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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Company Com 88579Y101 203,264 1,695 SH SOLE 1,695 0 0
Abbott Laboratories Com 002824100 2,356,152 21,460 SH SOLE 21,460 0 0
AbbVie Inc Com 00287Y109 29,041,518 179,701 SH SOLE 179,701 0 0
Adobe Inc Com 00724F101 2,940,935 8,739 SH SOLE 8,739 0 0
Albemarle Corp Com 012653101 492,489 2,271 SH SOLE 2,271 0 0
Algonquin Power & Utilities Corp Com 015857105 559,246 85,774 SH SOLE 85,774 0 0
Alphabet Inc Class A Com 02079K305 10,903,343 123,578 SH SOLE 123,578 0 0
Alphabet Inc Class C Com 02079K107 9,392,572 105,855 SH SOLE 105,855 0 0
Amazon.com Inc Com 023135106 15,058,201 179,264 SH SOLE 179,264 0 0
American Tower Corp Com 03027X100 13,220,380 62,401 SH SOLE 62,401 0 0
Amgen Inc Com 031162100 4,831,507 18,395 SH SOLE 18,395 0 0
Apple Inc Com 037833100 55,555,576 427,580 SH SOLE 427,580 0 0
AT&T Inc Com 00206R102 2,043,859 111,019 SH SOLE 111,019 0 0
Automatic Data Processing Inc Com 053015103 830,402 3,476 SH SOLE 3,476 0 0
Bank of America Corp Com 060505104 1,002,172 30,258 SH SOLE 30,258 0 0
Berkshire Hathaway Inc Class B Com 084670702 535,787 1,734 SH SOLE 1,734 0 0
BlackRock Inc Com 09247X101 10,337,017 14,587 SH SOLE 14,587 0 0
Blackstone Inc Com 09260D107 21,795,932 293,785 SH SOLE 293,785 0 0
Boeing Co Com 097023105 677,763 3,558 SH SOLE 3,558 0 0
Broadcom Inc Com 11135F101 35,100,745 62,777 SH SOLE 62,777 0 0
Capital One Financial Corp Com 14040H105 514,719 5,537 SH SOLE 5,537 0 0
Caterpillar Inc Com 149123101 1,752,297 7,314 SH SOLE 7,314 0 0
Centerpoint Energy Inc Com 15189T107 392,299 13,081 SH SOLE 13,081 0 0
Chesapeake Utilities Corp Com 165303108 1,119,755 9,475 SH SOLE 9,475 0 0
Chevron Corp Com 166764100 8,471,625 47,198 SH SOLE 47,198 0 0
Cisco Systems Inc Com 17275R102 7,743,090 162,533 SH SOLE 162,533 0 0
Citigroup Inc Com 172967424 317,017 7,009 SH SOLE 7,009 0 0
Coca Cola Company Com 191216100 8,612,421 135,394 SH SOLE 135,394 0 0
Comcast Corp A Com 20030N101 3,822,675 109,313 SH SOLE 109,313 0 0
ConocoPhillips Com 20825C104 830,506 7,038 SH SOLE 7,038 0 0
Costco Wholesale Corp Com 22160K105 15,325,618 33,572 SH SOLE 33,572 0 0
Crowdstrike Hldgs Inc Cl A Com 22788C105 1,763,923 16,753 SH SOLE 16,753 0 0
Crown Castle Inc Com 22822V101 7,144,497 52,672 SH SOLE 52,672 0 0
Cummins Inc Com 231021106 3,309,681 13,660 SH SOLE 13,660 0 0
CVS Health Corp Com 126650100 12,472,437 133,838 SH SOLE 133,838 0 0
Danaher Corp Com 235851102 4,937,342 18,602 SH SOLE 18,602 0 0
Darden Restaurants Inc. Com 237194105 5,053,194 36,530 SH SOLE 36,530 0 0
Devon Energy Corporation Com 25179M103 2,860,522 46,505 SH SOLE 46,505 0 0
Digital Realty Trust Inc Com 253868103 915,765 9,133 SH SOLE 9,133 0 0
Dow Inc Com 260557103 2,029,379 40,273 SH SOLE 40,273 0 0
Duke Energy Corp Com 26441C204 407,428 3,956 SH SOLE 3,956 0 0
Eaton Corp PLC Com G29183103 6,034,099 38,446 SH SOLE 38,446 0 0
Eli Lilly and Company Com 532457108 313,524 857 SH SOLE 857 0 0
Emerson Electric Co Com 291011104 2,847,122 29,639 SH SOLE 29,639 0 0
Enbridge Inc Com 29250N105 5,382,349 137,656 SH SOLE 137,656 0 0
Enterprise Products Partners LP Com 293792107 4,885,485 202,549 SH SOLE 202,549 0 0
EOG Resources Inc Com 26875P101 272,898 2,107 SH SOLE 2,107 0 0
Equinix Inc Com 29444U700 12,076,290 18,436 SH SOLE 18,436 0 0
Exxon Mobil Corporation Com 30231G102 18,457,797 167,341 SH SOLE 167,341 0 0
Fidelity Blue Chip Growth ETF Com 316092352 696,897 33,044 SH SOLE 33,044 0 0
Fidelity International High Dividend ETF Com 316092725 303,985 16,300 SH SOLE 16,300 0 0
First Financial Bankshares Inc Com 32020R109 206,400 6,000 SH SOLE 6,000 0 0
Flaherty & Crumrine Dynamic Pfd&Inc Com 33848W106 258,198 13,800 SH SOLE 13,800 0 0
Generac Holdings Inc. Com 368736104 235,846 2,343 SH SOLE 2,343 0 0
General Dynamics Corporation Com 369550108 210,645 849 SH SOLE 849 0 0
General Mills Inc Com 370334104 1,156,123 13,788 SH SOLE 13,788 0 0
Gilead Sciences Inc Com 375558103 646,278 7,528 SH SOLE 7,528 0 0
Goldman Sachs Access Ultra Short Bd ETF Com 381430230 7,680,727 154,994 SH SOLE 154,994 0 0
Goldman Sachs Group Inc Com 38141G104 8,967,712 26,116 SH SOLE 26,116 0 0
Home Depot Inc Com 437076102 21,765,849 68,909 SH SOLE 68,909 0 0
Honeywell International Com 438516106 12,512,939 58,389 SH SOLE 58,389 0 0
Independent Bank Group In Com 45384B106 466,941 7,772 SH SOLE 7,772 0 0
Intel Corp Com 458140100 1,381,748 52,279 SH SOLE 52,279 0 0
International Business Machines Com 459200101 6,973,491 49,496 SH SOLE 49,496 0 0
Invesco QQQ Trust Series 1 Com 46090E103 214,089 804 SH SOLE 804 0 0
Invesco Senior Loan Com 46138G508 1,629,061 79,350 SH SOLE 79,350 0 0
IQvia Hldgs Inc Com 46266C105 1,417,224 6,917 SH SOLE 6,917 0 0
Iron Mountain Inc Com 46284V101 15,971,242 320,386 SH SOLE 320,386 0 0
iShares 0-5 Year High Yield Corporate Bond Com 46434V407 14,507,340 354,789 SH SOLE 354,789 0 0
iShares Biotechnology ETF Com 464287556 1,730,158 13,178 SH SOLE 13,178 0 0
iShares Core Dividend Growth ETF Com 46434V621 319,000 6,380 SH SOLE 6,380 0 0
iShares Core S&P 500 Com 464287200 344,952 897 SH SOLE 897 0 0
iShares Dow Jones US Basic Materials Sector Index Com 464287838 346,735 2,779 SH SOLE 2,779 0 0
iShares Dow Jones US Healthcare Provider Com 464288828 240,921 900 SH SOLE 900 0 0
iShares Dow Jones US Healthcare Sector Index Com 464287762 325,131 1,146 SH SOLE 1,146 0 0
iShares Dow Jones US Real Estate Com 464287739 2,020,551 23,999 SH SOLE 23,999 0 0
iShares Morningstar Growth ETF Com 464287119 1,668,263 34,270 SH SOLE 34,270 0 0
iShares Morningstar Mid Cap Core Index Com 464288208 346,153 5,900 SH SOLE 5,900 0 0
iShares Morningstar Small-Cap Growth ETF Com 464288604 317,007 8,796 SH SOLE 8,796 0 0
iShares MSCI Emerging Markets ETF Com 464287234 763,495 20,145 SH SOLE 20,145 0 0
iShares Preferred & Income Securities ETF Com 464288687 741,268 24,280 SH SOLE 24,280 0 0
iShares Russell 1000 Growth ETF Com 464287614 291,366 1,360 SH SOLE 1,360 0 0
iShares Russell 2000 ETF Com 464287655 896,559 5,142 SH SOLE 5,142 0 0
iShares Short-Term National Muni Bond Com 464288158 842,501 8,080 SH SOLE 8,080 0 0
iShares U.S. Financials ETF Com 464287788 426,254 5,648 SH SOLE 5,648 0 0
iShares U.S. Industrials ETF Com 464287754 722,292 7,488 SH SOLE 7,488 0 0
iShares U.S. Technology ETF Com 464287721 1,322,197 17,750 SH SOLE 17,750 0 0
iShares US Consumer Services ETF Com 464287580 524,715 9,212 SH SOLE 9,212 0 0
Johnson & Johnson Com 478160104 16,627,835 94,128 SH SOLE 94,128 0 0
Joint Corp Com 47973J102 699,000 50,000 SH SOLE 50,000 0 0
JP Morgan Chase & Co. Com 46625H100 15,070,457 112,382 SH SOLE 112,382 0 0
JPMorgan Ultra-Short Income ETF Com 46641Q837 1,669,078 33,295 SH SOLE 33,295 0 0
JPMorgan Ultra-Short Municipal Inc ETF Com 46641Q654 593,786 11,750 SH SOLE 11,750 0 0
Kinder Morgan Inc Com 49456B101 1,364,886 75,491 SH SOLE 75,491 0 0
KKR & Co Inc A Com 48251W104 9,988,841 215,184 SH SOLE 215,184 0 0
L3 Harris Technologies Inc Com 502431109 2,234,093 10,730 SH SOLE 10,730 0 0
Lockheed Martin Corp Com 539830109 380,446 782 SH SOLE 782 0 0
Logitech Intl SA Com H50430232 429,525 6,900 SH SOLE 6,900 0 0
Lowe's Companies Inc Com 548661107 360,624 1,810 SH SOLE 1,810 0 0
Lululemon Athletica Inc. Com 550021109 1,152,086 3,596 SH SOLE 3,596 0 0
Lyondellbasell Industries N V Com N53745100 5,631,343 67,823 SH SOLE 67,823 0 0
Magellan Midstream Partners LP Com 559080106 261,092 5,200 SH SOLE 5,200 0 0
MainStreet Capital Corp Com 56035L104 3,712,366 100,470 SH SOLE 100,470 0 0
Marathon Petroleum Corp Com 56585A102 5,864,659 50,388 SH SOLE 50,388 0 0
Marvell Technology Inc Com 573874104 663,771 17,920 SH SOLE 17,920 0 0
Mastercard Inc Com 57636Q104 8,621,617 24,794 SH SOLE 24,794 0 0
MATTERPORT INC Com 577096100 56,000 20,000 SH SOLE 20,000 0 0
McDonald's Corporation Com 580135101 9,892,622 37,538 SH SOLE 37,538 0 0
Merck & Co Inc Com 58933Y105 1,476,109 13,304 SH SOLE 13,304 0 0
Meta Platforms Inc Com 30303M102 434,547 3,611 SH SOLE 3,611 0 0
Micron Technology Inc Com 595112103 2,217,625 44,370 SH SOLE 44,370 0 0
Microsoft Corp Com 594918104 36,189,161 150,901 SH SOLE 150,901 0 0
Mondelez Intl Inc Com 609207105 6,584,753 98,796 SH SOLE 98,796 0 0
Morgan Stanley Com 617446448 3,608,333 42,441 SH SOLE 42,441 0 0
Netflix Inc Com 64110L106 560,861 1,902 SH SOLE 1,902 0 0
NextEra Energy Inc Com 65339F101 7,745,874 92,654 SH SOLE 92,654 0 0
NextEra Energy Partners LP Com 65341B106 8,506,402 121,364 SH SOLE 121,364 0 0
Nike Inc Class B Com 654106103 1,011,083 8,641 SH SOLE 8,641 0 0
NVIDIA Corp Com 67066G104 13,065,067 89,401 SH SOLE 89,401 0 0
Oracle Corporation Com 68389X105 3,842,419 47,007 SH SOLE 47,007 0 0
Palo Alto Networks Com Com 697435105 15,210,697 109,006 SH SOLE 109,006 0 0
PayPal Holdings Inc Com 70450Y103 353,037 4,957 SH SOLE 4,957 0 0
Pepsico Incorporated Com 713448108 17,515,414 96,952 SH SOLE 96,952 0 0
Pfizer Inc Com 717081103 7,651,624 149,329 SH SOLE 149,329 0 0
Philip Morris International Inc Com 718172109 419,178 4,141 SH SOLE 4,141 0 0
Phillips 66 Com 718546104 8,017,446 77,031 SH SOLE 77,031 0 0
Pioneer Natural Resources Co Com 723787107 266,074 1,165 SH SOLE 1,165 0 0
Polo Ralph Lauren Corp Cl A Com 751212101 1,103,723 10,445 SH SOLE 10,445 0 0
Procter & Gamble Co Com 742718109 3,552,802 23,441 SH SOLE 23,441 0 0
ProLogis Inc Com 74340W103 4,128,848 36,626 SH SOLE 36,626 0 0
Proshares Ultra QQQ Com 74347R206 465,961 13,298 SH SOLE 13,298 0 0
Proshares Ultra Short S&P500 Com 74347G416 312,136 6,790 SH SOLE 6,790 0 0
Public Storage Inc Com 74460D109 260,296 929 SH SOLE 929 0 0
Qualcomm Incorporated Com 747525103 10,256,296 93,289 SH SOLE 93,289 0 0
Quanta Services Inc Com 74762E102 15,715,197 110,282 SH SOLE 110,282 0 0
Raytheon Technologies Corp Com 75513E101 11,400,181 112,962 SH SOLE 112,962 0 0
Regeneron Pharmaceuticals Com 75886F107 257,571 357 SH SOLE 357 0 0
Salesforce Inc Com 79466L302 5,635,207 42,501 SH SOLE 42,501 0 0
Shell PLC A Spons ADR Com 780259305 1,151,315 20,216 SH SOLE 20,216 0 0
Sherwin Williams Co Com 824348106 3,493,497 14,720 SH SOLE 14,720 0 0
Simon Property Group Inc Com 828806109 2,946,398 25,080 SH SOLE 25,080 0 0
SPDR Blackstone / GSO Senior Loan ETF Com 78467V608 12,863,050 314,500 SH SOLE 314,500 0 0
SPDR Bloomberg Short Term High Yield Bond ETF Com 78468R408 1,339,502 55,260 SH SOLE 55,260 0 0
SPDR S&P 500 Trust Com 78462F103 341,510 893 SH SOLE 893 0 0
SPDR S&P Biotech Com 78464A870 358,311 4,317 SH SOLE 4,317 0 0
Starbucks Corp Com 855244109 4,518,560 45,550 SH SOLE 45,550 0 0
Starwood Property Trust Inc Com 85571B105 7,296,898 398,085 SH SOLE 398,085 0 0
Tapestry Inc Com 876030107 338,912 8,900 SH SOLE 8,900 0 0
Target Corporation Com 87612E106 5,161,255 34,630 SH SOLE 34,630 0 0
Tesla Inc Com 88160R101 1,179,223 9,573 SH SOLE 9,573 0 0
Texas Instruments Inc Com 882508104 2,950,994 17,861 SH SOLE 17,861 0 0
Thermo Fisher Scientific Inc Com 883556102 8,170,587 14,837 SH SOLE 14,837 0 0
Toronto-Dominion Bank Com 891160509 7,074,770 109,246 SH SOLE 109,246 0 0
United Rentals Inc Com 911363109 1,021,832 2,875 SH SOLE 2,875 0 0
UnitedHealth Group Inc Com 91324P102 17,666,894 33,322 SH SOLE 33,322 0 0
Valero Energy Corp Com 91913Y100 7,927,722 62,491 SH SOLE 62,491 0 0
Verizon Communications Com 92343V104 3,567,551 90,547 SH SOLE 90,547 0 0
Visa Inc Com 92826C839 20,124,258 96,863 SH SOLE 96,863 0 0
Walgreens Boots Alliance Com 931427108 905,830 24,246 SH SOLE 24,246 0 0
Walmart Inc Com 931142103 3,778,753 26,650 SH SOLE 26,650 0 0
Walt Disney Co Com 254687106 2,487,634 28,632 SH SOLE 28,632 0 0
Waste Management Inc Com 94106L109 413,849 2,638 SH SOLE 2,638 0 0
Williams Companies Com 969457100 11,262,193 342,315 SH SOLE 342,315 0 0