 BROADCOM INCAVGO |
| 3.5% | 3.26% | $13.9M | 36,798 | $11.5M | 37,193 | -395-1.06% | Reduce |
 ENTERPRISE PRODS PARTNERS LEPD |
| 2.75% | 3.14% | $10.9M | 296,891 | $11.1M | 293,889 | +3,002+1.02% | Add |
 STEEL DYNAMICS INCSTLD |
| 2.61% | 2.33% | $10.3M | 45,098 | $8.2M | 45,755 | -657-1.44% | Reduce |
 CISCO SYS INCCSCO |
| 2.41% | 1.8% | $9.6M | 81,319 | $6.4M | 82,152 | -833-1.01% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.3% | 2.32% | $9.1M | 27,930 | $8.2M | 27,937 | -7-0.03% | Reduce |
 ABBVIE INCABBV |
| 2.19% | 2.11% | $8.7M | 34,586 | $7.4M | 34,237 | +349+1.02% | Add |
| FFIDELITY COVINGTON TRUSTFDVV |
| 2.01% | 2.09% | $8.0M | 132,384 | $7.4M | 133,693 | -1,309-0.98% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 1.87% | 2.16% | $7.4M | 58,552 | $7.7M | 58,462 | +90+0.15% | Add |
 APPLE INCAAPL |
| 1.8% | 1.73% | $7.1M | 24,661 | $6.1M | 24,060 | +601+2.50% | Add |
 ENBRIDGE INCENB |
| 1.7% | 1.89% | $6.7M | 124,120 | $6.7M | 123,748 | +372+0.30% | Add |
 EATON VANCEETY |
| 1.64% | 1.72% | $6.5M | 446,419 | $6.1M | 440,229 | +6,190+1.41% | Add |
 REALTY INCOME CORP COMO |
| 1.61% | 1.76% | $6.4M | 103,196 | $6.2M | 101,580 | +1,616+1.59% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 1.42% | 1.39% | $5.6M | 23,882 | $4.9M | 22,926 | +956+4.17% | Add |
 BANK NOVA SCOTIA B CBNS |
| 1.41% | 1.27% | $5.6M | 64,602 | $4.5M | 64,823 | -221-0.34% | Reduce |
 PEPSICO INCPEP |
| 1.36% | 1.74% | $5.4M | 39,871 | $6.2M | 39,644 | +227+0.57% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.28% | 1.23% | $5.1M | 18,115 | $4.4M | 17,963 | +152+0.85% | Add |
 KLA CORPKLAC |
| 1.28% | 0.7% | $5.1M | 16,807 | $2.5M | 1,670 | +15,137+906.41% | Add |
 CHEVRON CORPORATIONCVX |
| 1.28% | 1.77% | $5.1M | 30,588 | $6.3M | 30,317 | +271+0.89% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.27% | 1.25% | $5.1M | 25,252 | $4.4M | 25,443 | -191-0.75% | Reduce |
 MICROSOFT CORPMSFT |
| 1.27% | 1.34% | $5.0M | 13,512 | $4.7M | 12,768 | +744+5.83% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.25% | 0.48% | $5.0M | 16,671 | $1.7M | 17,018 | -347-2.04% | Reduce |
 ALPHABET INCGOOGL |
| 1.25% | 1.11% | $4.9M | 13,837 | $3.9M | 13,665 | +172+1.26% | Add |
 ONEOK INC NEWOKE |
| 1.21% | 1.4% | $4.8M | 55,274 | $5.0M | 54,916 | +358+0.65% | Add |
 OMEGA HEALTHCARE INVS INCOHI |
| 1.2% | 1.22% | $4.7M | 99,603 | $4.3M | 98,339 | +1,264+1.29% | Add |
 CUMMINS INCCMI |
| 1.19% | 1.03% | $4.7M | 6,624 | $3.6M | 6,775 | -151-2.23% | Reduce |
 RTX CORPORATIONRTX |
| 1.19% | 1.36% | $4.7M | 24,871 | $4.8M | 24,959 | -88-0.35% | Reduce |
 CORNING INCGLW |
| 1.18% | 0.72% | $4.7M | 18,404 | $2.5M | 18,710 | -306-1.64% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.18% | 1.27% | $4.7M | 18,460 | $4.5M | 18,393 | +67+0.36% | Add |
 LAM RESEARCH CORPLRCX |
| 1.18% | 0.65% | $4.7M | 10,785 | $2.3M | 10,807 | -22-0.20% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.11% | 1.46% | $4.4M | 104,142 | $5.2M | 102,920 | +1,222+1.19% | Add |
 SOUTHERN COSO |
| 1.09% | 1.23% | $4.3M | 45,111 | $4.4M | 45,115 | -4-0.01% | Reduce |
 WALMART INCWMT |
| 1.05% | 1.29% | $4.2M | 36,891 | $4.6M | 36,790 | +101+0.27% | Add |
 MERCK & CO INCMRK |
| 1.04% | 1.07% | $4.1M | 32,011 | $3.8M | 31,490 | +521+1.65% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 1.03% | 1.08% | $4.1M | 29,787 | $3.8M | 29,001 | +786+2.71% | Add |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.02% | 0.94% | $4.0M | 46,004 | $3.3M | 9,075 | +36,929+406.93% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.01% | 1.03% | $4.0M | 22,105 | $3.6M | 21,997 | +108+0.49% | Add |
 EVERGY INC COMEVRG |
| 0.95% | 1.01% | $3.8M | 43,727 | $3.6M | 43,802 | -75-0.17% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.91% | 0.86% | $3.6M | 3,560 | $3.0M | 3,576 | -16-0.45% | Reduce |
 AMGEN INC COMAMGN |
| 0.89% | 0.98% | $3.6M | 9,809 | $3.5M | 9,887 | -78-0.79% | Reduce |
 ELI LILLY & COLLY |
| 0.87% | 0.73% | $3.5M | 2,892 | $2.6M | 2,791 | +101+3.62% | Add |
 UNION PAC CORPUNP |
| 0.87% | 0.83% | $3.5M | 12,719 | $2.9M | 12,126 | +593+4.89% | Add |
 MCDONALDS CORPMCD |
| 0.87% | 1.11% | $3.4M | 12,752 | $3.9M | 12,639 | +113+0.89% | Add |
 WASTE MGMT INC DELWM |
| 0.87% | 0.99% | $3.4M | 15,434 | $3.5M | 15,292 | +142+0.93% | Add |
 AMAZON COM INCAMZN |
| 0.85% | 0.79% | $3.4M | 14,098 | $2.8M | 13,389 | +709+5.30% | Add |
| QQUALCOMM INCQCOM |
| 0.84% | 0.64% | $3.3M | 18,051 | $2.3M | 17,581 | +470+2.67% | Add |
 ROYAL BK CDA COMRY |
| 0.84% | 0.72% | $3.3M | 16,085 | $2.5M | 15,748 | +337+2.14% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.83% | 0.61% | $3.3M | 7,920 | $2.1M | 7,943 | -23-0.29% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.81% | 1.09% | $3.2M | 6,339 | $3.8M | 6,363 | -24-0.38% | Reduce |
 EMERSON ELEC COEMR |
| 0.81% | 0.81% | $3.2M | 22,492 | $2.9M | 21,770 | +722+3.32% | Add |
 VICI PPTYS INC COMVICI |
| 0.79% | 0.88% | $3.1M | 118,509 | $3.1M | 114,458 | +4,051+3.54% | Add |
