 WILLIAMS COS INCWMB |
| 5.83% | 6.35% | $13.5M | 181,967 | $13.2M | 181,958 | +9+0.00% | Add |
 TARGA RES CORPTRGP |
| 5.39% | 5.94% | $12.5M | 46,600 | $12.4M | 49,405 | -2,805-5.68% | Reduce |
 CHENIERE ENERGY INCLNG |
| 4.85% | 6.27% | $11.2M | 47,015 | $13.1M | 46,057 | +958+2.08% | Add |
| EENERGY TRANSFER L PET |
| 4.16% | 4.61% | $9.6M | 503,905 | $9.6M | 497,579 | +6,326+1.27% | Add |
| SSTATE STREETXLI |
| 3.98% | 0.39% | $9.2M | 49,800 | $805,415 | 4,980 | +44,820+900.00% | Add |
 APPLE INCAAPL |
| 3.67% | 3.59% | $8.5M | 29,428 | $7.5M | 29,459 | -31-0.11% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.66% | 3.47% | $8.5M | 24,043 | $7.2M | 25,211 | -1,168-4.63% | Reduce |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 3.18% | 2.57% | $7.4M | 254,441 | $5.4M | 213,156 | +41,285+19.37% | Add |
 AMAZON COM INCAMZN |
| 3.09% | 2.93% | $7.2M | 30,036 | $6.1M | 29,302 | +734+2.50% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.71% | 2.6% | $6.3M | 31,408 | $5.4M | 31,096 | +312+1.00% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.53% | 2.43% | $5.9M | 7,854 | $5.1M | 7,796 | +58+0.74% | Add |
 HEXCEL CORP NEWHXL |
| 2.45% | 2.2% | $5.7M | 56,874 | $4.6M | 56,648 | +226+0.40% | Add |
 MICROSOFT CORPMSFT |
| 2.41% | 2.57% | $5.6M | 15,003 | $5.4M | 14,465 | +538+3.72% | Add |
| MMPLX LPFFUT |
| 2.06% | 2.25% | $4.8M | 84,746 | $4.7M | 82,237 | +2,509+3.05% | Add |
 ABBVIE INCABBV |
| 1.83% | 1.79% | $4.2M | 16,862 | $3.7M | 17,124 | -262-1.53% | Reduce |
 PLAINS ALL AMERN PIPELINE LPAA |
| 1.67% | 1.71% | $3.9M | 174,230 | $3.6M | 159,567 | +14,663+9.19% | Add |
 CORNING INCGLW |
| 1.35% | 0.87% | $3.1M | 12,291 | $1.8M | 13,261 | -970-7.31% | Reduce |
 NGL ENERGY PARTNERS LPNGL |
| 1.31% | 1.13% | $3.0M | 190,391 | $2.4M | 191,580 | -1,189-0.62% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.25% | 1.24% | $2.9M | 8,856 | $2.6M | 8,764 | +92+1.05% | Add |
 HOME DEPOT INCHD |
| 1.14% | 1.18% | $2.6M | 7,502 | $2.4M | 7,448 | +54+0.73% | Add |
| GGENESIS ENERGY L P LPGEL |
| 1.03% | 1.45% | $2.4M | 169,202 | $3.0M | 170,033 | -831-0.49% | Reduce |
 HUBBELL INCHUBB |
| 0.99% | 1.04% | $2.3M | 4,398 | $2.2M | 4,398 | 00.00% | Unchanged |
| WWESTERN MIDSTREAM PAR LPWES |
| 0.93% | 0.99% | $2.2M | 49,437 | $2.1M | 50,149 | -712-1.42% | Reduce |
 RTX CORPORATIONRTX |
| 0.91% | 1.02% | $2.1M | 11,152 | $2.1M | 11,006 | +146+1.33% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.86% | 1.02% | $2.0M | 22,714 | $2.1M | 22,893 | -179-0.78% | Reduce |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.86% | 0.93% | $2.0M | 54,213 | $1.9M | 51,294 | +2,919+5.69% | Add |
 NEXTDECADE CORPNEXT |
| 0.81% | 0.84% | $1.9M | 248,312 | $1.7M | 228,336 | +19,976+8.75% | Add |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.77% | 0.84% | $1.8M | 26,587 | $1.8M | 27,094 | -507-1.87% | Reduce |
 HONEYWELL INTL INCHON |
| 0.76% | 0.83% | $1.8M | 7,914 | $1.7M | 7,675 | +239+3.11% | Add |
 EQT CORPEQT |
| 0.76% | 0.96% | $1.8M | 33,276 | $2.0M | 31,493 | +1,783+5.66% | Add |
| GGLOBAL X FDSXYLD |
| 0.72% | 0.89% | $1.7M | 41,200 | $1.9M | 47,400 | -6,200-13.08% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.7% | 0.54% | $1.6M | 8,481 | $1.1M | 8,430 | +51+0.60% | Add |
 ABBOTT LABORATORIESABT |
| 0.7% | 0.85% | $1.6M | 17,788 | $1.8M | 17,272 | +516+2.99% | Add |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.62% | 0.86% | $1.4M | 10,869 | $1.8M | 13,179 | -2,310-17.53% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.55% | 0.58% | $1.3M | 5,066 | $1.2M | 4,906 | +160+3.26% | Add |
 MARRIOTT INTL INC NEWMAR |
| 0.54% | 0.53% | $1.3M | 3,381 | $1.1M | 3,366 | +15+0.45% | Add |
 APPLIED MATLS INCAMAT |
| 0.54% | — | $1.3M | 1,732 | $0 | 0 | +1,732 | New Buy |
 PROCTER & GAMBLE COPG |
| 0.54% | 0.59% | $1.3M | 8,529 | $1.2M | 8,500 | +29+0.34% | Add |
 ALPHABET INCGOOGL |
| 0.54% | 0.43% | $1.2M | 3,489 | $905,526 | 3,149 | +340+10.80% | Add |
 COLGATE PALMOLIVE COCL |
| 0.53% | 0.55% | $1.2M | 13,501 | $1.2M | 13,501 | 00.00% | Unchanged |
| NNEOS ETF TRUSTQQQI |
| 0.51% | 0.24% | $1.2M | 20,800 | $506,838 | 10,200 | +10,600+103.92% | Add |
| VVERSABANK NEWVBNK |
| 0.5% | 0.46% | $1.2M | 49,973 | $953,457 | 67,287 | -17,314-25.73% | Reduce |
 PRIMERICA INCPRI |
| 0.49% | 0.48% | $1.1M | 4,000 | $1.0M | 4,000 | 00.00% | Unchanged |
 ILLUMINA INCILMN |
| 0.48% | 0.37% | $1.1M | 6,278 | $773,826 | 6,278 | 00.00% | Unchanged |
| CCALUMET INCCLMT |
| 0.47% | 0.67% | $1.1M | 30,427 | $1.4M | 39,120 | -8,693-22.22% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.47% | 0.47% | $1.1M | 14,966 | $983,787 | 13,677 | +1,289+9.42% | Add |
| NNEOS ETF TRUSTSPYI |
| 0.44% | 0.45% | $1.0M | 19,425 | $944,201 | 19,125 | +300+1.57% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.44% | 0.67% | $1.0M | 8,303 | $1.4M | 8,823 | -520-5.89% | Reduce |
 VISTRA CORPVST |
| 0.44% | 0.32% | $1.0M | 6,431 | $660,400 | 4,393 | +2,038+46.39% | Add |
 CUMMINS INCCMI |
| 0.44% | 0.37% | $1.0M | 1,426 | $766,678 | 1,425 | +1+0.07% | Add |
