $50,000
Gateway FundFundDependent$100,001 - $250,000
ISHARES TR S&P Small Cap 600 ETFFundDependent$50,001 - $100,000
Nationwide Dynamic US Grwth FdFundDependent$100,001 - $250,000
Van Eck Cm Commodity Index FundFundDependent$1,001 - $15,000
Vanguard Emerging Markets ETFFundDependentNone
AMZNAmazon.com, Inc.StockDependent$50,001 - $100,000
AAPLApple Inc.StockDependent$50,001 - $100,000
Cash in AccountOtherDependent$250,001 - $500,000
CNTYCentury Casinos, Inc.StockDependent$50,001 - $100,000
FLLFull House Resorts, Inc.StockDependent$1,000,001 - $5,000,000
iShares Core S&P 500 ETFFundDependent$100,001 - $250,000
iShares Inc MSCI JPN ETF NEWFundDependent$15,001 - $50,000
MYEMyers Industries, Inc.StockDependent$100,001 - $250,000
NKENike, Inc.StockDependent$1,001 - $15,000
Gabelli ABC FundFundDependent$15,001 - $50,000
Gabelli Asset FD SBIFundDependent$15,001 - $50,000
Gabelli Equity Ins Small Cap GrowthFundDependent$15,001 - $50,000
Gabelli Global Rising Inc CL AAAFundDependent$15,001 - $50,000
Gabelli US Treasury FundFundDependent$1 - $1,000
Cash in AccountOtherMember$15,001 - $50,000
Clearbridge Small Cap AFundMember$1,001 - $15,000
Clearbridge Val Trust AFundMember$1,001 - $15,000
Western AST Int Term Muni AFundMember$15,001 - $50,000
Fidelity Government Money MarketOtherJoint$15,001 - $50,000
FLLFull House Resorts, Inc.StockJoint$1,001 - $15,000

How reports are read: holdings methodology.