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
3M CO COM 88579Y101   1,069,131 7,821 SH   SOLE   7,821 0 0
ABBOTT LABS COM 002824100   3,269,351 28,676 SH   SOLE   28,676 0 0
ABBVIE INC COM 00287Y109   50,455,153 255,495 SH   SOLE   255,495 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,774,876 5,021 SH   SOLE   5,021 0 0
ADECOAGRO S A COM L00849106   2,003,139 180,952 SH   SOLE   180,952 0 0
ADOBE INC COM 00724F101   30,122,887 58,177 SH   SOLE   58,177 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   293,248 1,975 SH   SOLE   1,975 0 0
AGNICO EAGLE MINES LTD COM 008474108   886,252 11,001 SH   SOLE   11,001 0 0
AIR PRODS & CHEMS INC COM 009158106   392,719 1,319 SH   SOLE   1,319 0 0
AIRBNB INC COM CL A 009066101   542,113 4,275 SH   SOLE   4,275 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   264,000 200,000 SH   SOLE   200,000 0 0
ALIGN TECHNOLOGY INC COM 016255101   545,262 2,144 SH   SOLE   2,144 0 0
ALLEGION PLC ORD SHS G0176J109   299,787 2,057 SH   SOLE   2,057 0 0
ALLSTATE CORP COM 020002101   851,848 4,470 SH   SOLE   4,470 0 0
ALPHABET INC CAP STK CL A 02079K305   142,146,555 857,079 SH   SOLE   857,079 0 0
ALPHABET INC CAP STK CL C 02079K107   23,893,528 142,912 SH   SOLE   142,912 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   421,766 8,949 SH   SOLE   8,949 0 0
ALTRIA GROUP INC COM 02209S103   4,071,877 74,540 SH   SOLE   74,540 0 0
AMAZON COM INC COM 023135106   101,231,039 543,289 SH   SOLE   543,289 0 0
AMERICAN ELEC PWR CO INC COM 025537101   203,045 1,979 SH   SOLE   1,979 0 0
AMERICAN EXPRESS CO COM 025816109   1,268,674 4,678 SH   SOLE   4,678 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   316,317 2,163 SH   SOLE   2,163 0 0
AMGEN INC COM 031162100   944,075 2,930 SH   SOLE   2,930 0 0
AON PLC SHS CL A G0403H108   1,186,054 3,428 SH   SOLE   3,428 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   616,056 4,932 SH   SOLE   4,932 0 0
APPLE INC COM 037833100   318,927,406 1,368,787 SH   SOLE   1,368,787 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   379,767 1,702 SH   SOLE   1,702 0 0
APPLOVIN CORP COM CL A 03831W108   202,689,319 1,552,580 SH   SOLE   1,552,580 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   2,413,705 276,801 SH   SOLE   276,801 0 0
ARGAN INC COM 04010E109   4,783,236 47,158 SH   SOLE   47,158 0 0
ARHAUS INC COM CL A 04035M102   123,100 10,000 SH   SOLE   10,000 0 0
ARISTA NETWORKS INC COM 040413106   373,841 974 SH   SOLE   974 0 0
AT&T INC COM 00206R102   813,594 36,982 SH   SOLE   36,982 0 0
ATLANTA BRAVES HLDGS INC COM SER A 047726104   495,515 11,756 SH   SOLE   11,756 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   383,748 1,380 SH   SOLE   1,380 0 0
AUTOZONE INC COM 053332102   494,556 157 SH   SOLE   157 0 0
AVERY DENNISON CORP COM 053611109   213,254 966 SH   SOLE   966 0 0
BANK AMERICA CORP COM 060505104   63,882,514 1,609,942 SH   SOLE   1,609,942 0 0
BANK NEW YORK MELLON CORP COM 064058100   371,875 5,175 SH   SOLE   5,175 0 0
BARRICK GOLD CORP COM 067901108   2,268,554 114,055 SH   SOLE   114,055 0 0
BECTON DICKINSON & CO COM 075887109   1,268,186 5,260 SH   SOLE   5,260 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   17,279,500 25 SH   SOLE   25 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   27,319,653 59,357 SH   SOLE   59,357 0 0
BLACKSTONE INC COM 09260D107   634,418 4,143 SH   SOLE   4,143 0 0
BOOKING HOLDINGS INC COM 09857L108   30,794,809 7,311 SH   SOLE   7,311 0 0
BOSTON SCIENTIFIC CORP COM 101137107   11,230,876 134,020 SH   SOLE   134,020 0 0
BP PLC SPONSORED ADR 055622104   673,472 21,455 SH   SOLE   21,455 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,650,847 51,234 SH   SOLE   51,234 0 0
BROADCOM INC COM 11135F101   118,151,633 684,937 SH   SOLE   684,937 0 0
BROWN FORMAN CORP CL B 115637209   281,929 5,705 SH   SOLE   5,705 0 0
BWX TECHNOLOGIES INC COM 05605H100   33,904,943 311,913 SH   SOLE   311,913 0 0
CACI INTL INC CL A 127190304   210,906 418 SH   SOLE   418 0 0
CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101   209,519 12,076 SH   SOLE   12,076 0 0
CALUMET INC COM 131428104   204,948 11,501 SH   SOLE   11,501 0 0
CAMBRIA ETF TR CAMBRIA FGN SHR 132061300   275,856 9,905 SH   SOLE   9,905 0 0
CAMECO CORP COM 13321L108   272,853 5,713 SH   SOLE   5,713 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   445,351 5,533 SH   SOLE   5,533 0 0
CATERPILLAR INC COM 149123101   4,776,749 12,213 SH   SOLE   12,213 0 0
CF INDS HLDGS INC COM 125269100   518,232 6,040 SH   SOLE   6,040 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   291,996 901 SH   SOLE   901 0 0
CHEESECAKE FACTORY INC COM 163072101   7,907,250 195,000 SH   SOLE   195,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,351,318 7,514 SH   SOLE   7,514 0 0
CHEVRON CORP NEW COM 166764100   44,203,680 300,154 SH   SOLE   300,154 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,082,968 18,795 SH   SOLE   18,795 0 0
CHUBB LIMITED COM H1467J104   308,394 1,066 SH   SOLE   1,066 0 0
CHURCHILL DOWNS INC COM 171484108   10,878,185 80,454 SH   SOLE   80,454 0 0
CISCO SYS INC COM 17275R102   1,273,927 23,937 SH   SOLE   23,937 0 0
CITIZENS FINL GROUP INC COM 174610105   227,651 5,543 SH   SOLE   5,543 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   237,896 4,695 SH   SOLE   4,695 0 0
CLOROX CO DEL COM 189054109   297,311 1,825 SH   SOLE   1,825 0 0
CME GROUP INC COM 12572Q105   1,939,955 8,792 SH   SOLE   8,792 0 0
COCA COLA CO COM 191216100   22,800,754 315,167 SH   SOLE   315,167 0 0
COLGATE PALMOLIVE CO COM 194162103   1,020,764 9,833 SH   SOLE   9,833 0 0
COMCAST CORP NEW CL A 20030N101   1,164,840 27,887 SH   SOLE   27,887 0 0
COMSTOCK RES INC COM 205768302   252,473 22,684 SH   SOLE   22,684 0 0
CONOCOPHILLIPS COM 20825C104   551,141 5,235 SH   SOLE   5,235 0 0
CONSTELLATION BRANDS INC CL A 21036P108   592,687 2,300 SH   SOLE   2,300 0 0
CONSTELLATION ENERGY CORP COM 21037T109   403,291 1,551 SH   SOLE   1,551 0 0
CORNING INC COM 219350105   333,117 7,378 SH   SOLE   7,378 0 0
COSTAR GROUP INC COM 22160N109   1,808,070 23,967 SH   SOLE   23,967 0 0
COSTCO WHSL CORP NEW COM 22160K105   94,090,877 106,135 SH   SOLE   106,135 0 0
COTERRA ENERGY INC COM 127097103   1,060,171 44,266 SH   SOLE   44,266 0 0
COUPANG INC CL A 22266T109   3,664,333 149,260 SH   SOLE   149,260 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   548,880 1,957 SH   SOLE   1,957 0 0
CSX CORP COM 126408103   1,225,021 35,477 SH   SOLE   35,477 0 0
CUMMINS INC COM 231021106   4,239,382 13,093 SH   SOLE   13,093 0 0
D R HORTON INC COM 23331A109   12,379,447 64,892 SH   SOLE   64,892 0 0
DANAHER CORPORATION COM 235851102   1,340,523 4,817 SH   SOLE   4,817 0 0
DEERE & CO COM 244199105   10,492,196 25,053 SH   SOLE   25,053 0 0
DEVON ENERGY CORP NEW COM 25179M103   794,058 20,298 SH   SOLE   20,298 0 0
DEXCOM INC COM 252131107   366,307 5,464 SH   SOLE   5,464 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   875,717 6,113 SH   SOLE   6,113 0 0
DIAMONDBACK ENERGY INC COM 25278X109   30,098,626 174,586 SH   SOLE   174,586 0 0
DISNEY WALT CO COM 254687106   20,926,511 217,554 SH   SOLE   217,554 0 0
DOMINION ENERGY INC COM 25746U109   221,798 3,838 SH   SOLE   3,838 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   754,835 19,256 SH   SOLE   19,256 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   756,253 6,559 SH   SOLE   6,559 0 0
EA SERIES TRUST FREEDOM DAY 02072L847   215,220 6,321 SH   SOLE   6,321 0 0
EATON CORP PLC SHS G29183103   352,321 1,063 SH   SOLE   1,063 0 0
EBAY INC. COM 278642103   421,001 6,466 SH   SOLE   6,466 0 0
EDISON INTL COM 281020107   218,160 2,505 SH   SOLE   2,505 0 0
EHEALTH INC COM 28238P109   46,692 11,444 SH   SOLE   11,444 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   2,058,539 140,132 SH   SOLE   140,132 0 0
ELDORADO GOLD CORP NEW COM 284902509   202,327 11,625 SH   SOLE   11,625 0 0
ELEVANCE HEALTH INC COM 036752103   2,211,103 4,252 SH   SOLE   4,252 0 0
ELI LILLY & CO COM 532457108   1,049,375,167 1,184,477 SH   SOLE   1,184,477 0 0
EMERSON ELEC CO COM 291011104   599,457 5,481 SH   SOLE   5,481 0 0
ENBRIDGE INC COM 29250N105   447,923 11,013 SH   SOLE   11,013 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   185,201 11,539 SH   SOLE   11,539 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109   234,181 243,939 SH   SOLE   243,939 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   3,570,080 122,641 SH   SOLE   122,641 0 0
EOG RES INC COM 26875P101   16,873,551 137,261 SH   SOLE   137,261 0 0
EQUINIX INC COM 29444U700   252,087 284 SH   SOLE   284 0 0
ETF SER SOLUTIONS DISTILLATE US 26922A321   1,665,082 29,351 SH   SOLE   29,351 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   2,985,401 737,136 SH   SOLE   737,136 0 0
EXXON MOBIL CORP COM 30231G102   21,447,972 182,972 SH   SOLE   182,972 0 0
FATHOM HOLDINGS INC COM 31189V109   32,375 12,500 SH   SOLE   12,500 0 0
FERRARI N V COM N3167Y103   31,231,344 66,669 SH   SOLE   66,669 0 0
FIFTH THIRD BANCORP COM 316773100   911,393 21,092 SH   SOLE   21,092 0 0
FIRST INTERNET BANCORP COM 320557101   3,318,984 96,707 SH   SOLE   96,707 0 0
FIRST MERCHANTS CORP COM 320817109   314,526 8,455 SH   SOLE   8,455 0 0
FISERV INC COM 337738108   1,293,839 7,202 SH   SOLE   7,202 0 0
FRANCO NEV CORP COM 351858105   947,358 7,625 SH   SOLE   7,625 0 0
FRANKLIN ELEC INC COM 353514102   293,496 2,800 SH   SOLE   2,800 0 0
FREEPORT-MCMORAN INC CL B 35671D857   441,293 8,840 SH   SOLE   8,840 0 0
FRESHWORKS INC CLASS A COM 358054104   164,462 14,326 SH   SOLE   14,326 0 0
GAIA INC NEW CL A 36269P104   159,006 32,650 SH   SOLE   32,650 0 0
GALIANO GOLD INC COM 36352H100   353,901 247,694 SH   SOLE   247,694 0 0
GARTNER INC COM 366651107   7,024,707 13,862 SH   SOLE   13,862 0 0
GE AEROSPACE COM NEW 369604301   10,858,795 57,578 SH   SOLE   57,578 0 0
GE VERNOVA INC COM 36828A101   5,817,879 22,817 SH   SOLE   22,817 0 0
GENERAL MLS INC COM 370334104   352,264 4,770 SH   SOLE   4,770 0 0
GENUINE PARTS CO COM 372460105   16,699,841 118,708 SH   SOLE   118,708 0 0
GILEAD SCIENCES INC COM 375558103   213,121 2,542 SH   SOLE   2,542 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483   222,476 12,332 SH   SOLE   12,332 0 0
GLOBAL X FDS S&P 500 COVERED 37954Y475   619,802 14,935 SH   SOLE   14,935 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   249,040 503 SH   SOLE   503 0 0
GRAYSCALE BITCOIN MINI TR BT SHS 389930108   296,498 52,664 SH   SOLE   52,664 0 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109   1,371,226 27,153 SH   SOLE   27,153 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,624,507 8,880 SH   SOLE   8,880 0 0
HAYNES INTL INC COM NEW 420877201   238,160 4,000 SH   SOLE   4,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   719,440 11,500 SH   SOLE   11,500 0 0
HERSHEY CO COM 427866108   210,574 1,098 SH   SOLE   1,098 0 0
HESS CORP COM 42809H107   498,114 3,668 SH   SOLE   3,668 0 0
HILLENBRAND INC COM 431571108   495,507 17,824 SH   SOLE   17,824 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   264,153 1,146 SH   SOLE   1,146 0 0
HNI CORP COM 404251100   3,237,130 60,125 SH   SOLE   60,125 0 0
HOME DEPOT INC COM 437076102   30,188,456 74,503 SH   SOLE   74,503 0 0
HONEYWELL INTL INC COM 438516106   962,855 4,658 SH   SOLE   4,658 0 0
HORIZON BANCORP INC COM 440407104   32,343,876 2,079,992 SH   SOLE   2,079,992 0 0
HORMEL FOODS CORP COM 440452100   256,897 8,104 SH   SOLE   8,104 0 0
HOWMET AEROSPACE INC COM 443201108   5,851,693 58,371 SH   SOLE   58,371 0 0
HUNTINGTON BANCSHARES INC COM 446150104   149,961 10,095 SH   SOLE   10,095 0 0
ICON PLC SHS G4705A100   420,622 1,464 SH   SOLE   1,464 0 0
ICORECONNECT INC COM 450958103   10,940 31,256 SH   SOLE   31,256 0 0
IDEXX LABS INC COM 45168D104   747,220 1,479 SH   SOLE   1,479 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,457,279 5,529 SH   SOLE   5,529 0 0
INGERSOLL RAND INC COM 45687V106   410,309 4,180 SH   SOLE   4,180 0 0
INTEL CORP COM 458140100   571,861 24,376 SH   SOLE   24,376 0 0
INTENSITY THERAPEUTICS INC COM 45828J103   3,861,076 1,010,753 SH   SOLE   1,010,753 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   15,393,971 95,829 SH   SOLE   95,829 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   607,970 2,750 SH   SOLE   2,750 0 0
INTUIT COM 461202103   24,183,099 38,942 SH   SOLE   38,942 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   48,014,765 97,736 SH   SOLE   97,736 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628   200,563 3,422 SH   SOLE   3,422 0 0
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 46137V837   356,660 3,454 SH   SOLE   3,454 0 0
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233   3,571,404 75,140 SH   SOLE   75,140 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   25,224,586 140,794 SH   SOLE   140,794 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,632,893 5,387 SH   SOLE   5,387 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   2,861,099 79,189 SH   SOLE   79,189 0 0
ISHARES GOLD TR ISHARES NEW 464285204   9,097,684 183,052 SH   SOLE   183,052 0 0
ISHARES INC CORE MSCI EMKT 46434G103   808,536 14,084 SH   SOLE   14,084 0 0
ISHARES SILVER TR ISHARES 46428Q109   1,682,185 59,211 SH   SOLE   59,211 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   614,133 6,259 SH   SOLE   6,259 0 0
ISHARES TR CORE MSCI EAFE 46432F842   1,609,577 20,622 SH   SOLE   20,622 0 0
ISHARES TR CORE S&P500 ETF 464287200   7,470,396 12,951 SH   SOLE   12,951 0 0
ISHARES TR CORE S&P MCP ETF 464287507   1,256,434 20,161 SH   SOLE   20,161 0 0
ISHARES TR CORE S&P SCP ETF 464287804   4,251,742 36,352 SH   SOLE   36,352 0 0
ISHARES TR CORE S&P TTL STK 464287150   371,333 2,956 SH   SOLE   2,956 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   1,605,138 17,579 SH   SOLE   17,579 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   10,033,928 26,730 SH   SOLE   26,730 0 0
ISHARES TR CORE MSCI EURO 46434V738   308,123 5,057 SH   SOLE   5,057 0 0
ISHARES TR CORE MSCI INTL 46435G326   447,575 6,319 SH   SOLE   6,319 0 0
ISHARES TR CORE S&P US VLU 464287663   9,102,393 95,323 SH   SOLE   95,323 0 0
ISHARES TR HDG MSCI EAFE 46434V803   703,937 19,874 SH   SOLE   19,874 0 0
ISHARES TR MSCI ACWI ETF 464288257   294,810 2,466 SH   SOLE   2,466 0 0
ISHARES TR MSCI EAFE ETF 464287465   1,085,016 12,974 SH   SOLE   12,974 0 0
ISHARES TR MSCI KLD400 SOC 464288570   2,518,162 23,147 SH   SOLE   23,147 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   1,826,905 9,625 SH   SOLE   9,625 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   332,881 1,507 SH   SOLE   1,507 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   276,921 1,660 SH   SOLE   1,660 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   239,820 734 SH   SOLE   734 0 0
ISHARES TR CORE S&P US GWT 464287671   580,800 4,403 SH   SOLE   4,403 0 0
ISHARES TR RUS MID CAP ETF 464287499   679,824 7,713 SH   SOLE   7,713 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   6,344,970 66,266 SH   SOLE   66,266 0 0
ISHARES TR S&P 500 VAL ETF 464287408   5,940,732 30,130 SH   SOLE   30,130 0 0
ISHARES TR S&P MC 400GR ETF 464287606   228,391 2,484 SH   SOLE   2,484 0 0
ISHARES TR SP SMCP600VL ETF 464287879   2,242,894 20,833 SH   SOLE   20,833 0 0
J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA 46641Q225   491,933 6,805 SH   SOLE   6,805 0 0
J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR 46641Q191   329,529 5,286 SH   SOLE   5,286 0 0
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217   482,421 8,138 SH   SOLE   8,138 0 0
JAKKS PAC INC COM NEW 47012E403   335,996 13,166 SH   SOLE   13,166 0 0
JOHNSON & JOHNSON COM 478160104   9,744,668 60,130 SH   SOLE   60,130 0 0
JONES LANG LASALLE INC COM 48020Q107   885,786 3,283 SH   SOLE   3,283 0 0
JPMORGAN CHASE & CO. COM 46625H100   98,571,337 467,473 SH   SOLE   467,473 0 0
KEYCORP COM 493267108   573,704 34,251 SH   SOLE   34,251 0 0
KIMBALL ELECTRONICS INC COM 49428J109   6,017,138 325,075 SH   SOLE   325,075 0 0
KIMBERLY-CLARK CORP COM 494368103   1,102,319 7,680 SH   SOLE   7,680 0 0
KINROSS GOLD CORP COM 496902404   579,244 61,885 SH   SOLE   61,885 0 0
KITE RLTY GROUP TR COM NEW 49803T300   414,973 15,624 SH   SOLE   15,624 0 0
KKR & CO INC COM 48251W104   46,764,877 358,132 SH   SOLE   358,132 0 0
KRAFT HEINZ CO COM 500754106   212,591 6,055 SH   SOLE   6,055 0 0
KROGER CO COM 501044101   584,918 10,208 SH   SOLE   10,208 0 0
LAKELAND FINL CORP COM 511656100   257,224 3,950 SH   SOLE   3,950 0 0
LAUDER ESTEE COS INC CL A 518439104   249,923 2,507 SH   SOLE   2,507 0 0
LENNAR CORP CL A 526057104   20,027,176 106,823 SH   SOLE   106,823 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   796,832 10,291 SH   SOLE   10,291 0 0
LINCOLN ELEC HLDGS INC COM 533900106   16,705,257 86,677 SH   SOLE   86,677 0 0
LINCOLN NATL CORP IND COM 534187109   239,980 7,616 SH   SOLE   7,616 0 0
LINDE PLC SHS G54950103   1,257,957 2,638 SH   SOLE   2,638 0 0
LIQUIDIA CORPORATION COM NEW 53635D202   1,336,000 133,600 SH   SOLE   133,600 0 0
LOCKHEED MARTIN CORP COM 539830109   2,329,472 3,985 SH   SOLE   3,985 0 0
LOWES COS INC COM 548661107   1,062,492 3,923 SH   SOLE   3,923 0 0
LULULEMON ATHLETICA INC COM 550021109   396,442 1,461 SH   SOLE   1,461 0 0
M & T BK CORP COM 55261F104   333,084 1,870 SH   SOLE   1,870 0 0
MAPLEBEAR INC COM 565394103   3,758,102 92,246 SH   SOLE   92,246 0 0
MARATHON PETE CORP COM 56585A102   334,291 2,052 SH   SOLE   2,052 0 0
MARRIOTT INTL INC NEW CL A 571903202   16,085,663 64,705 SH   SOLE   64,705 0 0
MARSH & MCLENNAN COS INC COM 571748102   280,870 1,259 SH   SOLE   1,259 0 0
MARTIN MARIETTA MATLS INC COM 573284106   15,544,122 28,879 SH   SOLE   28,879 0 0
MASTERCARD INCORPORATED CL A 57636Q104   46,094,536 93,347 SH   SOLE   93,347 0 0
MCDONALDS CORP COM 580135101   3,037,849 9,976 SH   SOLE   9,976 0 0
MERCADOLIBRE INC COM 58733R102   43,829,866 21,360 SH   SOLE   21,360 0 0
MERCHANTS BANCORP IND COM 58844R108   3,478,446 77,213 SH   SOLE   77,213 0 0
MERCK & CO INC COM 58933Y105   53,681,005 469,502 SH   SOLE   469,502 0 0
META PLATFORMS INC CL A 30303M102   81,922,392 143,111 SH   SOLE   143,111 0 0
MICRON TECHNOLOGY INC COM 595112103   425,522 4,103 SH   SOLE   4,103 0 0
MICROSOFT CORP COM 594918104   269,464,414 626,225 SH   SOLE   626,225 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   150,664 14,800 SH   SOLE   14,800 0 0
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109   65,835 15,750 SH   SOLE   15,750 0 0
MONDAY COM LTD SHS M7S64H106   1,281,631 4,614 SH   SOLE   4,614 0 0
MONDELEZ INTL INC CL A 609207105   2,717,676 36,656 SH   SOLE   36,656 0 0
MONGODB INC CL A 60937P106   736,433 2,724 SH   SOLE   2,724 0 0
MONOLITHIC PWR SYS INC COM 609839105   40,179,889 43,400 SH   SOLE   43,400 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   2,392,203 45,854 SH   SOLE   45,854 0 0
MORGAN STANLEY COM NEW 617446448   427,905 4,105 SH   SOLE   4,105 0 0
MOSAIC CO NEW COM 61945C103   204,385 7,632 SH   SOLE   7,632 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   10,202,277 22,640 SH   SOLE   22,640 0 0
MP MATERIALS CORP COM CL A 553368101   2,152,259 121,941 SH   SOLE   121,941 0 0
NETFLIX INC COM 64110L106   61,125,598 86,181 SH   SOLE   86,181 0 0
NEWMONT CORP COM 651639106   624,911 11,692 SH   SOLE   11,692 0 0
NEXTERA ENERGY INC COM 65339F101   3,371,902 39,890 SH   SOLE   39,890 0 0
NIKE INC CL B 654106103   1,224,416 13,792 SH   SOLE   13,792 0 0
NISOURCE INC COM 65473P105   1,028,481 29,682 SH   SOLE   29,682 0 0
NORFOLK SOUTHN CORP COM 655844108   773,332 3,112 SH   SOLE   3,112 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,070,398 2,027 SH   SOLE   2,027 0 0
NOVO-NORDISK A S ADR 670100205   76,238,021 640,279 SH   SOLE   640,279 0 0
NUCOR CORP COM 670346105   981,173 6,503 SH   SOLE   6,503 0 0
NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107   573,067 22,438 SH   SOLE   22,438 0 0
NVIDIA CORPORATION COM 67066G104   96,097,076 791,248 SH   SOLE   791,248 0 0
OLD NATL BANCORP IND COM 680033107   611,619 32,777 SH   SOLE   32,777 0 0
ORACLE CORP COM 68389X105   3,134,338 18,394 SH   SOLE   18,394 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   32,501,607 28,223 SH   SOLE   28,223 0 0
OTIS WORLDWIDE CORP COM 68902V107   267,126 2,570 SH   SOLE   2,570 0 0
OWENS CORNING NEW COM 690742101   6,369,724 36,085 SH   SOLE   36,085 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   206,200 5,543 SH   SOLE   5,543 0 0
PALO ALTO NETWORKS INC COM 697435105   22,524,278 65,899 SH   SOLE   65,899 0 0
PARKER-HANNIFIN CORP COM 701094104   1,673,059 2,648 SH   SOLE   2,648 0 0
PAYPAL HLDGS INC COM 70450Y103   893,912 11,456 SH   SOLE   11,456 0 0
PEPSICO INC COM 713448108   3,061,920 18,006 SH   SOLE   18,006 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   215,361 14,555 SH   SOLE   14,555 0 0
PFIZER INC COM 717081103   27,982,404 966,911 SH   SOLE   966,911 0 0
PHILIP MORRIS INTL INC COM 718172109   15,843,979 129,938 SH   SOLE   129,938 0 0
PHILLIPS 66 COM 718546104   206,902 1,574 SH   SOLE   1,574 0 0
POOL CORP COM 73278L105   603,634 1,602 SH   SOLE   1,602 0 0
PROCTER AND GAMBLE CO COM 742718109   12,605,669 72,781 SH   SOLE   72,781 0 0
PROGRESSIVE CORP COM 743315103   1,444,402 5,692 SH   SOLE   5,692 0 0
PROLOGIS INC. COM 74340W103   634,431 5,024 SH   SOLE   5,024 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467   294,127 2,746 SH   SOLE   2,746 0 0
PRUDENTIAL FINL INC COM 744320102   368,992 3,047 SH   SOLE   3,047 0 0
PURE CYCLE CORP COM NEW 746228303   8,139,083 755,718 SH   SOLE   755,718 0 0
QUALCOMM INC COM 747525103   15,033,270 88,405 SH   SOLE   88,405 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   870,526 36,918 SH   SOLE   36,918 0 0
REPUBLIC SVCS INC COM 760759100   276,958 1,379 SH   SOLE   1,379 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   345,688 30,810 SH   SOLE   30,810 0 0
ROBLOX CORP CL A 771049103   273,881 6,188 SH   SOLE   6,188 0 0
ROCKWELL AUTOMATION INC COM 773903109   209,936 782 SH   SOLE   782 0 0
ROYCE MICRO-CAP TR INC COM 780915104   924,328 96,184 SH   SOLE   96,184 0 0
RPM INTL INC COM 749685103   319,440 2,640 SH   SOLE   2,640 0 0
RTX CORPORATION COM 75513E101   8,076,526 66,660 SH   SOLE   66,660 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   1,283,651 19,335 SH   SOLE   19,335 0 0
S & T BANCORP INC COM 783859101   222,525 5,302 SH   SOLE   5,302 0 0
S&P GLOBAL INC COM 78409V104   247,978 480 SH   SOLE   480 0 0
SALESFORCE INC COM 79466L302   1,436,882 5,242 SH   SOLE   5,242 0 0
SANDY SPRING BANCORP INC COM 800363103   259,179 8,262 SH   SOLE   8,262 0 0
SAREPTA THERAPEUTICS INC COM 803607100   1,018,478 8,155 SH   SOLE   8,155 0 0
SCHLUMBERGER LTD COM STK 806857108   212,472 5,034 SH   SOLE   5,034 0 0
SCORPIO TANKERS INC SHS Y7542C130   8,139,679 114,161 SH   SOLE   114,161 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   2,171,810 10,839 SH   SOLE   10,839 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   245,136 5,409 SH   SOLE   5,409 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   639,965 4,155 SH   SOLE   4,155 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   889,811 6,570 SH   SOLE   6,570 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   999,440 4,427 SH   SOLE   4,427 0 0
SERVICENOW INC COM 81762P102   10,246,132 11,456 SH   SOLE   11,456 0 0
SHELL PLC SPON ADS 780259305   14,806,632 224,513 SH   SOLE   224,513 0 0
SHERWIN WILLIAMS CO COM 824348106   3,555,256 9,315 SH   SOLE   9,315 0 0
SIMON PPTY GROUP INC NEW COM 828806109   34,542,313 204,368 SH   SOLE   204,368 0 0
SLM CORP COM 78442P106   228,700 10,000 SH   SOLE   10,000 0 0
SNOWFLAKE INC CL A 833445109   267,279 2,327 SH   SOLE   2,327 0 0
SOHO HOUSE & CO INC COM CL A 586001109   277,216 54,356 SH   SOLE   54,356 0 0
SOUTHERN CO COM 842587107   275,049 3,050 SH   SOLE   3,050 0 0
SPDR GOLD TR GOLD SHS 78463V107   27,988,602 115,151 SH   SOLE   115,151 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   37,415,717 65,013 SH   SOLE   65,013 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   349,641 612 SH   SOLE   612 0 0
SPDR SER TR GLB DOW ETF 78464A706   204,722 1,485 SH   SOLE   1,485 0 0
SPDR SER TR SPDR S&P SMALLCA 78468R481   314,755 9,948 SH   SOLE   9,948 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853   265,232 5,828 SH   SOLE   5,828 0 0
SPROTT FOCUS TR INC COM 85208J109   610,287 79,258 SH   SOLE   79,258 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   5,879,167 240,064 SH   SOLE   240,064 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104   283,058 13,889 SH   SOLE   13,889 0 0
SPX TECHNOLOGIES INC COM 78473E103   585,697 3,673 SH   SOLE   3,673 0 0
STARBUCKS CORP COM 855244109   300,464 3,082 SH   SOLE   3,082 0 0
STEEL DYNAMICS INC COM 858119100   42,084,040 332,575 SH   SOLE   332,575 0 0
STIFEL FINL CORP COM 860630102   261,887 2,789 SH   SOLE   2,789 0 0
STRYKER CORPORATION COM 863667101   1,755,629 4,849 SH   SOLE   4,849 0 0
SYSCO CORP COM 871829107   840,082 10,762 SH   SOLE   10,762 0 0
T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107   226,860 5,723 SH   SOLE   5,723 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,771,533 10,164 SH   SOLE   10,164 0 0
TARGET CORP COM 87612E106   338,840 2,174 SH   SOLE   2,174 0 0
TERADYNE INC COM 880770102   379,424 2,833 SH   SOLE   2,833 0 0
TESLA INC COM 88160R101   3,140,607 12,004 SH   SOLE   12,004 0 0
TETRA TECH INC NEW COM 88162G103   246,175 5,220 SH   SOLE   5,220 0 0
TEXAS INSTRS INC COM 882508104   37,398,466 181,045 SH   SOLE   181,045 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   16,790,678 18,978 SH   SOLE   18,978 0 0
THE TRADE DESK INC COM CL A 88339J105   569,741 5,196 SH   SOLE   5,196 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   781,158 1,262 SH   SOLE   1,262 0 0
THOMSON REUTERS CORP. COM 884903808   14,463,266 84,696 SH   SOLE   84,696 0 0
TJX COS INC NEW COM 872540109   15,317,813 130,320 SH   SOLE   130,320 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   1,549,867 3,987 SH   SOLE   3,987 0 0
TRANSDIGM GROUP INC COM 893641100   1,226,420 859 SH   SOLE   859 0 0
TRANSMEDICS GROUP INC COM 89377M109   1,240,928 7,904 SH   SOLE   7,904 0 0
TREX CO INC COM 89531P105   500,682 7,520 SH   SOLE   7,520 0 0
TRUIST FINL CORP COM 89832Q109   289,467 6,768 SH   SOLE   6,768 0 0
TRUMP MEDIA & TECHNOLOGY GRO COM 25400Q105   2,339,294 145,569 SH   SOLE   145,569 0 0
TYLER TECHNOLOGIES INC COM 902252105   1,607,565 2,754 SH   SOLE   2,754 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,703,280 35,967 SH   SOLE   35,967 0 0
UNION PAC CORP COM 907818108   45,639,716 185,166 SH   SOLE   185,166 0 0
UNITED PARCEL SERVICE INC CL B 911312106   257,875 1,891 SH   SOLE   1,891 0 0
UNITEDHEALTH GROUP INC COM 91324P102   101,172,526 173,039 SH   SOLE   173,039 0 0
VALERO ENERGY CORP COM 91913Y100   1,527,729 11,314 SH   SOLE   11,314 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   2,081,511 52,273 SH   SOLE   52,273 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   1,465,276 30,020 SH   SOLE   30,020 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   337,166 975 SH   SOLE   975 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   2,979,450 7,760 SH   SOLE   7,760 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   5,486,842 10,366 SH   SOLE   10,366 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   312,086 3,177 SH   SOLE   3,177 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   387,907 1,932 SH   SOLE   1,932 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   8,463,503 48,482 SH   SOLE   48,482 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   699,890 2,653 SH   SOLE   2,653 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   682,294 2,868 SH   SOLE   2,868 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   8,982,332 31,625 SH   SOLE   31,625 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   4,388,643 69,661 SH   SOLE   69,661 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   730,455 15,266 SH   SOLE   15,266 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   3,476,071 36,014 SH   SOLE   36,014 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730   2,940,351 11,306 SH   SOLE   11,306 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   578,784 6,946 SH   SOLE   6,946 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   2,329,215 11,712 SH   SOLE   11,712 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   453,763 7,009 SH   SOLE   7,009 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   753,374 14,266 SH   SOLE   14,266 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   3,072,708 23,968 SH   SOLE   23,968 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   2,060,606 28,066 SH   SOLE   28,066 0 0
VANGUARD WORLD FD ESG INTL STK ETF 921910725   1,147,085 18,649 SH   SOLE   18,649 0 0
VANGUARD WORLD FD ESG US STK ETF 921910733   2,891,841 28,449 SH   SOLE   28,449 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   447,040 761 SH   SOLE   761 0 0
VEEVA SYS INC CL A COM 922475108   901,392 4,295 SH   SOLE   4,295 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   763,919 17,010 SH   SOLE   17,010 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   16,416,394 35,298 SH   SOLE   35,298 0 0
VISA INC COM CL A 92826C839   31,779,046 115,581 SH   SOLE   115,581 0 0
VISTRA CORP COM 92840M102   139,106,042 1,173,495 SH   SOLE   1,173,495 0 0
WALMART INC COM 931142103   32,412,586 401,394 SH   SOLE   401,394 0 0
WASTE MGMT INC DEL COM 94106L109   19,377,384 93,340 SH   SOLE   93,340 0 0
WELLS FARGO CO NEW COM 949746101   18,952,564 335,503 SH   SOLE   335,503 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   1,559,861 25,538 SH   SOLE   25,538 0 0
WILLIAMS COS INC COM 969457100   456,865 10,008 SH   SOLE   10,008 0 0
WILLIAMS SONOMA INC COM 969904101   309,840 2,000 SH   SOLE   2,000 0 0
WORKDAY INC CL A 98138H101   19,060,314 77,985 SH   SOLE   77,985 0 0
Y-MABS THERAPEUTICS INC COM 984241109   574,655 43,700 SH   SOLE   43,700 0 0
YUM BRANDS INC COM 988498101   475,992 3,407 SH   SOLE   3,407 0 0
ZOETIS INC CL A 98978V103   949,351 4,859 SH   SOLE   4,859 0 0