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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   351,593 3,345 SH   SOLE   3,345 0 0
ABBOTT LABS COM 002824100   351,372 3,470 SH   SOLE   3,470 0 0
ABBVIE INC COM 00287Y109   419,781 2,634 SH   SOLE   2,634 0 0
ACTIVISION BLIZZARD INC COM 00507V109   427,950 5,000 SH   SOLE   5,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   637,787 1,655 SH   SOLE   1,655 0 0
AERCAP HOLDINGS NV SHS N00985106   221,771 3,944 SH   SOLE   344 0 3,600
AES CORP COM 00130H105   271,093 11,258 SH   SOLE   11,258 0 0
AFC GAMMA INC COM 00109K105   449,920 37,000 SH   SOLE   37,000 0 0
ALCON AG ORD SHS H01301128   5,601,885 79,414 SH   SOLE   76,837 0 2,577
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,943,704 28,809 SH   SOLE   25,411 0 3,398
ALLEGION PLC ORD SHS G0176J109   4,886,750 45,786 SH   SOLE   35,998 0 9,788
ALPHABET INC CAP STK CL C 02079K107   23,990,512 230,678 SH   SOLE   175,528 0 55,150
ALPHABET INC CAP STK CL A 02079K305   21,880,391 210,936 SH   SOLE   143,991 0 66,945
ALTRIA GROUP INC COM 02209S103   759,834 17,029 SH   SOLE   15,479 0 1,550
AMAZON COM INC COM 023135106   26,070,189 252,398 SH   SOLE   189,742 0 62,656
AMERICAN EXPRESS CO COM 025816109   11,765,210 71,326 SH   SOLE   53,627 0 17,699
AMERICAN TOWER CORP NEW COM 03027X100   5,702,108 27,905 SH   SOLE   20,410 0 7,495
AMERIPRISE FINL INC COM 03076C106   453,620 1,480 SH   SOLE   1,220 0 260
AMGEN INC COM 031162100   657,560 2,720 SH   SOLE   2,420 0 300
ANTERO MIDSTREAM CORP COM 03676B102   2,421,407 230,830 SH   SOLE   230,830 0 0
APPLE INC COM 037833100   83,064,780 503,728 SH   SOLE   385,279 0 118,449
ARES CAPITAL CORP COM 04010L103   1,202,312 65,790 SH   SOLE   41,880 0 23,910
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   500,640 6,000 SH   SOLE   6,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,361,577 12,284 SH   SOLE   11,304 0 980
ASTRAZENECA PLC SPONSORED ADR 046353108   1,707,139 24,595 SH   SOLE   21,790 0 2,805
AUDIOCODES LTD ORD M15342104   464,464 30,800 SH   SOLE   30,800 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   896,754 4,028 SH   SOLE   4,028 0 0
BAIN CAP SPECIALTY FIN INC COM STK 05684B107   171,886 14,420 SH   SOLE   8,820 0 5,600
BARINGS BDC INC COM 06759L103   116,123 14,625 SH   SOLE   8,970 0 5,655
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,849,145 31,898 SH   SOLE   24,610 0 7,288
BIOGEN INC COM 09062X103   729,829 2,625 SH   SOLE   2,625 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   1,414,014 90,122 SH   SOLE   14,880 0 75,242
BLACKROCK INC COM 09247X101   8,628,751 12,896 SH   SOLE   9,616 0 3,280
BLACKSTONE INC COM 09260D107   254,736 2,900 SH   SOLE   2,900 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102   371,706 14,910 SH   SOLE   9,130 0 5,780
BP PLC SPONSORED ADR 055622104   240,578 6,341 SH   SOLE   4,956 0 1,385
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,508,439 42,951 SH   SOLE   37,481 0 5,470
CANADIAN PAC RY LTD COM 13645T100   11,814,409 153,554 SH   SOLE   140,989 0 12,565
CARLYLE SECURED LENDING INC COM 872280102   326,335 23,960 SH   SOLE   15,150 0 8,810
CATERPILLAR INC COM 149123101   6,694,933 29,256 SH   SOLE   20,861 0 8,395
CHECK POINT SOFTWARE TECH LT ORD M22465104   211,900 1,630 SH   SOLE   1,530 0 100
CHENIERE ENERGY INC COM NEW 16411R208   50,714,104 321,790 SH   SOLE   273,860 0 47,930
CHEVRON CORP NEW COM 166764100   13,551,498 83,056 SH   SOLE   57,906 0 25,150
CION INVT CORP COM 17259U204   191,873 19,440 SH   SOLE   11,900 0 7,540
CISCO SYS INC COM 17275R102   11,517,128 220,318 SH   SOLE   167,273 0 53,045
CLEARWAY ENERGY INC CL C 18539C204   2,217,600 70,782 SH   SOLE   69,782 0 1,000
COCA COLA CO COM 191216100   1,714,695 27,643 SH   SOLE   27,443 0 200
COMERICA INC COM 200340107   253,008 5,827 SH   SOLE   5,827 0 0
COSTCO WHSL CORP NEW COM 22160K105   339,362 683 SH   SOLE   483 0 200
CRESCENT CAP BDC INC COM 225655109   204,572 15,020 SH   SOLE   9,190 0 5,830
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208   9,224,973 370,035 SH   SOLE   320,615 0 49,420
CRH PLC ADR 12626K203   4,791,700 94,195 SH   SOLE   90,930 0 3,265
CYBERARK SOFTWARE LTD SHS M2682V108   1,864,548 12,600 SH   SOLE   12,600 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100   27,561,317 660,626 SH   SOLE   655,856 0 4,770
DIAGEO PLC SPON ADR NEW 25243Q205   3,374,730 18,626 SH   SOLE   16,436 0 2,190
DISNEY WALT CO COM 254687106   10,911,818 108,977 SH   SOLE   79,100 0 29,877
DOVER CORP COM 260003108   280,633 1,847 SH   SOLE   1,847 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   5,554,434 57,577 SH   SOLE   42,554 0 15,023
EAST WEST BANCORP INC COM 27579R104   203,685 3,670 SH   SOLE   3,670 0 0
ELBIT SYS LTD ORD M3760D101   3,149,055 18,501 SH   SOLE   18,501 0 0
ELEVANCE HEALTH INC COM 036752103   26,742,843 58,161 SH   SOLE   44,054 0 14,107
ENBRIDGE INC COM 29250N105   12,105,071 317,302 SH   SOLE   313,562 0 3,740
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   65,944,353 5,288,240 SH   SOLE   4,488,592 0 799,648
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   8,055,052 743,086 SH   SOLE   624,346 0 118,740
ENTERPRISE PRODS PARTNERS L COM 293792107   47,222,745 1,823,272 SH   SOLE   1,523,200 0 300,072
EOG RES INC COM 26875P101   269,381 2,350 SH   SOLE   2,350 0 0
EQUINOR ASA SPONSORED ADR 29446M102   4,122,350 145,000 SH   SOLE   145,000 0 0
EXXON MOBIL CORP COM 30231G102   10,432,352 95,134 SH   SOLE   83,578 0 11,556
FIDELITY NATL INFORMATION SV COM 31620M106   651,960 12,000 SH   SOLE   0 0 12,000
FIDUS INVT CORP COM 316500107   378,158 19,830 SH   SOLE   12,930 0 6,900
FREEPORT-MCMORAN INC CL B 35671D857   257,733 6,300 SH   SOLE   6,300 0 0
FS KKR CAP CORP COM 302635206   561,475 30,350 SH   SOLE   18,574 0 11,776
GOLUB CAP BDC INC COM 38173M102   293,167 21,620 SH   SOLE   13,230 0 8,390
HDFC BANK LTD SPONSORED ADS 40415F101   4,595,563 68,930 SH   SOLE   65,345 0 3,585
HERCULES CAPITAL INC COM 427096508   238,465 18,500 SH   SOLE   11,320 0 7,180
HESS MIDSTREAM LP CL A SHS 428103105   1,747,108 60,370 SH   SOLE   60,370 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107   16,914,889 973,799 SH   SOLE   818,679 0 155,120
HOME DEPOT INC COM 437076102   20,234,833 68,565 SH   SOLE   53,995 0 14,570
HONEYWELL INTL INC COM 438516106   16,423,139 85,931 SH   SOLE   63,666 0 22,265
ICICI BANK LIMITED ADR 45104G104   2,591,758 120,100 SH   SOLE   120,100 0 0
ICL GROUP LTD SHS M53213100   2,630,934 386,902 SH   SOLE   386,902 0 0
ICON PLC SHS G4705A100   3,332,004 15,600 SH   SOLE   15,600 0 0
ILLINOIS TOOL WKS INC COM 452308109   429,933 1,766 SH   SOLE   1,766 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,552,160 89,000 SH   SOLE   89,000 0 0
ING GROEP N.V. SPONSORED ADR 456837103   2,041,224 171,965 SH   SOLE   152,535 0 19,430
INMODE LTD SHS M5425M103   1,227,264 38,400 SH   SOLE   38,400 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   15,260,773 146,330 SH   SOLE   109,997 0 36,333
INVESCO EXCH TRADED FD TR II INVESCO PHLX SM 46138G615   8,912,108 350,181 SH   SOLE   267,536 0 82,645
INVESCO QQQ TR UNIT SER 1 46090E103   16,226,831 50,562 SH   SOLE   34,851 0 15,711
ISHARES TR AGENCY BOND ETF 464288166   630,981 5,830 SH   SOLE   5,830 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   418,720 4,000 SH   SOLE   0 0 4,000
ISHARES TR INTRM GOV CR ETF 464288612   207,935 1,990 SH   SOLE   1,780 0 210
ISHARES TR CHINA LG-CAP ETF 464287184   1,185,630 40,150 SH   SOLE   37,200 0 2,950
ISHARES TR ISHS 1-5YR INVS 464288646   1,625,872 32,170 SH   SOLE   20,210 0 11,960
ISHARES TR MSCI EAFE ETF 464287465   2,497,478 34,920 SH   SOLE   30,420 0 4,500
ISHARES TR ISHS 5-10YR INVT 464288638   2,066,635 40,301 SH   SOLE   40,301 0 0
ISHARES TR 20 YR TR BD ETF 464287432   674,386 6,340 SH   SOLE   6,305 0 35
ISHARES TR 7-10 YR TRSY BD 464287440   1,062,368 10,718 SH   SOLE   10,088 0 630
ISHARES TR MORNINGSTAR GRWT 464287119   207,872 3,755 SH   SOLE   2,905 0 850
ISHARES TR RUSSELL 2000 ETF 464287655   481,680 2,700 SH   SOLE   2,700 0 0
ISHARES TR SHORT TREAS BD 464288679   2,137,623 19,345 SH   SOLE   19,020 0 325
ISHARES TR 0-5YR HI YL CP 46434V407   270,086 6,480 SH   SOLE   6,260 0 220
ISHARES TR NATIONAL MUN ETF 464288414   1,817,035 16,865 SH   SOLE   14,865 0 2,000
ISHARES TR TIPS BD ETF 464287176   220,500 2,000 SH   SOLE   2,000 0 0
ISHARES TR FLTG RATE NT ETF 46429B655   1,189,456 23,605 SH   SOLE   23,345 0 260
ISHARES TR 1 3 YR TREAS BD 464287457   3,631,472 44,200 SH   SOLE   35,000 0 9,200
ISHARES U S ETF TR BLACKROCK SHORT 46431W838   2,420,562 48,450 SH   SOLE   38,350 0 10,100
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   1,383,080 284,000 SH   SOLE   284,000 0 0
JOHNSON & JOHNSON COM 478160104   11,388,039 73,471 SH   SOLE   56,666 0 16,805
JPMORGAN CHASE & CO COM 46625H100   26,124,041 200,476 SH   SOLE   151,530 0 48,946
KELLOGG CO COM 487836108   331,452 4,950 SH   SOLE   4,950 0 0
KEMPER CORP COM 488401100   2,353,660 43,060 SH   SOLE   43,060 0 0
KEURIG DR PEPPER INC COM 49271V100   2,095,229 59,389 SH   SOLE   42,758 0 16,631
KINDER MORGAN INC DEL COM 49456B101   3,278,047 187,210 SH   SOLE   184,390 0 2,820
LEAR CORP COM NEW 521865204   8,900,773 63,809 SH   SOLE   47,154 0 16,655
LEONARDO DRS INC COM 52661A108   1,465,610 113,000 SH   SOLE   113,000 0 0
LINDE PLC SHS G54950103   5,487,994 15,440 SH   SOLE   13,895 0 1,545
LISTED FD TR TRUESHARES EAGLE 53656G571   1,058,201 43,200 SH   SOLE   37,700 0 5,500
LOCKHEED MARTIN CORP COM 539830109   18,343,918 38,804 SH   SOLE   29,510 0 9,294
LOWES COS INC COM 548661107   432,935 2,165 SH   SOLE   1,225 0 940
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   24,149,390 445,068 SH   SOLE   361,248 0 83,820
MAGIC SOFTWARE ENTERPRISES L ORD 559166103   992,032 72,783 SH   SOLE   72,783 0 0
MAGNA INTL INC COM 559222401   8,104,966 151,297 SH   SOLE   140,067 0 11,230
MAIN STR CAP CORP COM 56035L104   436,033 11,050 SH   SOLE   6,760 0 4,290
MASTERCARD INCORPORATED CL A 57636Q104   15,445,405 42,501 SH   SOLE   32,011 0 10,490
MERCK & CO INC COM 58933Y105   15,805,186 148,559 SH   SOLE   114,678 0 33,881
META PLATFORMS INC CL A 30303M102   664,220 3,134 SH   SOLE   3,134 0 0
MICROSOFT CORP COM 594918104   51,321,368 178,014 SH   SOLE   133,260 0 44,754
MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502   171,684 15,060 SH   SOLE   9,220 0 5,840
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   359,141 8,300 SH   SOLE   8,300 0 0
MPLX LP COM UNIT REP LTD 55336V100   51,689,331 1,500,416 SH   SOLE   1,235,069 0 265,347
NEXTERA ENERGY INC COM 65339F101   12,696,088 164,713 SH   SOLE   142,769 0 21,944
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   2,085,669 34,332 SH   SOLE   34,332 0 0
NICE LTD SPONSORED ADR 653656108   11,903,424 52,005 SH   SOLE   49,700 0 2,305
NORFOLK SOUTHN CORP COM 655844108   434,600 2,050 SH   SOLE   2,050 0 0
NOVA LTD COM M7516K103   3,134,100 30,000 SH   SOLE   30,000 0 0
NOVARTIS AG SPONSORED ADR 66987V109   307,280 3,340 SH   SOLE   725 0 2,615
NOVOCURE LTD ORD SHS G6674U108   282,658 4,700 SH   SOLE   4,700 0 0
NOVO-NORDISK A S ADR 670100205   10,580,004 66,482 SH   SOLE   51,527 0 14,955
NXP SEMICONDUCTORS N V COM N6596X109   1,877,430 10,068 SH   SOLE   10,068 0 0
ONEOK INC NEW COM 682680103   19,753,125 310,877 SH   SOLE   263,112 0 47,765
OPEN TEXT CORP COM 683715106   1,181,172 30,640 SH   SOLE   30,640 0 0
ORACLE CORP COM 68389X105   325,220 3,500 SH   SOLE   3,500 0 0
ORGANON & CO COMMON STOCK 68622V106   298,289 12,682 SH   SOLE   9,479 0 3,203
ORIX CORP SPONSORED ADR 686330101   6,390,995 77,863 SH   SOLE   69,060 0 8,803
ORMAT TECHNOLOGIES INC COM 686688102   5,328,757 62,861 SH   SOLE   62,861 0 0
OWL ROCK CAPITAL CORPORATION COM 69121K104   844,429 66,965 SH   SOLE   40,985 0 25,980
PALO ALTO NETWORKS INC COM 697435105   7,159,680 35,845 SH   SOLE   26,965 0 8,880
PAYPAL HLDGS INC COM 70450Y103   11,171,761 147,113 SH   SOLE   118,406 0 28,707
PEMBINA PIPELINE CORP COM 706327103   4,814,478 148,595 SH   SOLE   143,390 0 5,205
PEPSICO INC COM 713448108   5,883,915 32,276 SH   SOLE   30,176 0 2,100
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   318,115 30,500 SH   SOLE   30,500 0 0
PFIZER INC COM 717081103   486,650 11,928 SH   SOLE   9,998 0 1,930
PHILIP MORRIS INTL INC COM 718172109   7,233,891 74,384 SH   SOLE   55,404 0 18,980
PIONEER NAT RES CO COM 723787107   10,979,361 53,757 SH   SOLE   37,797 0 15,960
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   48,309,179 3,874,032 SH   SOLE   3,173,230 0 700,802
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   10,652,128 811,900 SH   SOLE   788,170 0 23,730
PROCTER AND GAMBLE CO COM 742718109   1,008,713 6,784 SH   SOLE   6,684 0 100
PROSPECT CAP CORP COM 74348T102   389,551 55,970 SH   SOLE   35,000 0 20,970
QUALCOMM INC COM 747525103   6,696,358 52,488 SH   SOLE   39,373 0 13,115
RELX PLC SPONSORED ADR 759530108   1,708,453 52,665 SH   SOLE   48,120 0 4,545
RIO TINTO PLC SPONSORED ADR 767204100   4,406,760 64,238 SH   SOLE   61,358 0 2,880
SAP SE SPON ADR 803054204   1,651,731 13,052 SH   SOLE   12,167 0 885
SAPIENS INTL CORP N V SHS G7T16G103   1,201,116 55,300 SH   SOLE   55,300 0 0
SCHWAB CHARLES CORP COM 808513105   4,268,501 81,491 SH   SOLE   59,841 0 21,650
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,251,734 27,185 SH   SOLE   13,525 0 13,660
SHELL PLC SPON ADS 780259305   6,561,133 114,027 SH   SOLE   98,587 0 15,440
SITIO ROYALTIES CORP CLASS A COM 82983N108   1,801,220 79,700 SH   SOLE   79,700 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109   272,853 14,910 SH   SOLE   9,610 0 5,300
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   1,671,809 59,900 SH   SOLE   59,900 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,003,035 3,300 SH   SOLE   3,300 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   5,208,114 57,453 SH   SOLE   47,458 0 9,995
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,412,535 5,893 SH   SOLE   4,918 0 975
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   357,560 780 SH   SOLE   630 0 150
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   4,137,409 45,060 SH   SOLE   44,890 0 170
SPDR SER TR PRTFLO S&P500 HI 78468R788   1,259,092 33,134 SH   SOLE   32,534 0 600
SPDR SER TR BLOOMBERG INVT 78468R200   3,514,574 115,497 SH   SOLE   96,497 0 19,000
SPDR SER TR NUVEEN BLMBRG SH 78468R739   2,241,174 47,133 SH   SOLE   43,133 0 4,000
SPDR SER TR S&P DIVID ETF 78464A763   767,744 6,206 SH   SOLE   6,206 0 0
SPDR SER TR PORTFOLIO SHORT 78464A474   3,800,640 128,270 SH   SOLE   108,970 0 19,300
SPDR SER TR PRTFLO S&P500 GW 78464A409   246,906 4,460 SH   SOLE   4,460 0 0
SUNCOR ENERGY INC NEW COM 867224107   2,814,416 90,628 SH   SOLE   80,058 0 10,570
SYSCO CORP COM 871829107   15,897,154 205,842 SH   SOLE   158,372 0 47,470
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,029,812 43,322 SH   SOLE   41,902 0 1,420
TARGA RES CORP COM 87612G101   54,846,728 751,840 SH   SOLE   641,430 0 110,410
TARGET CORP COM 87612E106   6,975,012 42,112 SH   SOLE   30,802 0 11,310
TEXAS INSTRS INC COM 882508104   300,778 1,617 SH   SOLE   1,617 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   13,606,482 23,607 SH   SOLE   18,059 0 5,548
T-MOBILE US INC COM 872590104   6,403,232 44,209 SH   SOLE   33,074 0 11,135
TOTALENERGIES SE SPONSORED ADS 89151E109   3,076,363 52,098 SH   SOLE   46,033 0 6,065
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   3,109,781 73,223 SH   SOLE   73,223 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   18,852,672 102,471 SH   SOLE   77,464 0 25,007
TREMOR INTL LTD ADS 89484T104   173,861 33,148 SH   SOLE   33,148 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,018,229 126,758 SH   SOLE   89,688 0 37,070
UNILEVER PLC SPON ADR NEW 904767704   1,738,876 33,485 SH   SOLE   29,495 0 3,990
UNION PAC CORP COM 907818108   7,458,292 37,058 SH   SOLE   27,448 0 9,610
UNITEDHEALTH GROUP INC COM 91324P102   18,231,213 38,577 SH   SOLE   29,039 0 9,538
VANECK ETF TRUST SHRT HGH YLD MUN 92189F387   209,169 9,384 SH   SOLE   9,384 0 0
VANECK ETF TRUST VANECK SHRT MUNI 92189F528   561,000 33,000 SH   SOLE   0 0 33,000
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   431,137 1,146 SH   SOLE   1,131 0 15
VANGUARD INDEX FDS VALUE ETF 922908744   507,554 3,675 SH   SOLE   2,825 0 850
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   331,600 8,208 SH   SOLE   8,093 0 115
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,944,331 38,380 SH   SOLE   30,090 0 8,290
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   2,805,874 36,808 SH   SOLE   32,658 0 4,150
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   445,602 9,865 SH   SOLE   9,595 0 270
VARONIS SYS INC COM 922280102   1,123,632 43,200 SH   SOLE   43,200 0 0
VERINT SYS INC COM 92343X100   800,660 21,500 SH   SOLE   21,500 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   1,771,000 63,250 SH   SOLE   63,250 0 0
VISA INC COM CL A 92826C839   13,850,741 61,433 SH   SOLE   47,125 0 14,308
WALMART INC COM 931142103   970,368 6,581 SH   SOLE   6,581 0 0
WELLS FARGO CO NEW COM 949746101   7,557,008 202,167 SH   SOLE   153,102 0 49,065
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   53,339,865 2,022,748 SH   SOLE   1,699,238 0 323,510
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   932,630 42,373 SH   SOLE   38,873 0 3,500
WESTLAKE CORPORATION COM 960413102   231,960 2,000 SH   SOLE   2,000 0 0
WILLIAMS COS INC COM 969457100   23,168,165 775,893 SH   SOLE   659,047 0 116,846
WPP PLC NEW ADR 92937A102   1,222,838 20,545 SH   SOLE   18,560 0 1,985
YANDEX N V SHS CLASS A N97284108   101,960 101,960 SH   SOLE   92,505 0 9,455
YUM BRANDS INC COM 988498101   235,102 1,780 SH   SOLE   1,280 0 500
YUM CHINA HLDGS INC COM 98850P109   2,648,434 41,780 SH   SOLE   41,280 0 500
ZOETIS INC CL A 98978V103   1,361,146 8,178 SH   SOLE   7,939 0 239