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STOCK, 195 SHS HCA STOCK 337435 2024-12-31 2 57.00 SHARES VERALTO CORP (VLTO) AND 158.00 SHARES PROCORE TECHNOLOGES (PCOR) STOCK 17791 2024-12-19 ACCOUNTING FEES 5646 2823 2823 26,619.955 SHARES OF VOYA INTERMEDIATE BOND I (IICIX) 232254 229198 750 SHARES NOVARTIS AG ADR (NVS) 33925 72983 160 SHARES META PLATFORMS INC (FB) 11765 93682 150 SHARES META PLATFORMS INC (FB) 11037 87827 1,000 SHARES WASTE MANAGEMENT INC (WM) 13555 201790 300 SHARES PEPSICO INC (PEP) 15037 45618 300 SHARES LOCKHEED MARTIN CORP (LMT) 29254 145782 1,863 SHARES APPLE INC (AAPL) 29964 466532 500 SHARES JOHNSON JOHNSON (JNJ) 29290 72310 1,000 SHARES CELANESE CORP (CE) 39502 69210 16,613.00 SHARES TRUIST FINL CORP (TFC) 51431 720672 5,977.552 SHARES BROWN ADV SM CP (BIAUX) 121302 169822 27,961.345 SHARES BA BEUTIL GDMAN LRG CAP INST (BVALX) 370639 410193 11,380 SHARES APPLE INC (AAPL) 101547 2849780 1,522 SHARES BERKSHIRE HATHAWAY INC (BRKB) 101930 689892 4810.514 SHARES BROWN ADVISORY EMG MKTS INS (BAFQX) 45315 55465 11,326.409 SHARES ARTISAN INTL VALUE FUND (APHKX) 468480 532681 2,605.558 SHARES BROWN ADVISORY SMALL CAP GROWTH (BAFSX) 110063 117433 5,210 SHARES OF NVIDIA CORP (NVDA) 37715 699651 17,298.50 SHARES OF BROWN ADV GLOBAL LDRS INST (BAFLX) 375000 463946 18.00 SHARES AMAZON (AMZN) STOCK 3297 3949 195.00 SHARES HCA HEALTHCARE (HCA) STOCK 12037 58529 92.00 SHARES INTUIT (INTU) STOCK 3166 57822 63.00 SHARES MICROSOFT (MSFT) STOCK 25574 26555 226 SHARES NXP SEMICONDUCTORS (NXPI) STOCK 19831 46974 158 SHARES PROCORE TECH (PCOR) STOCK 3948 11839 57 SHARES VERALTO CORP (VLTO) STOCK 1607 5805 200,000 SHARES CRESCENT MEZZANINE PARTNERS VII AT COST 74548 93202 752.967 SHARES VIKING LONG FUND AT COST 120000 308858 177,133 SHARES SANDTON CREDIT SOLUTIONS AT COST 165854 157996 2,104.627 SHARES HEDGED U.S. EQUITY MANAGERS AT COST 250000 447328 150,000 SHARES BROWN ADVISORY PIP II TE AT COST 120843 119072 INVESTMENT IN HUDSON BAY 250000 250000 258338 UNREALIZED GAIN ON GIFTED STOCK 190899 PORTFOLIO DEDUCTIONS FROM PASSTHROUGH 13607 13607 0 ADMINISTRATIVE EXPENSES 775 775 0 CMP VII K-1 65 65 65 PRIVATE INCOME PARTNERS II K-1 3160 3160 3160 PRIVATE INCOME PARTNERS II K-1 9124 9124 9124 BROKERAGE FEES 21350 21350 0 FOREIGN TAXES 584 584 0 FEDERAL TAXES 5071 0 0