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
AMAZON COM INC COM Stock 023135106 10,879 102,431 SH   SOLE 0 102,410 0 20
STARBUCKS CORP COM Stock 855244109 15,782 206,594 SH   SOLE 0 206,483 0 110
JOHNSON & JOHNSON COM Stock 478160104 28,093 158,262 SH   SOLE 0 158,216 0 45
COSTCO WHSL CORP NEW COM Stock 22160K105 8,755 18,268 SH   SOLE 0 18,222 0 46
HCA HEALTHCARE INC COM Stock 40412C101 998 5,936 SH   SOLE 0 5,936 0 0
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 545 11,524 SH   SOLE 0 11,524 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 220 1,533 SH   SOLE 0 1,533 0 0
COCA COLA CO COM Stock 191216100 11,166 177,495 SH   SOLE 0 177,405 0 90
UNITED PARCEL SERVICE INC CL B Stock 911312106 11,353 62,194 SH   SOLE 0 62,179 0 15
INTEL CORP COM Stock 458140100 20,616 551,084 SH   SOLE 0 550,643 0 441
VAIL RESORTS INC COM Stock 91879Q109 316 1,448 SH   SOLE 0 1,448 0 0
CLOROX CO DEL COM Stock 189054109 294 2,088 SH   SOLE 0 2,088 0 0
NETFLIX INC COM Stock 64110L106 4,814 27,529 SH   SOLE 0 27,513 0 16
MERCK & CO INC COM Stock 58933Y105 20,843 228,613 SH   SOLE 0 228,517 0 95
SPDR S&P 500 ETF ETF 78462F103 989 2,620 SH   SOLE 0 2,584 0 36
FB FINL CORP COM Stock 30257X104 2,544 64,871 SH   SOLE 0 64,871 0 0
NATIONAL HEALTH INVS INC COM REIT 63633D104 312 5,147 SH   SOLE 0 5,147 0 0
HOSTESS BRANDS INC CL A Stock 44109J106 3,880 182,912 SH   SOLE 0 182,912 0 0
ISHARES TIPS BOND ETF ETF 464287176 1,247 10,948 SH   SOLE 0 10,948 0 0
CORNING INC COM Stock 219350105 20,080 637,244 SH   SOLE 0 636,703 0 540
VERIZON COMMUNICATIONS INC COM Stock 92343V104 10,375 204,432 SH   SOLE 0 204,367 0 65
SNAP ON INC COM Stock 833034101 8,785 44,587 SH   SOLE 0 44,572 0 15
PEPSICO INC COM Stock 713448108 15,853 95,124 SH   SOLE 0 95,073 0 50
HONEYWELL INTL INC COM Stock 438516106 11,304 65,036 SH   SOLE 0 65,000 0 35
HOME DEPOT INC COM Stock 437076102 13,353 48,684 SH   SOLE 0 48,674 0 10
DAVIS SELECT U.S. EQUITY ETF ETF 23908L207 3,141 114,800 SH   SOLE 0 114,175 0 625
STARWOOD PPTY TR INC COM REIT 85571B105 24,625 1,178,796 SH   SOLE 0 1,178,371 0 425
SOUTHERN CO COM Stock 842587107 1,586 22,240 SH   SOLE 0 22,175 0 65
REGIONS FINANCIAL CORP NEW COM Stock 7591EP100 864 46,103 SH   SOLE 0 46,103 0 0
LUMEN TECHNOLOGIES INC COM Stock 550241103 21,598 1,979,610 SH   SOLE 0 1,978,824 0 785
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 24,987 91,519 SH   SOLE 0 91,479 0 40
ALPHABET INC CAP STK CL A Stock 02079K305 238 109 SH   SOLE 0 109 0 0
GENERAC HLDGS INC COM Stock 368736104 3,845 18,258 SH   SOLE 0 18,238 0 20
MICROSOFT CORP COM Stock 594918104 31,370 122,144 SH   SOLE 0 122,054 0 90
FIRST HORIZON CORPORATION COM Stock 320517105 313 14,301 SH   SOLE 0 14,301 0 0
CVS HEALTH CORP COM Stock 126650100 27,578 297,628 SH   SOLE 0 297,517 0 110
I3 VERTICALS INC COM CL A Stock 46571Y107 270 10,796 SH   SOLE 0 10,796 0 0
WILLIAMS INDL SVCS GROUP INC COM Stock 96951A104 86 61,553 SH   SOLE 0 61,553 0 0
TILRAY BRANDS INC COM CL 2 Stock 88688T100 217 69,450 SH   SOLE 0 69,450 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 818 2 SH   SOLE 0 2 0 0
WALGREENS BOOTS ALLIANCE INC COM Stock 931427108 236 6,216 SH   SOLE 0 6,216 0 0
DOW INC COM Stock 260557103 19,476 377,370 SH   SOLE 0 377,220 0 150
VANGUARD S&P 500 ETF ETF 922908363 690 1,988 SH   SOLE 0 1,987 0 0
FIFTH THIRD BANCORP COM Stock 316773100 1,978 58,857 SH   SOLE 0 58,857 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100 559 27,339 SH   SOLE 0 27,272 0 67
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1,462 10,891 SH   SOLE 0 10,891 0 0
ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 7,600 74,926 SH   SOLE 0 74,546 0 380
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 257 2,400 SH   SOLE 0 2,400 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 3,650 102,348 SH   SOLE 0 102,298 0 50
ENCOMPASS HEALTH CORP COM Stock 29261A100 283 5,050 SH   SOLE 0 5,050 0 0
SONY GROUP CORPORATION SPONSORED ADR ADR 835699307 8,936 109,286 SH   SOLE 0 109,226 0 60
HIMAX TECHNOLOGIES INC SPONSORED ADR ADR 43289P106 9,077 1,213,529 SH   SOLE 0 1,212,829 0 700
ISHARES SELECT DIVIDEND ETF ETF 464287168 956 8,121 SH   SOLE 0 8,121 0 0
OAK STR HEALTH INC COM Stock 67181A107 4,936 300,272 SH   SOLE 0 300,272 0 0
MARATHON PETE CORP COM Stock 56585A102 6,279 76,384 SH   SOLE 0 76,383 0 0
PINNACLE FINL PARTNERS INC COM Stock 72346Q104 254 3,510 SH   SOLE 0 3,510 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 5,666 624,669 SH   SOLE 0 624,246 0 423
MASTEC INC COM Stock 576323109 8,003 111,677 SH   SOLE 0 111,617 0 60
ULTRA CLEAN HLDGS INC COM Stock 90385V107 7,305 245,390 SH   SOLE 0 245,247 0 143
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 759 10,597 SH   SOLE 0 10,374 0 223
TRACTOR SUPPLY CO COM Stock 892356106 10,208 52,658 SH   SOLE 0 52,642 0 15
ORGANON & CO COMMON STOCK Stock 68622V106 3,714 110,030 SH   SOLE 0 110,022 0 8
VISA INC COM CL A Stock 92826C839 263 1,338 SH   SOLE 0 1,338 0 0
HERSHEY CO COM Stock 427866108 12,523 58,204 SH   SOLE 0 58,159 0 45
CAPITAL GROUP GROWTH ETF ETF 14020G101 779 39,030 SH   SOLE 0 38,275 0 755
CAPITAL GROUP CORE EQUITY ETF ETF 14020V108 282 12,970 SH   SOLE 0 12,901 0 69
WARNER BROS DISCOVERY INC COM SER A Stock 934423104 2,107 157,016 SH   SOLE 0 156,974 0 42
D R HORTON INC COM Stock 23331A109 14,091 212,880 SH   SOLE 0 212,790 0 90
HEXCEL CORP NEW COM Stock 428291108 550 10,520 SH   SOLE 0 10,520 0 0
ISHARES SHORT TREASURY BOND ETF ETF 464288679 4,439 40,315 SH   SOLE 0 40,124 0 191
CUMMINS INC COM Stock 231021106 291 1,504 SH   SOLE 0 1,504 0 0
ABBVIE INC COM Stock 00287Y109 452 2,950 SH   SOLE 0 2,950 0 0
BLACKSTONE INC COM Stock 09260D107 6,357 69,676 SH   SOLE 0 69,676 0 0
VERISIGN INC COM Stock 92343E102 863 5,160 SH   SOLE 0 5,160 0 0
STRYKER CORPORATION COM Stock 863667101 9,116 45,825 SH   SOLE 0 45,805 0 20
MCDONALDS CORP COM Stock 580135101 786 3,184 SH   SOLE 0 3,184 0 0
CISCO SYS INC COM Stock 17275R102 21,145 495,904 SH   SOLE 0 495,673 0 230
AT&T INC COM Stock 00206R102 14,539 693,663 SH   SOLE 0 693,488 0 175
HENRY SCHEIN INC COM Stock 806407102 384 5,000 SH   SOLE 0 5,000 0 0
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF ETF 808524771 234 4,597 SH   SOLE 0 4,596 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301 9,138 143,524 SH   SOLE 0 143,441 0 83
ISHARES CORE S&P 500 ETF ETF 464287200 2,217 5,848 SH   SOLE 0 5,848 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 757 6,719 SH   SOLE 0 6,719 0 0
CHEVRON CORP NEW COM Stock 166764100 24,993 172,624 SH   SOLE 0 172,589 0 35
CAMPBELL SOUP CO COM Stock 134429109 12,880 268,055 SH   SOLE 0 267,711 0 343
BK OF AMERICA CORP COM Stock 060505104 25,465 818,009 SH   SOLE 0 817,843 0 165
WALMART INC COM Stock 931142103 13,520 111,202 SH   SOLE 0 110,946 0 255
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 23,055 163,289 SH   SOLE 0 163,144 0 145
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 20,438 212,657 SH   SOLE 0 212,546 0 110
3M CO COM Stock 88579Y101 592 4,578 SH   SOLE 0 4,578 0 0
GILEAD SCIENCES INC COM Stock 375558103 17,368 280,992 SH   SOLE 0 280,922 0 70
CATERPILLAR INC COM Stock 149123101 210 1,176 SH   SOLE 0 1,176 0 0
AMERICAN EXPRESS CO COM Stock 025816109 384 2,771 SH   SOLE 0 2,771 0 0
AMGEN INC COM Stock 031162100 7,139 29,343 SH   SOLE 0 29,300 0 42
WILLIAMS COS INC COM Stock 969457100 29,326 939,632 SH   SOLE 0 939,287 0 345
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 696 4,851 SH   SOLE 0 4,791 0 60
EQUINIX INC COM REIT 29444U700 19,115 29,093 SH   SOLE 0 29,083 0 10
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 983 12,763 SH   SOLE 0 12,763 0 0
CITIGROUP INC COM NEW Stock 172967424 1,912 41,567 SH   SOLE 0 41,567 0 0
EXXON MOBIL CORP COM Stock 30231G102 2,299 26,840 SH   SOLE 0 26,840 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 425 827 SH   SOLE 0 827 0 0
LOWES COS INC COM Stock 548661107 374 2,144 SH   SOLE 0 2,144 0 0
WESTROCK CO COM Stock 96145D105 13,951 350,173 SH   SOLE 0 350,032 0 140
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 9,410 55,886 SH   SOLE 0 55,856 0 30
ISHARES S&P MIDCAP FUND ETF 464287507 312 1,381 SH   SOLE 0 1,381 0 0
APPLE INC COM Stock 037833100 31,781 232,452 SH   SOLE 0 232,291 0 160
ABBOTT LABS COM Stock 002824100 293 2,698 SH   SOLE 0 2,698 0 0
MADISON SQUARE GRDN SPRT CORP CL A Stock 55825T103 242 1,600 SH   SOLE 0 1,600 0 0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 3,436 37,554 SH   SOLE 0 37,207 0 347