Berkshire Hathaway Inc Del Common
(BRK.B)
|
4.3 |
$33M |
|
92k |
356.66 |
Brookfield Corp Common
(BN)
|
4.0 |
$31M |
|
760k |
40.12 |
Paypal Hldgs Common
(PYPL)
|
3.7 |
$28M |
|
455k |
61.41 |
Medtronic Common
(MDT)
|
3.7 |
$28M |
|
337k |
82.38 |
Alphabet Common
(GOOGL)
|
3.7 |
$28M |
|
197k |
139.69 |
Zimmer Biomet Holdings Common
(ZBH)
|
3.6 |
$27M |
|
224k |
121.70 |
International Flavors&fragra Common
(IFF)
|
3.6 |
$27M |
|
331k |
80.97 |
Carmax Common
(KMX)
|
3.3 |
$25M |
|
328k |
76.74 |
Disney Walt Common
(DIS)
|
3.3 |
$25M |
|
275k |
90.29 |
Warner Bros Discovery Common
(WBD)
|
3.2 |
$24M |
|
2.1M |
11.38 |
Vontier Corporation Common
(VNT)
|
3.2 |
$24M |
|
700k |
34.55 |
Cisco Sys Common
(CSCO)
|
3.1 |
$24M |
|
465k |
50.52 |
Loews Corp Common
(L)
|
3.0 |
$22M |
|
321k |
69.59 |
Etsy Common
(ETSY)
|
2.9 |
$22M |
|
271k |
81.05 |
Microsoft Corp Common
(MSFT)
|
2.9 |
$22M |
|
58k |
376.03 |
Wells Fargo Common
(WFC)
|
2.8 |
$21M |
|
432k |
49.22 |
Goldman Sachs Group Common
(GS)
|
2.8 |
$21M |
|
54k |
385.76 |
Kenvue Common
(KVUE)
|
2.7 |
$20M |
|
937k |
21.53 |
Walgreens Boots Alliance Common
(WBA)
|
2.6 |
$20M |
|
763k |
26.11 |
Fortive Corp Common
(FTV)
|
2.5 |
$19M |
|
252k |
73.63 |
Lockheed Martin Corp Common
(LMT)
|
2.4 |
$18M |
|
41k |
453.25 |
Cencora Common
(COR)
|
2.3 |
$18M |
|
86k |
205.38 |
American Intl Group Common
(AIG)
|
2.2 |
$17M |
|
250k |
67.75 |
Johnson & Johnson Common
(JNJ)
|
2.2 |
$17M |
|
105k |
156.74 |
Kroger Common
(KR)
|
2.1 |
$16M |
|
347k |
45.71 |
Laboratory Corp Amer Hldgs Common
|
2.0 |
$15M |
|
67k |
227.29 |
Mckesson Corp Common
(MCK)
|
1.7 |
$13M |
|
28k |
462.98 |
Citigroup Common
(C)
|
1.6 |
$12M |
|
240k |
51.44 |
Cnx Res Corp Common
(CNX)
|
1.5 |
$11M |
|
565k |
20.00 |
Consol Energy Common
(CEIX)
|
1.3 |
$9.5M |
|
94k |
100.53 |
Ishares Tr Etf
(IGSB)
|
1.1 |
$7.9M |
|
155k |
51.28 |
Vaneck Etf Trust Etf
(MOAT)
|
0.8 |
$6.3M |
|
74k |
84.87 |
Docusign Conv Bond (Principal)
|
0.8 |
$6.0M |
|
6.0M |
0.99 |
Patrick Inds Conv Bond (Principal)
|
0.8 |
$5.7M |
|
5.0M |
1.14 |
Guidewire Software Conv Bond (Principal)
|
0.7 |
$5.5M |
|
5.0M |
1.10 |
Airbnb Conv Bond (Principal)
|
0.7 |
$5.4M |
|
6.0M |
0.90 |
Spotify Usa Conv Bond (Principal)
|
0.7 |
$5.3M |
|
6.0M |
0.88 |
Tripadvisor Conv Bond (Principal)
|
0.7 |
$5.3M |
|
6.0M |
0.88 |
Envestnet Conv Bond (Principal)
|
0.7 |
$5.1M |
|
5.5M |
0.93 |
Ford Mtr Co Del Conv Bond (Principal)
|
0.7 |
$5.0M |
|
5.0M |
0.99 |
Bentley Sys Conv Bond (Principal)
|
0.7 |
$4.9M |
|
5.0M |
0.99 |
Redwood Trust Conv Bond (Principal)
|
0.6 |
$4.9M |
|
5.0M |
0.98 |
John Bean Technologies Corp Conv Bond (Principal)
|
0.6 |
$4.5M |
|
5.0M |
0.90 |
Prospect Cap Corp Conv Bond (Principal)
|
0.4 |
$3.3M |
|
3.3M |
1.00 |
Etsy Conv Bond (Principal)
|
0.4 |
$3.2M |
|
4.0M |
0.80 |
Park Natl Corp Common
(PRK)
|
0.4 |
$3.0M |
|
23k |
132.85 |
Chegg Conv Bond (Principal)
|
0.4 |
$2.8M |
|
3.0M |
0.92 |
Etsy Conv Bond (Principal)
|
0.3 |
$2.6M |
|
3.0M |
0.85 |
Chegg Conv Bond (Principal)
|
0.3 |
$2.5M |
|
3.0M |
0.83 |
Dish Network Corporation Conv Bond (Principal)
|
0.3 |
$2.5M |
|
4.0M |
0.62 |
Servisfirst Bancshares Common
(SFBS)
|
0.3 |
$2.2M |
|
33k |
66.62 |
Ares Capital Corp Conv Bond (Principal)
|
0.3 |
$2.1M |
|
2.0M |
1.03 |
Dish Network Corporation Conv Bond (Principal)
|
0.3 |
$2.0M |
|
2.0M |
0.99 |
Apple Common
(AAPL)
|
0.2 |
$1.3M |
|
7.0k |
192.56 |
Capital One Finl Corp Common
(COF)
|
0.2 |
$1.3M |
|
9.9k |
131.16 |
Vitesse Energy Common
(VTS)
|
0.1 |
$1.1M |
|
49k |
21.88 |
Jpmorgan Chase & Co Common
(JPM)
|
0.1 |
$1.0M |
|
5.9k |
170.06 |
Procter And Gamble Common
(PG)
|
0.1 |
$996k |
|
6.8k |
146.47 |
Vanguard Specialized Funds Etf
(VIG)
|
0.1 |
$964k |
|
5.7k |
170.32 |
Alphabet Common
(GOOG)
|
0.1 |
$927k |
|
6.6k |
140.95 |
Ishares Tr Etf
(IJH)
|
0.1 |
$925k |
|
3.3k |
277.03 |
Emerson Elec Common
(EMR)
|
0.1 |
$734k |
|
7.5k |
97.27 |
Ishares Tr Etf
(IJR)
|
0.1 |
$730k |
|
6.7k |
108.26 |
Chevron Corp Common
(CVX)
|
0.1 |
$688k |
|
4.6k |
149.21 |
Abbott Labs Common
(ABT)
|
0.1 |
$673k |
|
6.1k |
110.06 |
Exxon Mobil Corp Common
(XOM)
|
0.1 |
$664k |
|
6.6k |
100.02 |
Johnson Ctls Intl Common
(JCI)
|
0.1 |
$621k |
|
11k |
57.68 |
Merck & Co Common
(MRK)
|
0.1 |
$519k |
|
4.8k |
109.08 |
Boeing Common
(BA)
|
0.1 |
$512k |
|
2.0k |
260.83 |
Bank New York Mellon Corp Common
(BK)
|
0.1 |
$494k |
|
9.5k |
52.04 |
Mcdonalds Corp Common
(MCD)
|
0.1 |
$491k |
|
1.7k |
296.32 |
Lincoln Natl Corp Ind Common
(LNC)
|
0.1 |
$423k |
|
16k |
26.99 |
Pepsico Common
(PEP)
|
0.1 |
$409k |
|
2.4k |
169.78 |
Union Pac Corp Common
(UNP)
|
0.1 |
$382k |
|
1.6k |
245.34 |
Unitedhealth Group Common
(UNH)
|
0.1 |
$379k |
|
719.00 |
527.12 |
Ishares Tr Etf
(IVV)
|
0.0 |
$373k |
|
781.00 |
477.59 |
Invesco Qqq Tr Etf
(QQQ)
|
0.0 |
$317k |
|
773.00 |
410.09 |
Ishares Tr Etf
(IYC)
|
0.0 |
$303k |
|
4.0k |
75.75 |
Home Depot Common
(HD)
|
0.0 |
$303k |
|
873.00 |
347.08 |
Waste Mgmt Inc Del Common
(WM)
|
0.0 |
$296k |
|
1.7k |
178.96 |
Nvidia Corporation Common
(NVDA)
|
0.0 |
$287k |
|
579.00 |
495.68 |
General Electric Common
(GE)
|
0.0 |
$268k |
|
2.1k |
127.44 |
Philip Morris Intl Common
(PM)
|
0.0 |
$247k |
|
2.6k |
93.92 |
Mastercard Incorporated Common
(MA)
|
0.0 |
$246k |
|
577.00 |
426.34 |
Amedisys Common
(AMED)
|
0.0 |
$246k |
|
2.6k |
95.05 |
Ishares Tr Etf
(IWP)
|
0.0 |
$221k |
|
2.1k |
104.25 |
Select Sector Spdr Tr Etf
(XLF)
|
0.0 |
$213k |
|
5.7k |
37.60 |
Shell Common
(SHEL)
|
0.0 |
$212k |
|
3.2k |
65.80 |
Honeywell Intl Common
(HON)
|
0.0 |
$208k |
|
990.00 |
210.10 |
Caterpillar Common
(CAT)
|
0.0 |
$208k |
|
704.00 |
295.45 |