| RTX / RTX Corporation
|
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| SO / The Southern Company
|
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| DUK / Duke Energy Corporation
|
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| EW / Edwards Lifesciences Corporation
|
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|
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| UNH / UnitedHealth Group Incorporated
|
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|
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| SBUX / Starbucks Corporation
|
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|
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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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| MRK / Merck & Co., Inc.
|
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| META / Meta Platforms, Inc.
|
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| QCOM / QUALCOMM Incorporated
|
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| WMT / Walmart Inc.
|
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|
| BEASLEY REAL ESTATE LLC
/ NON MKT LIMIT PARTNER (070003991) |
|
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| BLAKEY ENTERPRISES, LP
/ (09315A918) |
|
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| HUDSON DEVELOPMENT, L.P.
/ (416001998) |
|
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| ROGER LOWERY DEVELOPMENT
/ (524002995) |
|
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| OXFORD PROPERTY CONCEPTS
/ (69190A904) |
|
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|
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| ST. DENIS J VILLERE & CO.
/ (749004990) |
|
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|
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| ST. DENIS J VILLERE & CO
/ (750000994) |
|
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|
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| ROSE / Rose Hill Acquisition Corp - Class A
|
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| VEND / Generation Next Franchise Brands Inc
|
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| WRIGHT REAL PROPERTIES, LLC
/ (98222A905) |
|
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| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
|
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| SPG / Simon Property Group, Inc.
|
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| SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
|
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| PSA / Public Storage
|
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| TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
|
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| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
|
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| MCD / McDonald's Corporation
|
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| CVX / Chevron Corporation
|
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| TMUS / T-Mobile US, Inc.
|
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| AVGO / Broadcom Inc.
|
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| UPS / United Parcel Service, Inc.
|
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| CHE / Chemed Corporation
|
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| AMAT / Applied Materials, Inc.
|
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| DIS / The Walt Disney Company
|
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| ACN / Accenture plc
|
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| ORCL / Oracle Corporation
|
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| PCAR / PACCAR Inc
|
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|
| ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
|
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| TT / Trane Technologies plc
|
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| COST / Costco Wholesale Corporation
|
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|
|
| HUM / Humana Inc.
|
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|
|
| SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
|
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|
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| NKE / NIKE, Inc.
|
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|
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| HSY / The Hershey Company
|
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|
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| APO / Apollo Global Management, Inc.
|
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| LIN / Linde plc
|
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|
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|
|
| KMB / Kimberly-Clark Corporation
|
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|
|
| EXPD / Expeditors International of Washington, Inc.
|
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|
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| SRE / Sempra
|
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| C.WSA / Citigroup, Inc.
|
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|
|
| UL / Unilever PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
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|
|
| HLN / Haleon plc - Depositary Receipt (Common Stock)
|
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|
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| AJG / Arthur J. Gallagher & Co.
|
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|
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| UNP / Union Pacific Corporation
|
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|
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| CVS / CVS Health Corporation
|
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| CE / Celanese Corporation
|
|
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|
|
| ADBE / Adobe Inc.
|
|
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| PAYX / Paychex, Inc.
|
|
|
|
|
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|
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| PSX / Phillips 66
|
|
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|
|
| JCI / Johnson Controls International plc
|
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|
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|
|
| MSCI / MSCI Inc.
|
|
|
|
|
|
|
|
| MNST / Monster Beverage Corporation
|
|
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|
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|
|
| AMGN / Amgen Inc.
|
|
|
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|
|
| CNP / CenterPoint Energy, Inc.
|
|
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|
|
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|
|
| NGG / National Grid plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
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|
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| EWBC / East West Bancorp, Inc.
|
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|
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|
|
| IWN / iShares Trust - iShares Russell 2000 Value ETF
|
|
|
|
|
|
|
|
| RNST / Renasant Corporation
|
|
|
|
|
|
|
|
| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| ZTS / Zoetis Inc.
|
|
|
|
|
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|
|
| ING / ING Groep N.V. - Depositary Receipt (Common Stock)
|
|
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|
|
| DE / Deere & Company
|
|
|
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|
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|
|
| DRI / Darden Restaurants, Inc.
|
|
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|
|
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|
|
| FLOT / iShares Trust - iShares Floating Rate Bond ETF
|
|
|
|
|
|
|
|
| CDNS / Cadence Design Systems, Inc.
|
|
|
|
|
|
|
|
| VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
|
|
|
|
|
|
|
|
| TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
|
|
|
|
|
|
|
|
| MUB / iShares Trust - iShares National Muni Bond ETF
|
|
|
|
|
|
|
|
| RACE / Ferrari N.V.
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| AVB / AvalonBay Communities, Inc.
|
|
|
|
|
|
|
|
| ULTA / Ulta Beauty, Inc.
|
|
|
|
|
|
|
|
| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| CPRT / Copart, Inc.
|
|
|
|
|
|
|
|
| NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
| PH / Parker-Hannifin Corporation
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
|
|
| AMCR / Amcor plc
|
|
|
|
|
|
|
|
| LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PWR / Quanta Services, Inc.
|
|
|
|
|
|
|
|
| IWO / iShares Trust - iShares Russell 2000 Growth ETF
|
|
|
|
|
|
|
|
| ENB / Enbridge Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| IWV / iShares Trust - iShares Russell 3000 ETF
|
|
|
|
|
|
|
|
| EOG / EOG Resources, Inc.
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
|
|
|
|
|
|
|
| BWA / BorgWarner Inc.
|
|
|
|
|
|
|
|
| MDT / Medtronic plc
|
|
|
|
|
|
|
|
| IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
|
|
|
|
|
|
|
|
| HLT / Hilton Worldwide Holdings Inc.
|
|
|
|
|
|
|
|
| SBAC / SBA Communications Corporation
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| NOC / Northrop Grumman Corporation
|
|
|
|
|
|
|
|
| LNG / Cheniere Energy, Inc.
|
|
|
|
|
|
|
|
| RSG / Republic Services, Inc.
|
|
|
|
|
|
|
|
| MTZ / MasTec, Inc.
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| WSM / Williams-Sonoma, Inc.
|
|
|
|
|
|
|
|
| IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| RF / Regions Financial Corporation
|
|
|
|
|
|
|
|
| IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| MBB / iShares Trust - iShares MBS ETF
|
|
|
|
|
|
|
|
| RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| ARES / Ares Management Corporation
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| AMP / Ameriprise Financial, Inc.
|
|
|
|
|
|
|
|
| FWONK / Formula One Group
|
|
|
|
|
|
|
|
| LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| AGZ / iShares Trust - iShares Agency Bond ETF
|
|
|
|
|
|
|
|
| GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
|
|
| IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
|
|
|
|
|
|
|
|
| GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| DECK / Deckers Outdoor Corporation
|
|
|
|
|
|
|
|
| ATO / Atmos Energy Corporation
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
|
|
| BCE / BCE Inc.
|
|
|
|
|
|
|
|
| MSI / Motorola Solutions, Inc.
|
|
|
|
|
|
|
|
| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| AEP / American Electric Power Company, Inc.
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| LYB / LyondellBasell Industries N.V.
|
|
|
|
|
|
|
|
| BHP / BHP Group Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
|
|
|
|
|
|
|
|
| HBAN / Huntington Bancshares Incorporated
|
|
|
|
|
|
|
|
| EXP / Eagle Materials Inc.
|
|
|
|
|
|
|
|
| SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SNA / Snap-on Incorporated
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| DG / Dollar General Corporation
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| WMB / The Williams Companies, Inc.
|
|
|
|
|
|
|
|
| GILD / Gilead Sciences, Inc.
|
|
|
|
|
|
|
|
| USB / U.S. Bancorp
|
|
|
|
|
|
|
|
.
