| ABBVIE INC | COM | $210K | 0.1%Prev: 0.2% | 919 SH | Decreased-7 SH |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.8%Prev: 0.6% | 3,450 SH | Increased+317 SH |
| ALPHABET INC | CAP STK CL C | $498K | 0.4%Prev: 0.3% | 1,586 SH | Increased+6 SH |
| AMAZON COM INC | COM | $1.8M | 1.3%Prev: 1.3% | 7,803 SH | Increased+41 SH |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $218K | 0.2%Prev: 0.2% | 1,900 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $290K | 0.2%Prev: 0.2% | 2,840 SH | Increased-1 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $416K | 0.3%Prev: 0.3% | 9,357 SH | Decreased+7 SH |
| APPLE INC | COM | $3.8M | 2.7%Prev: 2.7% | 14,003 SH | Increased-1 SH |
| AT&T INC | COM | $488K | 0.3%Prev: 0.4% | 19,635 SH | Decreased-108 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $354K | 0.3%Prev: 0.3% | 705 SH | Decreased |
| BLUE RIDGE BANKSHARES INC VA | COM | $43K | 0.0%Prev: 0.0% | 10,080 SH | Increased |
| BROADCOM INC | COM | $493K | 0.3%Prev: 0.4% | 1,424 SH | Increased-44 SH |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $7.6M | 5.4%Prev: 6.9% | 189,166 SH | Decreased-40,331 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $832K | 0.6%Prev: 0.7% | 19,071 SH | Decreased-1,794 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $6.7M | 4.7%Prev: 4.5% | 252,216 SH | Increased+27,816 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $870K | 0.6%Prev: 0.6% | 31,513 SH | Increased+2,226 SH |
| CATERPILLAR INC | COM | $460K | 0.3%Prev: 0.3% | 803 SH | Increased-1 SH |
| CISCO SYS INC | COM | $249K | 0.2%Prev: 0.2% | 3,228 SH | Increased+127 SH |
| COCA COLA CO | COM | $578K | 0.4%Prev: 0.4% | 8,265 SH | Increased+81 SH |
| DUKE ENERGY CORP NEW | COM NEW | $2.3M | 1.6%Prev: 1.8% | 19,593 SH | Decreased-7 SH |
| ENBRIDGE INC | COM | $708K | 0.5%Prev: 0.6% | 14,811 SH | Decreased-14 SH |
| EXXON MOBIL CORP | COM | $513K | 0.4%Prev: 0.4% | 4,266 SH | Increased-46 SH |
| FEDEX CORP | COM | $240K | 0.2%Prev: 0.2% | 830 SH | Increased-122 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $4.8M | 3.4% | 114,424 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $421K | 0.3%Prev: 0.2% | 10,977 SH | Increased+2,475 SH |
| GE AEROSPACE | COM NEW | $368K | 0.3%Prev: 0.3% | 1,195 SH | Increased-3 SH |
| GLOBAL X FDS | NASDQ 100 CVRDGW | $378K | 0.3% | 13,855 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $1.0M | 0.7%Prev: 0.2% | 7,257 SH | Increased+5,322 SH |
| INVESCO QQQ TR | UNIT SER 1 | $998K | 0.7%Prev: 0.8% | 1,625 SH | Decreased-74 SH |
| ISHARES TR | CORE S&P MCP ETF | $230K | 0.2%Prev: 0.2% | 3,488 SH | Increased-3 SH |
| ISHARES TR | CORE S&P US GWT | $230K | 0.2%Prev: 0.2% | 1,370 SH | Increased+48 SH |
| ISHARES TR | CORE S&P500 ETF | $1.4M | 1.0%Prev: 1.1% | 2,047 SH | Decreased-72 SH |
| ISHARES TR | CORE US AGGBD ET | $4.3M | 3.1%Prev: 3.2% | 43,310 SH | Increased+834 SH |
| ISHARES TR | HDG MSCI EAFE | $396K | 0.3%Prev: 0.4% | 9,579 SH | Decreased-3,514 SH |
| ISHARES TR | NATIONAL MUN ETF | $484K | 0.3%Prev: 0.4% | 4,514 SH | Increased+88 SH |
| ISHARES TR | PFD AND INCM SEC | $1.4M | 1.0%Prev: 1.4% | 46,514 SH | Decreased-10,564 SH |
| ISHARES TR | RUS TP200 GR ETF | $276K | 0.2%Prev: 0.2% | 995 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $498K | 0.4%Prev: 0.4% | 4,668 SH | Increased+174 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $9.7M | 6.9%Prev: 6.7% | 205,249 SH | Increased+17,965 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.2M | 0.8%Prev: 0.8% | 20,413 SH | Increased+877 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $789K | 0.6%Prev: 0.5% | 15,602 SH | Increased+2,352 SH |
| JOHNSON & JOHNSON | COM | $787K | 0.6%Prev: 0.5% | 3,803 SH | Increased+42 SH |
| JPMORGAN CHASE & CO. | COM | $370K | 0.3%Prev: 0.3% | 1,150 SH | Increased-16 SH |
| LOWES COS INC | COM | $395K | 0.3%Prev: 0.3% | 1,639 SH | Decreased-8 SH |
| MCDONALDS CORP | COM | $314K | 0.2%Prev: 0.2% | 1,027 SH | Decreased-16 SH |
| META PLATFORMS INC | CL A | $520K | 0.4%Prev: 0.4% | 787 SH | Decreased |
| MICROSOFT CORP | COM | $2.2M | 1.6%Prev: 1.8% | 4,613 SH | Decreased-14 SH |
| NETFLIX INC | COM | $275K | 0.2%Prev: 0.3% | 2,930 SH | Decreased+2,633 SH |
| NORFOLK SOUTHN CORP | COM | $400K | 0.3%Prev: 0.3% | 1,384 SH | Decreased-2 SH |
| NRG ENERGY INC | COM NEW | $400K | 0.3%Prev: 0.3% | 2,513 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.6M | 1.1%Prev: 1.2% | 8,433 SH | Decreased-212 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $200K | 0.1% | 1,277 SH | New |
| PEPSICO INC | COM | $212K | 0.1%Prev: 0.2% | 1,475 SH | Increased+40 SH |
| PHILIP MORRIS INTL INC | COM | $307K | 0.2%Prev: 0.2% | 1,917 SH | Decreased-11 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $2.0M | 1.4%Prev: 1.2% | 19,975 SH | Increased+3,969 SH |
| PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | $651K | 0.5%Prev: 0.5% | 9,511 SH | Decreased-148 SH |
| PROCTER AND GAMBLE CO | COM | $327K | 0.2%Prev: 0.3% | 2,285 SH | Decreased-106 SH |
| PROGRESSIVE CORP | COM | $288K | 0.2%Prev: 0.2% | 1,264 SH | Decreased-2 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $5.1M | 3.6%Prev: 5.2% | 111,765 SH | Decreased-48,787 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.8M | 2.0%Prev: 1.6% | 117,057 SH | Increased+26,788 SH |
| SOUTHERN CO | COM | $301K | 0.2%Prev: 0.2% | 3,448 SH | Decreased-18 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $37.8M | 26.7% | 785,359 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET ULT | $1.4M | 1.0% | 35,143 SH | New |
| TESLA INC | COM | $1.9M | 1.3%Prev: 1.4% | 4,162 SH | Increased+35 SH |
| TORTOISE CAPITAL SERIES TRUS | ENERGY FD | $178K | 0.1%Prev: 0.3% | 19,707 SH | Decreased-24,180 SH |
| TRUIST FINL CORP | COM | $205K | 0.1% | 4,170 SH | New |
| TRUST FOR PROFESSIONAL MANAG | CONVERGENCE LNG | $906K | 0.6%Prev: 0.4% | 33,155 SH | Increased+13,156 SH |
| UNITED RENTALS INC | COM | $292K | 0.2%Prev: 0.3% | 361 SH | Decreased+1 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $351K | 0.2%Prev: 0.3% | 719 SH | Increased-3 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.6M | 2.6%Prev: 2.7% | 12,572 SH | Increased+205 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 0.7%Prev: 0.8% | 4,080 SH | Increased+136 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $587K | 0.4%Prev: 0.4% | 1,752 SH | Increased+6 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.0M | 2.8%Prev: 2.8% | 18,231 SH | Increased+970 SH |
| VANGUARD WELLINGTON FD | US QUALITY | $4.1M | 2.9%Prev: 0.5% | 26,534 SH | Increased+22,061 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $5.1M | 3.6%Prev: 3.7% | 35,296 SH | Increased+1,024 SH |
| VISA INC | COM CL A | $543K | 0.4%Prev: 0.4% | 1,548 SH | Increased-14 SH |
| WALMART INC | COM | $304K | 0.2%Prev: 0.2% | 2,732 SH | Increased+33 SH |
| WASTE MGMT INC DEL | COM | $245K | 0.2%Prev: 0.2% | 1,115 SH | Increased+35 SH |