| Apollo Global Management Inc | 2 219 266 | 247,3 M $ | |
| Ares Management Corp | 1 468 535 | 160,2 M $ | |
| Vanguard S&P 500 ETF | 80 142 | 47,9 M $ | |
| State Street SPDR S&P 500 ETF Trust | 51 917 | 33,8 M $ | |
| Dimensional ETF Trust | 703 869 | 27,4 M $ | |
| Terex Corp | 226 922 | 13,4 M $ | |
| Apple Inc | 40 892 | 10,4 M $ | |
| SPDR Gold Shares | 22 145 | 9,5 M $ | |
| NVIDIA Corp | 46 213 | 8,1 M $ | |
| iShares Core S&P 500 ETF | 11 721 | 7,7 M $ | |
| Amazon.com Inc | 31 732 | 6,6 M $ | |
| Alphabet Inc | 21 073 | 6,1 M $ | |
| Microsoft Corp | 15 107 | 5,6 M $ | |
| Texas Pacific Land Corp | 8 298 | 3,9 M $ | |
| Meta Platforms Inc | 6 675 | 3,8 M $ | |
| Broadcom Inc | 9 833 | 3 M $ | |
| Vanguard Information Technology ETF | 4 284 | 3 M $ | |
| Ares Capital Corp | 161 868 | 2,9 M $ | |
| DaVita Inc | 18 784 | 2,9 M $ | |
| Berkshire Hathaway Inc | 4 | 2,9 M $ | |
| Berkshire Hathaway Inc | 5 384 | 2,6 M $ | |
| Snap Inc | 536 541 | 2,5 M $ | |
| Alphabet Inc | 7 908 | 2,3 M $ | |
| iShares Core Dividend Growth ETF | 30 460 | 2,1 M $ | |
| Phoenix Education Partners Inc | 65 000 | 2 M $ | |
| Packaging Corp of America | 9 450 | 2 M $ | |
| iShares MSCI EAFE ETF | 19 810 | 1,9 M $ | |
| iShares Russell 1000 Growth ETF | 4 393 | 1,9 M $ | |
| Netflix Inc | 18 009 | 1,7 M $ | |
| Vanguard Value ETF | 8 514 | 1,7 M $ | |
| iShares Russell 2000 Growth ETF | 5 075 | 1,6 M $ | |
| Permian Resources Corp | 74 703 | 1,6 M $ | |
| JPMorgan Chase & Co | 5 379 | 1,6 M $ | |
| Ishares Gold Trust | 16 522 | 1,5 M $ | |
| Live Nation Entertainment Inc | 9 452 | 1,4 M $ | |
| Vanguard FTSE Developed Markets ETF | 21 906 | 1,4 M $ | |
| Vanguard Total Stock Market ETF | 4 315 | 1,4 M $ | |
| American International Group Inc | 18 130 | 1,4 M $ | |
| Abbott Laboratories | 13 258 | 1,4 M $ | |
| iShares Core MSCI EAFE ETF | 14 880 | 1,3 M $ | |
| iShares Core S&P Total U.S. Stock Market ETF | 9 301 | 1,3 M $ | |
| Blackstone Inc | 11 282 | 1,3 M $ | |
| ConocoPhillips | 9 796 | 1,3 M $ | |
| Visa Inc | 4 200 | 1,3 M $ | |
| Bain Capital Specialty Finance Inc | 100 000 | 1,2 M $ | |
| Colgate-Palmolive Co | 14 461 | 1,2 M $ | |
| Darling Ingredients Inc | 18 111 | 1,1 M $ | |
| GE Vernova Inc | 1 267 | 1,1 M $ | |
| Simpson Manufacturing Co Inc | 6 359 | 1,1 M $ | |
| Ares Public Funds | 88 053 | 1,1 M $ | |
| Patriot National Bancorp Inc | 827 340 | 1,1 M $ | |
| Texas Instruments Inc | 5 486 | 1,1 M $ | |
| Arista Networks Inc | 8 625 | 1,1 M $ | |
| Toro Co/The | 11 280 | 1,1 M $ | |
| RBC Bearings Inc | 1 937 | 1,1 M $ | |
| Enterprise Products Partners LP | 27 670 | 1 M $ | |
| Invesco QQQ Trust Series 1 | 1 799 | 1 M $ | |
| Capital One Financial Corp | 5 629 | 1 M $ | |
| Watts Water Technologies Inc | 3 456 | 1 M $ | |
| Primerica Inc | 3 958 | 991,4 k $ | |
| Waste Management Inc | 4 306 | 989,5 k $ | |
| Union Pacific Corp | 4 017 | 974,6 k $ | |
| Acushnet Holdings Corp | 10 064 | 940,8 k $ | |
| Salesforce Inc | 4 965 | 926,8 k $ | |
| Labcorp Holdings Inc | 3 456 | 922,1 k $ | |
| Tesla Inc | 2 459 | 914,1 k $ | |
| Vanguard International Equity Index Funds | 16 709 | 903,1 k $ | |
| Martin Marietta Materials Inc | 1 500 | 883 k $ | |
| FTI Consulting Inc | 4 943 | 873,8 k $ | |
| Walt Disney Co/The | 8 847 | 852,7 k $ | |
| Mastercard Inc | 1 633 | 815,9 k $ | |
| General Electric Co | 2 874 | 815,6 k $ | |
| Eli Lilly & Co | 870 | 800,2 k $ | |
| Sysco Corp | 11 172 | 796,9 k $ | |
| Schwab International Equity ETF | 32 150 | 795,7 k $ | |
| Carrier Global Corp | 14 075 | 792,6 k $ | |
| VICI Properties Inc | 28 839 | 787,9 k $ | |
| iShares Silver Trust | 11 105 | 756,7 k $ | |
| Kadant Inc | 2 565 | 749,9 k $ | |
| Zoetis Inc | 6 338 | 749,2 k $ | |
| Jack Henry & Associates Inc | 4 734 | 748,2 k $ | |
| Ferguson Enterprises Inc | 3 188 | 743,6 k $ | |
| SBA Communications Corp | 4 307 | 741,3 k $ | |
| Johnson & Johnson | 2 985 | 729,7 k $ | |
| Landstar System Inc | 4 482 | 718,5 k $ | |
| Chevron Corp | 3 396 | 702,6 k $ | |
| Moelis & Co | 12 224 | 696,8 k $ | |
| Installed Building Products Inc | 2 592 | 687,3 k $ | |
| RLI Corp | 11 711 | 668 k $ | |
| EMCOR Group Inc | 904 | 667,4 k $ | |
| Uber Technologies Inc | 9 095 | 654,2 k $ | |
| Intuit Inc | 1 512 | 653,8 k $ | |
| UFP Industries Inc | 6 861 | 632 k $ | |
| iShares Trust | 6 459 | 628 k $ | |
| Howmet Aerospace Inc | 2 714 | 625,5 k $ | |
| Costco Wholesale Corp | 619 | 616,8 k $ | |
| Graco Inc | 7 117 | 602,5 k $ | |
| Exxon Mobil Corp | 3 516 | 596,5 k $ | |
| Otis Worldwide Corp | 7 440 | 573,5 k $ | |
| Vanguard Index Funds | 3 016 | 555,8 k $ | |