Investor

• First Tr Exchng Traded Fd Vi

  Sold

  −$15.1M

  −400K sh

• Ishares Tr

  Cut

  Mark −$1.77M · flow −$608.2K

  −1.28K sh

• First Tr Exchng Traded Fd Vi

  Sold

  −$1.22M

  −35K sh

• USA Compression Partners, LPUSAC

  Added

  Mark $949.3K · flow $127.6K

  4.7K sh

• Profesionally Managed Portfo

  Cut

  Mark −$52K · flow −$846.6K

  −12.9K sh

• Exxon Mobil Corp

  Added

  Mark $737.9K · flow $83K

  489 sh

• Alphabet Inc

  Cut

  Mark −$698.4K · flow −$30.4K

  −97 sh

• Uber Technologies, IncUBER

  Cut

  Mark −$174K · flow −$534.1K

  −6.54K sh

• Ishares Tr

  Cut

  Mark $478.3K · flow −$1.17M

  −5.57K sh

• Microsoft CorpMSFT

  Cut

  Mark −$629.4K · flow −$12.6K

  −26 sh

• Ishares Tr

  Added

  Mark $209.2K · flow $357.9K

  3.37K sh

• Ishares Tr

  Cut

  Mark $194.7K · flow −$696.8K

  −10K sh

• Ishares Inc

  New

  $490K

  8.94K sh

• Mplx Lp

  Added

  Mark $367.4K · flow $107.9K

  1.89K sh

• Dell Technologies Inc.DELL

  Cut

  Mark $513.3K · flow −$52.4K

  −416 sh

• American Centy Etf Tr

  Cut

  Mark $1.02M · flow −$605.9K

  −5.94K sh

• Quanta Svcs Inc

  Cut

  Mark $446K · flow −$57.4K

  −136 sh

• Vanguard Tax-Managed Fds

  Cut

  Mark $348.6K · flow −$692.8K

  −11.1K sh

• Anika Therapeutics, Inc.ANIK

  Sold

  −$303.4K

  −31.6K sh

• Apple Inc.AAPL

  Cut

  Mark −$238.3K · flow −$58.7K

  −216 sh

• Enterprise Prods Partners L

  Added

  Mark $270.1K · flow $26.3K

  696 sh

• Affinity Bancshares, Inc.AFBI

  Cut

  Mark $22.2K · flow −$304.5K

  −14.9K sh

• Spotify Technology S.A.SPOT

  Cut

  Mark −$240.6K · flow −$40.6K

  −70 sh

• Amazon Com IncAMZN

  Cut

  Mark −$232.9K · flow −$38.8K

  −168 sh

• Shopify Inc.SHOP

  Cut

  Mark −$208K · flow −$13.7K

  −85 sh

• Vistra Corp.VST

  Cut

  Mark −$131.7K · flow −$68.7K

  −426 sh

• Tortoise Capital Series Trus

  Added

  Mark $141.5K · flow $6.74K

  159 sh

• Taiwan Semiconductor Mfg Ltd

  Cut

  Mark $165.5K · flow −$29.2K

  −96 sh

• American Centy Etf Tr

  Cut

  Mark $275.8K · flow −$364.9K

  −4.74K sh

• Spdr Series Trust

  Added

  Mark −$6.56K · flow $90.6K

  3.16K sh

• Johnson & JohnsonJNJ

  Cut

  Mark $94.8K · flow −$20.5K

  −99 sh

• Nvidia CorpNVDA

  Cut

  Mark −$65.2K · flow −$6.34K

  −34 sh

• Eli Lilly & CoLLY

  Cut

  Mark −$34.2K · flow −$32.3K

  −30 sh

• Alibaba Group Hldg Ltd

  Added

  Mark −$61.7K · flow $502

  4 sh

• Meta Platforms, Inc.META

  Cut

  Mark −$56K · flow −$3.3K

  −5 sh

• Duke Energy Corp New

  Added

  Mark $51.1K · flow $262

  2 sh

• At&T Inc

  Added

  Mark $43.4K · flow $5.8K

  200 sh

• Vanguard Scottsdale Fds

  Added

  Mark −$3.12K · flow $44.9K

  567 sh

• Alphabet Inc

  Cut

  Mark −$27.2K · flow −$11.3K

  −36 sh

• Vanguard Scottsdale Fds

  Added

  Mark −$6.3K · flow $42K

  507 sh

• Ishares Tr

  Added

  Mark −$47.4K · flow $19.6K

  30 sh

• Ishares Bitcoin Trust EtfIBIT

  Added

  Mark −$101.9K · flow $75K

  1.95K sh

• Pepsico IncPEP

  Added

  Mark $24.6K · flow $1.55K

  10 sh

• Amphenol Corp New

  Cut

  Mark −$16K · flow −$2.43K

  −18 sh

• Berkshire Hathaway Inc Del

  Cut

  Mark −$10K · flow −$5.03K

  −10 sh

• Spdr S&P Midcap 400 Etf Tr

  Added

  Mark $10.3K · flow $1.85K

  3 sh

• Aflac IncAFL

  Cut

  Mark −$1.91K · flow −$4.52K

  −41 sh

• Walmart Inc.WMT

  Cut

  Mark $22.6K · flow −$29K

  −260 sh

• Ishares Tr

  Added

  Mark $3.18K · flow $875

  9 sh

• Ishares Tr

  Cut

  Mark $2.35K · flow −$1.72K

  −7 sh

• Norfolk Southn Corp

  Added

  Mark −$2.02K · flow $1.44K

  5 sh