| BRK.B Berkshire Hathaway Inc. Class B | 5.53% | 79,500 | $36.0M | Add +2.9% |
| AAPL Apple Inc. | 5.26% | 136,889 | $34.3M | Add +13.3% |
| NVDA Nvidia Corp. | 4.73% | 229,727 | $30.9M | Add +7.8% |
| SCHX Schwab US Large-Cap ETF | 4.50% | 1,264,776 | $29.3M | Add +2.9% |
| MSFT Microsoft Corp. | 3.84% | 59,388 | $25.0M | Add +7.5% |
| AMZN Amazon.com Inc. | 3.58% | 106,358 | $23.3M | Add +3.6% |
| GOOG Alphabet Inc. Class C | 2.82% | 96,385 | $18.4M | Add +6.9% |
| JPM JPMorgan Chase & Co. | 2.56% | 69,670 | $16.7M | Add +7.4% |
| COST Costco Wholesale Corp. | 1.95% | 13,857 | $12.7M | Add +5.1% |
| WMT Walmart Inc. | 1.90% | 136,850 | $12.4M | Add +4.4% |
| EAGL Eagle Capital Select Eqty | 1.85% | 432,703 | $12.1M | Add +2.5% |
| AZO AutoZone Inc. | 1.76% | 3,577 | $11.5M | Add +3.0% |
| V Visa Inc. Class A | 1.73% | 35,743 | $11.3M | Add +7.0% |
| IVV iShares Core S&P 500 ETF | 1.65% | 18,233 | $10.7M | Add +4.0% |
| TDG Transdigm Group Inc. | 1.50% | 7,728 | $9.8M | Add +4.4% |
| HD Home Depot Inc. | 1.50% | 25,108 | $9.8M | Add +5.0% |
| JNJ Johnson & Johnson | 1.44% | 65,093 | $9.4M | Add +27.3% |
| FDX FedEx Corp. | 1.42% | 32,838 | $9.2M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 1.40% | 17,972 | $9.1M | Add +6.8% |
| CSCO Cisco Systems Inc. | 1.34% | 147,798 | $8.7M | Add +9.6% |
| PG The Procter & Gamble Co. | 1.34% | 52,069 | $8.7M | Add +2.9% |
| NOW ServiceNow Inc. | 1.29% | 7,901 | $8.4M | Add +6.5% |
| CVX Chevron Corp. | 1.21% | 54,258 | $7.9M | Reduce -13.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.20% | 178,231 | $7.8M | Add +6.5% |
| LEN.B Lennar Corp. Class B | 1.17% | 57,791 | $7.6M | Add +5.5% |
| AMGN Amgen Inc. | 1.17% | 29,151 | $7.6M | Add +4.5% |
| MRK Merck & Co. Inc. | 1.15% | 75,050 | $7.5M | Add +5.1% |
| GBTC Grayscale Bitcoin Trust ETF | 1.11% | 97,841 | $7.2M | Add +1.5% |
| QCOM Qualcomm Inc. | 1.07% | 45,380 | $7.0M | Add +5.8% |
| CRM Salesforce Inc. | 1.06% | 20,680 | $6.9M | Add +7.5% |
| WM Waste Management Inc. | 1.04% | 33,617 | $6.8M | Add +11.4% |
| HCA HCA Healthcare Inc. | 1.00% | 21,659 | $6.5M | Add +1.5% |
| IBIT iShares Bitcoin Trust ETF | 1.00% | 122,448 | $6.5M | Add +28.4% |
| HON Honeywell International Inc. | 0.98% | 28,354 | $6.4M | Add +8.4% |
| ABBV Abbvie Inc. | 0.97% | 35,586 | $6.3M | Add +225.4% |
| SCHD Schwab US DVD Equity ETF | 0.91% | 216,604 | $5.9M | Reduce -2.0% |
| MAA Mid-America Apartment Comm | 0.86% | 36,346 | $5.6M | Reduce -1.7% |
| SCHB Schwab US Broad Market ETF | 0.85% | 243,805 | $5.5M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.83% | 35,436 | $5.4M | Add +7.8% |
| LMT Lockheed Martin Corp. | 0.78% | 10,480 | $5.1M | Add +6.6% |
| ADBE Adobe Inc. | 0.77% | 11,351 | $5.0M | Add +4.1% |
| DUK Duke Energy Corp. | 0.72% | 43,309 | $4.7M | Add +8.1% |
| ROP Roper Technologies Inc. | 0.71% | 8,956 | $4.7M | Add +8.5% |
| VZ Verizon Communications Inc. | 0.69% | 111,817 | $4.5M | Add +5.2% |
| PYPL PayPal Holdings Inc. | 0.63% | 48,089 | $4.1M | Add +6.3% |
| PLD Prologis Inc. | 0.61% | 37,830 | $4.0M | Add +6.4% |
| XOM Exxon Mobil Corp. | 0.61% | 37,113 | $4.0M | Add +57.0% |
| DAR Darling Ingredients Inc. | 0.60% | 116,627 | $3.9M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.59% | 20,443 | $3.9M | Add +21.4% |
| VOO Vanguard S&P 500 ETF | 0.55% | 6,604 | $3.6M | Add +86.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 5,952 | $3.5M | Add +42.5% |
| AMT American Tower Corp. | 0.53% | 18,792 | $3.4M | Add +6.7% |
| BX Blackstone Inc. | 0.52% | 19,518 | $3.4M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 10,780 | $3.1M | Add +0.2% |
| DFUS Dimensional US Eq MKT ETF | 0.47% | 47,654 | $3.0M | No change |
| GLD SPDR Gold Shares | 0.44% | 11,939 | $2.9M | Add +16.4% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.38% | 26,749 | $2.5M | Add +4.0% |
| NFLX Netflix Inc. | 0.37% | 2,674 | $2.4M | Reduce -8.9% |
| RSP Invesco S&P 500 Equal Weight | 0.36% | 13,498 | $2.4M | Reduce -3.5% |
| SCHM Schwab US Mid Cap ETF | 0.36% | 84,259 | $2.3M | Add +14.6% |
| PHYS Sprott Physical Gold Trust | 0.36% | 114,862 | $2.3M | No change |
| ARHS Arhaus Inc. | 0.35% | 245,000 | $2.3M | No change |
| PM Philip Morris International | 0.35% | 18,742 | $2.3M | Add +5.5% |
| META Meta Platforms Inc. Class A | 0.32% | 3,602 | $2.1M | Add +8.1% |
| INTC Intel Corp. | 0.31% | 100,926 | $2.0M | Reduce -26.8% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.31% | 86,667 | $2.0M | No change |
| IAU iShares Gold Trust | 0.29% | 38,456 | $1.9M | Add +18.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 3,225 | $1.6M | Reduce -15.1% |
| MCD McDonald's Corp. | 0.25% | 5,615 | $1.6M | Add +71.9% |
| LLY Eli Lilly & Co. | 0.24% | 2,055 | $1.6M | Add +0.5% |
| TSLA Tesla Inc. | 0.23% | 3,697 | $1.5M | Add +4.6% |
| AVGO Broadcom Inc. | 0.23% | 6,422 | $1.5M | Add +84.6% |
| VYM Vanguard High DVD Yield ETF | 0.23% | 11,545 | $1.5M | Add +0.6% |
| OKE Oneok Inc. | 0.22% | 14,468 | $1.5M | Add +1.3% |
| HDV iShares Core High Dividend E | 0.22% | 12,550 | $1.4M | Add +4.6% |
| EPD Enterprise Products Partners | 0.21% | 44,654 | $1.4M | Add +1.6% |
| CORZ Core Scientific Inc. | 0.21% | 95,378 | $1.3M | Add +124.3% |
| AXP American Express Co. | 0.20% | 4,367 | $1.3M | Add +0.7% |
| CUBE Cubesmart | 0.20% | 30,000 | $1.3M | New |
| LOW Lowe's Cos Inc. | 0.18% | 4,799 | $1.2M | Add +1.1% |
| DJT Trump Media & Technology Gro | 0.18% | 34,670 | $1.2M | Add +0.5% |
| SFBS Servisfirst Bancshares Inc. | 0.18% | 13,864 | $1.2M | No change |
| ORLY O'reilly Automotive Inc. | 0.18% | 985 | $1.2M | Add +6.7% |
| SO The Southern Co. | 0.18% | 14,009 | $1.2M | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 5,141 | $1.1M | Add +15.9% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.16% | 27,000 | $1.0M | Add +390.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 5,190 | $1.0M | Add +4.0% |
| APO Apollo Global Management Inc. | 0.15% | 6,084 | $1.0M | Reduce -29.4% |
| RF Regions Financial Corp. | 0.15% | 41,979 | $987K | Add +8.1% |
| MRSH Marsh & McLennan Cos | 0.15% | 4,612 | $980K | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 22,160 | $976K | Add +2.8% |
| RTX RTX Corp. | 0.15% | 8,415 | $974K | Add +2.6% |
| SCHF Schwab Intl Equity ETF | 0.15% | 51,291 | $949K | Add +21.2% |
| CI The Cigna Group | 0.14% | 3,396 | $938K | Reduce -2.2% |
| MSI Motorola Solutions Inc. | 0.14% | 2,027 | $937K | New |
| VXUS Vanguard Total Intl Stock | 0.14% | 15,495 | $913K | Add +7.0% |
| XLK SS Technology Select Sector | 0.14% | 3,861 | $898K | Add +22.7% |
| ORCL Oracle Corp. | 0.14% | 5,341 | $890K | Add +2.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 3,275 | $883K | Add +3.6% |
| ABT Abbott Laboratories | 0.13% | 7,734 | $875K | Add +3.9% |
| GLW Corning Inc. | 0.13% | 18,388 | $874K | New |
| BTC Grayscale Bitcoin Mini ETF | 0.13% | 20,126 | $843K | Add +4.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 9,608 | $826K | Add +167.3% |
| SCHV Schwab US Large-Cap Value | 0.12% | 30,542 | $796K | Add +0.2% |
| T AT&T Inc. | 0.12% | 34,443 | $784K | Add +5.3% |
| KKR KKR & Co. Inc. | 0.12% | 5,241 | $775K | Add +1.9% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 12,343 | $769K | Add +29.1% |
| KO The Coca-Cola Co. | 0.12% | 12,250 | $763K | Add +14.9% |
| CAT Caterpillar Inc. | 0.11% | 2,043 | $741K | Add +3.2% |
| MDY State Street SPDR S&P Midcap | 0.11% | 1,233 | $702K | Reduce -7.2% |
| GD General Dynamics Corp. | 0.10% | 2,589 | $682K | Add +0.0% |
| MTG Mgic Investment Corp. | 0.10% | 28,000 | $664K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.10% | 9,199 | $644K | No change |
| BMY Bristol-Myers Squibb Co. | 0.09% | 10,788 | $610K | Add +4.2% |
| MO Altria Group Inc. | 0.09% | 11,586 | $606K | Reduce -0.1% |
| FISV Fiserv Inc. | 0.09% | 2,940 | $604K | Add +0.6% |
| LFUS Littelfuse Inc. | 0.09% | 2,500 | $589K | New |
| LRCX Lam Research Corp. | 0.09% | 8,155 | $589K | New |
| UL Unilever PLC | 0.09% | 10,207 | $579K | Add +4.7% |
| PTY PIMCO Corporate & Income Opp | 0.09% | 40,000 | $575K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.09% | 6,174 | $565K | Add +11.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 1,372 | $563K | Add +1.0% |
| PGR Progressive Corp. | 0.09% | 2,347 | $562K | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 3,268 | $553K | Add +0.2% |
| GILD Gilead Sciences Inc. | 0.08% | 5,960 | $551K | Reduce -2.7% |
| SCHK Schwab 1000 Index ETF | 0.08% | 19,194 | $543K | No change |
| ETN Eaton Corp. PLC | 0.08% | 1,627 | $540K | Add +2.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 2,034 | $537K | Add +4.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.08% | 17,828 | $529K | Add +18.9% |
| EMR Emerson Electric Co. | 0.08% | 4,247 | $526K | Add +3.4% |
| PRU Prudential Financial Inc. | 0.08% | 4,412 | $523K | Reduce -1.3% |
| BLK BlackRock Inc. | 0.08% | 491 | $503K | Add +24.0% |
| WTRG Essential Utilities Inc. | 0.08% | 13,523 | $491K | New |
| GS Goldman Sachs Group Inc. | 0.08% | 858 | $491K | Reduce -6.0% |
| NUE Nucor Corp. | 0.08% | 4,192 | $489K | Add +3.7% |
| SMH Vaneck Semiconductor ETF | 0.07% | 2,008 | $486K | New |
| SPGI S&P Global Inc. | 0.07% | 969 | $483K | No change |
| DGX Quest Diagnostics Inc. | 0.07% | 3,170 | $478K | New |
| VLO Valero Energy Corp. | 0.07% | 3,840 | $471K | Add +20.2% |
| FPI Farmland Partners Inc. | 0.07% | 39,977 | $470K | No change |
| MA Mastercard Inc. Class A | 0.07% | 888 | $468K | Add +40.3% |
| COP Conocophillips | 0.07% | 4,656 | $462K | Add +6.0% |
| SBUX Starbucks Corp. | 0.07% | 4,985 | $455K | Add +2.4% |
| IWD iShares Russell 1000 Value E | 0.07% | 2,430 | $450K | No change |
| MMM 3M Co. | 0.07% | 3,455 | $446K | Reduce -1.8% |
| SCHA Schwab US Small-Cap ETF | 0.07% | 16,895 | $437K | Reduce -10.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 7,572 | $435K | Add +0.0% |
| TLN Talen Energy Corp. | 0.07% | 2,141 | $431K | Add +1.6% |
| IWM iShares Russell 2000 ETF | 0.07% | 1,941 | $429K | Add +100.1% |
| KMI Kinder Morgan Inc. | 0.07% | 15,626 | $428K | Add +9.5% |
| MLM Martin Marietta Materials | 0.06% | 814 | $420K | Add +0.3% |
| RDVY First Trust Rising Dividend | 0.06% | 7,046 | $417K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 975 | $415K | Reduce -23.5% |
| KRUS Kura Sushi USA Inc. Class A | 0.06% | 4,543 | $412K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 5,769 | $405K | Add +0.3% |
| ACN Accenture PLC Class A | 0.06% | 1,143 | $402K | Add +6.7% |
| VGT Vanguard Info Tech ETF | 0.06% | 639 | $397K | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 1,140 | $390K | Add +8.4% |
| CMCSA Comcast Corp. Class A | 0.06% | 10,244 | $384K | Add +18.7% |
| MDLZ Mondelez International Inc. Class A | 0.06% | 6,430 | $384K | Add +11.0% |
| STWD Starwood Property Trust Inc. | 0.06% | 20,205 | $383K | Add +0.0% |
| FHN First Horizon Corp. | 0.06% | 18,941 | $381K | Reduce -18.9% |
| WFC Wells Fargo & Co. | 0.06% | 5,397 | $379K | Reduce -11.4% |
| ESGR Enstar Group Ltd. | 0.06% | 1,150 | $370K | No change |
| LIN Linde PLC | 0.06% | 864 | $362K | Add +4.3% |
| TXN Texas Instruments Inc. | 0.06% | 1,920 | $360K | Add +10.0% |
| BDX Becton Dickinson and Co. | 0.05% | 1,531 | $347K | Add +34.0% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.05% | 1,199 | $347K | New |
| NSC Norfolk Southern Corp. | 0.05% | 1,468 | $345K | Add +3.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.05% | 2,986 | $342K | No change |
| TFIN Triumph Financial Inc. | 0.05% | 3,725 | $339K | No change |
| MDT Medtronic PLC | 0.05% | 4,225 | $337K | Add +13.8% |
| KD Kyndryl Holdings Inc. | 0.05% | 9,287 | $321K | Add +0.7% |
| BKNG Booking Holdings Inc. | 0.05% | 64 | $318K | Add +1.6% |
| PAYX Paychex Inc. | 0.05% | 2,237 | $314K | New |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.05% | 24,010 | $312K | Reduce -0.0% |
| IYH iShares U.S. Healthcare ETF | 0.05% | 5,235 | $305K | No change |
| COIN Coinbase Global Inc. Class A | 0.05% | 1,223 | $304K | New |
| SHEL Shell PLC-ADR | 0.05% | 4,821 | $302K | Reduce -1.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.05% | 1,620 | $300K | Add +2.4% |
| O Realty Income Corp. | 0.04% | 5,419 | $289K | New |
| FTAI Ftai Aviation Ltd. | 0.04% | 2,000 | $288K | No change |
| CMI Cummins Inc. | 0.04% | 794 | $277K | No change |
| VT Vanguard Tot World STK ETF | 0.04% | 2,355 | $277K | Add +6.8% |
| IGM iShares Expanded Tech Sector | 0.04% | 2,672 | $273K | No change |
| APD Air Products & Chemicals Inc. | 0.04% | 934 | $271K | Add +3.2% |
| ETHE Grayscale Ethereum Staking E | 0.04% | 9,580 | $268K | Reduce -9.2% |
| TSCO Tractor Supply Company | 0.04% | 4,996 | $265K | Add +14.8% |
| DHR Danaher Corp. | 0.04% | 1,154 | $265K | Add +1.4% |
| WTW Willis Towers Watson PLC | 0.04% | 840 | $263K | No change |
| SYK Stryker Corp. | 0.04% | 729 | $262K | No change |
| AMAT Applied Materials Inc. | 0.04% | 1,611 | $262K | New |
| PSX Phillips 66 | 0.04% | 2,279 | $260K | Add +16.1% |
| SCHG Schwab US Large-Cap Growth | 0.04% | 9,208 | $257K | Add +1.1% |
| USB US Bancorp | 0.04% | 5,361 | $256K | New |
| RRC Range Resources Corp. | 0.04% | 7,000 | $252K | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.04% | 10,301 | $244K | New |
| EG Everest Group Ltd. | 0.04% | 670 | $243K | Add +0.1% |
| MET Metlife Inc. | 0.04% | 2,965 | $243K | Add +7.2% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,444 | $241K | Add +4.0% |
| PFFA Virtus Infracap US Pref STCK | 0.04% | 10,972 | $240K | Add +2.3% |
| AMD Advanced Micro Devices | 0.04% | 1,987 | $240K | Add +53.1% |
| AEP American Electric Power | 0.04% | 2,516 | $232K | Reduce -1.4% |
| CARR Carrier Global Corp. | 0.04% | 3,377 | $231K | Reduce -1.2% |
| CEG Constellation Energy | 0.04% | 1,023 | $229K | No change |
| ETR Entergy Corp. | 0.04% | 3,015 | $229K | New |
| SCHW Schwab (charles) Corp. | 0.03% | 3,074 | $228K | Reduce -7.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.03% | 3,152 | $225K | Add +0.3% |
| VXF Vanguard Extended Market ETF | 0.03% | 1,146 | $218K | New |
| FCNCA First Citizens Bcshs Class A | 0.03% | 103 | $218K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.03% | 2,458 | $216K | New |
| IP International Paper Co. | 0.03% | 3,990 | $215K | New |
| IJR iShares Core S&P Small-Cap E | 0.03% | 1,819 | $210K | New |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,067 | $209K | Reduce -34.8% |
| GPN Global Payments Inc. | 0.03% | 1,845 | $207K | Reduce -23.1% |
| PHM Pultegroup Inc. | 0.03% | 1,850 | $201K | Add +1.9% |
| BTI British American Tob-SP ADR | 0.03% | 5,521 | $201K | New |
| HBI Hanesbrands Inc. | 0.03% | 22,654 | $184K | No change |
| PGX Invesco Preferred ETF | 0.03% | 15,000 | $173K | New |
| WEST Westrock Coffee Co. | 0.02% | 25,000 | $161K | No change |
| TSEOQ Trinseo PLC | 0.01% | 15,000 | $77K | No change |
| CYH Community Health Systems Inc. | 0.01% | 23,000 | $69K | Add +15.0% |
| AMC AMC Entertainment HLDS Class A | 0.01% | 16,000 | $64K | No change |
| REKR Rekor Systems Inc. | 0.00% | 16,000 | $25K | Reduce -33.3% |
| ABEV Ambev SA-ADR | 0.00% | 10,500 | $19K | No change |