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
Estimated average burden
hours per response: 23.8
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
PROSPERITY BANCSHARES INC COM Stock 743606105   15,257,079 231,941 SH   SOLE   0 0 231,941
APPLE INC COM Stock 037833100   8,258,095 48,158 SH   SOLE   0 0 48,157
MICROSOFT CORP COM Stock 594918104   5,720,951 13,598 SH   SOLE   0 0 13,598
AMAZON COM INC COM Stock 023135106   5,068,678 28,100 SH   SOLE   0 0 28,100
NVIDIA CORPORATION COM Stock 67066G104   5,041,931 5,580 SH   SOLE   0 0 5,580
EXXON MOBIL CORP COM Stock 30231G102   4,037,317 34,733 SH   SOLE   0 0 34,732
COSTCO WHSL CORP NEW COM Stock 22160K105   3,941,592 5,380 SH   SOLE   0 0 5,380
VANGUARD LARGE-CAP ETF ETF 922908637   3,178,019 13,255 SH   SOLE   0 0 13,255
PROCTER AND GAMBLE CO COM Stock 742718109   3,161,279 19,484 SH   SOLE   0 0 19,484
CHEVRON CORP NEW COM Stock 166764100   2,867,890 18,181 SH   SOLE   0 0 18,181
ELI LILLY & CO COM Stock 532457108   2,802,990 3,603 SH   SOLE   0 0 3,603
AMGEN INC COM Stock 031162100   2,248,971 7,910 SH   SOLE   0 0 7,910
MASTERCARD INCORPORATED CL A Stock 57636Q104   2,239,782 4,651 SH   SOLE   0 0 4,651
ISHARES 10-20 YEAR TREASURY BOND ETF ETF 464288653   1,994,835 18,993 SH   SOLE   0 0 18,993
ONEASCENT LARGE CAP CORE ETF ETF 90470L527   1,954,601 71,467 SH   SOLE   0 0 71,467
GRAINGER W W INC COM Stock 384802104   1,874,884 1,843 SH   SOLE   0 0 1,843
NIKE INC CL B Stock 654106103   1,744,645 18,564 SH   SOLE   0 0 18,564
METTLER TOLEDO INTERNATIONAL COM Stock 592688105   1,710,708 1,285 SH   SOLE   0 0 1,285
ONEASCENT CORE PLUS BOND ETF ETF 90470L519   1,675,776 73,839 SH   SOLE   0 0 73,839
BROADCOM INC COM Stock 11135F101   1,618,326 1,221 SH   SOLE   0 0 1,221
HOME DEPOT INC COM Stock 437076102   1,544,082 4,025 SH   SOLE   0 0 4,025
ALPHABET INC CAP STK CL A Stock 02079K305   1,530,581 10,141 SH   SOLE   0 0 10,141
PEPSICO INC COM Stock 713448108   1,479,360 8,453 SH   SOLE   0 0 8,453
MCDONALDS CORP COM Stock 580135101   1,470,369 5,215 SH   SOLE   0 0 5,215
ISHARES CORE S&P 500 ETF ETF 464287200   1,456,272 2,770 SH   SOLE   0 0 2,770
CHENIERE ENERGY INC COM NEW Stock 16411R208   1,434,102 8,892 SH   SOLE   0 0 8,892
ABBVIE INC COM Stock 00287Y109   1,406,358 7,723 SH   SOLE   0 0 7,723
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF ETF 47103U852   1,399,318 31,027 SH   SOLE   0 0 31,027
MERCK & CO INC COM Stock 58933Y105   1,396,031 10,580 SH   SOLE   0 0 10,580
MONDELEZ INTL INC CL A Stock 609207105   1,338,330 19,119 SH   SOLE   0 0 19,119
JOHNSON & JOHNSON COM Stock 478160104   1,292,254 8,169 SH   SOLE   0 0 8,169
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   1,216,985 2,894 SH   SOLE   0 0 2,894
VISA INC COM CL A Stock 92826C839   1,197,811 4,292 SH   SOLE   0 0 4,292
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746   1,089,216 21,526 SH   SOLE   0 0 21,526
ISHARES CORE MSCI EAFE ETF ETF 46432F842   1,075,745 14,494 SH   SOLE   0 0 14,494
ISHARES MSCI INTL QUALITY FACTOR ETF ETF 46434V456   1,072,565 27,044 SH   SOLE   0 0 27,044
META PLATFORMS INC CL A Stock 30303M102   1,067,305 2,198 SH   SOLE   0 0 2,198
AUTODESK INC COM Stock 052769106   1,020,326 3,918 SH   SOLE   0 0 3,918
SPDR S&P DIVIDEND ETF ETF 78464A763   1,004,511 7,654 SH   SOLE   0 0 7,654
HONEYWELL INTL INC COM Stock 438516106   971,741 4,734 SH   SOLE   0 0 4,734
UNITEDHEALTH GROUP INC COM Stock 91324P102   968,128 1,957 SH   SOLE   0 0 1,957
UNION PAC CORP COM Stock 907818108   948,552 3,857 SH   SOLE   0 0 3,857
ALPHABET INC CAP STK CL C Stock 02079K107   942,337 6,189 SH   SOLE   0 0 6,189
INVESCO QQQ TRUST SERIES I ETF 46090E103   922,653 2,078 SH   SOLE   0 0 2,078
LOCKHEED MARTIN CORP COM Stock 539830109   916,563 2,015 SH   SOLE   0 0 2,015
WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527   901,649 17,929 SH   SOLE   0 0 17,929
JPMORGAN CHASE & CO COM Stock 46625H100   899,748 4,492 SH   SOLE   0 0 4,492
VANGUARD VALUE ETF ETF 922908744   893,613 5,487 SH   SOLE   0 0 5,487
STARBUCKS CORP COM Stock 855244109   847,094 9,269 SH   SOLE   0 0 9,269
NEXTERA ENERGY INC COM Stock 65339F101   841,254 13,163 SH   SOLE   0 0 13,163
ONEASCENT INTERNATIONAL EQUITY ETF ETF 90470L444   836,878 26,045 SH   SOLE   0 0 26,045
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   836,126 16,204 SH   SOLE   0 0 16,204
SYSCO CORP COM Stock 871829107   831,283 10,240 SH   SOLE   0 0 10,240
WALMART INC COM Stock 931142103   824,148 13,697 SH   SOLE   0 0 13,697
VANGUARD SMALL-CAP ETF ETF 922908751   818,581 3,581 SH   SOLE   0 0 3,581
EATON CORP PLC SHS Stock G29183103   817,971 2,616 SH   SOLE   0 0 2,616
NETFLIX INC COM Stock 64110L106   801,676 1,320 SH   SOLE   0 0 1,320
ISHARES MSCI EMERGING MARKETS EX CHINA ETF ETF 46434G764   776,274 13,484 SH   SOLE   0 0 13,484
CISCO SYS INC COM Stock 17275R102   754,889 15,125 SH   SOLE   0 0 15,125
BLACKROCK INC COM Stock 09247X101   736,244 883 SH   SOLE   0 0 883
PHILLIPS 66 COM Stock 718546104   735,030 4,500 SH   SOLE   0 0 4,500
MARRIOTT INTL INC NEW CL A Stock 571903202   732,456 2,903 SH   SOLE   0 0 2,903
TEXAS INSTRS INC COM Stock 882508104   730,637 4,194 SH   SOLE   0 0 4,194
QUALCOMM INC COM Stock 747525103   724,508 4,279 SH   SOLE   0 0 4,279
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF ETF 46137V282   720,938 20,487 SH   SOLE   0 0 20,487
FIFTH THIRD BANCORP COM Stock 316773100   715,958 19,241 SH   SOLE   0 0 19,241
CARLISLE COS INC COM Stock 142339100   711,208 1,815 SH   SOLE   0 0 1,815
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   708,784 1,776 SH   SOLE   0 0 1,776
LINDE PLC SHS Stock G54950103   705,766 1,520 SH   SOLE   0 0 1,520
FORTINET INC COM Stock 34959E109   686,311 10,047 SH   SOLE   0 0 10,047
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   682,539 2,733 SH   SOLE   0 0 2,733
LOWES COS INC COM Stock 548661107   676,308 2,655 SH   SOLE   0 0 2,655
DANAHER CORPORATION COM Stock 235851102   674,743 2,702 SH   SOLE   0 0 2,702
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   658,620 6,121 SH   SOLE   0 0 6,121
ALTRIA GROUP INC COM Stock 02209S103   652,904 14,968 SH   SOLE   0 0 14,968
PULTE GROUP INC COM Stock 745867101   651,348 5,400 SH   SOLE   0 0 5,400
PRUDENTIAL FINL INC COM Stock 744320102   632,434 5,387 SH   SOLE   0 0 5,387
CUMMINS INC COM Stock 231021106   615,032 2,087 SH   SOLE   0 0 2,087
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   610,727 1,762 SH   SOLE   0 0 1,762
GENUINE PARTS CO COM Stock 372460105   606,861 3,917 SH   SOLE   0 0 3,917
VERIZON COMMUNICATIONS INC COM Stock 92343V104   599,154 14,279 SH   SOLE   0 0 14,279
ILLINOIS TOOL WKS INC COM Stock 452308109   596,229 2,222 SH   SOLE   0 0 2,222
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF ETF 47103U845   595,485 11,736 SH   SOLE   0 0 11,736
VANGUARD TOTAL BOND MARKET ETF ETF 921937835   590,700 8,133 SH   SOLE   0 0 8,133
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853   581,427 13,509 SH   SOLE   0 0 13,509
BANK AMERICA CORP COM Stock 060505104   579,607 15,285 SH   SOLE   0 0 15,285
AMERICAN TOWER CORP NEW COM REIT 03027X100   578,741 2,929 SH   SOLE   0 0 2,929
SERVICENOW INC COM Stock 81762P102   568,750 746 SH   SOLE   0 0 746
SALESFORCE INC COM Stock 79466L302   562,905 1,869 SH   SOLE   0 0 1,869
DISCOVER FINL SVCS COM Stock 254709108   551,233 4,205 SH   SOLE   0 0 4,205
REALTY INCOME CORP COM REIT 756109104   549,186 10,151 SH   SOLE   0 0 10,151
CONOCOPHILLIPS COM Stock 20825C104   539,631 4,240 SH   SOLE   0 0 4,239
ISHARES GLOBAL HEALTHCARE ETF ETF 464287325   534,308 5,736 SH   SOLE   0 0 5,736
ABBOTT LABS COM Stock 002824100   529,883 4,662 SH   SOLE   0 0 4,662
INTERPUBLIC GROUP COS INC COM Stock 460690100   522,941 16,026 SH   SOLE   0 0 16,026
CINTAS CORP COM Stock 172908105   520,769 758 SH   SOLE   0 0 758
ONEASCENT EMERGING MARKETS ETF ETF 90470L469   519,686 17,339 SH   SOLE   0 0 17,339
ISHARES MSCI CHINA ETF ETF 46429B671   514,901 12,960 SH   SOLE   0 0 12,960
KROGER CO COM Stock 501044101   512,269 8,967 SH   SOLE   0 0 8,966
AIR PRODS & CHEMS INC COM Stock 009158106   507,556 2,095 SH   SOLE   0 0 2,095
T-MOBILE US INC COM Stock 872590104   504,513 3,091 SH   SOLE   0 0 3,091
BOEING CO COM Stock 097023105   504,476 2,614 SH   SOLE   0 0 2,614
SPDR GOLD SHARES ETF 78463V107   502,985 2,445 SH   SOLE   0 0 2,445
WASTE MGMT INC DEL COM Stock 94106L109   499,962 2,346 SH   SOLE   0 0 2,345
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   490,581 5,009 SH   SOLE   0 0 5,009
CORNING INC COM Stock 219350105   486,512 14,761 SH   SOLE   0 0 14,760
TESLA INC COM Stock 88160R101   480,610 2,734 SH   SOLE   0 0 2,734
ORACLE CORP COM Stock 68389X105   460,612 3,667 SH   SOLE   0 0 3,667
COMCAST CORP NEW CL A Stock 20030N101   453,268 10,456 SH   SOLE   0 0 10,456
ROCKWELL AUTOMATION INC COM Stock 773903109   436,995 1,500 SH   SOLE   0 0 1,500
GALLAGHER ARTHUR J & CO COM Stock 363576109   433,858 1,735 SH   SOLE   0 0 1,735
SCHLUMBERGER LTD COM STK Stock 806857108   429,436 7,835 SH   SOLE   0 0 7,835
ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 464288760   420,989 3,191 SH   SOLE   0 0 3,191
IDEXX LABS INC COM Stock 45168D104   401,708 744 SH   SOLE   0 0 744
ELEVANCE HEALTH INC COM Stock 036752103   387,399 747 SH   SOLE   0 0 747
COLGATE PALMOLIVE CO COM Stock 194162103   379,831 4,218 SH   SOLE   0 0 4,218
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107   378,640 12,976 SH   SOLE   0 0 12,976
VANGUARD FTSE EUROPE ETF ETF 922042874   369,293 5,484 SH   SOLE   0 0 5,484
CHUBB LIMITED COM Stock H1467J104   357,859 1,381 SH   SOLE   0 0 1,381
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   354,321 3,753 SH   SOLE   0 0 3,753
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   350,470 603 SH   SOLE   0 0 603
TRANE TECHNOLOGIES PLC SHS Stock G8994E103   348,832 1,162 SH   SOLE   0 0 1,162
JPMORGAN BETABUILDERS JAPAN FUND BETABUILDERS JAPAN FUND ETF 46641Q217   346,675 5,921 SH   SOLE   0 0 5,921
GRANITESHARES GOLD SHARES ETF 38748G101   337,613 15,374 SH   SOLE   0 0 15,374
CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108   334,958 3,799 SH   SOLE   0 0 3,799
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   325,251 7,722 SH   SOLE   0 0 7,722
THE CIGNA GROUP COM Stock 125523100   322,513 888 SH   SOLE   0 0 888
STRYKER CORPORATION COM Stock 863667101   320,652 896 SH   SOLE   0 0 896
BOOKING HOLDINGS INC COM Stock 09857L108   315,660 87 SH   SOLE   0 0 87
QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF ETF 500767736   306,323 16,181 SH   SOLE   0 0 16,181
PARKER-HANNIFIN CORP COM Stock 701094104   305,685 550 SH   SOLE   0 0 550
CACI INTL INC CL A Stock 127190304   297,382 785 SH   SOLE   0 0 785
CROWDSTRIKE HLDGS INC CL A Stock 22788C105   293,340 915 SH   SOLE   0 0 915
EOG RES INC COM Stock 26875P101   292,754 2,290 SH   SOLE   0 0 2,290
INTEL CORP COM Stock 458140100   290,293 6,572 SH   SOLE   0 0 6,572
EASTMAN CHEM CO COM Stock 277432100   284,925 2,843 SH   SOLE   0 0 2,843
SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101   283,214 9,793 SH   SOLE   0 0 9,793
MARTIN MARIETTA MATLS INC COM Stock 573284106   281,820 459 SH   SOLE   0 0 459
MARSH & MCLENNAN COS INC COM Stock 571748102   278,691 1,353 SH   SOLE   0 0 1,353
PIONEER NAT RES CO COM Stock 723787107   271,950 1,036 SH   SOLE   0 0 1,036
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108   266,571 11,585 SH   SOLE   0 0 11,585
CVS HEALTH CORP COM Stock 126650100   262,969 3,297 SH   SOLE   0 0 3,297
DARDEN RESTAURANTS INC COM Stock 237194105   262,426 1,570 SH   SOLE   0 0 1,570
PIMCO CORPORATE & INCOME OPPOR COM CEF 72201B101   262,294 17,639 SH   SOLE   0 0 17,639
NUCOR CORP COM Stock 670346105   261,426 1,321 SH   SOLE   0 0 1,321
STELLAR BANCORP INC COM Stock 858927106   259,629 10,658 SH   SOLE   0 0 10,658
HUNTINGTON BANCSHARES INC COM Stock 446150104   256,875 18,414 SH   SOLE   0 0 18,414
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF ETF 69374H741   252,980 8,830 SH   SOLE   0 0 8,830
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   251,433 2,275 SH   SOLE   0 0 2,275
OCCIDENTAL PETE CORP COM Stock 674599105   238,123 3,664 SH   SOLE   0 0 3,664
TRANSDIGM GROUP INC COM Stock 893641100   237,699 193 SH   SOLE   0 0 193
SERVICE CORP INTL COM Stock 817565104   237,472 3,200 SH   SOLE   0 0 3,200
DISNEY WALT CO COM Stock 254687106   230,526 1,884 SH   SOLE   0 0 1,884
CSX CORP COM Stock 126408103   224,867 6,066 SH   SOLE   0 0 6,066
CATERPILLAR INC COM Stock 149123101   224,255 612 SH   SOLE   0 0 612
BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103   215,103 1,050 SH   SOLE   0 0 1,050
CARDINAL HEALTH INC COM Stock 14149Y108   212,834 1,902 SH   SOLE   0 0 1,902
NORTHROP GRUMMAN CORP COM Stock 666807102   207,260 433 SH   SOLE   0 0 433
ISHARES GLOBAL CONSUMER STAPLES ETF ETF 464288737   206,098 3,377 SH   SOLE   0 0 3,377
US BANCORP DEL COM NEW Stock 902973304   204,637 4,578 SH   SOLE   0 0 4,578
GENERAL MLS INC COM Stock 370334104   202,773 2,898 SH   SOLE   0 0 2,898
SPECIAL OPPORTUNITIES FD INC COM CEF 84741T104   174,748 13,825 SH   SOLE   0 0 13,825
SABA CAPITAL INCOME & OPPORTUN COM CEF 880198106   141,264 36,980 SH   SOLE   0 0 36,980
BLACKROCK MUNIVEST FD INC COM CEF 09253R105   107,905 15,284 SH   SOLE   0 0 15,284
RE MAX HLDGS INC CL A Stock 75524W108   93,050 10,610 SH   SOLE   0 0 10,610
SIRIUS XM HOLDINGS INC COM Stock 82968B103   58,200 15,000 SH   SOLE   0 0 15,000
MICROCHIP TECHNOLOGY INC. 1.625 02/15/2025 Convertible 595017AD6   40,608 10,000 SH   SOLE   0 0 10,000
SOUTHWEST AIRLS CO 1.25 05/01/2025 Convertible 844741BG2   18,103 18,000 SH   SOLE   0 0 18,000
REPLIGEN CORP 0.375 07/15/2024 Convertible 759916AB5   15,965 10,000 SH   SOLE   0 0 10,000
INSULET CORP 0.375 09/01/2026 Convertible 45784PAK7   12,484 12,000 SH   SOLE   0 0 12,000
INSMED INC 1.75 01/15/2025 Convertible 457669AA7   10,535 10,000 SH   SOLE   0 0 10,000
SNAP INC 0.75 08/01/2026 Convertible 83304AAB2   9,619 10,000 SH   SOLE   0 0 10,000
CHEGG INC 0.125 03/15/2025 Convertible 163092AD1   9,338 10,000 SH   SOLE   0 0 10,000