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 11,218 99,272 SH   SOLE 0 98,411 0 860
STARBUCKS CORP COM Stock 855244109 17,506 207,766 SH   SOLE 0 207,655 0 110
JOHNSON & JOHNSON COM Stock 478160104 25,721 157,452 SH   SOLE 0 156,985 0 467
COSTCO WHSL CORP NEW COM Stock 22160K105 8,363 17,709 SH   SOLE 0 17,696 0 13
HCA HEALTHCARE INC COM Stock 40412C101 1,078 5,866 SH   SOLE 0 5,866 0 0
SPDR NUVEEN BLMBG ST MUNBD ETF ETF 78468R739 427 9,260 SH   SOLE 0 9,175 0 85
COCA COLA CO COM Stock 191216100 10,234 182,690 SH   SOLE 0 182,600 0 90
UNITED PARCEL SERVICE INC CL B Stock 911312106 10,248 63,442 SH   SOLE 0 63,251 0 191
INTEL CORP COM Stock 458140100 13,814 536,060 SH   SOLE 0 534,106 0 1,954
VAIL RESORTS INC COM Stock 91879Q109 295 1,370 SH   SOLE 0 1,370 0 0
CLOROX CO DEL COM Stock 189054109 268 2,088 SH   SOLE 0 2,088 0 0
NETFLIX INC COM Stock 64110L106 7,360 31,262 SH   SOLE 0 31,179 0 83
MERCK & CO INC COM Stock 58933Y105 19,842 230,394 SH   SOLE 0 230,299 0 95
SPDR S&P 500 ETF TRUST ETF 78462F103 929 2,601 SH   SOLE 0 2,565 0 36
FB FINL CORP COM Stock 30257X104 709 18,561 SH   SOLE 0 18,561 0 0
NATIONAL HEALTH INVS INC COM REIT 63633D104 259 4,575 SH   SOLE 0 4,575 0 0
HOSTESS BRANDS INC CL A Stock 44109J106 4,248 182,797 SH   SOLE 0 182,797 0 0
CORNING INC COM Stock 219350105 18,331 631,653 SH   SOLE 0 629,459 0 2,193
VERIZON COMMUNICATIONS INC COM Stock 92343V104 7,944 209,225 SH   SOLE 0 207,898 0 1,327
SNAP ON INC COM Stock 833034101 9,066 45,027 SH   SOLE 0 45,011 0 15
PEPSICO INC COM Stock 713448108 19,825 121,430 SH   SOLE 0 121,380 0 50
HONEYWELL INTL INC COM Stock 438516106 10,833 64,882 SH   SOLE 0 64,846 0 35
HOME DEPOT INC COM Stock 437076102 13,538 49,060 SH   SOLE 0 49,029 0 30
DAVIS SELECT U.S. EQUITY ETF ETF 23908L207 2,527 100,224 SH   SOLE 0 98,614 0 1,610
STARWOOD PPTY TR INC COM REIT 85571B105 21,519 1,181,072 SH   SOLE 0 1,180,647 0 425
SOUTHERN CO COM Stock 842587107 1,407 20,698 SH   SOLE 0 19,764 0 934
REGIONS FINANCIAL CORP NEW COM Stock 7591EP100 896 44,647 SH   SOLE 0 44,647 0 0
LUMEN TECHNOLOGIES INC COM Stock 550241103 14,535 1,996,546 SH   SOLE 0 1,995,761 0 785
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 24,621 92,207 SH   SOLE 0 91,957 0 250
GENERAC HLDGS INC COM Stock 368736104 3,260 18,303 SH   SOLE 0 18,283 0 20
MICROSOFT CORP COM Stock 594918104 28,332 121,648 SH   SOLE 0 121,198 0 450
FIRST HORIZON CORPORATION COM Stock 320517105 317 13,827 SH   SOLE 0 13,827 0 0
CVS HEALTH CORP COM Stock 126650100 28,326 297,015 SH   SOLE 0 296,543 0 472
I3 VERTICALS INC COM CL A Stock 46571Y107 216 10,796 SH   SOLE 0 10,796 0 0
WILLIAMS INDL SVCS GROUP INC COM Stock 96951A104 17 11,553 SH   SOLE 0 11,553 0 0
TILRAY BRANDS INC COM CL 2 Stock 88688T100 191 69,450 SH   SOLE 0 69,450 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 813 2 SH   SOLE 0 2 0 0
DOW INC COM Stock 260557103 17,040 387,884 SH   SOLE 0 386,829 0 1,055
VANGUARD S&P 500 ETF ETF 922908363 585 1,782 SH   SOLE 0 1,782 0 0
FIFTH THIRD BANCORP COM Stock 316773100 1,730 54,125 SH   SOLE 0 54,125 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100 722 27,255 SH   SOLE 0 27,188 0 67
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1,557 12,235 SH   SOLE 0 12,204 0 31
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 223 2,400 SH   SOLE 0 2,400 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 3,637 102,282 SH   SOLE 0 101,855 0 427
ENCOMPASS HEALTH CORP COM Stock 29261A100 228 5,050 SH   SOLE 0 5,050 0 0
SONY GROUP CORPORATION SPONSORED ADR ADR 835699307 7,065 110,297 SH   SOLE 0 110,237 0 60
HIMAX TECHNOLOGIES INC SPONSORED ADR ADR 43289P106 6,187 1,278,262 SH   SOLE 0 1,277,562 0 700
ISHARES SELECT DIVIDEND ETF ETF 464287168 805 7,504 SH   SOLE 0 7,504 0 0
OAK STR HEALTH INC COM Stock 67181A107 7,363 300,272 SH   SOLE 0 300,272 0 0
MARATHON PETE CORP COM Stock 56585A102 7,647 76,985 SH   SOLE 0 76,984 0 0
PINNACLE FINL PARTNERS INC COM Stock 72346Q104 275 3,385 SH   SOLE 0 3,385 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 5,289 650,526 SH   SOLE 0 648,348 0 2,178
MASTEC INC COM Stock 576323109 7,162 112,782 SH   SOLE 0 112,722 0 60
ULTRA CLEAN HLDGS INC COM Stock 90385V107 6,574 255,299 SH   SOLE 0 255,156 0 143
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 777 11,690 SH   SOLE 0 11,428 0 262
TRACTOR SUPPLY CO COM Stock 892356106 9,729 52,343 SH   SOLE 0 52,327 0 15
ORGANON & CO COMMON STOCK Stock 68622V106 2,699 115,335 SH   SOLE 0 115,326 0 8
HERSHEY CO COM Stock 427866108 13,595 61,665 SH   SOLE 0 61,620 0 45
CAPITAL GROUP GROWTH ETF ETF 14020G101 1,527 78,231 SH   SOLE 0 77,476 0 755
CAPITAL GROUP DIVIDEND VALUE ETF ETF 14020W106 659 32,281 SH   SOLE 0 32,066 0 215
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF ETF 14019W109 244 13,044 SH   SOLE 0 13,044 0 0
CAPITAL GROUP CORE EQUITY ETF ETF 14020V108 291 14,266 SH   SOLE 0 13,759 0 507
D R HORTON INC COM Stock 23331A109 11,616 172,467 SH   SOLE 0 171,735 0 732
HEXCEL CORP NEW COM Stock 428291108 544 10,520 SH   SOLE 0 10,520 0 0
ISHARES SHORT TREASURY BOND ETF ETF 464288679 3,592 32,650 SH   SOLE 0 32,412 0 238
CUMMINS INC COM Stock 231021106 306 1,504 SH   SOLE 0 1,504 0 0
ABBVIE INC COM Stock 00287Y109 355 2,642 SH   SOLE 0 2,642 0 0
BLACKSTONE INC COM Stock 09260D107 5,983 71,481 SH   SOLE 0 71,481 0 0
VERISIGN INC COM Stock 92343E102 876 5,045 SH   SOLE 0 5,045 0 0
STRYKER CORPORATION COM Stock 863667101 9,218 45,511 SH   SOLE 0 45,491 0 20
MCDONALDS CORP COM Stock 580135101 690 2,989 SH   SOLE 0 2,989 0 0
CISCO SYS INC COM Stock 17275R102 19,869 496,733 SH   SOLE 0 495,838 0 895
AT&T INC COM Stock 00206R102 10,825 705,671 SH   SOLE 0 705,495 0 175
HENRY SCHEIN INC COM Stock 806407102 329 5,000 SH   SOLE 0 5,000 0 0
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF ETF 808524771 220 4,597 SH   SOLE 0 4,596 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301 8,944 144,471 SH   SOLE 0 144,388 0 83
ISHARES CORE S&P 500 ETF ETF 464287200 2,099 5,853 SH   SOLE 0 5,853 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 665 6,360 SH   SOLE 0 6,360 0 0
CHEVRON CORP NEW COM Stock 166764100 24,959 173,721 SH   SOLE 0 173,300 0 421
CAMPBELL SOUP CO COM Stock 134429109 12,666 268,802 SH   SOLE 0 266,832 0 1,969
BK OF AMERICA CORP COM Stock 060505104 24,611 814,934 SH   SOLE 0 810,726 0 4,207
WALMART INC COM Stock 931142103 356 2,745 SH   SOLE 0 2,744 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 19,463 163,817 SH   SOLE 0 163,107 0 709
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 17,358 212,047 SH   SOLE 0 211,455 0 592
TARGET CORP COM Stock 87612E106 13,448 90,624 SH   SOLE 0 89,953 0 670
3M CO COM Stock 88579Y101 506 4,578 SH   SOLE 0 4,578 0 0
GILEAD SCIENCES INC COM Stock 375558103 17,568 284,776 SH   SOLE 0 284,706 0 70
AMERICAN EXPRESS CO COM Stock 025816109 374 2,771 SH   SOLE 0 2,771 0 0
AMGEN INC COM Stock 031162100 6,652 29,513 SH   SOLE 0 29,406 0 107
WILLIAMS COS INC COM Stock 969457100 26,856 938,046 SH   SOLE 0 934,592 0 3,454
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 545 4,032 SH   SOLE 0 3,972 0 60
EQUINIX INC COM REIT 29444U700 16,370 28,778 SH   SOLE 0 28,768 0 10
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 907 12,763 SH   SOLE 0 12,763 0 0
CITIGROUP INC COM NEW Stock 172967424 1,728 41,476 SH   SOLE 0 41,476 0 0
EXXON MOBIL CORP COM Stock 30231G102 2,223 25,466 SH   SOLE 0 25,466 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 314 622 SH   SOLE 0 622 0 0
LOWES COS INC COM Stock 548661107 376 2,000 SH   SOLE 0 2,000 0 0
WESTROCK CO COM Stock 96145D105 6,787 219,714 SH   SOLE 0 219,644 0 70
CROWN CASTLE INC COM REIT 22822V101 8,134 56,268 SH   SOLE 0 56,016 0 252
ISHARES CORE S&P MID-CAP ETF ETF 464287507 303 1,381 SH   SOLE 0 1,381 0 0
APPLE INC COM Stock 037833100 31,721 229,530 SH   SOLE 0 228,607 0 922
ABBOTT LABS COM Stock 002824100 227 2,347 SH   SOLE 0 2,347 0 0
MADISON SQUARE GRDN SPRT CORP CL A Stock 55825T103 219 1,600 SH   SOLE 0 1,600 0 0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 4,345 47,437 SH   SOLE 0 46,874 0 563