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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   526,376 5,151 SH   SOLE   0 0 5,151
ABBOTT LABS COM 002824100   1,573,851 15,146 SH   SOLE   0 0 15,146
ABBVIE INC COM 00287Y109   5,089,175 29,671 SH   SOLE   0 0 29,671
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   4,000,764 13,186 SH   SOLE   0 0 13,186
ADVANCED MICRO DEVICES INC COM 007903107   19,465 120 SH   SOLE   0 0 120
ADVANCED MICRO DEVICES INC COM 007903107   648,840 4,000 SH Call SOLE   0 0 0
AEROVIRONMENT INC COM 008073108   1,808,120 9,926 SH   SOLE   0 0 9,926
AIR PRODS & CHEMS INC COM 009158106   1,249,185 4,841 SH   SOLE   0 0 4,841
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   8,503,054 347,631 SH   SOLE   0 0 347,631
ALLSTATE CORP COM 020002101   620,119 3,884 SH   SOLE   0 0 3,884
ALPHABET INC CAP STK CL C 02079K107   497,985 2,715 SH   SOLE   0 0 2,715
ALPHABET INC CAP STK CL A 02079K305   1,484,158 8,148 SH   SOLE   0 0 8,148
ALTRIA GROUP INC COM 02209S103   1,324,867 29,086 SH   SOLE   0 0 29,086
AMAZON COM INC COM 023135106   1,125,102 5,822 SH   SOLE   0 0 5,822
AMER STATES WTR CO COM 029899101   253,995 3,500 SH   SOLE   0 0 3,500
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   280,170 4,500 SH   SOLE   0 0 4,500
AMERICAN EXPRESS CO COM 025816109   385,366 1,664 SH   SOLE   0 0 1,664
AMGEN INC COM 031162100   210,591 674 SH   SOLE   0 0 674
ANGEL OAK FUNDS TRUST INCOME ETF 03463K760   200,005 9,709 SH   SOLE   0 0 9,709
APPLE INC COM 037833100   9,940,108 47,195 SH   SOLE   0 0 47,195
AT&T INC COM 00206R102   1,834,713 96,008 SH   SOLE   0 0 96,008
ATKORE INC COM 047649108   3,798,034 28,148 SH   SOLE   0 0 28,148
AUTOMATIC DATA PROCESSING IN COM 053015103   6,075,088 25,452 SH   SOLE   0 0 25,452
BECTON DICKINSON & CO COM 075887109   767,849 3,285 SH   SOLE   0 0 3,285
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,675,524 6,577 SH   SOLE   0 0 6,577
BERKSHIRE HATHAWAY INC DEL CL A 084670108   612,241 1 SH   SOLE   0 0 1
BJS WHSL CLUB HLDGS INC COM 05550J101   4,240,212 48,272 SH   SOLE   0 0 48,272
BLACKROCK INC COM 09247X101   240,133 305 SH   SOLE   0 0 305
BLUE BIRD CORP COM 095306106   484,004 8,988 SH   SOLE   0 0 8,988
BNY MELLON MUN BD INFRASTRUC COM SHS 09662W109   185,150 17,500 SH   SOLE   0 0 17,500
BOSTON SCIENTIFIC CORP COM 101137107   842,797 10,944 SH   SOLE   0 0 10,944
BOYD GAMING CORP COM 103304101   1,137,760 20,649 SH   SOLE   0 0 20,649
BP PLC SPONSORED ADR 055622104   226,022 6,261 SH   SOLE   0 0 6,261
BRISTOL-MYERS SQUIBB CO COM 110122108   229,602 5,529 SH   SOLE   0 0 5,529
CALAMOS ETF TR S P 500 STRUCTUR 12811T605   204,236 7,950 SH   SOLE   0 0 7,950
CANADIAN PACIFIC KANSAS CITY COM 13646K108   419,395 5,327 SH   SOLE   0 0 5,327
CARRIER GLOBAL CORPORATION COM 14448C104   744,218 11,798 SH   SOLE   0 0 11,798
CATERPILLAR INC COM 149123101   4,104,867 12,323 SH   SOLE   0 0 12,323
CENCORA INC COM 03073E105   4,369,298 19,393 SH   SOLE   0 0 19,393
CHEVRON CORP NEW COM 166764100   8,396,292 53,678 SH   SOLE   0 0 53,678
CHUBB LIMITED COM H1467J104   3,088,244 12,107 SH   SOLE   0 0 12,107
CHURCH & DWIGHT CO INC COM 171340102   316,328 3,051 SH   SOLE   0 0 3,051
CISCO SYS INC COM 17275R102   1,298,211 27,325 SH   SOLE   0 0 27,325
CLOROX CO DEL COM 189054109   249,262 1,827 SH   SOLE   0 0 1,827
COCA COLA CO COM 191216100   1,585,239 24,906 SH   SOLE   0 0 24,906
CONOCOPHILLIPS COM 20825C104   1,836,600 16,057 SH   SOLE   0 0 16,057
CORPAY INC COM SHS 219948106   1,534,255 5,759 SH   SOLE   0 0 5,759
COSTCO WHSL CORP NEW COM 22160K105   665,542 783 SH   SOLE   0 0 783
DEERE & CO COM 244199105   2,970,442 7,950 SH   SOLE   0 0 7,950
DEVON ENERGY CORP NEW COM 25179M103   751,821 15,861 SH   SOLE   0 0 15,861
DIAMONDBACK ENERGY INC COM 25278X109   946,098 4,726 SH   SOLE   0 0 4,726
DISNEY WALT CO COM 254687106   833,639 8,396 SH   SOLE   0 0 8,396
DOMINION ENERGY INC COM 25746U109   650,475 13,275 SH   SOLE   0 0 13,275
DOW INC COM 260557103   276,019 5,203 SH   SOLE   0 0 5,203
EDUCATIONAL DEV CORP COM 281479105   46,338 25,000 SH   SOLE   0 0 25,000
ELI LILLY & CO COM 532457108   4,441,794 4,906 SH   SOLE   0 0 4,906
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   379,905 23,422 SH   SOLE   0 0 23,422
ENTERPRISE PRODS PARTNERS L COM 293792107   857,170 29,578 SH   SOLE   0 0 29,578
EVEREST GROUP LTD COM G3223R108   2,946,428 7,733 SH   SOLE   0 0 7,733
EVERGY INC COM 30034W106   283,813 5,358 SH   SOLE   0 0 5,358
EVERI HLDGS INC COM 30034T103   345,870 41,175 SH   SOLE   0 0 41,175
EXXON MOBIL CORP COM 30231G102   12,034,194 104,536 SH   SOLE   0 0 104,536
FIFTH THIRD BANCORP COM 316773100   3,935,264 107,845 SH   SOLE   0 0 107,845
FORD MTR CO DEL COM 345370860   957,492 76,355 SH   SOLE   0 0 76,355
GAP INC COM 364760108   1,185,876 49,639 SH   SOLE   0 0 49,639
GE AEROSPACE COM NEW 369604301   769,097 4,838 SH   SOLE   0 0 4,838
GE VERNOVA INC COM 36828A101   206,327 1,203 SH   SOLE   0 0 1,203
GOODYEAR TIRE & RUBR CO COM 382550101   227,000 20,000 SH   SOLE   0 0 20,000
GRAINGER W W INC COM 384802104   2,671,586 2,961 SH   SOLE   0 0 2,961
HCA HEALTHCARE INC COM 40412C101   2,614,656 8,138 SH   SOLE   0 0 8,138
HERSHEY CO COM 427866108   230,040 1,251 SH   SOLE   0 0 1,251
HOME DEPOT INC COM 437076102   3,963,569 11,514 SH   SOLE   0 0 11,514
HONEYWELL INTL INC COM 438516106   3,674,612 17,208 SH   SOLE   0 0 17,208
INTERNATIONAL BUSINESS MACHS COM 459200101   1,933,062 11,177 SH   SOLE   0 0 11,177
INVESCO QQQ TR UNIT SER 1 46090E103   4,051,813 8,457 SH   SOLE   0 0 8,457
ISHARES BITCOIN TR SHS 46438F101   1,108,014 32,455 SH   SOLE   0 0 32,455
ISHARES TR RUSSELL 3000 ETF 464287689   302,497 980 SH   SOLE   0 0 980
JOHNSON & JOHNSON COM 478160104   1,350,569 9,240 SH   SOLE   0 0 9,240
JPMORGAN CHASE & CO. COM 46625H100   2,168,763 10,723 SH   SOLE   0 0 10,723
KIMBERLY-CLARK CORP COM 494368103   204,781 1,482 SH   SOLE   0 0 1,482
KLA CORP COM NEW 482480100   10,236,292 12,415 SH   SOLE   0 0 12,415
KROGER CO COM 501044101   3,434,535 68,787 SH   SOLE   0 0 68,787
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   342,721 17,776 SH   SOLE   0 0 17,776
LKQ CORP COM 501889208   1,599,759 38,465 SH   SOLE   0 0 38,465
LOWES COS INC COM 548661107   653,664 2,965 SH   SOLE   0 0 2,965
MARATHON PETE CORP COM 56585A102   275,112 1,586 SH   SOLE   0 0 1,586
MARRIOTT INTL INC NEW CL A 571903202   2,892,840 11,965 SH   SOLE   0 0 11,965
MARSH & MCLENNAN COS INC COM 571748102   758,592 3,600 SH   SOLE   0 0 3,600
MASTERCARD INCORPORATED CL A 57636Q104   5,133,370 11,636 SH   SOLE   0 0 11,636
MCDONALDS CORP COM 580135101   2,441,079 9,579 SH   SOLE   0 0 9,579
MEDTRONIC PLC SHS G5960L103   737,959 9,376 SH   SOLE   0 0 9,376
MERCK & CO INC COM 58933Y105   515,503 4,164 SH   SOLE   0 0 4,164
META PLATFORMS INC CL A 30303M102   555,650 1,102 SH   SOLE   0 0 1,102
MICROSOFT CORP COM 594918104   6,787,722 15,187 SH   SOLE   0 0 15,187
MONDELEZ INTL INC CL A 609207105   399,380 6,103 SH   SOLE   0 0 6,103
NASDAQ INC COM 631103108   1,312,162 21,775 SH   SOLE   0 0 21,775
NETFLIX INC COM 64110L106   358,361 531 SH   SOLE   0 0 531
NEXTERA ENERGY INC COM 65339F101   987,870 13,951 SH   SOLE   0 0 13,951
NORTHROP GRUMMAN CORP COM 666807102   394,535 905 SH   SOLE   0 0 905
NUCOR CORP COM 670346105   291,025 1,841 SH   SOLE   0 0 1,841
NVIDIA CORPORATION COM 67066G104   3,960,816 32,061 SH   SOLE   0 0 32,061
OGE ENERGY CORP COM 670837103   5,234,605 146,628 SH   SOLE   0 0 146,628
OLLIES BARGAIN OUTLET HLDGS COM 681116109   1,088,607 11,089 SH   SOLE   0 0 11,089
ONEOK INC NEW COM 682680103   2,072,430 25,413 SH   SOLE   0 0 25,413
ORACLE CORP COM 68389X105   4,899,300 34,698 SH   SOLE   0 0 34,698
OREILLY AUTOMOTIVE INC COM 67103H107   4,890,614 4,631 SH   SOLE   0 0 4,631
OTTER TAIL CORP COM 689648103   1,105,035 12,616 SH   SOLE   0 0 12,616
PARKER-HANNIFIN CORP COM 701094104   4,650,923 9,195 SH   SOLE   0 0 9,195
PAYCHEX INC COM 704326107   3,150,139 26,570 SH   SOLE   0 0 26,570
PEPSICO INC COM 713448108   4,108,678 24,912 SH   SOLE   0 0 24,912
PFIZER INC COM 717081103   2,155,915 77,052 SH   SOLE   0 0 77,052
PGIM ETF TR PGIM ULTRA SH BD 69344A107   241,940 4,868 SH   SOLE   0 0 4,868
PHILIP MORRIS INTL INC COM 718172109   913,997 9,020 SH   SOLE   0 0 9,020
PHILLIPS 66 COM 718546104   410,805 2,910 SH   SOLE   0 0 2,910
PNM RES INC COM 69349H107   1,227,257 33,205 SH   SOLE   0 0 33,205
PRIMORIS SVCS CORP COM 74164F103   279,384 5,600 SH Call SOLE   0 0 0
PROCTER AND GAMBLE CO COM 742718109   1,885,147 11,431 SH   SOLE   0 0 11,431
PROSHARES TR BITCOIN STRATE 74347G440   303,885 13,500 SH Call SOLE   0 0 0
PRUDENTIAL FINL INC COM 744320102   304,811 2,601 SH   SOLE   0 0 2,601
QUALCOMM INC COM 747525103   448,058 2,250 SH   SOLE   0 0 2,250
RIBBON COMMUNICATIONS INC COM 762544104   67,116 20,400 SH   SOLE   0 0 20,400
RISKIFIED LTD SHS CL A M8216R109   89,460 14,000 SH   SOLE   0 0 14,000
RTX CORPORATION COM 75513E101   988,741 9,849 SH   SOLE   0 0 9,849
SCOTTS MIRACLE-GRO CO CL A 810186106   920,209 14,144 SH   SOLE   0 0 14,144
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,744,429 19,138 SH   SOLE   0 0 19,138
SHELL PLC SPON ADS 780259305   363,405 5,035 SH   SOLE   0 0 5,035
SHERWIN WILLIAMS CO COM 824348106   466,446 1,563 SH   SOLE   0 0 1,563
SKECHERS U S A INC CL A 830566105   925,102 13,384 SH   SOLE   0 0 13,384
SMITH & WESSON BRANDS INC COM 831754106   310,891 21,680 SH   SOLE   0 0 21,680
SOUTHERN CO COM 842587107   209,439 2,700 SH   SOLE   0 0 2,700
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   369,204 944 SH   SOLE   0 0 944
SPDR S&P 500 ETF TR TR UNIT 78462F103   9,477,344 17,415 SH   SOLE   0 0 17,415
SPROUTS FMRS MKT INC COM 85208M102   8,644,504 103,329 SH   SOLE   0 0 103,329
STEEL DYNAMICS INC COM 858119100   6,834,751 52,778 SH   SOLE   0 0 52,778
SYMBOTIC INC CLASS A COM 87151X101   980,929 27,899 SH   SOLE   0 0 27,899
T-MOBILE US INC COM 872590104   371,916 2,111 SH   SOLE   0 0 2,111
TARGA RES CORP COM 87612G101   263,484 2,046 SH   SOLE   0 0 2,046
TARGET CORP COM 87612E106   1,667,523 11,264 SH   SOLE   0 0 11,264
TEMPUR SEALY INTL INC COM 88023U101   2,996,035 63,288 SH   SOLE   0 0 63,288
TESLA INC COM 88160R101   1,922,800 9,717 SH   SOLE   0 0 9,717
TEXAS INSTRS INC COM 882508104   293,935 1,511 SH   SOLE   0 0 1,511
THOMSON REUTERS CORP. COM 884903808   4,292,129 25,462 SH   SOLE   0 0 25,462
TJX COS INC NEW COM 872540109   400,214 3,635 SH   SOLE   0 0 3,635
ULTA BEAUTY INC COM 90384S303   2,519,345 6,529 SH   SOLE   0 0 6,529
UNION PAC CORP COM 907818108   441,207 1,950 SH   SOLE   0 0 1,950
UNITED PARCEL SERVICE INC CL B 911312106   447,226 3,268 SH   SOLE   0 0 3,268
UNITEDHEALTH GROUP INC COM 91324P102   485,892 954 SH   SOLE   0 0 954
VALERO ENERGY CORP COM 91913Y100   205,042 1,308 SH   SOLE   0 0 1,308
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   205,916 1,128 SH   SOLE   0 0 1,128
VERIZON COMMUNICATIONS INC COM 92343V104   4,540,277 110,094 SH   SOLE   0 0 110,094
VISA INC COM CL A 92826C839   966,939 3,684 SH   SOLE   0 0 3,684
WALMART INC COM 931142103   2,100,296 31,019 SH   SOLE   0 0 31,019
WASTE MGMT INC DEL COM 94106L109   2,555,655 11,979 SH   SOLE   0 0 11,979
WILLIAMS COS INC COM 969457100   1,560,940 36,728 SH   SOLE   0 0 36,728
ZOETIS INC CL A 98978V103   4,160,297 23,998 SH   SOLE   0 0 23,998
ZSCALER INC COM 98980G102   563,117 2,930 SH   SOLE   0 0 2,930