| BRK.B Berkshire Hathaway Inc. Class B | 5.93% | 77,278 | $35.6M | Add +1.8% |
| AAPL Apple Inc. | 4.69% | 120,849 | $28.2M | Add +6.8% |
| SCHX Schwab US Large-Cap ETF | 4.63% | 409,838 | $27.8M | Add +0.2% |
| NVDA Nvidia Corp. | 4.31% | 213,112 | $25.9M | Reduce -6.3% |
| MSFT Microsoft Corp. | 3.96% | 55,233 | $23.8M | Add +8.1% |
| AMZN Amazon.com Inc. | 3.19% | 102,706 | $19.1M | Add +16.3% |
| GOOG Alphabet Inc. Class C | 2.51% | 90,165 | $15.1M | Add +3.4% |
| JPM JPMorgan Chase & Co. | 2.28% | 64,894 | $13.7M | Add +4.5% |
| COST Costco Wholesale Corp. | 1.95% | 13,179 | $11.7M | Add +3.8% |
| EAGL Eagle Capital Select Eqty | 1.92% | 421,994 | $11.5M | Reduce -0.1% |
| AZO AutoZone Inc. | 1.82% | 3,472 | $10.9M | Add +0.1% |
| WMT Walmart Inc. | 1.76% | 131,067 | $10.6M | Add +6.1% |
| TDG Transdigm Group Inc. | 1.76% | 7,403 | $10.6M | Add +4.4% |
| IVV iShares Core S&P 500 ETF | 1.68% | 17,524 | $10.1M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 1.64% | 16,823 | $9.8M | Add +4.2% |
| HD Home Depot Inc. | 1.61% | 23,922 | $9.7M | Add +8.0% |
| LEN.B Lennar Corp. Class B | 1.58% | 54,761 | $9.5M | Add +5.5% |
| CVX Chevron Corp. | 1.54% | 62,907 | $9.3M | Add +4.0% |
| V Visa Inc. Class A | 1.53% | 33,396 | $9.2M | Add +7.2% |
| AMGN Amgen Inc. | 1.50% | 27,910 | $9.0M | Add +5.9% |
| FDX FedEx Corp. | 1.48% | 32,535 | $8.9M | Reduce -40.0% |
| PG The Procter & Gamble Co. | 1.46% | 50,608 | $8.8M | Add +5.8% |
| HCA HCA Healthcare Inc. | 1.44% | 21,338 | $8.7M | Add +3.2% |
| JNJ Johnson & Johnson | 1.38% | 51,131 | $8.3M | Add +3.4% |
| MRK Merck & Co. Inc. | 1.35% | 71,437 | $8.1M | Add +4.9% |
| QCOM Qualcomm Inc. | 1.22% | 42,884 | $7.3M | Add +4.7% |
| CSCO Cisco Systems Inc. | 1.20% | 134,906 | $7.2M | Add +5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.11% | 167,431 | $6.6M | Add +3.8% |
| NOW ServiceNow Inc. | 1.11% | 7,420 | $6.6M | Add +6.5% |
| WM Waste Management Inc. | 1.04% | 30,162 | $6.3M | Add +6.0% |
| SCHD Schwab US DVD Equity ETF | 1.04% | 73,658 | $6.2M | Add +2.9% |
| MAA Mid-America Apartment Comm | 0.98% | 36,964 | $5.9M | Reduce -51.9% |
| LMT Lockheed Martin Corp. | 0.96% | 9,833 | $5.7M | Add +5.3% |
| ADBE Adobe Inc. | 0.94% | 10,904 | $5.6M | Add +7.0% |
| PEP Pepsico Inc. | 0.93% | 32,868 | $5.6M | Add +7.0% |
| SCHB Schwab US Broad Market ETF | 0.90% | 81,419 | $5.4M | Add +0.4% |
| HON Honeywell International Inc. | 0.90% | 26,165 | $5.4M | Add +6.4% |
| CRM Salesforce Inc. | 0.88% | 19,229 | $5.3M | Add +8.9% |
| GBTC Grayscale Bitcoin Trust ETF | 0.81% | 96,430 | $4.9M | No change |
| VZ Verizon Communications Inc. | 0.80% | 106,337 | $4.8M | Add +8.1% |
| PFE Pfizer Inc. | 0.79% | 163,770 | $4.7M | Add +5.1% |
| DUK Duke Energy Corp. | 0.77% | 40,059 | $4.6M | Add +7.5% |
| ROP Roper Technologies Inc. | 0.77% | 8,254 | $4.6M | Add +8.1% |
| PLD Prologis Inc. | 0.75% | 35,569 | $4.5M | Add +6.3% |
| DAR Darling Ingredients Inc. | 0.72% | 117,002 | $4.3M | Add +28.8% |
| AMT American Tower Corp. | 0.68% | 17,606 | $4.1M | Add +7.7% |
| PYPL PayPal Holdings Inc. | 0.59% | 45,217 | $3.5M | Add +9.0% |
| IBIT iShares Bitcoin Trust ETF | 0.57% | 95,351 | $3.4M | Add +14.0% |
| INTC Intel Corp. | 0.54% | 137,807 | $3.2M | Add +9.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 10,755 | $3.0M | Reduce -2.3% |
| ARHS Arhaus Inc. | 0.50% | 245,000 | $3.0M | Reduce -23.4% |
| DFUS Dimensional US Eq MKT ETF | 0.49% | 47,654 | $3.0M | No change |
| BX Blackstone Inc. | 0.49% | 19,237 | $2.9M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.47% | 16,844 | $2.8M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.46% | 23,638 | $2.8M | Add +0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.42% | 13,982 | $2.5M | Add +10.6% |
| GLD SPDR Gold Shares | 0.42% | 10,261 | $2.5M | Reduce -47.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 4,178 | $2.4M | Add +19.5% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.40% | 25,728 | $2.4M | Add +26.7% |
| PHYS Sprott Physical Gold Trust | 0.39% | 114,862 | $2.3M | No change |
| ABBV Abbvie Inc. | 0.36% | 10,935 | $2.2M | Add +7.7% |
| PM Philip Morris International | 0.36% | 17,760 | $2.2M | Add +3.3% |
| NFLX Netflix Inc. | 0.35% | 2,937 | $2.1M | Add +5.4% |
| SCHM Schwab US Mid Cap ETF | 0.34% | 24,517 | $2.0M | Reduce -4.6% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.34% | 28,889 | $2.0M | No change |
| META Meta Platforms Inc. Class A | 0.32% | 3,333 | $1.9M | Reduce -12.5% |
| VOO Vanguard S&P 500 ETF | 0.31% | 3,543 | $1.9M | Add +49.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 3,800 | $1.9M | Add +13.8% |
| LLY Eli Lilly & Co. | 0.30% | 2,045 | $1.8M | Add +6.5% |
| IAU iShares Gold Trust | 0.27% | 32,600 | $1.6M | Add +7.6% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 11,473 | $1.5M | Add +0.4% |
| HDV iShares Core High Dividend E | 0.24% | 12,000 | $1.4M | No change |
| SO The Southern Co. | 0.22% | 14,459 | $1.3M | Add +3.8% |
| OKE Oneok Inc. | 0.22% | 14,287 | $1.3M | Add +5.0% |
| LOW Lowe's Cos Inc. | 0.21% | 4,748 | $1.3M | Add +17.6% |
| EPD Enterprise Products Partners | 0.21% | 43,955 | $1.3M | Add +1.1% |
| CI The Cigna Group | 0.20% | 3,471 | $1.2M | Add +1.1% |
| AXP American Express Co. | 0.20% | 4,336 | $1.2M | No change |
| SFBS Servisfirst Bancshares Inc. | 0.19% | 13,864 | $1.1M | No change |
| APO Apollo Global Management Inc. | 0.18% | 8,617 | $1.1M | No change |
| ORLY O'reilly Automotive Inc. | 0.18% | 923 | $1.1M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 21,551 | $1.0M | Reduce -1.0% |
| MRSH Marsh & McLennan Cos | 0.17% | 4,534 | $1.0M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.17% | 3,266 | $994K | Add +3.3% |
| RTX RTX Corp. | 0.17% | 8,200 | $993K | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 4,435 | $980K | Reduce -3.6% |
| VXUS Vanguard Total Intl Stock | 0.16% | 14,481 | $938K | Add +1.2% |
| TSLA Tesla Inc. | 0.15% | 3,533 | $924K | Add +50.5% |
| RF Regions Financial Corp. | 0.15% | 38,843 | $906K | Add +3.1% |
| ORCL Oracle Corp. | 0.15% | 5,202 | $886K | No change |
| SCHF Schwab Intl Equity ETF | 0.14% | 21,152 | $870K | Reduce -3.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 4,992 | $867K | Reduce -2.1% |
| ABT Abbott Laboratories | 0.14% | 7,447 | $849K | Add +4.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 3,161 | $832K | Reduce -1.0% |
| SCHV Schwab US Large-Cap Value | 0.14% | 10,162 | $817K | Reduce -0.1% |
| GD General Dynamics Corp. | 0.13% | 2,588 | $782K | Add +0.0% |
| CAT Caterpillar Inc. | 0.13% | 1,979 | $774K | Add +10.4% |
| KO The Coca-Cola Co. | 0.13% | 10,661 | $766K | Add +20.0% |
| MDY State Street SPDR S&P Midcap | 0.13% | 1,328 | $757K | Add +23.3% |
| T AT&T Inc. | 0.12% | 32,726 | $720K | Add +3.5% |
| MTG Mgic Investment Corp. | 0.12% | 28,000 | $717K | No change |
| XLK SS Technology Select Sector | 0.12% | 3,147 | $710K | No change |
| KKR KKR & Co. Inc. | 0.11% | 5,144 | $672K | Reduce -49.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.11% | 9,199 | $660K | No change |
| UL Unilever PLC | 0.11% | 9,752 | $633K | Reduce -1.2% |
| AGG iShares Core U.S. Aggregate | 0.10% | 6,162 | $624K | Add +53.6% |
| NUE Nucor Corp. | 0.10% | 4,042 | $608K | No change |
| AVGO Broadcom Inc. | 0.10% | 3,479 | $600K | No change |
| IJH iShares Core S&P Midcap ETF | 0.10% | 9,563 | $596K | Add +56.7% |
| PGR Progressive Corp. | 0.10% | 2,348 | $596K | Reduce -0.5% |
| MO Altria Group Inc. | 0.10% | 11,598 | $592K | Add +4.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 3,261 | $569K | No change |
| DJT Trump Media & Technology Gro | 0.09% | 34,513 | $555K | Add +22.5% |
| BTC Grayscale Bitcoin Mini Trust | 0.09% | 96,430 | $543K | No change |
| PRU Prudential Financial Inc. | 0.09% | 4,470 | $541K | Add +13.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 1,274 | $539K | Add +30.8% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 10,353 | $536K | Reduce -4.5% |
| SCHK Schwab 1000 Index ETF | 0.09% | 9,596 | $531K | Reduce -0.7% |
| FISV Fiserv Inc. | 0.09% | 2,924 | $525K | Reduce -13.4% |
| ETN Eaton Corp. PLC | 0.09% | 1,581 | $524K | Add +48.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 1,358 | $521K | Reduce -19.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,951 | $515K | Add +9.1% |
| GILD Gilead Sciences Inc. | 0.09% | 6,123 | $513K | Reduce -4.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.08% | 5,532 | $508K | Add +4.6% |
| CORZ Core Scientific Inc. | 0.08% | 42,527 | $504K | Add +81.3% |
| SPGI S&P Global Inc. | 0.08% | 969 | $501K | Add +71.8% |
| ESGU iShares ESG Aware MSCI USA | 0.08% | 3,901 | $492K | New |
| SCHA Schwab US Small-Cap ETF | 0.08% | 9,473 | $488K | Add +1.3% |
| MMM 3M Co. | 0.08% | 3,519 | $481K | Reduce -4.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 7,571 | $477K | Add +24.9% |
| SBUX Starbucks Corp. | 0.08% | 4,867 | $474K | Reduce -1.0% |
| COP Conocophillips | 0.08% | 4,394 | $463K | Add +4.5% |
| IWD iShares Russell 1000 Value E | 0.08% | 2,430 | $461K | No change |
| GS Goldman Sachs Group Inc. | 0.08% | 913 | $452K | Add +19.2% |
| EMR Emerson Electric Co. | 0.07% | 4,107 | $449K | Add +9.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 5,754 | $449K | Reduce -8.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.07% | 7,498 | $447K | Reduce -0.5% |
| MLM Martin Marietta Materials | 0.07% | 812 | $437K | Add +0.7% |
| VLO Valero Energy Corp. | 0.07% | 3,194 | $431K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 3,595 | $428K | Add +5.9% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 5,792 | $427K | Add +5.9% |
| FPI Farmland Partners Inc. | 0.07% | 39,977 | $418K | No change |
| RDVY First Trust Rising Dividend | 0.07% | 7,046 | $417K | Add +11.8% |
| STWD Starwood Property Trust Inc. | 0.07% | 20,202 | $412K | Add +0.0% |
| LIN Linde PLC | 0.07% | 828 | $395K | No change |
| ACN Accenture PLC Class A | 0.06% | 1,071 | $379K | Reduce -9.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 2,986 | $376K | No change |
| BLK BlackRock Finance Inc. | 0.06% | 396 | $376K | No change |
| TLN Talen Energy Corp. | 0.06% | 2,107 | $376K | New |
| VGT Vanguard Info Tech ETF | 0.06% | 637 | $374K | Add +75.0% |
| ESGR Enstar Group Ltd. | 0.06% | 1,150 | $370K | No change |
| KRUS Kura Sushi USA Inc. Class A | 0.06% | 4,543 | $366K | New |
| FHN First Horizon Corp. | 0.06% | 23,343 | $363K | Add +0.6% |
| TXN Texas Instruments Inc. | 0.06% | 1,746 | $361K | Reduce -10.5% |
| CMCSA Comcast Corp. Class A | 0.06% | 8,629 | $360K | Add +10.2% |
| NSC Norfolk Southern Corp. | 0.06% | 1,415 | $352K | No change |
| WFC Wells Fargo & Co. | 0.06% | 6,089 | $344K | Add +9.7% |
| IYH iShares U.S. Healthcare ETF | 0.06% | 5,235 | $340K | No change |
| MDT Medtronic PLC | 0.06% | 3,713 | $334K | Reduce -1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 1,636 | $324K | New |
| SHEL Shell PLC-ADR | 0.05% | 4,884 | $322K | Reduce -1.0% |
| DHR Danaher Corp. | 0.05% | 1,138 | $316K | New |
| KMI Kinder Morgan Inc. | 0.05% | 14,267 | $315K | Reduce -2.0% |
| MA Mastercard Inc. Class A | 0.05% | 633 | $313K | No change |
| DOW Dow Inc. | 0.05% | 5,511 | $301K | Add +8.1% |
| TFIN Triumph Financial Inc. | 0.05% | 3,725 | $296K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 1,052 | $295K | New |
| CVS CVS Health Corp. | 0.05% | 4,470 | $281K | Add +0.0% |
| UPS United Parcel Service Class B | 0.05% | 2,035 | $277K | Add +12.7% |
| FTEC Fidelity MSCI Info Tech Indx | 0.05% | 1,582 | $276K | No change |
| BDX Becton Dickinson and Co. | 0.05% | 1,143 | $276K | Reduce -14.0% |
| CARR Carrier Global Corp. | 0.05% | 3,418 | $275K | New |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.05% | 5,500 | $274K | New |
| APD Air Products & Chemicals Inc. | 0.04% | 905 | $269K | No change |
| CEG Constellation Energy | 0.04% | 1,023 | $266K | New |
| FTAI Ftai Aviation Ltd. | 0.04% | 2,000 | $266K | No change |
| BKNG Booking Holdings Inc. | 0.04% | 63 | $265K | Add +8.6% |
| SWK Stanley Black & Decker Inc. | 0.04% | 2,400 | $264K | New |
| VT Vanguard Tot World STK ETF | 0.04% | 2,206 | $264K | No change |
| SYK Stryker Corp. | 0.04% | 729 | $263K | Reduce -20.2% |
| EG Everest Group Ltd. | 0.04% | 669 | $262K | No change |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,388 | $262K | No change |
| AEP American Electric Power | 0.04% | 2,551 | $262K | New |
| PHM Pultegroup Inc. | 0.04% | 1,816 | $261K | New |
| PSX Phillips 66 | 0.04% | 1,963 | $258K | Add +8.3% |
| CMI Cummins Inc. | 0.04% | 794 | $257K | No change |
| IGM iShares Expanded Tech Sector | 0.04% | 2,672 | $256K | No change |
| TSCO Tractor Supply Company | 0.04% | 870 | $253K | Add +7.5% |
| WTW Willis Towers Watson PLC | 0.04% | 840 | $247K | No change |
| GPN Global Payments Inc. | 0.04% | 2,398 | $246K | Add +4.4% |
| PFFA Virtus Infracap US Pref STCK | 0.04% | 10,730 | $245K | New |
| SCHG Schwab US Large-Cap Growth | 0.04% | 2,276 | $237K | No change |
| NOC Northrop Grumman Corp. | 0.04% | 438 | $231K | New |
| ETHE Grayscale Ethereum Staking E | 0.04% | 10,555 | $231K | New |
| MET Metlife Inc. | 0.04% | 2,765 | $228K | New |
| GEV GE Vernova Inc. | 0.04% | 880 | $224K | New |
| VTWO Vanguard Russell 2000 ETF | 0.04% | 2,475 | $221K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.04% | 3,141 | $220K | Add +0.3% |
| SCHW Schwab (charles) Corp. | 0.04% | 3,324 | $215K | Add +8.1% |
| IWM iShares Russell 2000 ETF | 0.04% | 970 | $214K | Reduce -13.6% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 2,532 | $213K | New |
| AMD Advanced Micro Devices | 0.04% | 1,298 | $213K | New |
| KD Kyndryl Holdings Inc. | 0.04% | 9,224 | $212K | New |
| DD Dupont DE Nemours Inc. | 0.03% | 2,292 | $204K | New |
| HBI Hanesbrands Inc. | 0.03% | 22,654 | $167K | No change |
| WEST Westrock Coffee Co. | 0.03% | 25,000 | $163K | No change |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.02% | 24,015 | $129K | No change |
| CYH Community Health Systems Inc. | 0.02% | 20,000 | $121K | Reduce -21.6% |
| TSEOQ Trinseo PLC | 0.01% | 15,000 | $77K | No change |
| AMC AMC Entertainment HLDS Class A | 0.01% | 16,000 | $73K | New |
| REKR Rekor Systems Inc. | 0.00% | 24,000 | $28K | No change |
| A2Z CUST2MATE SOLUTIONS CORP | 0.00% | 34,991 | $28K | No change |
| GRAYSCALE ETHEREUM MINI TR E | 0.00% | 10,555 | $26K | New |
| ABEV Ambev SA-ADR | 0.00% | 10,500 | $26K | New |
| GEG Great Elm Group Inc. | 0.00% | 10,905 | $21K | No change |