The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories Com 002824100 2,760,692 28,531 SH   SOLE   28,531 0 0
AbbVie Inc Com 00287Y109 24,135,554 179,834 SH   SOLE   179,834 0 0
Adobe Inc Com 00724F101 2,661,184 9,670 SH   SOLE   9,670 0 0
AIRBNB INC-CLASS A Com 009066101 288,860 2,750 SH   SOLE   2,750 0 0
Albemarle Corp Com 012653101 600,543 2,271 SH   SOLE   2,271 0 0
Algonquin Power & Utilities Corp Com 015857105 2,587,186 237,139 SH   SOLE   237,139 0 0
Alphabet Inc Class A Com 02079K305 12,415,106 129,797 SH   SOLE   129,797 0 0
Alphabet Inc Class C Com 02079K107 10,557,814 109,805 SH   SOLE   109,805 0 0
Amazon.com Inc Com 023135106 22,987,962 203,433 SH   SOLE   203,433 0 0
American Tower Corp Com 03027X100 13,142,924 61,215 SH   SOLE   61,215 0 0
Amgen Inc Com 031162100 4,396,186 19,503 SH   SOLE   19,503 0 0
Apple Inc Com 037833100 61,448,517 444,634 SH   SOLE   444,634 0 0
AT&T Inc Com 00206R102 929,266 60,578 SH   SOLE   60,578 0 0
Automatic Data Processing Inc Com 053015103 801,464 3,543 SH   SOLE   3,543 0 0
Bank of America Corp Com 060505104 813,855 26,948 SH   SOLE   26,948 0 0
Berkshire Hathaway Inc Class B Com 084670702 477,698 1,789 SH   SOLE   1,789 0 0
BlackRock Inc Com 09247X101 8,522,296 15,487 SH   SOLE   15,487 0 0
Blackstone Inc Com 09260D107 25,462,737 304,214 SH   SOLE   304,214 0 0
Boeing Co Com 097023105 438,915 3,625 SH   SOLE   3,625 0 0
Broadcom Inc Com 11135F101 27,378,958 61,662 SH   SOLE   61,662 0 0
Capital One Financial Corp Com 14040H105 662,425 7,187 SH   SOLE   7,187 0 0
Caterpillar Inc Com 149123101 1,516,205 9,240 SH   SOLE   9,240 0 0
Centerpoint Energy Inc Com 15189T107 363,268 12,891 SH   SOLE   12,891 0 0
Chesapeake Utilities Corp Com 165303108 438,482 3,800 SH   SOLE   3,800 0 0
Chevron Corp Com 166764100 6,847,558 47,661 SH   SOLE   47,661 0 0
Cisco Systems Inc Com 17275R102 6,121,934 153,048 SH   SOLE   153,048 0 0
Citigroup Inc Com 172967424 352,069 8,449 SH   SOLE   8,449 0 0
Coca Cola Company Com 191216100 6,901,099 123,189 SH   SOLE   123,189 0 0
Comcast Corp A Com 20030N101 3,492,164 119,064 SH   SOLE   119,064 0 0
ConocoPhillips Com 20825C104 689,689 6,739 SH   SOLE   6,739 0 0
Costco Wholesale Corp Com 22160K105 15,515,202 32,852 SH   SOLE   32,852 0 0
Crowdstrike Hldgs Inc Cl A Com 22788C105 4,136,401 25,098 SH   SOLE   25,098 0 0
Crown Castle Inc Com 22822V101 8,459,282 58,521 SH   SOLE   58,521 0 0
Cummins Inc Com 231021106 3,278,546 16,110 SH   SOLE   16,110 0 0
CVS Health Corp Com 126650100 12,036,971 126,213 SH   SOLE   126,213 0 0
Danaher Corp Com 235851102 5,004,110 19,374 SH   SOLE   19,374 0 0
Darden Restaurants Inc. Com 237194105 4,886,689 38,685 SH   SOLE   38,685 0 0
Devon Energy Corporation Com 25179M103 845,728 14,065 SH   SOLE   14,065 0 0
Digital Realty Trust Inc Com 253868103 979,799 9,879 SH   SOLE   9,879 0 0
Dow Inc Com 260557103 1,596,787 36,348 SH   SOLE   36,348 0 0
Duke Energy Corp Com 26441C204 405,753 4,362 SH   SOLE   4,362 0 0
Eaton Corp PLC Com G29183103 4,268,986 32,011 SH   SOLE   32,011 0 0
Eli Lilly and Company Com 532457108 341,780 1,057 SH   SOLE   1,057 0 0
Emerson Electric Co Com 291011104 2,043,086 27,903 SH   SOLE   27,903 0 0
Enbridge Inc Com 29250N105 4,855,685 130,881 SH   SOLE   130,881 0 0
Enterprise Products Partners LP Com 293792107 4,821,398 202,750 SH   SOLE   202,750 0 0
Equinix Inc Com 29444U700 10,770,762 18,934 SH   SOLE   18,934 0 0
Exxon Mobil Corporation Com 30231G102 14,787,413 169,366 SH   SOLE   169,366 0 0
Fidelity Blue Chip Growth ETF Com 316092352 726,532 33,871 SH   SOLE   33,871 0 0
Fidelity International High Dividend ETF Com 316092725 249,482 15,800 SH   SOLE   15,800 0 0
First Financial Bankshares Inc Com 32020R109 250,980 6,000 SH   SOLE   6,000 0 0
Flaherty & Crumrine Dynamic Pfd&Inc Com 33848W106 299,738 15,784 SH   SOLE   15,784 0 0
Generac Holdings Inc. Com 368736104 1,645,479 9,237 SH   SOLE   9,237 0 0
General Mills Inc Com 370334104 1,048,009 13,679 SH   SOLE   13,679 0 0
Gilead Sciences Inc Com 375558103 384,205 6,228 SH   SOLE   6,228 0 0
Goldman Sachs Access Ultra Short Bd ETF Com 381430230 9,491,656 190,979 SH   SOLE   190,979 0 0
Goldman Sachs ActiveBeta Emerg Mkts Eq ETF Com 381430206 224,720 8,700 SH   SOLE   8,700 0 0
Goldman Sachs Group Inc Com 38141G104 7,477,287 25,515 SH   SOLE   25,515 0 0
Home Depot Inc Com 437076102 18,647,363 67,577 SH   SOLE   67,577 0 0
Honeywell International Com 438516106 9,434,076 56,501 SH   SOLE   56,501 0 0
Independent Bank Group In Com 45384B106 477,123 7,772 SH   SOLE   7,772 0 0
Intel Corp Com 458140100 1,403,000 54,443 SH   SOLE   54,443 0 0
International Business Machines Com 459200101 5,599,990 47,134 SH   SOLE   47,134 0 0
Invesco QQQ Trust Series 1 Com 46090E103 214,877 804 SH   SOLE   804 0 0
Invesco Senior Loan Com 46138G508 1,659,623 82,200 SH   SOLE   82,200 0 0
IQvia Hldgs Inc Com 46266C105 1,313,627 7,252 SH   SOLE   7,252 0 0
Iron Mountain Inc Com 46284V101 13,511,673 307,293 SH   SOLE   307,293 0 0
iShares 0-5 Year High Yield Corporate Bond Com 46434V407 17,268,636 432,364 SH   SOLE   432,364 0 0
iShares Biotechnology ETF Com 464287556 1,615,585 13,813 SH   SOLE   13,813 0 0
iShares Core Dividend Growth ETF Com 46434V621 253,701 5,705 SH   SOLE   5,705 0 0
iShares Core S&P 500 Com 464287200 325,590 907 SH   SOLE   907 0 0
iShares Dow Jones US Basic Materials Sector Index Com 464287838 300,576 2,779 SH   SOLE   2,779 0 0
iShares Dow Jones US Healthcare Provider Com 464288828 229,923 900 SH   SOLE   900 0 0
iShares Dow Jones US Healthcare Sector Index Com 464287762 289,938 1,146 SH   SOLE   1,146 0 0
iShares Dow Jones US Real Estate Com 464287739 2,114,574 25,971 SH   SOLE   25,971 0 0
iShares Morningstar Growth ETF Com 464287119 1,731,086 35,870 SH   SOLE   35,870 0 0
iShares Morningstar Mid Cap Core Index Com 464288208 344,832 6,400 SH   SOLE   6,400 0 0
iShares Morningstar Small-Cap Growth ETF Com 464288604 304,869 8,796 SH   SOLE   8,796 0 0
iShares MSCI Emerging Markets ETF Com 464287234 1,452,082 41,630 SH   SOLE   41,630 0 0
iShares Preferred & Income Securities ETF Com 464288687 1,083,544 34,213 SH   SOLE   34,213 0 0
iShares Russell 1000 Growth ETF Com 464287614 327,172 1,555 SH   SOLE   1,555 0 0
iShares Russell 2000 ETF Com 464287655 841,256 5,101 SH   SOLE   5,101 0 0
iShares Short-Term National Muni Bond Com 464288158 2,201,543 21,445 SH   SOLE   21,445 0 0
iShares U.S. Financials ETF Com 464287788 388,277 5,748 SH   SOLE   5,748 0 0
iShares U.S. Industrials ETF Com 464287754 644,100 7,688 SH   SOLE   7,688 0 0
iShares U.S. Technology ETF Com 464287721 1,408,704 19,200 SH   SOLE   19,200 0 0
iShares US Consumer Services ETF Com 464287580 536,138 9,212 SH   SOLE   9,212 0 0
Johnson & Johnson Com 478160104 15,260,225 93,414 SH   SOLE   93,414 0 0
Joint Corp Com 47973J102 785,500 50,000 SH   SOLE   50,000 0 0
JP Morgan Chase & Co. Com 46625H100 11,305,252 108,184 SH   SOLE   108,184 0 0
JPMorgan Ultra-Short Income ETF Com 46641Q837 2,094,932 41,765 SH   SOLE   41,765 0 0
JPMorgan Ultra-Short Municipal Inc ETF Com 46641Q654 591,025 11,750 SH   SOLE   11,750 0 0
Kinder Morgan Inc Com 49456B101 1,310,150 78,735 SH   SOLE   78,735 0 0
KKR & Co Inc A Com 48251W104 9,505,451 221,057 SH   SOLE   221,057 0 0
L3 Harris Technologies Inc Com 502431109 1,967,110 9,465 SH   SOLE   9,465 0 0
Lockheed Martin Corp Com 539830109 298,997 774 SH   SOLE   774 0 0
Logitech Intl SA Com H50430232 952,200 20,700 SH   SOLE   20,700 0 0
Lowe's Companies Inc Com 548661107 339,936 1,810 SH   SOLE   1,810 0 0
Lululemon Athletica Inc. Com 550021109 1,362,575 4,874 SH   SOLE   4,874 0 0
Lyondellbasell Industries N V Com N53745100 5,476,620 72,750 SH   SOLE   72,750 0 0
Magellan Midstream Partners LP Com 559080106 247,052 5,200 SH   SOLE   5,200 0 0
Marathon Petroleum Corp Com 56585A102 4,927,264 49,605 SH   SOLE   49,605 0 0
Marvell Technology Inc Com 573874104 809,728 18,870 SH   SOLE   18,870 0 0
Mastercard Inc Com 57636Q104 6,825,013 24,003 SH   SOLE   24,003 0 0
McDonald's Corporation Com 580135101 9,012,677 39,059 SH   SOLE   39,059 0 0
Merck & Co Inc Com 58933Y105 1,084,509 12,593 SH   SOLE   12,593 0 0
Meta Platforms Inc Com 30303M102 1,046,771 7,715 SH   SOLE   7,715 0 0
Micron Technology Inc Com 595112103 2,744,290 54,776 SH   SOLE   54,776 0 0
Microsoft Corp Com 594918104 35,220,495 151,225 SH   SOLE   151,225 0 0
Mondelez Intl Inc Com 609207105 4,538,388 82,772 SH   SOLE   82,772 0 0
Morgan Stanley Com 617446448 3,306,015 41,843 SH   SOLE   41,843 0 0
Netflix Inc Com 64110L106 509,021 2,162 SH   SOLE   2,162 0 0
NextEra Energy Inc Com 65339F101 6,904,612 88,057 SH   SOLE   88,057 0 0
NextEra Energy Partners LP Com 65341B106 8,662,521 119,797 SH   SOLE   119,797 0 0
Nike Inc Class B Com 654106103 924,377 11,121 SH   SOLE   11,121 0 0
NVIDIA Corp Com 67066G104 11,201,840 92,279 SH   SOLE   92,279 0 0
Oracle Corporation Com 68389X105 2,894,866 47,402 SH   SOLE   47,402 0 0
Palo Alto Networks Com Com 697435105 18,627,836 113,730 SH   SOLE   113,730 0 0
PayPal Holdings Inc Com 70450Y103 500,669 5,817 SH   SOLE   5,817 0 0
Pepsico Incorporated Com 713448108 15,633,711 95,759 SH   SOLE   95,759 0 0
Pfizer Inc Com 717081103 6,674,168 152,517 SH   SOLE   152,517 0 0
Philip Morris International Inc Com 718172109 343,800 4,141 SH   SOLE   4,141 0 0
Phillips 66 Com 718546104 4,864,717 60,266 SH   SOLE   60,266 0 0
Pioneer Natural Resources Co Com 723787107 202,455 935 SH   SOLE   935 0 0
Polo Ralph Lauren Corp Cl A Com 751212101 920,216 10,835 SH   SOLE   10,835 0 0
Procter & Gamble Co Com 742718109 2,900,779 22,976 SH   SOLE   22,976 0 0
ProLogis Inc Com 74340W103 2,523,337 24,836 SH   SOLE   24,836 0 0
Proshares Ultra QQQ Com 74347R206 437,097 11,923 SH   SOLE   11,923 0 0
Proshares Ultra Short S&P500 Com 74347G416 491,130 9,000 SH   SOLE   9,000 0 0
Public Storage Inc Com 74460D109 286,660 979 SH   SOLE   979 0 0
Qualcomm Incorporated Com 747525103 10,615,707 93,960 SH   SOLE   93,960 0 0
Quanta Services Inc Com 74762E102 13,575,326 106,565 SH   SOLE   106,565 0 0
Raytheon Technologies Corp Com 75513E101 8,318,806 101,622 SH   SOLE   101,622 0 0
Regeneron Pharmaceuticals Com 75886F107 245,926 357 SH   SOLE   357 0 0
Salesforce Inc Com 79466L302 7,432,270 51,670 SH   SOLE   51,670 0 0
Schlumberger NV Com 806857108 294,846 8,213 SH   SOLE   8,213 0 0
Shell PLC A Spons ADR Com 780259305 643,459 12,931 SH   SOLE   12,931 0 0
Sherwin Williams Co Com 824348106 2,806,098 13,705 SH   SOLE   13,705 0 0
Simon Property Group Inc Com 828806109 1,767,626 19,695 SH   SOLE   19,695 0 0
SPDR Blackstone / GSO Senior Loan ETF Com 78467V608 14,446,931 353,485 SH   SOLE   353,485 0 0
SPDR Gold Shares Com 78463V107 405,854 2,624 SH   SOLE   2,624 0 0
SPDR S&P 500 Trust Com 78462F103 389,683 1,091 SH   SOLE   1,091 0 0
SPDR S&P Biotech Com 78464A870 625,120 7,881 SH   SOLE   7,881 0 0
SPDR Technology Select Sector Com 81369Y803 220,820 1,859 SH   SOLE   1,859 0 0
Starbucks Corp Com 855244109 3,898,710 46,270 SH   SOLE   46,270 0 0
Starwood Property Trust Inc Com 85571B105 6,950,019 381,450 SH   SOLE   381,450 0 0
Tapestry Inc Com 876030107 304,201 10,700 SH   SOLE   10,700 0 0
Target Corporation Com 87612E106 5,652,175 38,090 SH   SOLE   38,090 0 0
Tesla Inc Com 88160R101 2,428,675 9,156 SH   SOLE   9,156 0 0
Texas Instruments Inc Com 882508104 2,714,995 17,541 SH   SOLE   17,541 0 0
Thermo Fisher Scientific Inc Com 883556102 7,874,124 15,525 SH   SOLE   15,525 0 0
Toronto-Dominion Bank Com 891160509 5,426,637 88,482 SH   SOLE   88,482 0 0
United Rentals Inc Com 911363109 1,803,321 6,676 SH   SOLE   6,676 0 0
UnitedHealth Group Inc Com 91324P102 16,155,421 31,988 SH   SOLE   31,988 0 0
Valero Energy Corp Com 91913Y100 6,472,107 60,571 SH   SOLE   60,571 0 0
Verizon Communications Com 92343V104 3,826,088 100,766 SH   SOLE   100,766 0 0
Visa Inc Com 92826C839 15,959,722 89,838 SH   SOLE   89,838 0 0
Walgreens Boots Alliance Com 931427108 777,024 24,746 SH   SOLE   24,746 0 0
Walmart Inc Com 931142103 3,099,876 23,900 SH   SOLE   23,900 0 0
Walt Disney Co Com 254687106 3,735,656 39,601 SH   SOLE   39,601 0 0
Waste Management Inc Com 94106L109 422,633 2,638 SH   SOLE   2,638 0 0
Williams Companies Com 969457100 9,016,302 314,925 SH   SOLE   314,925 0 0