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38094 337 SH SOLE 0 0 337 AMERICAN EXPRESS Common Stock 025816109 90308 267 SH SOLE 0 0 267 AMERICAN TOWER Common Stock 03027X100 79253 485 SH SOLE 0 0 485 AMERICAN WATER Common Stock 030420103 4516 34 SH SOLE 0 0 34 AMERICOLD REALTY Common Stock 03064D108 11124 708 SH SOLE 0 0 708 AMPLIFY CWP MF Closed and MF Open 032108409 675496 14781 SH SOLE 0 0 14781 APPLE INC Common Stock 037833100 5785201 19993 SH SOLE 1204 0 18789 ARK SPACE MF Closed and MF Open 00214Q807 228297 6691 SH SOLE 146 0 6545 ASTRAZENECA PLC Common Stock G0593M107 16307 86 SH SOLE 0 0 86 AT&T INC Common Stock 00206R102 5817 281 SH SOLE 0 0 281 AVALONBAY COMMNTYS Common Stock 053484101 55886 296 SH SOLE 0 0 296 BANK AMERICA Common Stock 060505104 29573 519 SH SOLE 0 0 519 BARCLAYS PLC Common Stock 06738E204 8108 302 SH SOLE 0 0 302 BERKSHIRE HATHAWAY Common Stock 084670108 1497700 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY Common Stock 084670702 1049821 2098 SH SOLE 77 0 2021 BLACKSTONE INC Common Stock 09260D107 1054692 8963 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X MF Closed and MF Open 37954Y236 2613053 86041 SH SOLE 4040 0 82001 GLOBAL X MF Closed and MF Open 37954Y343 1926891 36302 SH SOLE 290 0 36012 GLOBUS MEDICAL Common Stock 379577208 9640 122 SH SOLE 0 0 122 GRAIL INC Common Stock 384747101 68 1 SH SOLE 0 0 1 GXO LOGISTICS Common Stock 36262G101 19621 387 SH SOLE 0 0 387 HARTFORD MUN MF Closed and MF Open 41653L503 1714252 43792 SH SOLE 6298 0 37494 HEALTHCARE REALTY Common Stock 42226K105 28803 1428 SH SOLE 0 0 1428 HEALTHPEAK PPTYS Common Stock 42250P103 44245 2068 SH SOLE 0 0 2068 HONEYWELL AEROSPACE Common Stock 43849R105 10391 47 SH SOLE 0 0 47 HONEYWELL INTL Common Stock 438516205 10742 48 SH SOLE 0 0 48 HOST HOTELS Common Stock 44107P104 58290 2458 SH SOLE 0 0 2458 HSBC HOLDINGS Common Stock 404280406 3899 41 SH SOLE 0 0 41 IMMUNITYBIO INC Common Stock 45256X103 26265 3000 SH SOLE 0 0 3000 ING GROEP Common Stock 456837103 3187 102 SH SOLE 0 0 102 INTERCONTINENTAL HOTELS Common Stock 45857P806 24489 141 SH SOLE 0 0 141 INVESCO 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JPMORGAN MF Closed and MF Open 464288281 3312 34 SH SOLE 0 0 34 ISHARES MSCI MF Closed and MF Open 46434V423 8072 216 SH SOLE 0 0 216 ISHARES RUSSELL MF Closed and MF Open 464287655 6009 20 SH SOLE 0 0 20 ISHARES S&P MF Closed and MF Open 464287408 201184 886 SH SOLE 0 0 886 JACOBS SOLUTIONS Common Stock 46982L108 8190 65 SH SOLE 0 0 65 JOHNSON & JOHNSON Common Stock 478160104 137267 540 SH SOLE 0 0 540 JPMORGAN CHASE Common Stock 46625H100 2105857 6433 SH SOLE 383 0 6050 KILROY RLTY CORP Common Stock 49427F108 29944 799 SH SOLE 0 0 799 KIMBERLY CLARK Common Stock 494368103 9111 83 SH SOLE 0 0 83 KIMCO REALTY Common Stock 49446R109 24455 965 SH SOLE 0 0 965 LAMAR ADVERTISING Common Stock 512816109 16672 107 SH SOLE 0 0 107 LOCKHEED MARTIN Common Stock 539830109 56347 111 SH SOLE 1 0 110 LOWES COMPANIES Common Stock 548661107 76786 348 SH SOLE 0 0 348 LUMENTUM HOLDINGS Common Stock 55024U109 52342 61 SH SOLE 0 0 61 MARRIOTT INTL Common Stock 571903202 75913 205 SH SOLE 0 0 205 MCDONALDS CORP Common Stock 580135101 1246631 4612 SH SOLE 280 0 4331 MERCK & COMPANY Common Stock 58933Y105 86112 670 SH SOLE 0 0 670 META PLATFORMS Common Stock 30303M102 1982585 3520 SH SOLE 13 0 3507 METLIFE INC Common Stock 59156R108 23457 277 SH SOLE 0 0 277 MGM RESORTS Common Stock 552953101 28207 590 SH SOLE 0 0 590 MICROCHIP TECHNOLOGY Common Stock 595017104 9623 106 SH SOLE 0 0 106 MICRON TECHNOLOGY Common Stock 595112103 151190 131 SH SOLE 0 0 131 MICROSOFT CORP Common Stock 594918104 1900189 5094 SH SOLE 179 0 4915 MOTLEY FOOL MF Closed and MF Open 74933W601 13051 171 SH SOLE 0 0 171 MPLX Oil & Gas, Real Estate and REIT 55336V100 45108 801 SH SOLE 0 0 801 NASDAQ INC Common Stock 631103108 51762 657 SH SOLE 0 0 657 NATIONAL GRID Common Stock 636274409 4462 54 SH SOLE 0 0 54 NETFLIX INC Common Stock 64110L106 72542 1016 SH SOLE 0 0 1016 NEXTERA ENERGY Common Stock 65339F101 63458 723 SH SOLE 0 0 723 NIKE INC Common Stock 654106103 5131 125 SH SOLE 0 0 125 NNN REIT Common Stock 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135 SH SOLE 0 0 135 VANGUARD TOTAL MF Closed and MF Open 922908769 13085 35 SH SOLE 0 0 35 VANGUARD VALUE MF Closed and MF Open 922908744 2113214 9697 SH SOLE 1703 0 7994 VENTAS INC Common Stock 92276F100 34806 392 SH SOLE 0 0 392 VERIZON COMMUNICATIONS Common Stock 92343V104 4027 95 SH SOLE 0 0 95 VERTIV HOLDINGS Common Stock 92537N108 8374 25 SH SOLE 0 0 25 VICI PROPERTIES Common Stock 925652109 39438 1485 SH SOLE 0 0 1485 VIRTUS INFRACAP MF Closed and MF Open 26923G822 12919 628 SH SOLE 0 0 628 VISA INC Common Stock 92826C839 205228 598 SH SOLE 0 0 598 WALMART INC Common Stock 931142103 1668563 14732 SH SOLE 0 0 14732 WASTE MANAGEMENT Common Stock 94106L109 109921 493 SH SOLE 0 0 493 WEC ENERGY Common Stock 92939U106 12961 111 SH SOLE 0 0 111 WELLTOWER INC Common Stock 95040Q104 150120 661 SH SOLE 0 0 661 WISDOMTREE ARTIFICIAL MF Closed and MF Open 97717Y543 14819 312 SH SOLE 0 0 312 WISDOMTREE U S MF Closed and MF Open 97717Y790 1153 20 SH SOLE 20 0 0 XPO INC Common Stock 983793100 79447 387 SH SOLE 0 0 387 XTRACKERS USD MF Closed and MF Open 233051432 1276269 34947 SH SOLE 2033 0 32914 YUM BRANDS INC Common Stock 988498101 29091 182 SH SOLE 0 0 182 YUM CHINA Common Stock 98850P109 3007 74 SH SOLE 0 0 74 ZOOM COMMUNICATIONS Common Stock 98980L101 2762 32 SH SOLE 0 0 32