# EDGAR Filing Document

**Accession Number:** 0001689144
**File Stem:** 0001689144-26-000001
**Filing Date:** 2026-1
**Character Count:** 52584
**Document Hash:** b6770e23fd80e2625caa823ef12ab8e5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001689144-26-000001.hdr.sgml**: 20260123

**ACCESSION NUMBER**: 0001689144-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260123

**DATE AS OF CHANGE**: 20260123

**EFFECTIVENESS DATE**: 20260123

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Legacy Bridge, LLC
- **CENTRAL INDEX KEY:** 0001689144

**ORGANIZATION NAME:**
- **EIN:** 475256614
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18977
- **FILM NUMBER:** 26555068

**BUSINESS ADDRESS:**
- **STREET 1:** 5810 GRAND AVE.
- **CITY:** WEST DES MOINES
- **STATE:** IA
- **ZIP:** 50266
- **BUSINESS PHONE:** 515-421-4870

**MAIL ADDRESS:**
- **STREET 1:** 5810 GRAND AVE.
- **CITY:** WEST DES MOINES
- **STATE:** IA
- **ZIP:** 50266

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Legacy Bridge LLC<br>**Address:** 5810 GRAND AVE.<br>WEST DES MOINES, IA 50266

**Form 13F File Number:** 028-18977

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Carolyn Zuendel<br>**Title:** Administrative Manager<br>**Phone:** 515-421-4873

**Signature, Place, and Date of Signing:**

Carolyn Zuendel  West Des Moines, IA  12-31-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 464

**Form 13F Information Table Value Total:** $246386333

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 7205 | 45 | SH |  | SOLE | Legacy Bridge | 45 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 360084 | 2874 | SH |  | SOLE | Legacy Bridge | 2874 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 35645 | 156 | SH |  | SOLE | Legacy Bridge | 156 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 63349 | 181 | SH |  | SOLE | Legacy Bridge | 160 | 0 | 21 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1522250 | 7108 | SH |  | SOLE | Legacy Bridge | 6913 | 0 | 195 |
| AEROVIRONMENT INC | COM | 008073108 |  | 978687 | 4046 | SH |  | SOLE | Legacy Bridge | 3992 | 0 | 54 |
| AES CORP | COM | 00130H105 |  | 5220 | 364 | SH |  | SOLE | Legacy Bridge | 364 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 137 | 1 | SH |  | SOLE | Legacy Bridge | 1 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 742 | 3 | SH |  | SOLE | Legacy Bridge | 3 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 |  | 8628 | 61 | SH |  | SOLE | Legacy Bridge | 61 | 0 | 0 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 1028 | 21 | SH |  | SOLE | Legacy Bridge | 21 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 15685 | 107 | SH |  | SOLE | Legacy Bridge | 100 | 0 | 7 |
| ALLSTATE CORP | COM | 020002101 |  | 11657 | 56 | SH |  | SOLE | Legacy Bridge | 56 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 880156 | 2812 | SH |  | SOLE | Legacy Bridge | 2812 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3164046 | 10083 | SH |  | SOLE | Legacy Bridge | 9567 | 0 | 516 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 8880 | 154 | SH |  | SOLE | Legacy Bridge | 154 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4207387 | 18228 | SH |  | SOLE | Legacy Bridge | 17700 | 0 | 528 |
| AMCOR PLC | ORD | G0250X107 |  | 2319 | 278 | SH |  | SOLE | Legacy Bridge | 278 | 0 | 0 |
| AMEREN CORP | COM | 023608102 |  | 1598 | 16 | SH |  | SOLE | Legacy Bridge | 16 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 8649 | 75 | SH |  | SOLE | Legacy Bridge | 75 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 257116 | 695 | SH |  | SOLE | Legacy Bridge | 695 | 0 | 0 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 8470 | 99 | SH |  | SOLE | Legacy Bridge | 99 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 5970 | 34 | SH |  | SOLE | Legacy Bridge | 34 | 0 | 0 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 3923 | 8 | SH |  | SOLE | Legacy Bridge | 8 | 0 | 0 |
| AMETEK INC | COM | 031100100 |  | 3285 | 16 | SH |  | SOLE | Legacy Bridge | 16 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 11784 | 36 | SH |  | SOLE | Legacy Bridge | 36 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 10541 | 78 | SH |  | SOLE | Legacy Bridge | 78 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 10848 | 40 | SH |  | SOLE | Legacy Bridge | 40 | 0 | 0 |
| APA CORPORATION | COM | 03743Q108 |  | 17098 | 699 | SH |  | SOLE | Legacy Bridge | 699 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2515521 | 9253 | SH |  | SOLE | Legacy Bridge | 9161 | 0 | 92 |
| APPLIED MATLS INC | COM | 038222105 |  | 42404 | 165 | SH |  | SOLE | Legacy Bridge | 165 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 43799 | 65 | SH |  | SOLE | Legacy Bridge | 65 | 0 | 0 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 30023 | 313 | SH |  | SOLE | Legacy Bridge | 313 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 5029849 | 38387 | SH |  | SOLE | Legacy Bridge | 37827 | 0 | 560 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 2204982 | 2061 | SH |  | SOLE | Legacy Bridge | 2037 | 0 | 24 |
| ASSURANT INC | COM | 04621X108 |  | 1927 | 8 | SH |  | SOLE | Legacy Bridge | 8 | 0 | 0 |
| ASTERA LABS INC | COM | 04626A103 |  | 171351 | 1030 | SH |  | SOLE | Legacy Bridge | 1030 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 21661 | 872 | SH |  | SOLE | Legacy Bridge | 872 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 17235 | 67 | SH |  | SOLE | Legacy Bridge | 67 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 6783 | 2 | SH |  | SOLE | Legacy Bridge | 2 | 0 | 0 |
| AVALONBAY CMNTYS INC | COM | 053484101 |  | 27197 | 150 | SH |  | SOLE | Legacy Bridge | 150 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 2074649 | 3653 | SH |  | SOLE | Legacy Bridge | 3621 | 0 | 32 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 13617 | 299 | SH |  | SOLE | Legacy Bridge | 299 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 28105 | 511 | SH |  | SOLE | Legacy Bridge | 511 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 2042720 | 17596 | SH |  | SOLE | Legacy Bridge | 17128 | 0 | 468 |
| BAXTER INTL INC | COM | 071813109 |  | 880 | 46 | SH |  | SOLE | Legacy Bridge | 46 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 5046 | 26 | SH |  | SOLE | Legacy Bridge | 26 | 0 | 0 |
| BERKLEY W R CORP | COM | 084423102 |  | 3016 | 43 | SH |  | SOLE | Legacy Bridge | 43 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3971941 | 7902 | SH |  | SOLE | Legacy Bridge | 7757 | 0 | 145 |
| BIOGEN INC | COM | 09062X103 |  | 160151 | 910 | SH |  | SOLE | Legacy Bridge | 910 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 1550923 | 1449 | SH |  | SOLE | Legacy Bridge | 1449 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 390745 | 2535 | SH |  | SOLE | Legacy Bridge | 2535 | 0 | 0 |
| BLOCK H  R INC | COM | 093671105 |  | 665249 | 15265 | SH |  | SOLE | Legacy Bridge | 15265 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 7383 | 34 | SH |  | SOLE | Legacy Bridge | 34 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 26777 | 5 | SH |  | SOLE | Legacy Bridge | 5 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 1350347 | 14162 | SH |  | SOLE | Legacy Bridge | 14162 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 15913 | 295 | SH |  | SOLE | Legacy Bridge | 295 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 7504487 | 21683 | SH |  | SOLE | Legacy Bridge | 21046 | 0 | 637 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 3348 | 15 | SH |  | SOLE | Legacy Bridge | 15 | 0 | 0 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 |  | 47623 | 909 | SH |  | SOLE | Legacy Bridge | 909 | 0 | 0 |
| BROWN  BROWN INC | COM | 115236101 |  | 1276 | 16 | SH |  | SOLE | Legacy Bridge | 16 | 0 | 0 |
| BROWN FORMAN CORP | CL B | 115637209 |  | 1408 | 54 | SH |  | SOLE | Legacy Bridge | 54 | 0 | 0 |
| BXP INC | COM | 101121101 |  | 9043 | 134 | SH |  | SOLE | Legacy Bridge | 134 | 0 | 0 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 2733 | 17 | SH |  | SOLE | Legacy Bridge | 17 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 25632 | 82 | SH |  | SOLE | Legacy Bridge | 82 | 0 | 0 |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | 132061409 |  | 264695 | 8411 | SH |  | SOLE | Legacy Bridge | 8411 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 1052867 | 11508 | SH |  | SOLE | Legacy Bridge | 11408 | 0 | 100 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 326844 | 4439 | SH |  | SOLE | Legacy Bridge | 4439 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 83615 | 345 | SH |  | SOLE | Legacy Bridge | 345 | 0 | 0 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 36990 | 180 | SH |  | SOLE | Legacy Bridge | 180 | 0 | 0 |
| CARETRUST REIT INC | COM | 14174T107 |  | 944572 | 26122 | SH |  | SOLE | Legacy Bridge | 25612 | 0 | 510 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 2047 | 67 | SH |  | SOLE | Legacy Bridge | 67 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 228851 | 4331 | SH |  | SOLE | Legacy Bridge | 4308 | 0 | 23 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 94514 | 171 | SH |  | SOLE | Legacy Bridge | 171 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 4219188 | 7365 | SH |  | SOLE | Legacy Bridge | 7228 | 0 | 137 |
| CDW CORP | COM | 12514G108 |  | 2043 | 15 | SH |  | SOLE | Legacy Bridge | 15 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 5464943 | 18487 | SH |  | SOLE | Legacy Bridge | 18267 | 0 | 220 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 799627 | 17482 | SH |  | SOLE | Legacy Bridge | 17142 | 0 | 340 |
| CENCORA INC | COM | 03073E105 |  | 45259 | 134 | SH |  | SOLE | Legacy Bridge | 134 | 0 | 0 |
| CENTENE CORP DEL | COM | 15135B101 |  | 15432 | 375 | SH |  | SOLE | Legacy Bridge | 375 | 0 | 0 |
| CENTRUS ENERGY CORP | CL A | 15643U104 |  | 2539513 | 10461 | SH |  | SOLE | Legacy Bridge | 10204 | 0 | 257 |
| CHARLES RIV LABS INTL INC | COM | 159864107 |  | 4788 | 24 | SH |  | SOLE | Legacy Bridge | 24 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1337246 | 8774 | SH |  | SOLE | Legacy Bridge | 8695 | 0 | 79 |
| CHUBB LIMITED | COM | H1467J104 |  | 8740 | 28 | SH |  | SOLE | Legacy Bridge | 28 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 2097 | 25 | SH |  | SOLE | Legacy Bridge | 25 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 3762 | 20 | SH |  | SOLE | Legacy Bridge | 20 | 0 | 0 |
| CIPHER MINING INC | COM | 17253J106 |  | 14760 | 1000 | SH |  | SOLE | Legacy Bridge | 1000 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 23109 | 300 | SH |  | SOLE | Legacy Bridge | 300 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 56128 | 481 | SH |  | SOLE | Legacy Bridge | 269 | 0 | 212 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 15421 | 264 | SH |  | SOLE | Legacy Bridge | 264 | 0 | 0 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 29573 | 150 | SH |  | SOLE | Legacy Bridge | 150 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 544795 | 1995 | SH |  | SOLE | Legacy Bridge | 1977 | 0 | 18 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 3403 | 41 | SH |  | SOLE | Legacy Bridge | 41 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 5058 | 64 | SH |  | SOLE | Legacy Bridge | 64 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 31534 | 1055 | SH |  | SOLE | Legacy Bridge | 1055 | 0 | 0 |
| COMERICA INC | COM | 200340107 |  | 4086 | 47 | SH |  | SOLE | Legacy Bridge | 47 | 0 | 0 |
| COMPASS INC | CL A | 20464U100 |  | 4228 | 400 | SH |  | SOLE | Legacy Bridge | 400 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 477692 | 5103 | SH |  | SOLE | Legacy Bridge | 5068 | 0 | 35 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 243500 | 1765 | SH |  | SOLE | Legacy Bridge | 1750 | 0 | 15 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 6359 | 18 | SH |  | SOLE | Legacy Bridge | 18 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 15269 | 390 | SH |  | SOLE | Legacy Bridge | 390 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 70114 | 1046 | SH |  | SOLE | Legacy Bridge | 1046 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2306760 | 2675 | SH |  | SOLE | Legacy Bridge | 2527 | 0 | 148 |
| CRITICAL METALS CORP | PUBCO ORD SHS | G2662B103 |  | 7808 | 1125 | SH |  | SOLE | Legacy Bridge | 825 | 0 | 300 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 145316 | 310 | SH |  | SOLE | Legacy Bridge | 280 | 0 | 30 |
| CROWN CASTLE INC | COM | 22822V101 |  | 3111 | 35 | SH |  | SOLE | Legacy Bridge | 35 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 152213 | 1918 | SH |  | SOLE | Legacy Bridge | 1918 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 5618 | 39 | SH |  | SOLE | Legacy Bridge | 39 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 1181457 | 5161 | SH |  | SOLE | Legacy Bridge | 5161 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 36000 | 1000 | SH |  | SOLE | Legacy Bridge | 1000 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 15231 | 112 | SH |  | SOLE | Legacy Bridge | 112 | 0 | 0 |
| DAVITA INC | COM | 23918K108 |  | 1591 | 14 | SH |  | SOLE | Legacy Bridge | 14 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 1834812 | 3941 | SH |  | SOLE | Legacy Bridge | 3911 | 0 | 30 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 15106 | 120 | SH |  | SOLE | Legacy Bridge | 120 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 278 | 4 | SH |  | SOLE | Legacy Bridge | 4 | 0 | 0 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 4359 | 119 | SH |  | SOLE | Legacy Bridge | 119 | 0 | 0 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 77212 | 895 | SH |  | SOLE | Legacy Bridge | 895 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 1455667 | 9409 | SH |  | SOLE | Legacy Bridge | 9264 | 0 | 145 |
| DISNEY WALT CO | COM | 254687106 |  | 3527 | 31 | SH |  | SOLE | Legacy Bridge | 31 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 5842 | 44 | SH |  | SOLE | Legacy Bridge | 44 | 0 | 0 |
| DOLLAR TREE INC | COM | 256746108 |  | 4675 | 38 | SH |  | SOLE | Legacy Bridge | 38 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 14355 | 245 | SH |  | SOLE | Legacy Bridge | 245 | 0 | 0 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 417 | 1 | SH |  | SOLE | Legacy Bridge | 1 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 4296 | 22 | SH |  | SOLE | Legacy Bridge | 22 | 0 | 0 |
| DOW INC | COM | 260557103 |  | 30394 | 1300 | SH |  | SOLE | Legacy Bridge | 1300 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 27568 | 800 | SH |  | SOLE | Legacy Bridge | 800 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 6564 | 56 | SH |  | SOLE | Legacy Bridge | 56 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 1166 | 29 | SH |  | SOLE | Legacy Bridge | 29 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 3034764 | 9528 | SH |  | SOLE | Legacy Bridge | 9478 | 0 | 50 |
| EBAY INC. | COM | 278642103 |  | 5139 | 59 | SH |  | SOLE | Legacy Bridge | 59 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 106584 | 406 | SH |  | SOLE | Legacy Bridge | 406 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 12260 | 60 | SH |  | SOLE | Legacy Bridge | 60 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 4150415 | 3862 | SH |  | SOLE | Legacy Bridge | 3753 | 0 | 109 |
| EMERSON ELEC CO | COM | 291011104 |  | 53088 | 400 | SH |  | SOLE | Legacy Bridge | 400 | 0 | 0 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 3143 | 34 | SH |  | SOLE | Legacy Bridge | 34 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 1051 | 10 | SH |  | SOLE | Legacy Bridge | 10 | 0 | 0 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 |  | 14898 | 1300 | SH |  | SOLE | Legacy Bridge | 1300 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 24281 | 453 | SH |  | SOLE | Legacy Bridge | 428 | 0 | 25 |
| EQUIFAX INC | COM | 294429105 |  | 217 | 1 | SH |  | SOLE | Legacy Bridge | 1 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 1325457 | 1730 | SH |  | SOLE | Legacy Bridge | 1702 | 0 | 28 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 27864 | 442 | SH |  | SOLE | Legacy Bridge | 442 | 0 | 0 |
| ESCO TECHNOLOGIES INC | COM | 296315104 |  | 1021695 | 5229 | SH |  | SOLE | Legacy Bridge | 5086 | 0 | 143 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 333447 | 8117 | SH |  | SOLE | Legacy Bridge | 8105 | 0 | 12 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 1700 | 6 | SH |  | SOLE | Legacy Bridge | 6 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1664904 | 13835 | SH |  | SOLE | Legacy Bridge | 13698 | 0 | 137 |
| FASTENAL CO | COM | 311900104 |  | 5859 | 146 | SH |  | SOLE | Legacy Bridge | 146 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 38419 | 133 | SH |  | SOLE | Legacy Bridge | 133 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI MATLS INDEX | 316092881 |  | 2656 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 997 | 15 | SH |  | SOLE | Legacy Bridge | 15 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 1340873 | 28645 | SH |  | SOLE | Legacy Bridge | 27320 | 0 | 1325 |
| FIRST SOLAR INC | COM | 336433107 |  | 1829 | 7 | SH |  | SOLE | Legacy Bridge | 7 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 1210 | 18 | SH |  | SOLE | Legacy Bridge | 18 | 0 | 0 |
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 |  | 54195 | 1182 | SH |  | SOLE | Legacy Bridge | 1182 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 1404 | 107 | SH |  | SOLE | Legacy Bridge | 107 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 636 | 8 | SH |  | SOLE | Legacy Bridge | 8 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 1525072 | 30027 | SH |  | SOLE | Legacy Bridge | 29697 | 0 | 330 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 4918 | 19 | SH |  | SOLE | Legacy Bridge | 19 | 0 | 0 |
| GARMIN LTD | SHS | H2906T109 |  | 406 | 2 | SH |  | SOLE | Legacy Bridge | 2 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 42817 | 139 | SH |  | SOLE | Legacy Bridge | 139 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 1237108 | 15083 | SH |  | SOLE | Legacy Bridge | 14893 | 0 | 190 |
| GE VERNOVA INC | COM | 36828A101 |  | 7512788 | 11495 | SH |  | SOLE | Legacy Bridge | 11314 | 0 | 181 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1684 | 5 | SH |  | SOLE | Legacy Bridge | 5 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 11629 | 143 | SH |  | SOLE | Legacy Bridge | 143 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 14238 | 116 | SH |  | SOLE | Legacy Bridge | 116 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 37917 | 883 | SH |  | SOLE | Legacy Bridge | 883 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 983601 | 1119 | SH |  | SOLE | Legacy Bridge | 1119 | 0 | 0 |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | 38964R203 |  | 562 | 20 | SH |  | SOLE | Legacy Bridge | 20 | 0 | 0 |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | 389638107 |  | 4874 | 200 | SH |  | SOLE | Legacy Bridge | 200 | 0 | 0 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 7442 | 54 | SH |  | SOLE | Legacy Bridge | 54 | 0 | 0 |
| HASBRO INC | COM | 418056107 |  | 492 | 6 | SH |  | SOLE | Legacy Bridge | 6 | 0 | 0 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 12606 | 27 | SH |  | SOLE | Legacy Bridge | 27 | 0 | 0 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 1560 | 97 | SH |  | SOLE | Legacy Bridge | 97 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 1274 | 7 | SH |  | SOLE | Legacy Bridge | 7 | 0 | 0 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 1597451 | 66505 | SH |  | SOLE | Legacy Bridge | 65875 | 0 | 630 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 11490 | 40 | SH |  | SOLE | Legacy Bridge | 40 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1957585 | 5689 | SH |  | SOLE | Legacy Bridge | 5497 | 0 | 192 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 15787 | 77 | SH |  | SOLE | Legacy Bridge | 77 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 8795 | 13 | SH |  | SOLE | Legacy Bridge | 13 | 0 | 0 |
| INCYTE CORP | COM | 45337C102 |  | 2272 | 23 | SH |  | SOLE | Legacy Bridge | 23 | 0 | 0 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 3011 | 38 | SH |  | SOLE | Legacy Bridge | 38 | 0 | 0 |
| INNVENTURE INC | COM | 45784M108 |  | 31305 | 7489 | SH |  | SOLE | Legacy Bridge | 7489 | 0 | 0 |
| INSIGHT ENTERPRISES INC | COM | 45765U103 |  | 848511 | 10415 | SH |  | SOLE | Legacy Bridge | 9680 | 0 | 735 |
| INSULET CORP | COM | 45784P101 |  | 4833 | 17 | SH |  | SOLE | Legacy Bridge | 17 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 25683 | 696 | SH |  | SOLE | Legacy Bridge | 696 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 88269 | 545 | SH |  | SOLE | Legacy Bridge | 545 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 22216 | 75 | SH |  | SOLE | Legacy Bridge | 75 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 486879 | 735 | SH |  | SOLE | Legacy Bridge | 735 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 2328873 | 4112 | SH |  | SOLE | Legacy Bridge | 4028 | 0 | 84 |
| INVESCO CURRENCYSHARES EURO | EURO SHS | 46138K103 |  | 48805 | 450 | SH |  | SOLE | Legacy Bridge | 450 | 0 | 0 |
| INVESCO DB US DLR INDEX TR | BEARISH FD | 46141D104 |  | 77520 | 4250 | SH |  | SOLE | Legacy Bridge | 4250 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | MSCI GBL TIMBR | 46138E545 |  | 15665 | 539 | SH |  | SOLE | Legacy Bridge | 539 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S GBL WATER | 46138E263 |  | 31506 | 500 | SH |  | SOLE | Legacy Bridge | 500 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 68034 | 1450 | SH |  | SOLE | Legacy Bridge | 1450 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL HLT | 46137V332 |  | 165939 | 5210 | SH |  | SOLE | Legacy Bridge | 5210 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 |  | 49991 | 710 | SH |  | SOLE | Legacy Bridge | 710 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 138852 | 226 | SH |  | SOLE | Legacy Bridge | 198 | 0 | 28 |
| IONQ INC | COM | 46222L108 |  | 544902 | 12144 | SH |  | SOLE | Legacy Bridge | 11850 | 0 | 294 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 50990 | 1350 | SH |  | SOLE | Legacy Bridge | 1350 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 168753 | 2079 | SH |  | SOLE | Legacy Bridge | 2079 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2044722 | 30418 | SH |  | SOLE | Legacy Bridge | 28839 | 0 | 1579 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 |  | 9423 | 147 | SH |  | SOLE | Legacy Bridge | 15 | 0 | 132 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 |  | 56518 | 700 | SH |  | SOLE | Legacy Bridge | 700 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 105462 | 1030 | SH |  | SOLE | Legacy Bridge | 1030 | 0 | 0 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 15424 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 1465881 | 17319 | SH |  | SOLE | Legacy Bridge | 17319 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 705738 | 10693 | SH |  | SOLE | Legacy Bridge | 10132 | 0 | 561 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 224857 | 1871 | SH |  | SOLE | Legacy Bridge | 1871 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 342470 | 500 | SH |  | SOLE | Legacy Bridge | 500 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2497 | 25 | SH |  | SOLE | Legacy Bridge | 20 | 0 | 5 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 12418 | 218 | SH |  | SOLE | Legacy Bridge | 205 | 0 | 13 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 28564 | 400 | SH |  | SOLE | Legacy Bridge | 400 | 0 | 0 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 423 | 4 | SH |  | SOLE |  | 0 | 0 | 4 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 19452 | 317 | SH |  | SOLE | Legacy Bridge | 317 | 0 | 0 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 48365 | 1900 | SH |  | SOLE | Legacy Bridge | 1900 | 0 | 0 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 34430 | 1418 | SH |  | SOLE | Legacy Bridge | 1357 | 0 | 61 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 33729 | 1392 | SH |  | SOLE | Legacy Bridge | 1311 | 0 | 81 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 443242 | 8382 | SH |  | SOLE | Legacy Bridge | 6907 | 0 | 1475 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 |  | 39525 | 1298 | SH |  | SOLE | Legacy Bridge | 1298 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1501310 | 15634 | SH |  | SOLE | Legacy Bridge | 15054 | 0 | 580 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 16413 | 300 | SH |  | SOLE | Legacy Bridge | 300 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 804751 | 14889 | SH |  | SOLE | Legacy Bridge | 14720 | 0 | 169 |
| ISHARES TR | MSCI UK ETF NEW | 46435G334 |  | 175920 | 4000 | SH |  | SOLE | Legacy Bridge | 4000 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 354975 | 750 | SH |  | SOLE | Legacy Bridge | 750 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 5259 | 25 | SH |  | SOLE | Legacy Bridge | 25 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 2368344 | 7332 | SH |  | SOLE | Legacy Bridge | 7188 | 0 | 144 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 1691596 | 9335 | SH |  | SOLE | Legacy Bridge | 9215 | 0 | 120 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 863955 | 6309 | SH |  | SOLE | Legacy Bridge | 6309 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 1544498 | 10950 | SH |  | SOLE | Legacy Bridge | 10950 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1802560 | 18724 | SH |  | SOLE | Legacy Bridge | 18624 | 0 | 100 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2194271 | 8914 | SH |  | SOLE | Legacy Bridge | 8784 | 0 | 130 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 530635 | 4305 | SH |  | SOLE | Legacy Bridge | 4305 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 154600 | 729 | SH |  | SOLE | Legacy Bridge | 729 | 0 | 0 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 198314 | 2047 | SH |  | SOLE | Legacy Bridge | 2043 | 0 | 4 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 155935 | 1185 | SH |  | SOLE | Legacy Bridge | 1185 | 0 | 0 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 33314 | 236 | SH |  | SOLE | Legacy Bridge | 236 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 49399 | 350 | SH |  | SOLE | Legacy Bridge | 350 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 3078 | 28 | SH |  | SOLE | Legacy Bridge | 28 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 812657 | 14197 | SH |  | SOLE | Legacy Bridge | 13322 | 0 | 875 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 872 | 15 | SH |  | SOLE |  | 0 | 0 | 15 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 1052660 | 7947 | SH |  | SOLE | Legacy Bridge | 7822 | 0 | 125 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 |  | 26710 | 431 | SH |  | SOLE | Legacy Bridge | 431 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1656 | 8 | SH |  | SOLE | Legacy Bridge | 8 | 0 | 0 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 2773291 | 23159 | SH |  | SOLE | Legacy Bridge | 22784 | 0 | 375 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3111679 | 9657 | SH |  | SOLE | Legacy Bridge | 9086 | 0 | 571 |
| KENVUE INC | COM | 49177J102 |  | 9246 | 536 | SH |  | SOLE | Legacy Bridge | 536 | 0 | 0 |
| KIMCO RLTY CORP | COM | 49446R109 |  | 2980 | 147 | SH |  | SOLE | Legacy Bridge | 147 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 5306 | 193 | SH |  | SOLE | Legacy Bridge | 193 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 15797 | 13 | SH |  | SOLE | Legacy Bridge | 13 | 0 | 0 |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 |  | 113187 | 2165 | SH |  | SOLE | Legacy Bridge | 2165 | 0 | 0 |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 |  | 1703 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 2125 | 34 | SH |  | SOLE | Legacy Bridge | 34 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 3523 | 12 | SH |  | SOLE | Legacy Bridge | 12 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 21912 | 128 | SH |  | SOLE | Legacy Bridge | 128 | 0 | 0 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 4713 | 45 | SH |  | SOLE | Legacy Bridge | 45 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 25084 | 244 | SH |  | SOLE | Legacy Bridge | 244 | 0 | 0 |
| LINCOLN NATL CORP IND | COM | 534187109 |  | 2450 | 55 | SH |  | SOLE | Legacy Bridge | 55 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 17056 | 40 | SH |  | SOLE | Legacy Bridge | 40 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 252476 | 522 | SH |  | SOLE | Legacy Bridge | 507 | 0 | 15 |
| LOEWS CORP | COM | 540424108 |  | 2317 | 22 | SH |  | SOLE | Legacy Bridge | 22 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 1908782 | 7915 | SH |  | SOLE | Legacy Bridge | 7525 | 0 | 390 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 4365 | 21 | SH |  | SOLE | Legacy Bridge | 21 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 7318 | 169 | SH |  | SOLE | Legacy Bridge | 169 | 0 | 0 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 89249 | 2460 | SH |  | SOLE | Legacy Bridge | 2460 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 85056 | 523 | SH |  | SOLE | Legacy Bridge | 523 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 15048 | 7 | SH |  | SOLE | Legacy Bridge | 7 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 9928 | 32 | SH |  | SOLE | Legacy Bridge | 32 | 0 | 0 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 6850 | 11 | SH |  | SOLE | Legacy Bridge | 11 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 15297 | 180 | SH |  | SOLE | Legacy Bridge | 180 | 0 | 0 |
| MASCO CORP | COM | 574599106 |  | 41249 | 650 | SH |  | SOLE | Legacy Bridge | 650 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 348237 | 610 | SH |  | SOLE | Legacy Bridge | 585 | 0 | 25 |
| MCDONALDS CORP | COM | 580135101 |  | 566027 | 1852 | SH |  | SOLE | Legacy Bridge | 1852 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 13125 | 16 | SH |  | SOLE | Legacy Bridge | 16 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 74528 | 37 | SH |  | SOLE | Legacy Bridge | 33 | 0 | 4 |
| MERCK  CO INC | COM | 58933Y105 |  | 422 | 4 | SH |  | SOLE | Legacy Bridge | 4 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1505666 | 2281 | SH |  | SOLE | Legacy Bridge | 2195 | 0 | 86 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 2294 | 36 | SH |  | SOLE | Legacy Bridge | 36 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1531796 | 5367 | SH |  | SOLE | Legacy Bridge | 5232 | 0 | 135 |
| MICROSOFT CORP | COM | 594918104 |  | 4250537 | 8789 | SH |  | SOLE | Legacy Bridge | 8521 | 0 | 268 |
| MODERNA INC | COM | 60770K107 |  | 3716 | 126 | SH |  | SOLE | Legacy Bridge | 126 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 633526 | 11769 | SH |  | SOLE | Legacy Bridge | 11614 | 0 | 155 |
| MONGODB INC | CL A | 60937P106 |  | 23083 | 55 | SH |  | SOLE | Legacy Bridge | 55 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 907 | 1 | SH |  | SOLE | Legacy Bridge | 1 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 11808 | 154 | SH |  | SOLE | Legacy Bridge | 154 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 17880 | 35 | SH |  | SOLE | Legacy Bridge | 35 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1574159 | 8867 | SH |  | SOLE | Legacy Bridge | 8867 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 5367 | 14 | SH |  | SOLE | Legacy Bridge | 14 | 0 | 0 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 35364 | 700 | SH |  | SOLE | Legacy Bridge | 670 | 0 | 30 |
| MSCI INC | COM | 55354G100 |  | 2295 | 4 | SH |  | SOLE | Legacy Bridge | 4 | 0 | 0 |
| NASDAQ INC | COM | 631103108 |  | 1775051 | 18275 | SH |  | SOLE | Legacy Bridge | 17985 | 0 | 290 |
| NATIONAL FUEL GAS CO | COM | 636180101 |  | 1435236 | 17927 | SH |  | SOLE | Legacy Bridge | 17622 | 0 | 305 |
| NAVITAS SEMICONDUCTOR CORP | COM | 63942X106 |  | 120666 | 16900 | SH |  | SOLE | Legacy Bridge | 16300 | 0 | 600 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 1506272 | 17995 | SH |  | SOLE | Legacy Bridge | 17410 | 0 | 585 |
| NETFLIX INC | COM | 64110L106 |  | 297220 | 3170 | SH |  | SOLE | Legacy Bridge | 3050 | 0 | 120 |
| NEWMONT CORP | COM | 651639106 |  | 12881 | 129 | SH |  | SOLE | Legacy Bridge | 129 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 981343 | 12224 | SH |  | SOLE | Legacy Bridge | 11954 | 0 | 270 |
| NEXTPOWER INC | CLASS A COM | 65290E101 |  | 1173372 | 13470 | SH |  | SOLE | Legacy Bridge | 13285 | 0 | 185 |
| NIKE INC | CL B | 654106103 |  | 2931 | 46 | SH |  | SOLE | Legacy Bridge | 46 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 5486 | 19 | SH |  | SOLE | Legacy Bridge | 19 | 0 | 0 |
| NORTHERN TR CORP | COM | 665859104 |  | 368793 | 2700 | SH |  | SOLE | Legacy Bridge | 2700 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 40259 | 292 | SH |  | SOLE | Legacy Bridge | 292 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 1144263 | 68355 | SH |  | SOLE | Legacy Bridge | 67295 | 0 | 1060 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 12021418 | 64458 | SH |  | SOLE | Legacy Bridge | 62866 | 0 | 1592 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 1528320 | 7041 | SH |  | SOLE | Legacy Bridge | 6973 | 0 | 68 |
| OKLO INC | COM CL A | 02156V109 |  | 2736568 | 38135 | SH |  | SOLE | Legacy Bridge | 37430 | 0 | 705 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 35093 | 755 | SH |  | SOLE | Legacy Bridge | 735 | 0 | 20 |
| ONEOK INC NEW | COM | 682680103 |  | 4631 | 63 | SH |  | SOLE | Legacy Bridge | 63 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 136827 | 702 | SH |  | SOLE | Legacy Bridge | 697 | 0 | 5 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 16418 | 180 | SH |  | SOLE | Legacy Bridge | 180 | 0 | 0 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 5853 | 67 | SH |  | SOLE | Legacy Bridge | 67 | 0 | 0 |
| PACCAR INC | COM | 693718108 |  | 4600 | 42 | SH |  | SOLE | Legacy Bridge | 42 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 |  | 3506 | 17 | SH |  | SOLE | Legacy Bridge | 17 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 10453833 | 58812 | SH |  | SOLE | Legacy Bridge | 56050 | 0 | 2762 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 2069672 | 11236 | SH |  | SOLE | Legacy Bridge | 11236 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 2766088 | 3147 | SH |  | SOLE | Legacy Bridge | 3104 | 0 | 43 |
| PAYCOM SOFTWARE INC | COM | 70432V102 |  | 160 | 1 | SH |  | SOLE | Legacy Bridge | 1 | 0 | 0 |
| PENTAIR PLC | SHS | G7S00T104 |  | 2187 | 21 | SH |  | SOLE | Legacy Bridge | 21 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1005 | 7 | SH |  | SOLE |  | 0 | 0 | 7 |
| PFIZER INC | COM | 717081103 |  | 758430 | 30459 | SH |  | SOLE | Legacy Bridge | 29984 | 0 | 475 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 34968 | 218 | SH |  | SOLE | Legacy Bridge | 218 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 9033 | 70 | SH |  | SOLE | Legacy Bridge | 70 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 3758 | 18 | SH |  | SOLE | Legacy Bridge | 18 | 0 | 0 |
| POST HLDGS INC | COM | 737446104 |  | 5745 | 58 | SH |  | SOLE | Legacy Bridge | 58 | 0 | 0 |
| PPG INDS INC | COM | 693506107 |  | 48054 | 469 | SH |  | SOLE | Legacy Bridge | 434 | 0 | 35 |
| PPL CORP | COM | 69351T106 |  | 5218 | 149 | SH |  | SOLE | Legacy Bridge | 149 | 0 | 0 |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 74255Y888 |  | 2395288 | 125605 | SH |  | SOLE | Legacy Bridge | 123915 | 0 | 1690 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 |  | 50280 | 570 | SH |  | SOLE | Legacy Bridge | 570 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 634864 | 4430 | SH |  | SOLE | Legacy Bridge | 4430 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 38941 | 171 | SH |  | SOLE | Legacy Bridge | 171 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 158032 | 1400 | SH |  | SOLE | Legacy Bridge | 1400 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 2076 | 8 | SH |  | SOLE | Legacy Bridge | 8 | 0 | 0 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 3694 | 46 | SH |  | SOLE | Legacy Bridge | 46 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 9499 | 81 | SH |  | SOLE | Legacy Bridge | 81 | 0 | 0 |
| PURE STORAGE INC | CL A | 74624M102 |  | 15078 | 225 | SH |  | SOLE | Legacy Bridge | 225 | 0 | 0 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 |  | 1144 | 14 | SH |  | SOLE | Legacy Bridge | 14 | 0 | 0 |
| QORVO INC | COM | 74736K101 |  | 215247 | 2547 | SH |  | SOLE | Legacy Bridge | 2507 | 0 | 40 |
| QUALCOMM INC | COM | 747525103 |  | 1673041 | 9781 | SH |  | SOLE | Legacy Bridge | 9686 | 0 | 95 |
| QUANTA SVCS INC | COM | 74762E102 |  | 1532078 | 3630 | SH |  | SOLE | Legacy Bridge | 3542 | 0 | 88 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 1909 | 11 | SH |  | SOLE | Legacy Bridge | 11 | 0 | 0 |
| RALPH LAUREN CORP | CL A | 751212101 |  | 1061 | 3 | SH |  | SOLE | Legacy Bridge | 3 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 3088 | 4 | SH |  | SOLE | Legacy Bridge | 4 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 10599 | 44 | SH |  | SOLE | Legacy Bridge | 44 | 0 | 0 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 934751 | 11680 | SH |  | SOLE | Legacy Bridge | 11530 | 0 | 150 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 34496 | 305 | SH |  | SOLE | Legacy Bridge | 305 | 0 | 0 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 5324 | 275 | SH |  | SOLE | Legacy Bridge | 275 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 2671 | 6 | SH |  | SOLE | Legacy Bridge | 6 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 11710 | 65 | SH |  | SOLE | Legacy Bridge | 65 | 0 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 5579 | 20 | SH |  | SOLE | Legacy Bridge | 20 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 22559 | 123 | SH |  | SOLE | Legacy Bridge | 123 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 3136 | 6 | SH |  | SOLE | Legacy Bridge | 6 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 27286 | 103 | SH |  | SOLE | Legacy Bridge | 103 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 11490 | 115 | SH |  | SOLE | Legacy Bridge | 115 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 14410 | 440 | SH |  | SOLE | Legacy Bridge | 440 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 771588 | 32096 | SH |  | SOLE | Legacy Bridge | 32096 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 112102 | 4600 | SH |  | SOLE | Legacy Bridge | 4600 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 35757 | 1530 | SH |  | SOLE | Legacy Bridge | 1530 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 8229 | 300 | SH |  | SOLE | Legacy Bridge | 300 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 130480 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 187758 | 6341 | SH |  | SOLE |  | 0 | 0 | 6341 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 226838 | 8429 | SH |  | SOLE | Legacy Bridge | 8254 | 0 | 175 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1438738 | 47846 | SH |  | SOLE | Legacy Bridge | 45491 | 0 | 2355 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 645357 | 22660 | SH |  | SOLE | Legacy Bridge | 21460 | 0 | 1200 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 1377 | 5 | SH |  | SOLE | Legacy Bridge | 5 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 4356 | 37 | SH |  | SOLE | Legacy Bridge | 37 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 81334 | 1485 | SH |  | SOLE | Legacy Bridge | 1485 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 20434 | 132 | SH |  | SOLE | Legacy Bridge | 132 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 38780 | 250 | SH |  | SOLE | Legacy Bridge | 250 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET MAT | 81369Y100 |  | 23129 | 510 | SH |  | SOLE | Legacy Bridge | 510 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 864758 | 5645 | SH |  | SOLE | Legacy Bridge | 5530 | 0 | 115 |
| SHAKE SHACK INC | CL A | 819047101 |  | 2436 | 30 | SH |  | SOLE | Legacy Bridge | 30 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 44088 | 600 | SH |  | SOLE | Legacy Bridge | 600 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 8101 | 25 | SH |  | SOLE | Legacy Bridge | 25 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 15776 | 98 | SH |  | SOLE | Legacy Bridge | 98 | 0 | 0 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 11662 | 63 | SH |  | SOLE | Legacy Bridge | 63 | 0 | 0 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 |  | 2727 | 43 | SH |  | SOLE | Legacy Bridge | 43 | 0 | 0 |
| SLB LIMITED | COM STK | 806857108 |  | 4798 | 125 | SH |  | SOLE | Legacy Bridge | 125 | 0 | 0 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 1097020 | 5001 | SH |  | SOLE | Legacy Bridge | 4868 | 0 | 133 |
| SOUTHERN CO | COM | 842587107 |  | 200560 | 2300 | SH |  | SOLE | Legacy Bridge | 2300 | 0 | 0 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 2870 | 20 | SH |  | SOLE | Legacy Bridge | 20 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 292440 | 6585 | SH |  | SOLE |  | 0 | 0 | 6585 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 63241 | 1351 | SH |  | SOLE |  | 0 | 0 | 1351 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 493935 | 724 | SH |  | SOLE | Legacy Bridge | 714 | 0 | 10 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 2528 | 26 | SH |  | SOLE | Legacy Bridge | 26 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 |  | 1377688 | 11299 | SH |  | SOLE | Legacy Bridge | 11019 | 0 | 280 |
| STARBUCKS CORP | COM | 855244109 |  | 24842 | 295 | SH |  | SOLE | Legacy Bridge | 295 | 0 | 0 |
| STATE STR CORP | COM | 857477103 |  | 2710 | 21 | SH |  | SOLE | Legacy Bridge | 21 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 |  | 2789 | 11 | SH |  | SOLE | Legacy Bridge | 11 | 0 | 0 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 5646269 | 18438 | SH |  | SOLE | Legacy Bridge | 17476 | 0 | 962 |
| STRYKER CORPORATION | COM | 863667101 |  | 1016100 | 2891 | SH |  | SOLE | Legacy Bridge | 2891 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 53188 | 1199 | SH |  | SOLE | Legacy Bridge | 1199 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 5637 | 12 | SH |  | SOLE | Legacy Bridge | 12 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 21739 | 295 | SH |  | SOLE | Legacy Bridge | 295 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 3403568 | 11200 | SH |  | SOLE | Legacy Bridge | 10928 | 0 | 272 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 1793 | 7 | SH |  | SOLE | Legacy Bridge | 7 | 0 | 0 |
| TEMPUS AI INC | CL A | 88023B103 |  | 733283 | 12418 | SH |  | SOLE | Legacy Bridge | 12088 | 0 | 330 |
| TESLA INC | COM | 88160R101 |  | 121425 | 270 | SH |  | SOLE | Legacy Bridge | 258 | 0 | 12 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 |  | 14649 | 51 | SH |  | SOLE | Legacy Bridge | 51 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1246977 | 2152 | SH |  | SOLE | Legacy Bridge | 2140 | 0 | 12 |
| TJX COS INC NEW | COM | 872540109 |  | 859909 | 5598 | SH |  | SOLE | Legacy Bridge | 5148 | 0 | 450 |
| T-MOBILE US INC | COM | 872590104 |  | 1339455 | 6597 | SH |  | SOLE | Legacy Bridge | 6497 | 0 | 100 |
| TOYOTA MOTOR CORP | ADS | 892331307 |  | 770188 | 3598 | SH |  | SOLE | Legacy Bridge | 3527 | 0 | 71 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 1624825 | 32490 | SH |  | SOLE | Legacy Bridge | 32165 | 0 | 325 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 4282 | 11 | SH |  | SOLE | Legacy Bridge | 11 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 10639 | 8 | SH |  | SOLE | Legacy Bridge | 8 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 9282 | 32 | SH |  | SOLE | Legacy Bridge | 32 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 6004 | 122 | SH |  | SOLE | Legacy Bridge | 122 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 160328 | 265 | SH |  | SOLE | Legacy Bridge | 265 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 718249 | 3105 | SH |  | SOLE | Legacy Bridge | 3105 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 134800 | 1359 | SH |  | SOLE | Legacy Bridge | 1359 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 8094 | 10 | SH |  | SOLE | Legacy Bridge | 10 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 21128 | 64 | SH |  | SOLE | Legacy Bridge | 64 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 |  | 3042 | 57 | SH |  | SOLE | Legacy Bridge | 57 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 1522575 | 9353 | SH |  | SOLE | Legacy Bridge | 9278 | 0 | 75 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 155072 | 757 | SH |  | SOLE | Legacy Bridge | 757 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 3894 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 3941 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 153189 | 314 | SH |  | SOLE |  | 0 | 0 | 314 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 183116 | 656 | SH |  | SOLE | Legacy Bridge | 586 | 0 | 70 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 341438 | 1925 | SH |  | SOLE | Legacy Bridge | 1815 | 0 | 110 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 282094 | 972 | SH |  | SOLE | Legacy Bridge | 972 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 21578 | 244 | SH |  | SOLE | Legacy Bridge | 236 | 0 | 8 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 792693 | 1264 | SH |  | SOLE | Legacy Bridge | 1197 | 0 | 67 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 232546 | 1098 | SH |  | SOLE | Legacy Bridge | 988 | 0 | 110 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 151660 | 502 | SH |  | SOLE | Legacy Bridge | 350 | 0 | 152 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 201162 | 600 | SH |  | SOLE | Legacy Bridge | 600 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 99506 | 521 | SH |  | SOLE | Legacy Bridge | 11 | 0 | 510 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 114166 | 1552 | SH |  | SOLE | Legacy Bridge | 1552 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1029881 | 19157 | SH |  | SOLE | Legacy Bridge | 18562 | 0 | 595 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 6773 | 81 | SH |  | SOLE | Legacy Bridge | 81 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 20067 | 140 | SH |  | SOLE | Legacy Bridge | 140 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 128003 | 2588 | SH |  | SOLE | Legacy Bridge | 2588 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 195030 | 2113 | SH |  | SOLE | Legacy Bridge | 2113 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 789393 | 7932 | SH |  | SOLE | Legacy Bridge | 7715 | 0 | 217 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 1913426 | 25364 | SH |  | SOLE | Legacy Bridge | 24024 | 0 | 1340 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2100804 | 33629 | SH |  | SOLE | Legacy Bridge | 32598 | 0 | 1031 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 13394 | 60 | SH |  | SOLE | Legacy Bridge | 60 | 0 | 0 |
| VENTAS INC | COM | 92276F100 |  | 774 | 10 | SH |  | SOLE | Legacy Bridge | 10 | 0 | 0 |
| VERALTO CORP | COM SHS | 92338C103 |  | 200 | 2 | SH |  | SOLE | Legacy Bridge | 2 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 8053 | 36 | SH |  | SOLE | Legacy Bridge | 36 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 9287 | 228 | SH |  | SOLE | Legacy Bridge | 228 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 10881 | 24 | SH |  | SOLE | Legacy Bridge | 24 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 3086129 | 19049 | SH |  | SOLE | Legacy Bridge | 18176 | 0 | 873 |
| VIATRIS INC | COM | 92556V106 |  | 2702 | 217 | SH |  | SOLE | Legacy Bridge | 217 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 44190 | 126 | SH |  | SOLE | Legacy Bridge | 126 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 1243048 | 7705 | SH |  | SOLE | Legacy Bridge | 7520 | 0 | 185 |
| VULCAN MATLS CO | COM | 929160109 |  | 9983 | 35 | SH |  | SOLE | Legacy Bridge | 35 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 4120611 | 36986 | SH |  | SOLE | Legacy Bridge | 34961 | 0 | 2025 |
| WATSCO INC | COM | 942622200 |  | 13478 | 40 | SH |  | SOLE | Legacy Bridge | 40 | 0 | 0 |
| WEDBUSH SER TR | DAN IVES WEDBUSH | 947913109 |  | 9483 | 300 | SH |  | SOLE | Legacy Bridge | 300 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 598065 | 6417 | SH |  | SOLE | Legacy Bridge | 6417 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 10766 | 58 | SH |  | SOLE | Legacy Bridge | 58 | 0 | 0 |
| WEST BANCORPORATION INC | CAP STK | 95123P106 |  | 5645159 | 254401 | SH |  | SOLE | Legacy Bridge | 254401 | 0 | 0 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 |  | 3577 | 13 | SH |  | SOLE | Legacy Bridge | 13 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 17853 | 297 | SH |  | SOLE | Legacy Bridge | 297 | 0 | 0 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 1771792 | 9921 | SH |  | SOLE | Legacy Bridge | 9921 | 0 | 0 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 |  | 4601 | 14 | SH |  | SOLE | Legacy Bridge | 14 | 0 | 0 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 74736 | 1600 | SH |  | SOLE | Legacy Bridge | 1600 | 0 | 0 |
| WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 |  | 85860 | 1500 | SH |  | SOLE | Legacy Bridge | 1500 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 509673 | 2373 | SH |  | SOLE | Legacy Bridge | 2334 | 0 | 39 |
| WORKIVA INC | COM CL A | 98139A105 |  | 574770 | 6664 | SH |  | SOLE | Legacy Bridge | 6664 | 0 | 0 |
| WYNN RESORTS LTD | COM | 983134107 |  | 482 | 4 | SH |  | SOLE | Legacy Bridge | 4 | 0 | 0 |
| XPO INC | COM | 983793100 |  | 12232 | 90 | SH |  | SOLE | Legacy Bridge | 90 | 0 | 0 |
| XYLEM INC | COM | 98419M100 |  | 2179 | 16 | SH |  | SOLE | Legacy Bridge | 16 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 |  | 4539 | 30 | SH |  | SOLE | Legacy Bridge | 30 | 0 | 0 |
| ZIONS BANCORPORATION N A | COM | 989701107 |  | 3689 | 63 | SH |  | SOLE | Legacy Bridge | 63 | 0 | 0 |

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