| JNJ / Johnson & Johnson
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| ROSE HURT JV LLC
/ ST (070003991) |
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| HUDSON DEVELOPMENT, L.P.
/ Non Mkt Limit Partner (416001998) |
|
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| C / Citigroup Inc.
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| VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
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| MKC / McCormick & Company, Incorporated
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| AMT / American Tower Corporation
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| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
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| ULTA / Ulta Beauty, Inc.
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| ENB / Enbridge Inc.
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| ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
|
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| DUK / Duke Energy Corporation
|
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| PEG / Public Service Enterprise Group Incorporated
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| NVDA / NVIDIA Corporation
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| MRK / Merck & Co., Inc.
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| BHP / BHP Group Limited - Depositary Receipt (Common Stock)
|
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| GOOGL / Alphabet Inc.
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| ADI / Analog Devices, Inc.
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| DG / Dollar General Corporation
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| BURL / Burlington Stores, Inc.
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| TIP / iShares Trust - iShares TIPS Bond ETF
|
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| IWD / iShares Trust - iShares Russell 1000 Value ETF
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| COST / Costco Wholesale Corporation
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| HD / The Home Depot, Inc.
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| UNH / UnitedHealth Group Incorporated
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| GOOG / Alphabet Inc.
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| KO / The Coca-Cola Company
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| PFE / Pfizer Inc.
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| AMZN / Amazon.com, Inc.
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| META / Meta Platforms, Inc.
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| WMT / Walmart Inc.
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| TGT / Target Corporation
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| XOM / Exxon Mobil Corporation
|
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| LMT / Lockheed Martin Corporation
|
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| CVX / Chevron Corporation
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| PEP / PepsiCo, Inc.
|
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| T / AT&T Inc.
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| TT / Trane Technologies plc
|
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| ABBV / AbbVie Inc.
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| DECK / Deckers Outdoor Corporation
|
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| BAC / Bank of America Corporation
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| UPS / United Parcel Service, Inc.
|
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| CHE / Chemed Corporation
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| PM / Philip Morris International Inc.
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| PCAR / PACCAR Inc
|
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| IVV / iShares Trust - iShares Core S&P 500 ETF
|
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| PH / Parker-Hannifin Corporation
|
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| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
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| AMGN / Amgen Inc.
|
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
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|
| WRIGHT REAL PROPERTIES, LL
/ C (98222A905) |
|
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| BLAKEY ENTERPRISES, LP
/ Non Mkt Limit Partner (09315A918) |
|
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| FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
|
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|
| BEASLEY REAL ESTATE LLC
/ Non Mkt Limit Partner (761004993) |
|
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| ROGER LOWERY DEVELOPMENT
/ Non Mkt Limit Partner (524002995) |
|
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| ST. DENIS J VILLERE & CO.
/ DIV FIN SVS CAP MKT BROK SPEC FIN (749004990) |
|
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| ST. DENIS J VILLERE & CO
/ DIV FIN SVS CAP MKT BROK SPEC FIN (750000994) |
|
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
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| HUM / Humana Inc.
|
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| LIN / Linde plc
|
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| RNST / Renasant Corporation
|
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| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
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|
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| TJX / The TJX Companies, Inc.
|
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| IWN / iShares Trust - iShares Russell 2000 Value ETF
|
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|
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| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
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| IWM / iShares Trust - iShares Russell 2000 ETF
|
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| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
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| IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
|
|
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|
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|
| NEE / NextEra Energy, Inc.
|
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| JPM / JPMorgan Chase & Co.
|
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| AGZ / iShares Trust - iShares Agency Bond ETF
|
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|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
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|
|
| TMUS / T-Mobile US, Inc.
|
|
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|
|
| IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
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|
|
| GS / The Goldman Sachs Group, Inc.
|
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|
| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
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|
| DOW / Dow Inc.
|
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| FMC / FMC Corporation
|
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|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
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|
|
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|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| VRSK / Verisk Analytics, Inc.
|
|
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|
|
| MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
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|
|
| IBM / International Business Machines Corporation
|
|
|
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|
|
| GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
|
|
|
|
|
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|
|
| CP / Canadian Pacific Kansas City Limited
|
|
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|
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|
|
| PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
|
|
|
|
|
|
|
|
| BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
|
|
|
|
|
|
|
|
| TDG / TransDigm Group Incorporated
|
|
|
|
|
|
|
|
| SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
|
|
|
|
|
|
|
|
| ROST / Ross Stores, Inc.
|
|
|
|
|
|
|
|
| SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
|
|
|
|
|
|
|
|
| AKAM / Akamai Technologies, Inc.
|
|
|
|
|
|
|
|
| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
| DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
|
|
|
|
|
|
|
|
| BCE / BCE Inc.
|
|
|
|
|
|
|
|
| ATO / Atmos Energy Corporation
|
|
|
|
|
|
|
|
| TTD / The Trade Desk, Inc.
|
|
|
|
|
|
|
|
| BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BBY / Best Buy Co., Inc.
|
|
|
|
|
|
|
|
| CE / Celanese Corporation
|
|
|
|
|
|
|
|
| FLOT / iShares Trust - iShares Floating Rate Bond ETF
|
|
|
|
|
|
|
|
| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| TTWO / Take-Two Interactive Software, Inc.
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| UL / Unilever PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| UBER / Uber Technologies, Inc.
|
|
|
|
|
|
|
|
| FLT / Corpay, Inc.
|
|
|
|
|
|
|
|
| SIVB / SVB Financial Group
|
|
|
|
|
|
|
|
| ZTS / Zoetis Inc.
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| NDAQ / Nasdaq, Inc.
|
|
|
|
|
|
|
|
| FIS / Fidelity National Information Services, Inc.
|
|
|
|
|
|
|
|
| TRP / TC Energy Corporation
|
|
|
|
|
|
|
|
| NGG / National Grid plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ANSS / ANSYS, Inc.
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| MTZ / MasTec, Inc.
|
|
|
|
|
|
|
|
| IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
|
|
| IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| GRMN / Garmin Ltd.
|
|
|
|
|
|
|
|
| EL / The Estée Lauder Companies Inc.
|
|
|
|
|
|
|
|
| CRRFY / Carrefour SA - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| AAP / Advance Auto Parts, Inc.
|
|
|
|
|
|
|
|
| BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| RF / Regions Financial Corporation
|
|
|
|
|
|
|
|
| WSM / Williams-Sonoma, Inc.
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
|
|
|
|
|
|
|
|
| LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| CM / Canadian Imperial Bank of Commerce
|
|
|
|
|
|
|
|
| MBB / iShares Trust - iShares MBS ETF
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| NOC / Northrop Grumman Corporation
|
|
|
|
|
|
|
|
| PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
|
|
|
| ALLY / Ally Financial Inc.
|
|
|
|
|
|
|
|
| GWW / W.W. Grainger, Inc.
|
|
|
|
|
|
|
|
| HBAN / Huntington Bancshares Incorporated
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| C.WSA / Citigroup, Inc.
|
|
|
|
|
|
|
|
| ZBRA / Zebra Technologies Corporation
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| DFS / Discover Financial Services
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
|
|
| AEP / American Electric Power Company, Inc.
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| MUB / iShares Trust - iShares National Muni Bond ETF
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| IWO / iShares Trust - iShares Russell 2000 Growth ETF
|
|
|
|
|
|
|
|
| IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
|
|
| GILD / Gilead Sciences, Inc.
|
|
|
|
|
|
|
|
| CDNS / Cadence Design Systems, Inc.
|
|
|
|
|
|
|
|
| IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
.
