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
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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
ABBOTT LABS COM 002824100 10,832,205 79,643 SH SOLE 79,643 0 0
ABBVIE INC COM 00287Y109 3,369,931 18,155 SH SOLE 18,155 0 0
ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT 00302L108 224,500 56,692 SH SOLE 56,692 0 0
ABRDN LIFE SCIENCES INVESTOR SH BEN INT 87911K100 169,387 13,223 SH SOLE 13,223 0 0
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 915,194 103,295 SH SOLE 103,295 0 0
ABRDN WORLD HEALTHCARE FUND BEN INT SHS 87911L108 138,920 13,540 SH SOLE 13,540 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 268,403 898 SH SOLE 898 0 0
ADOBE INC COM 00724F101 213,558 552 SH SOLE 552 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 6,027,378 51,075 SH SOLE 51,075 0 0
ALPHABET INC CAP STK CL C 02079K107 16,515,014 93,100 SH SOLE 93,100 0 0
ALPHABET INC CAP STK CL A 02079K305 12,874,946 73,058 SH SOLE 73,058 0 0
AMAZON COM INC COM 023135106 3,005,424 13,699 SH SOLE 13,699 0 0
AMERICAN EXPRESS CO COM 025816109 246,572 773 SH SOLE 773 0 0
AMGEN INC COM 031162100 1,045,641 3,745 SH SOLE 3,745 0 0
ANALOG DEVICES INC COM 032654105 7,332,257 30,805 SH SOLE 30,805 0 0
ANGEL OAK FINL STRATEGIES IN COM BEN INT 03464A100 281,277 21,670 SH SOLE 21,670 0 0
AON PLC SHS CL A G0403H108 7,776,321 21,797 SH SOLE 21,797 0 0
APPLE INC COM 037833100 15,776,738 76,896 SH SOLE 76,896 0 0
APPLIED MATLS INC COM 038222105 2,669,042 14,579 SH SOLE 14,579 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,755,413 5,692 SH SOLE 5,692 0 0
BANK AMERICA CORP COM 060505104 17,848,330 377,184 SH SOLE 377,184 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,186,400 3 SH SOLE 3 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,172,547 66,230 SH SOLE 66,230 0 0
BLACKROCK ENHANCED EQUITY DI COM 09251A104 93,567 10,525 SH SOLE 10,525 0 0
BLACKROCK HEALTH SCIENCES TE COM SHS 09260E105 320,137 22,450 SH SOLE 22,450 0 0
BLACKROCK INC COM 09290D101 1,249,657 1,191 SH SOLE 1,191 0 0
BLACKROCK RES & COMMODITIES SHS 09257A108 110,650 11,709 SH SOLE 11,709 0 0
BOEING CO COM 097023105 7,216,213 34,440 SH SOLE 34,440 0 0
BOOKING HOLDINGS INC COM 09857L108 839,440 145 SH SOLE 145 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 235,183 4,969 SH SOLE 4,969 0 0
BROADCOM INC COM 11135F101 336,017 1,219 SH SOLE 1,219 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 2,433,481 44,021 SH SOLE 44,021 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 13,413,471 216,871 SH SOLE 216,871 0 0
CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 295,105 16,179 SH SOLE 16,179 0 0
CARMAX INC COM 143130102 5,471,768 81,413 SH SOLE 81,413 0 0
CATERPILLAR INC COM 149123101 1,359,511 3,502 SH SOLE 3,502 0 0
CBRE GBL REAL ESTATE INC FD COM 12504G100 290,336 54,884 SH SOLE 54,884 0 0
CHEVRON CORP NEW COM 166764100 9,720,312 67,884 SH SOLE 67,884 0 0
CISCO SYS INC COM 17275R102 10,029,309 144,556 SH SOLE 144,556 0 0
COCA COLA CO COM 191216100 480,181 6,787 SH SOLE 6,787 0 0
COHEN & STEERS INFRASTRUCTUR COM 19248A109 325,421 12,075 SH SOLE 12,075 0 0
COLGATE PALMOLIVE CO COM 194162103 275,791 3,034 SH SOLE 3,034 0 0
COMCAST CORP NEW CL A 20030N101 2,220,644 62,220 SH SOLE 62,220 0 0
CONSTELLATION ENERGY CORP COM 21037T109 376,338 1,166 SH SOLE 1,166 0 0
COSTCO WHSL CORP NEW COM 22160K105 917,674 927 SH SOLE 927 0 0
CSX CORP COM 126408103 276,376 8,470 SH SOLE 8,470 0 0
CUMMINS INC COM 231021106 315,383 963 SH SOLE 963 0 0
DANAHER CORPORATION COM 235851102 9,107,026 46,102 SH SOLE 46,102 0 0
DAVIS FUNDAMENTAL ETF TR SELCT INTL ETF 23908L405 1,600,113 61,876 SH SOLE 61,876 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 6,496,362 64,422 SH SOLE 64,422 0 0
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 9,736,573 229,853 SH SOLE 229,853 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2,848,188 82,389 SH SOLE 82,389 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 991,074 34,234 SH SOLE 34,234 0 0
DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 1,203,283 23,710 SH SOLE 23,710 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3,116,244 57,751 SH SOLE 57,751 0 0
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 228,243 8,507 SH SOLE 8,507 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1,040,650 29,036 SH SOLE 29,036 0 0
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 378,913 8,962 SH SOLE 8,962 0 0
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1,133,034 38,175 SH SOLE 38,175 0 0
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2,484,402 79,910 SH SOLE 79,910 0 0
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 3,560,518 74,162 SH SOLE 74,162 0 0
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1,619,995 38,334 SH SOLE 38,334 0 0
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 10,332,458 351,803 SH SOLE 351,803 0 0
DISNEY WALT CO COM 254687106 9,076,902 73,195 SH SOLE 73,195 0 0
DOLLAR TREE INC COM 256746108 16,563,351 167,239 SH SOLE 167,239 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 2,956,436 25,055 SH SOLE 25,055 0 0
EATON CORP PLC SHS G29183103 219,906 616 SH SOLE 616 0 0
EATON VANCE TAX ADVT DIV INC COM 27828G107 592,595 24,589 SH SOLE 24,589 0 0
EATON VANCE TX ADV GLBL DIV COM 27828S101 1,933,830 92,351 SH SOLE 92,351 0 0
ELI LILLY & CO COM 532457108 1,526,320 1,958 SH SOLE 1,958 0 0
EMERSON ELEC CO COM 291011104 576,786 4,326 SH SOLE 4,326 0 0
EVERSOURCE ENERGY COM 30040W108 581,996 9,148 SH SOLE 9,148 0 0
EXXON MOBIL CORP COM 30231G102 4,390,761 40,731 SH SOLE 40,731 0 0
F N B CORP COM 302520101 438,508 30,076 SH SOLE 30,076 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 3,741,381 17,182 SH SOLE 17,182 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 4,081,259 2,086 SH SOLE 2,086 0 0
FISERV INC COM 337738108 7,049,155 40,886 SH SOLE 40,886 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 4,025,348 52,993 SH SOLE 52,993 0 0
FRANKLIN LTD DURATION INCOME COM 35472T101 64,200 10,000 SH SOLE 10,000 0 0
GABELLI DIVID & INCOME TR COM 36242H104 2,372,684 91,222 SH SOLE 91,222 0 0
GABELLI EQUITY TR INC COM 362397101 2,992,504 514,176 SH SOLE 514,176 0 0
GABELLI GLOBL UTIL & INCOME COM SH BEN INT 36242L105 334,333 19,318 SH SOLE 19,318 0 0
GABELLI MULTIMEDIA TR INC COM 36239Q109 557,290 134,937 SH SOLE 134,937 0 0
GALLAGHER ARTHUR J & CO COM 363576109 753,562 2,354 SH SOLE 2,354 0 0
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 277,237 63,152 SH SOLE 63,152 0 0
GE VERNOVA INC COM 36828A101 213,247 403 SH SOLE 403 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,550,417 2,191 SH SOLE 2,191 0 0
HANCOCK JOHN PFD INCOME FD I COM 41013X106 172,187 10,891 SH SOLE 10,891 0 0
HANCOCK JOHN PFD INCOME FD I COM 41021P103 550,864 38,630 SH SOLE 38,630 0 0
HANCOCK JOHN TAX-ADVANTAGED COM 41013V100 2,399,861 102,602 SH SOLE 102,602 0 0
HCA HEALTHCARE INC COM 40412C101 13,671,836 35,687 SH SOLE 35,687 0 0
HOME DEPOT INC COM 437076102 1,957,124 5,338 SH SOLE 5,338 0 0
HONEYWELL INTL INC COM 438516106 299,484 1,286 SH SOLE 1,286 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 292,891 1,213 SH SOLE 1,213 0 0
ICON PLC SHS G4705A100 1,838,488 12,640 SH SOLE 12,640 0 0
INTUIT COM 461202103 366,248 465 SH SOLE 465 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 622,278 3,424 SH SOLE 3,424 0 0
INVESCO LTD SHS G491BT108 5,620,321 356,393 SH SOLE 356,393 0 0
INVESCO MUN OPPORTUNITY TR COM 46132C107 394,740 43,000 SH SOLE 43,000 0 0
INVESCO QUALITY MUN INCOME T COM 46133G107 98,302 10,480 SH SOLE 10,480 0 0
ISHARES GOLD TR ISHARES NEW 464285204 236,220 3,788 SH SOLE 3,788 0 0
ISHARES INC CORE MSCI EMKT 46434G103 470,875 7,844 SH SOLE 7,844 0 0
ISHARES TR CORE S&P TTL STK 464287150 412,547 3,055 SH SOLE 3,055 0 0
ISHARES TR CORE S&P500 ETF 464287200 2,160,774 3,480 SH SOLE 3,480 0 0
ISHARES TR CORE US AGGBD ET 464287226 229,053 2,309 SH SOLE 2,309 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 263,053 5,453 SH SOLE 5,453 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 547,953 6,613 SH SOLE 6,613 0 0
ISHARES TR MSCI EAFE ETF 464287465 2,109,425 23,598 SH SOLE 23,598 0 0
ISHARES TR RUS MID CAP ETF 464287499 1,203,335 13,084 SH SOLE 13,084 0 0
ISHARES TR CORE S&P MCP ETF 464287507 455,847 7,350 SH SOLE 7,350 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 1,098,176 5,654 SH SOLE 5,654 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 226,859 1,438 SH SOLE 1,438 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 925,523 4,289 SH SOLE 4,289 0 0
ISHARES TR CORE S&P SCP ETF 464287804 542,406 4,963 SH SOLE 4,963 0 0
ISHARES TR U.S. MED DVC ETF 464288810 1,512,877 24,152 SH SOLE 24,152 0 0
ISHARES TR CORE MSCI EAFE 46432F842 664,501 7,960 SH SOLE 7,960 0 0
ISHARES U S ETF TR SHORT DURATION B 46431W507 1,039,936 20,351 SH SOLE 20,351 0 0
JABIL INC COM 466313103 6,824,393 31,290 SH SOLE 31,290 0 0
JOHNSON & JOHNSON COM 478160104 990,126 6,482 SH SOLE 6,482 0 0
JPMORGAN CHASE & CO. COM 46625H100 15,092,014 52,058 SH SOLE 52,058 0 0
LABCORP HOLDINGS INC COM SHS 504922105 249,122 949 SH SOLE 949 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 1,079,964 158,585 SH SOLE 158,585 0 0
LINDE PLC SHS G54950103 2,017,943 4,301 SH SOLE 4,301 0 0
LOWES COS INC COM 548661107 13,664,733 61,589 SH SOLE 61,589 0 0
LULULEMON ATHLETICA INC COM 550021109 3,449,662 14,520 SH SOLE 14,520 0 0
MARKEL GROUP INC COM 570535104 12,441,555 6,229 SH SOLE 6,229 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,074,817 19,708 SH SOLE 19,708 0 0
MCDONALDS CORP COM 580135101 925,595 3,168 SH SOLE 3,168 0 0
MERCK & CO INC COM 58933Y105 6,037,514 76,270 SH SOLE 76,270 0 0
META PLATFORMS INC CL A 30303M102 839,212 1,137 SH SOLE 1,137 0 0
METLIFE INC COM 59156R108 9,168,862 114,012 SH SOLE 114,012 0 0
MICROSOFT CORP COM 594918104 20,933,758 42,086 SH SOLE 42,086 0 0
MOODYS CORP COM 615369105 5,799,853 11,563 SH SOLE 11,563 0 0
MOSAIC CO NEW COM 61945C103 7,940,594 217,670 SH SOLE 217,670 0 0
NEUBERGER BERMAN REAL ESTATE COM 64190A103 180,764 56,138 SH SOLE 56,138 0 0
NEWMONT CORP COM 651639106 8,438,520 144,842 SH SOLE 144,842 0 0
NIKE INC CL B 654106103 446,060 6,279 SH SOLE 6,279 0 0
NORFOLK SOUTHN CORP COM 655844108 744,873 2,910 SH SOLE 2,910 0 0
NORTHERN TR CORP COM 665859104 539,618 4,256 SH SOLE 4,256 0 0
NORTHROP GRUMMAN CORP COM 666807102 242,990 486 SH SOLE 486 0 0
NOVARTIS AG SPONSORED ADR 66987V109 9,271,181 76,615 SH SOLE 76,615 0 0
NOVO-NORDISK A S ADR 670100205 1,912,406 27,708 SH SOLE 27,708 0 0
NUCOR CORP COM 670346105 245,867 1,898 SH SOLE 1,898 0 0
NUTRIEN LTD COM 67077M108 297,024 5,100 SH SOLE 5,100 0 0
NUVEEN PFD & INCOME OPPORTUN COM 67073B106 412,709 51,460 SH SOLE 51,460 0 0
NVIDIA CORPORATION COM 67066G104 1,311,475 8,301 SH SOLE 8,301 0 0
ORACLE CORP COM 68389X105 11,132,734 50,920 SH SOLE 50,920 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,466,866 16,275 SH SOLE 16,275 0 0
PAYCHEX INC COM 704326107 225,899 1,553 SH SOLE 1,553 0 0
PEPSICO INC COM 713448108 912,528 6,911 SH SOLE 6,911 0 0
PFIZER INC COM 717081103 5,684,153 234,495 SH SOLE 234,495 0 0
PHILIP MORRIS INTL INC COM 718172109 5,134,791 28,193 SH SOLE 28,193 0 0
PROCTER AND GAMBLE CO COM 742718109 682,686 4,285 SH SOLE 4,285 0 0
QUALCOMM INC COM 747525103 8,077,805 50,721 SH SOLE 50,721 0 0
ROCKWELL AUTOMATION INC COM 773903109 331,838 999 SH SOLE 999 0 0
ROYAL BK CDA COM 780087102 7,062,788 53,689 SH SOLE 53,689 0 0
RTX CORPORATION COM 75513E101 10,483,463 71,795 SH SOLE 71,795 0 0
SCHLUMBERGER LTD COM STK 806857108 6,236,121 184,501 SH SOLE 184,501 0 0
SCHWAB CHARLES CORP COM 808513105 20,063,457 219,898 SH SOLE 219,898 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 549,671 22,546 SH SOLE 22,546 0 0
SONY GROUP CORP SPONSORED ADR 835699307 11,696,528 449,348 SH SOLE 449,348 0 0
SOUTHERN CO COM 842587107 360,760 3,929 SH SOLE 3,929 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,056,576 1,710 SH SOLE 1,710 0 0
SPECIAL OPPORTUNITIES FD INC COM 84741T104 230,073 14,853 SH SOLE 14,853 0 0
STRYKER CORPORATION COM 863667101 750,906 1,898 SH SOLE 1,898 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,439,157 24,015 SH SOLE 24,015 0 0
TARGET CORP COM 87612E106 2,113,478 21,424 SH SOLE 21,424 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,475,487 11,038 SH SOLE 11,038 0 0
TJX COS INC NEW COM 872540109 8,024,755 64,983 SH SOLE 64,983 0 0
TRACTOR SUPPLY CO COM 892356106 939,728 17,808 SH SOLE 17,808 0 0
TRAVELERS COMPANIES INC COM 89417E109 344,056 1,286 SH SOLE 1,286 0 0
TRIMBLE INC COM 896239100 347,760 4,577 SH SOLE 4,577 0 0
TRUIST FINL CORP COM 89832Q109 527,659 12,274 SH SOLE 12,274 0 0
UNILEVER PLC SPON ADR NEW 904767704 251,236 4,107 SH SOLE 4,107 0 0
UNION PAC CORP COM 907818108 387,915 1,686 SH SOLE 1,686 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,854,708 67,909 SH SOLE 67,909 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,938,336 35,062 SH SOLE 35,062 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 237,666 418 SH SOLE 418 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 503,414 1,799 SH SOLE 1,799 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 311,392 1,314 SH SOLE 1,314 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 545,841 11,036 SH SOLE 11,036 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 251,291 1,228 SH SOLE 1,228 0 0
VIATRIS INC COM 92556V106 918,325 102,836 SH SOLE 102,836 0 0
VISA INC COM CL A 92826C839 9,722,690 27,384 SH SOLE 27,384 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 4,824,228 303,793 SH SOLE 303,793 0 0
VOYA GLBL EQTY DIV & PREM OP COM 92912T100 58,000 10,000 SH SOLE 10,000 0 0
VOYA INFRASTRUCTURE INDLS & COM 92912X101 983,936 84,169 SH SOLE 84,169 0 0
WALMART INC COM 931142103 2,165,436 22,146 SH SOLE 22,146 0 0
WEC ENERGY GROUP INC COM 92939U106 280,506 2,692 SH SOLE 2,692 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,975,699 6,446 SH SOLE 6,446 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,923,217 53,977 SH SOLE 53,977 0 0