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
ABBOTT LABS COM 002824100   12,147,615 106,549 SH   SOLE   101,029 0 5,520
ABBVIE INC COM 00287Y109   10,437,016 52,851 SH   SOLE   36,140 0 16,711
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   23,095,913 65,339 SH   SOLE   53,749 0 11,590
ADOBE INC COM 00724F101   13,442,588 25,962 SH   SOLE   24,976 0 986
ADVANCED MICRO DEVICES INC COM 007903107   1,847,705 11,261 SH   SOLE   11,261 0 0
ALPHABET INC CAP STK CL A 02079K305   29,533,390 178,073 SH   SOLE   169,053 0 9,020
ALPHABET INC CAP STK CL C 02079K107   662,073 3,960 SH   SOLE   3,960 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   11,328,874 240,375 SH   SOLE   232,575 0 7,800
AMAZON COM INC COM 023135106   24,586,145 131,949 SH   SOLE   125,622 0 6,327
AMERICAN ELEC PWR CO INC COM 025537101   310,331 3,025 SH   SOLE   3,025 0 0
AMERICAN EXPRESS CO COM 025816109   304,287 1,122 SH   SOLE   1,122 0 0
AMERICAN TOWER CORP NEW COM 03027X100   8,802,164 37,849 SH   SOLE   35,664 0 2,185
AMERIPRISE FINL INC COM 03076C106   13,323,342 28,359 SH   SOLE   19,625 0 8,734
AMETEK INC COM 031100100   12,554,925 73,117 SH   SOLE   69,462 0 3,655
AMGEN INC COM 031162100   283,139 879 SH   SOLE   879 0 0
APOLLO COML REAL EST FIN INC COM 03762U105   744,850 81,050 SH   SOLE   81,050 0 0
APPLE INC COM 037833100   40,753,711 174,909 SH   SOLE   165,113 0 9,796
APTIV PLC SHS G6095L109   6,571,993 91,265 SH   SOLE   85,220 0 6,045
ASML HOLDING N V N Y REGISTRY SHS N07059210   223,611 268 SH   SOLE   268 0 0
AT&T INC COM 00206R102   697,931 31,724 SH   SOLE   31,724 0 0
ATMOS ENERGY CORP COM 049560105   587,437 4,235 SH   SOLE   4,235 0 0
AUTOZONE INC COM 053332102   926,112 294 SH   SOLE   294 0 0
BANK AMERICA CORP 7.25%CNV PFD L 060505682   684,880 538 SH   SOLE   523 0 15
BANK AMERICA CORP COM 060505104   11,597,067 292,265 SH   SOLE   273,690 0 18,575
BANK NEW YORK MELLON CORP COM 064058100   13,420,862 186,764 SH   SOLE   128,129 0 58,635
BECTON DICKINSON & CO COM 075887109   254,361 1,055 SH   SOLE   1,055 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   25,190,491 54,731 SH   SOLE   51,844 0 2,887
BLACKSTONE INC COM 09260D107   261,194 1,706 SH   SOLE   1,706 0 0
BOEING CO COM 097023105   212,096 1,395 SH   SOLE   1,395 0 0
BOOKING HOLDINGS INC COM 09857L108   2,004,970 476 SH   SOLE   463 0 13
BOWMAN CONSULTING GROUP LTD COM 103002101   1,139,153 47,307 SH   SOLE   47,307 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   254,820 4,925 SH   SOLE   4,925 0 0
BROADCOM INC COM 11135F101   27,511,744 159,488 SH   SOLE   152,096 0 7,392
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   10,323,127 93,532 SH   SOLE   62,044 0 31,488
CARLYLE SECURED LENDING INC COM 872280102   3,017,351 177,805 SH   SOLE   165,280 0 12,525
CATERPILLAR INC COM 149123101   864,267 2,210 SH   SOLE   2,210 0 0
CHEVRON CORP NEW COM 166764100   9,618,332 65,311 SH   SOLE   61,947 0 3,364
CISCO SYS INC COM 17275R102   10,821,699 203,339 SH   SOLE   141,620 0 61,719
COCA COLA CO COM 191216100   1,577,878 21,958 SH   SOLE   21,947 0 11
COMCAST CORP NEW CL A 20030N101   9,750,649 233,437 SH   SOLE   164,291 0 69,146
CONOCOPHILLIPS COM 20825C104   472,392 4,487 SH   SOLE   4,487 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,431,749 2,743 SH   SOLE   2,643 0 100
CUMMINS INC COM 231021106   12,770,278 39,440 SH   SOLE   26,730 0 12,710
CVS HEALTH CORP COM 126650100   5,925,309 94,232 SH   SOLE   90,627 0 3,605
DIGITAL RLTY TR INC COM 253868103   12,615,944 77,958 SH   SOLE   53,459 0 24,499
DISNEY WALT CO COM 254687106   826,291 8,590 SH   SOLE   8,590 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   1,332,992 11,561 SH   SOLE   10,790 0 771
EASTMAN CHEM CO COM 277432100   527,285 4,710 SH   SOLE   2,690 0 2,020
ELI LILLY & CO COM 532457108   466,929 527 SH   SOLE   287 0 240
EMERSON ELEC CO COM 291011104   21,196,360 193,804 SH   SOLE   157,631 0 36,173
ENBRIDGE INC COM 29250N105   257,021 6,329 SH   SOLE   3,802 0 2,527
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   263,750 16,433 SH   SOLE   0 0 16,433
ENOVA INTL INC COM 29357K103   293,265 3,500 SH   SOLE   3,500 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   303,472 10,425 SH   SOLE   6,350 0 4,075
ETF OPPORTUNITIES TRUST APPLIED FINA VAL 26923N405   23,737,646 659,425 SH   SOLE   632,047 0 27,378
EXXON MOBIL CORP COM 30231G102   1,436,063 12,251 SH   SOLE   11,901 0 350
FIDUS INVT CORP COM 316500107   3,713,906 189,485 SH   SOLE   167,935 0 21,550
FIFTH THIRD BANCORP COM 316773100   353,430 8,250 SH   SOLE   8,250 0 0
FIRST BANCORP N C COM 318910106   219,471 5,277 SH   SOLE   3,774 0 1,503
FORTINET INC COM 34959E109   201,630 2,600 SH   SOLE   2,000 0 600
FORTIVE CORP COM 34959J108   6,850,651 86,794 SH   SOLE   82,599 0 4,195
FREEPORT-MCMORAN INC CL B 35671D857   212,160 4,250 SH   SOLE   4,250 0 0
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101   123,508 19,450 SH   SOLE   19,450 0 0
GENUINE PARTS CO COM 372460105   427,840 3,063 SH   SOLE   3,063 0 0
GLOBAL PMTS INC COM 37940X102   786,586 7,680 SH   SOLE   7,680 0 0
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503   11,125,458 98,508 SH   SOLE   94,765 0 3,743
HALOZYME THERAPEUTICS INC COM 40637H109   271,719 4,747 SH   SOLE   4,747 0 0
HERSHEY CO COM 427866108   222,465 1,160 SH   SOLE   1,160 0 0
HOME DEPOT INC COM 437076102   14,158,593 34,942 SH   SOLE   33,080 0 1,862
HONEYWELL INTL INC COM 438516106   12,159,827 58,826 SH   SOLE   55,488 0 3,338
INTERCONTINENTAL EXCHANGE IN COM 45866F104   10,825,944 67,393 SH   SOLE   64,457 0 2,936
INTERNATIONAL BUSINESS MACHS COM 459200101   524,046 2,370 SH   SOLE   2,370 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   235,778 2,247 SH   SOLE   2,247 0 0
INTUIT COM 461202103   1,959,151 3,155 SH   SOLE   3,155 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   241,705 492 SH   SOLE   492 0 0
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577   2,895,894 153,955 SH   SOLE   150,303 0 3,652
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 46138J429   2,096,903 125,789 SH   SOLE   122,798 0 2,991
INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 46139W858   452,638 21,585 SH   SOLE   21,135 0 450
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841   1,469,403 69,574 SH   SOLE   65,645 0 3,929
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825   3,237,156 156,763 SH   SOLE   146,920 0 9,843
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791   2,746,283 140,403 SH   SOLE   135,406 0 4,997
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783   3,211,087 162,834 SH   SOLE   149,961 0 12,873
INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH 46139W825   357,689 16,575 SH   SOLE   16,575 0 0
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460   2,639,980 155,751 SH   SOLE   149,450 0 6,301
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643   2,667,208 129,728 SH   SOLE   126,671 0 3,057
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613   1,627,638 40,060 SH   SOLE   40,060 0 0
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563   224,454 10,235 SH   SOLE   10,235 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   941,128 5,253 SH   SOLE   5,253 0 0
INVESCO LTD SHS G491BT108   210,720 12,000 SH   SOLE   12,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,435,719 4,991 SH   SOLE   4,591 0 400
ISHARES TR CORE S&P MCP ETF 464287507   7,295,703 117,068 SH   SOLE   114,413 0 2,655
ISHARES TR CORE S&P SCP ETF 464287804   1,056,492 9,033 SH   SOLE   9,033 0 0
ISHARES TR CORE S&P500 ETF 464287200   33,883,525 58,742 SH   SOLE   55,349 0 3,393
ISHARES TR ESG AWR MSCI USA 46435G425   267,502 2,120 SH   SOLE   2,120 0 0
ISHARES TR ESG AWR US AGRGT 46435U549   705,867 14,527 SH   SOLE   14,527 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243   616,546 24,505 SH   SOLE   24,505 0 0
ISHARES TR ESG MSCI LEADR 46435U218   425,369 4,190 SH   SOLE   4,190 0 0
ISHARES TR ESG SCRD S&P MID 46436E551   235,125 5,560 SH   SOLE   5,560 0 0
ISHARES TR EXPANDED TECH 464287515   1,121,594 12,550 SH   SOLE   12,175 0 375
ISHARES TR FALN ANGLS USD 46435G474   1,861,472 68,086 SH   SOLE   65,611 0 2,475
ISHARES TR ISHARES SEMICDTR 464287523   7,353,058 31,888 SH   SOLE   29,188 0 2,700
ISHARES TR RUS 1000 GRW ETF 464287614   277,031 738 SH   SOLE   738 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   3,198,242 33,402 SH   SOLE   33,077 0 325
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   914,967 15,375 SH   SOLE   15,375 0 0
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   1,118,650 20,365 SH   SOLE   20,365 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   2,795,572 55,096 SH   SOLE   45,911 0 9,185
JOHNSON & JOHNSON COM 478160104   19,820,757 122,305 SH   SOLE   99,627 0 22,678
JPMORGAN CHASE & CO. COM 46625H100   17,527,446 83,124 SH   SOLE   78,171 0 4,953
KENVUE INC COM 49177J102   10,717,379 463,354 SH   SOLE   309,674 0 153,680
KIMBERLY-CLARK CORP COM 494368103   251,552 1,768 SH   SOLE   1,768 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   10,286,927 43,246 SH   SOLE   30,158 0 13,088
LOCKHEED MARTIN CORP COM 539830109   1,349,750 2,309 SH   SOLE   2,184 0 125
LOWES COS INC COM 548661107   12,556,877 46,361 SH   SOLE   31,467 0 14,894
MATCH GROUP INC NEW COM 57667L107   8,586,729 226,922 SH   SOLE   213,552 0 13,370
MCDONALDS CORP COM 580135101   337,624 1,109 SH   SOLE   1,109 0 0
MERCK & CO INC COM 58933Y105   21,368,048 188,165 SH   SOLE   156,948 0 31,217
META PLATFORMS INC CL A 30303M102   9,992,079 17,455 SH   SOLE   16,258 0 1,197
MICROCHIP TECHNOLOGY INC. COM 595017104   9,617,378 119,783 SH   SOLE   80,698 0 39,085
MICRON TECHNOLOGY INC COM 595112103   220,384 2,125 SH   SOLE   2,125 0 0
MICROSOFT CORP COM 594918104   51,763,212 120,296 SH   SOLE   108,594 0 11,702
NEXTERA ENERGY INC COM 65339F101   9,491,587 112,287 SH   SOLE   106,160 0 6,127
NOVO-NORDISK A S ADR 670100205   324,704 2,727 SH   SOLE   2,727 0 0
NVIDIA CORPORATION COM 67066G104   20,032,905 164,961 SH   SOLE   159,038 0 5,923
ORACLE CORP COM 68389X105   849,956 4,988 SH   SOLE   4,988 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   467,232 12,560 SH   SOLE   12,560 0 0
PALO ALTO NETWORKS INC COM 697435105   934,823 2,735 SH   SOLE   2,735 0 0
PAYPAL HLDGS INC COM 70450Y103   271,155 3,475 SH   SOLE   3,475 0 0
PEPSICO INC COM 713448108   10,907,637 64,144 SH   SOLE   60,924 0 3,220
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   138,199 13,683 SH   SOLE   0 0 13,683
POLARIS INC COM 731068102   291,757 3,505 SH   SOLE   3,205 0 300
PPG INDS INC COM 693506107   242,137 1,828 SH   SOLE   1,828 0 0
PROCTER AND GAMBLE CO COM 742718109   1,535,698 8,867 SH   SOLE   8,867 0 0
RAYMOND JAMES FINL INC COM 754730109   254,717 2,080 SH   SOLE   2,080 0 0
REALTY INCOME CORP COM 756109104   9,566,337 150,841 SH   SOLE   103,880 0 46,961
RESTAURANT BRANDS INTL INC COM 76131D103   6,734,710 93,382 SH   SOLE   87,872 0 5,510
ROPER TECHNOLOGIES INC COM 776696106   20,454,109 36,759 SH   SOLE   29,967 0 6,792
ROYAL BK CDA COM 780087102   864,504 6,931 SH   SOLE   6,931 0 0
RTX CORPORATION COM 75513E101   12,988,280 107,199 SH   SOLE   100,875 0 6,324
SALESFORCE INC COM 79466L302   9,196,656 33,600 SH   SOLE   31,535 0 2,065
SCHWAB CHARLES CORP COM 808513105   876,491 13,524 SH   SOLE   13,524 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   3,766,655 56,624 SH   SOLE   56,313 0 311
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,782,406 26,270 SH   SOLE   26,270 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   2,292,761 27,594 SH   SOLE   26,636 0 958
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   2,550,184 28,210 SH   SOLE   28,210 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   7,860,559 89,528 SH   SOLE   82,793 0 6,735
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   6,434,262 141,974 SH   SOLE   127,834 0 14,140
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   660,223 14,780 SH   SOLE   14,055 0 725
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   8,482,517 102,199 SH   SOLE   92,989 0 9,210
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   318,976 2,071 SH   SOLE   2,016 0 55
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   283,942 3,515 SH   SOLE   3,515 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   728,151 7,555 SH   SOLE   5,235 0 2,320
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   2,088,506 9,251 SH   SOLE   6,241 0 3,010
SILVERCREST ASSET MGMT GROUP CL A 828359109   875,792 50,800 SH   SOLE   50,800 0 0
SIMON PPTY GROUP INC NEW COM 828806109   371,844 2,200 SH   SOLE   2,200 0 0
SONOCO PRODS CO COM 835495102   213,112 3,901 SH   SOLE   3,901 0 0
SOUTHERN CO COM 842587107   588,418 6,525 SH   SOLE   6,525 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   65,659,947 114,438 SH   SOLE   112,786 0 1,652
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   336,670 591 SH   SOLE   591 0 0
STRYKER CORPORATION COM 863667101   13,291,855 36,793 SH   SOLE   34,723 0 2,070
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   266,758 1,536 SH   SOLE   1,536 0 0
TARGA RES CORP COM 87612G101   333,023 2,250 SH   SOLE   450 0 1,800
TESLA INC COM 88160R101   752,385 2,876 SH   SOLE   2,556 0 320
TEXAS INSTRS INC COM 882508104   16,107,933 77,978 SH   SOLE   58,221 0 19,757
THERMO FISHER SCIENTIFIC INC COM 883556102   14,242,883 23,025 SH   SOLE   21,966 0 1,059
THOR INDS INC COM 885160101   11,058,451 100,632 SH   SOLE   67,087 0 33,545
TJX COS INC NEW COM 872540109   12,548,836 106,762 SH   SOLE   100,408 0 6,354
TRUIST FINL CORP COM 89832Q109   12,801,213 299,304 SH   SOLE   205,519 0 93,785
UNITEDHEALTH GROUP INC COM 91324P102   27,033,866 46,237 SH   SOLE   38,582 0 7,655
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   9,559,102 98,598 SH   SOLE   95,784 0 2,814
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   2,673,687 10,893 SH   SOLE   10,381 0 512
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   937,272 2,714 SH   SOLE   2,714 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   669,547 2,543 SH   SOLE   2,543 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,658,054 3,142 SH   SOLE   2,912 0 230
VANGUARD INDEX FDS TOTAL STK MKT 922908769   375,754 1,327 SH   SOLE   1,327 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   251,381 1,440 SH   SOLE   400 0 1,040
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   848,555 10,132 SH   SOLE   10,060 0 72
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   5,098,844 64,201 SH   SOLE   57,562 0 6,639
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,868,895 9,436 SH   SOLE   9,273 0 163
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,305,759 10,185 SH   SOLE   10,185 0 0
VANGUARD WORLD FD CONSUM STP ETF 92204A207   2,387,768 10,929 SH   SOLE   10,929 0 0
VANGUARD WORLD FD ESG US CORP BD 921910691   703,948 10,850 SH   SOLE   10,850 0 0
VANGUARD WORLD FD ESG US STK ETF 921910733   873,682 8,595 SH   SOLE   8,595 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405   2,470,228 22,475 SH   SOLE   22,175 0 300
VERIZON COMMUNICATIONS INC COM 92343V104   19,391,981 431,796 SH   SOLE   343,275 0 88,521
VERTIV HOLDINGS CO COM CL A 92537N108   353,687 3,555 SH   SOLE   3,555 0 0
VISA INC COM CL A 92826C839   9,320,222 33,898 SH   SOLE   32,118 0 1,780
WALMART INC COM 931142103   31,631,990 391,727 SH   SOLE   323,551 0 68,176
WELLS FARGO CO NEW COM 949746101   206,754 3,660 SH   SOLE   3,660 0 0
WILLIAMS SONOMA INC COM 969904101   1,571,664 10,145 SH   SOLE   3,955 0 6,190
WISDOMTREE TR US QTLY DIV GRT 97717X669   354,059 4,255 SH   SOLE   4,255 0 0
ZOETIS INC CL A 98978V103   9,551,353 48,886 SH   SOLE   45,489 0 3,397