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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Company Com 88579Y101   203,264 1,695 SH   SOLE   1,695 0 0
Abbott Laboratories Com 002824100   2,356,152 21,460 SH   SOLE   21,460 0 0
AbbVie Inc Com 00287Y109   29,041,518 179,701 SH   SOLE   179,701 0 0
Adobe Inc Com 00724F101   2,940,935 8,739 SH   SOLE   8,739 0 0
Albemarle Corp Com 012653101   492,489 2,271 SH   SOLE   2,271 0 0
Algonquin Power & Utilities Corp Com 015857105   559,246 85,774 SH   SOLE   85,774 0 0
Alphabet Inc Class A Com 02079K305   10,903,343 123,578 SH   SOLE   123,578 0 0
Alphabet Inc Class C Com 02079K107   9,392,572 105,855 SH   SOLE   105,855 0 0
Amazon.com Inc Com 023135106   15,058,201 179,264 SH   SOLE   179,264 0 0
American Tower Corp Com 03027X100   13,220,380 62,401 SH   SOLE   62,401 0 0
Amgen Inc Com 031162100   4,831,507 18,395 SH   SOLE   18,395 0 0
Apple Inc Com 037833100   55,555,576 427,580 SH   SOLE   427,580 0 0
AT&T Inc Com 00206R102   2,043,859 111,019 SH   SOLE   111,019 0 0
Automatic Data Processing Inc Com 053015103   830,402 3,476 SH   SOLE   3,476 0 0
Bank of America Corp Com 060505104   1,002,172 30,258 SH   SOLE   30,258 0 0
Berkshire Hathaway Inc Class B Com 084670702   535,787 1,734 SH   SOLE   1,734 0 0
BlackRock Inc Com 09247X101   10,337,017 14,587 SH   SOLE   14,587 0 0
Blackstone Inc Com 09260D107   21,795,932 293,785 SH   SOLE   293,785 0 0
Boeing Co Com 097023105   677,763 3,558 SH   SOLE   3,558 0 0
Broadcom Inc Com 11135F101   35,100,745 62,777 SH   SOLE   62,777 0 0
Capital One Financial Corp Com 14040H105   514,719 5,537 SH   SOLE   5,537 0 0
Caterpillar Inc Com 149123101   1,752,297 7,314 SH   SOLE   7,314 0 0
Centerpoint Energy Inc Com 15189T107   392,299 13,081 SH   SOLE   13,081 0 0
Chesapeake Utilities Corp Com 165303108   1,119,755 9,475 SH   SOLE   9,475 0 0
Chevron Corp Com 166764100   8,471,625 47,198 SH   SOLE   47,198 0 0
Cisco Systems Inc Com 17275R102   7,743,090 162,533 SH   SOLE   162,533 0 0
Citigroup Inc Com 172967424   317,017 7,009 SH   SOLE   7,009 0 0
Coca Cola Company Com 191216100   8,612,421 135,394 SH   SOLE   135,394 0 0
Comcast Corp A Com 20030N101   3,822,675 109,313 SH   SOLE   109,313 0 0
ConocoPhillips Com 20825C104   830,506 7,038 SH   SOLE   7,038 0 0
Costco Wholesale Corp Com 22160K105   15,325,618 33,572 SH   SOLE   33,572 0 0
Crowdstrike Hldgs Inc Cl A Com 22788C105   1,763,923 16,753 SH   SOLE   16,753 0 0
Crown Castle Inc Com 22822V101   7,144,497 52,672 SH   SOLE   52,672 0 0
Cummins Inc Com 231021106   3,309,681 13,660 SH   SOLE   13,660 0 0
CVS Health Corp Com 126650100   12,472,437 133,838 SH   SOLE   133,838 0 0
Danaher Corp Com 235851102   4,937,342 18,602 SH   SOLE   18,602 0 0
Darden Restaurants Inc. Com 237194105   5,053,194 36,530 SH   SOLE   36,530 0 0
Devon Energy Corporation Com 25179M103   2,860,522 46,505 SH   SOLE   46,505 0 0
Digital Realty Trust Inc Com 253868103   915,765 9,133 SH   SOLE   9,133 0 0
Dow Inc Com 260557103   2,029,379 40,273 SH   SOLE   40,273 0 0
Duke Energy Corp Com 26441C204   407,428 3,956 SH   SOLE   3,956 0 0
Eaton Corp PLC Com G29183103   6,034,099 38,446 SH   SOLE   38,446 0 0
Eli Lilly and Company Com 532457108   313,524 857 SH   SOLE   857 0 0
Emerson Electric Co Com 291011104   2,847,122 29,639 SH   SOLE   29,639 0 0
Enbridge Inc Com 29250N105   5,382,349 137,656 SH   SOLE   137,656 0 0
Enterprise Products Partners LP Com 293792107   4,885,485 202,549 SH   SOLE   202,549 0 0
EOG Resources Inc Com 26875P101   272,898 2,107 SH   SOLE   2,107 0 0
Equinix Inc Com 29444U700   12,076,290 18,436 SH   SOLE   18,436 0 0
Exxon Mobil Corporation Com 30231G102   18,457,797 167,341 SH   SOLE   167,341 0 0
Fidelity Blue Chip Growth ETF Com 316092352   696,897 33,044 SH   SOLE   33,044 0 0
Fidelity International High Dividend ETF Com 316092725   303,985 16,300 SH   SOLE   16,300 0 0
First Financial Bankshares Inc Com 32020R109   206,400 6,000 SH   SOLE   6,000 0 0
Flaherty & Crumrine Dynamic Pfd&Inc Com 33848W106   258,198 13,800 SH   SOLE   13,800 0 0
Generac Holdings Inc. Com 368736104   235,846 2,343 SH   SOLE   2,343 0 0
General Dynamics Corporation Com 369550108   210,645 849 SH   SOLE   849 0 0
General Mills Inc Com 370334104   1,156,123 13,788 SH   SOLE   13,788 0 0
Gilead Sciences Inc Com 375558103   646,278 7,528 SH   SOLE   7,528 0 0
Goldman Sachs Access Ultra Short Bd ETF Com 381430230   7,680,727 154,994 SH   SOLE   154,994 0 0
Goldman Sachs Group Inc Com 38141G104   8,967,712 26,116 SH   SOLE   26,116 0 0
Home Depot Inc Com 437076102   21,765,849 68,909 SH   SOLE   68,909 0 0
Honeywell International Com 438516106   12,512,939 58,389 SH   SOLE   58,389 0 0
Independent Bank Group In Com 45384B106   466,941 7,772 SH   SOLE   7,772 0 0
Intel Corp Com 458140100   1,381,748 52,279 SH   SOLE   52,279 0 0
International Business Machines Com 459200101   6,973,491 49,496 SH   SOLE   49,496 0 0
Invesco QQQ Trust Series 1 Com 46090E103   214,089 804 SH   SOLE   804 0 0
Invesco Senior Loan Com 46138G508   1,629,061 79,350 SH   SOLE   79,350 0 0
IQvia Hldgs Inc Com 46266C105   1,417,224 6,917 SH   SOLE   6,917 0 0
Iron Mountain Inc Com 46284V101   15,971,242 320,386 SH   SOLE   320,386 0 0
iShares 0-5 Year High Yield Corporate Bond Com 46434V407   14,507,340 354,789 SH   SOLE   354,789 0 0
iShares Biotechnology ETF Com 464287556   1,730,158 13,178 SH   SOLE   13,178 0 0
iShares Core Dividend Growth ETF Com 46434V621   319,000 6,380 SH   SOLE   6,380 0 0
iShares Core S&P 500 Com 464287200   344,952 897 SH   SOLE   897 0 0
iShares Dow Jones US Basic Materials Sector Index Com 464287838   346,735 2,779 SH   SOLE   2,779 0 0
iShares Dow Jones US Healthcare Provider Com 464288828   240,921 900 SH   SOLE   900 0 0
iShares Dow Jones US Healthcare Sector Index Com 464287762   325,131 1,146 SH   SOLE   1,146 0 0
iShares Dow Jones US Real Estate Com 464287739   2,020,551 23,999 SH   SOLE   23,999 0 0
iShares Morningstar Growth ETF Com 464287119   1,668,263 34,270 SH   SOLE   34,270 0 0
iShares Morningstar Mid Cap Core Index Com 464288208   346,153 5,900 SH   SOLE   5,900 0 0
iShares Morningstar Small-Cap Growth ETF Com 464288604   317,007 8,796 SH   SOLE   8,796 0 0
iShares MSCI Emerging Markets ETF Com 464287234   763,495 20,145 SH   SOLE   20,145 0 0
iShares Preferred & Income Securities ETF Com 464288687   741,268 24,280 SH   SOLE   24,280 0 0
iShares Russell 1000 Growth ETF Com 464287614   291,366 1,360 SH   SOLE   1,360 0 0
iShares Russell 2000 ETF Com 464287655   896,559 5,142 SH   SOLE   5,142 0 0
iShares Short-Term National Muni Bond Com 464288158   842,501 8,080 SH   SOLE   8,080 0 0
iShares U.S. Financials ETF Com 464287788   426,254 5,648 SH   SOLE   5,648 0 0
iShares U.S. Industrials ETF Com 464287754   722,292 7,488 SH   SOLE   7,488 0 0
iShares U.S. Technology ETF Com 464287721   1,322,197 17,750 SH   SOLE   17,750 0 0
iShares US Consumer Services ETF Com 464287580   524,715 9,212 SH   SOLE   9,212 0 0
Johnson & Johnson Com 478160104   16,627,835 94,128 SH   SOLE   94,128 0 0
Joint Corp Com 47973J102   699,000 50,000 SH   SOLE   50,000 0 0
JP Morgan Chase & Co. Com 46625H100   15,070,457 112,382 SH   SOLE   112,382 0 0
JPMorgan Ultra-Short Income ETF Com 46641Q837   1,669,078 33,295 SH   SOLE   33,295 0 0
JPMorgan Ultra-Short Municipal Inc ETF Com 46641Q654   593,786 11,750 SH   SOLE   11,750 0 0
Kinder Morgan Inc Com 49456B101   1,364,886 75,491 SH   SOLE   75,491 0 0
KKR & Co Inc A Com 48251W104   9,988,841 215,184 SH   SOLE   215,184 0 0
L3 Harris Technologies Inc Com 502431109   2,234,093 10,730 SH   SOLE   10,730 0 0
Lockheed Martin Corp Com 539830109   380,446 782 SH   SOLE   782 0 0
Logitech Intl SA Com H50430232   429,525 6,900 SH   SOLE   6,900 0 0
Lowe's Companies Inc Com 548661107   360,624 1,810 SH   SOLE   1,810 0 0
Lululemon Athletica Inc. Com 550021109   1,152,086 3,596 SH   SOLE   3,596 0 0
Lyondellbasell Industries N V Com N53745100   5,631,343 67,823 SH   SOLE   67,823 0 0
Magellan Midstream Partners LP Com 559080106   261,092 5,200 SH   SOLE   5,200 0 0
MainStreet Capital Corp Com 56035L104   3,712,366 100,470 SH   SOLE   100,470 0 0
Marathon Petroleum Corp Com 56585A102   5,864,659 50,388 SH   SOLE   50,388 0 0
Marvell Technology Inc Com 573874104   663,771 17,920 SH   SOLE   17,920 0 0
Mastercard Inc Com 57636Q104   8,621,617 24,794 SH   SOLE   24,794 0 0
MATTERPORT INC Com 577096100   56,000 20,000 SH   SOLE   20,000 0 0
McDonald's Corporation Com 580135101   9,892,622 37,538 SH   SOLE   37,538 0 0
Merck & Co Inc Com 58933Y105   1,476,109 13,304 SH   SOLE   13,304 0 0
Meta Platforms Inc Com 30303M102   434,547 3,611 SH   SOLE   3,611 0 0
Micron Technology Inc Com 595112103   2,217,625 44,370 SH   SOLE   44,370 0 0
Microsoft Corp Com 594918104   36,189,161 150,901 SH   SOLE   150,901 0 0
Mondelez Intl Inc Com 609207105   6,584,753 98,796 SH   SOLE   98,796 0 0
Morgan Stanley Com 617446448   3,608,333 42,441 SH   SOLE   42,441 0 0
Netflix Inc Com 64110L106   560,861 1,902 SH   SOLE   1,902 0 0
NextEra Energy Inc Com 65339F101   7,745,874 92,654 SH   SOLE   92,654 0 0
NextEra Energy Partners LP Com 65341B106   8,506,402 121,364 SH   SOLE   121,364 0 0
Nike Inc Class B Com 654106103   1,011,083 8,641 SH   SOLE   8,641 0 0
NVIDIA Corp Com 67066G104   13,065,067 89,401 SH   SOLE   89,401 0 0
Oracle Corporation Com 68389X105   3,842,419 47,007 SH   SOLE   47,007 0 0
Palo Alto Networks Com Com 697435105   15,210,697 109,006 SH   SOLE   109,006 0 0
PayPal Holdings Inc Com 70450Y103   353,037 4,957 SH   SOLE   4,957 0 0
Pepsico Incorporated Com 713448108   17,515,414 96,952 SH   SOLE   96,952 0 0
Pfizer Inc Com 717081103   7,651,624 149,329 SH   SOLE   149,329 0 0
Philip Morris International Inc Com 718172109   419,178 4,141 SH   SOLE   4,141 0 0
Phillips 66 Com 718546104   8,017,446 77,031 SH   SOLE   77,031 0 0
Pioneer Natural Resources Co Com 723787107   266,074 1,165 SH   SOLE   1,165 0 0
Polo Ralph Lauren Corp Cl A Com 751212101   1,103,723 10,445 SH   SOLE   10,445 0 0
Procter & Gamble Co Com 742718109   3,552,802 23,441 SH   SOLE   23,441 0 0
ProLogis Inc Com 74340W103   4,128,848 36,626 SH   SOLE   36,626 0 0
Proshares Ultra QQQ Com 74347R206   465,961 13,298 SH   SOLE   13,298 0 0
Proshares Ultra Short S&P500 Com 74347G416   312,136 6,790 SH   SOLE   6,790 0 0
Public Storage Inc Com 74460D109   260,296 929 SH   SOLE   929 0 0
Qualcomm Incorporated Com 747525103   10,256,296 93,289 SH   SOLE   93,289 0 0
Quanta Services Inc Com 74762E102   15,715,197 110,282 SH   SOLE   110,282 0 0
Raytheon Technologies Corp Com 75513E101   11,400,181 112,962 SH   SOLE   112,962 0 0
Regeneron Pharmaceuticals Com 75886F107   257,571 357 SH   SOLE   357 0 0
Salesforce Inc Com 79466L302   5,635,207 42,501 SH   SOLE   42,501 0 0
Shell PLC A Spons ADR Com 780259305   1,151,315 20,216 SH   SOLE   20,216 0 0
Sherwin Williams Co Com 824348106   3,493,497 14,720 SH   SOLE   14,720 0 0
Simon Property Group Inc Com 828806109   2,946,398 25,080 SH   SOLE   25,080 0 0
SPDR Blackstone / GSO Senior Loan ETF Com 78467V608   12,863,050 314,500 SH   SOLE   314,500 0 0
SPDR Bloomberg Short Term High Yield Bond ETF Com 78468R408   1,339,502 55,260 SH   SOLE   55,260 0 0
SPDR S&P 500 Trust Com 78462F103   341,510 893 SH   SOLE   893 0 0
SPDR S&P Biotech Com 78464A870   358,311 4,317 SH   SOLE   4,317 0 0
Starbucks Corp Com 855244109   4,518,560 45,550 SH   SOLE   45,550 0 0
Starwood Property Trust Inc Com 85571B105   7,296,898 398,085 SH   SOLE   398,085 0 0
Tapestry Inc Com 876030107   338,912 8,900 SH   SOLE   8,900 0 0
Target Corporation Com 87612E106   5,161,255 34,630 SH   SOLE   34,630 0 0
Tesla Inc Com 88160R101   1,179,223 9,573 SH   SOLE   9,573 0 0
Texas Instruments Inc Com 882508104   2,950,994 17,861 SH   SOLE   17,861 0 0
Thermo Fisher Scientific Inc Com 883556102   8,170,587 14,837 SH   SOLE   14,837 0 0
Toronto-Dominion Bank Com 891160509   7,074,770 109,246 SH   SOLE   109,246 0 0
United Rentals Inc Com 911363109   1,021,832 2,875 SH   SOLE   2,875 0 0
UnitedHealth Group Inc Com 91324P102   17,666,894 33,322 SH   SOLE   33,322 0 0
Valero Energy Corp Com 91913Y100   7,927,722 62,491 SH   SOLE   62,491 0 0
Verizon Communications Com 92343V104   3,567,551 90,547 SH   SOLE   90,547 0 0
Visa Inc Com 92826C839   20,124,258 96,863 SH   SOLE   96,863 0 0
Walgreens Boots Alliance Com 931427108   905,830 24,246 SH   SOLE   24,246 0 0
Walmart Inc Com 931142103   3,778,753 26,650 SH   SOLE   26,650 0 0
Walt Disney Co Com 254687106   2,487,634 28,632 SH   SOLE   28,632 0 0
Waste Management Inc Com 94106L109   413,849 2,638 SH   SOLE   2,638 0 0
Williams Companies Com 969457100   11,262,193 342,315 SH   SOLE   342,315 0 0