CYPRESS CAPITAL GROUP
CYPRESS CAPITAL GROUP, INC. Legal Name
Adviser information for CYPRESS CAPITAL GROUP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 150 | $129.8M |
| Non-Discretionary | 2 | $660,018 |
| Total | 152 | $130.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 10 | $2.6M |
| HNW Individuals | 45 | $106.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $14.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $7.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)MODEL PORTFOLIO PROVIDER |
|---|---|
| Compensation | % of AUMMODEL PORTFOLIO DELIVERY |
| Other Business Activities | MODEL PORTFOLIO PROVIDER |
Principal Office
251 ROYAL PALM WAYSUITE 500
PALM BEACH
FL
United States
Monday - Friday, 8:30 - 5:00
Tel: 561-659-5889, Fax: 561-659-1191
Chief Compliance Officer
PATRICK DILLON
251 ROYAL PALM WAY
SUITE 500
PALM BEACH
FL
United States
Tel:
561-659-5889
Fax:
561-659-1191
P*************@*******************M
(Full email address available in API data)
Industry Affiliates
| CYPRESS BANK & TRUST | Banking or thrift institutionTrust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHIGURUPATI, JAYARAM | Individual | – | SHAREHOLDER | 10/2010 | < 5% |
| THE CHIGURUPATI 2011 IRREVOCABLE TRUST FBO KAVYASREE DATED NOVEMBER 21, 2011 | Domestic Entity | – | STOCK OWNER | 12/2012 | < 5% |
| THE CHIGURUPATI 2011 IRREVOCABLE TRUST FBO SAISRIRAM DATED NOVEMBER 21, 2011 | Domestic Entity | – | STOCK OWNER | 12/2012 | < 5% |
| SKARBEK, BRIAN | Individual | – | CHIEF INVESTMENT OFFICER | 02/2017 | < 5% |
| KILBORNE, DANA, S. | Individual | – | CEO & DIRECTOR | 09/2019 | < 5% |
| GOLDSTEIN, ROBERT, BERNARD | Individual | – | DIRECTOR | 10/2019 | < 5% |
| CHIGURUPATI, PADMASREE | Individual | THE CHIGURUPATI 2011 IRREVOCABLE TRUST FBO KAVYASREE DATED NOVEMBER 21, 2011 | TRUSTEE | 05/2019 | |
| CHIGURUPATI, PADMASREE | Individual | THE CHIGURUPATI 2011 IRREVOCABLE TRUST FBO SAISRIRAM DATED NOVEMBER 21, 2011 | TRUSTEE | 05/2019 | |
| MARINO, JOHN | Individual | – | PRESIDENT, CFO, TREASURER AND DIRECTOR | 04/2020 | < 5% |
| HERMANSEN, TOM, CHRISTIAN | Individual | – | DIRECTOR | 05/2020 | < 5% |
| COLEMAN, MIKE | Individual | – | DIRECTOR | 05/2020 | < 5% |
| SWANN, JAMES, T. | Individual | – | DIRECTOR | 05/2020 | < 5% |
| COLE, OLIVER, J. | Individual | – | DIRECTOR | 06/2020 | < 5% |
| TRANTER, JOHN, E. | Individual | – | DIRECTOR | 06/2020 | < 5% |
| WOLFSON, WAYNE, C. | Individual | – | DIRECTOR | 06/2020 | < 5% |
| SPEARMAN, GUY, M. | Individual | – | STOCK OWNER | 04/2020 | 5-10% |
| JAMES T. SWANN TRUST | Domestic Entity | – | STOCK OWNER | 05/2020 | 5-10% |
| SWANN, JAMES, T. | Individual | JAMES T. SWANN TRUST | TRUSTEE | 05/2020 | |
| GOLDEN BHN | Domestic Entity | – | STOCKHOLDER | 08/2020 | 5-10% |
| DILLON, PATRICIO | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2022 | < 5% |
| HAVKIN, BORIS | Individual | GOLDEN BHN | MANAGER | 12/2017 | 25-50% |
| Havkin, Natalie | Individual | GOLDEN BHN | MANAGER | 12/2017 | 25-50% |
| Parimi, Nohitha | Individual | THE CHIGURUPATI 2011 IRREVOCABLE TRUST FBO KAVYASREE DATED NOVEMBER 21, 2011 | TRUSTEE | 01/2024 | |
| Parimi, Nohitha | Individual | THE CHIGURUPATI 2011 IRREVOCABLE TRUST FBO SAISRIRAM DATED NOVEMBER 21, 2011 | TRUSTEE | 01/2024 |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 588K | 6K | – |
| 3M CO | COM | 5M | 46K | Cypress Bank & Trust |
| ABBOTT LABS | COM | 7M | 71K | Cypress Bank & Trust |
| ABBOTT LABS | COM | 682K | 7K | – |
| ABBVIE INC | COM | 2M | 12K | – |
| ABBVIE INC | COM | 17M | 102K | Cypress Bank & Trust |
| ACCENTURE PLC IRELAND | SHS CLASS A | 696K | 2K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 7M | 23K | Cypress Bank & Trust |
| ADOBE INC | COM | 4M | 8K | Cypress Bank & Trust |
| ADOBE INC | COM | 1M | 3K | – |
| AGILENT TECHNOLOGIES INC | COM | 454K | 3K | Cypress Bank & Trust |
| AGILENT TECHNOLOGIES INC | COM | 148K | 1K | – |
| AIR PRODS & CHEMS INC | COM | 2M | 6K | Cypress Bank & Trust |
| AIR PRODS & CHEMS INC | COM | 452K | 2K | – |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 82K | 1K | – |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 2M | 33K | Cypress Bank & Trust |
| ALLIANT ENERGY CORP | COM | 308K | 6K | Cypress Bank & Trust |
| ALPHABET INC | CAP STK CL A | 818K | 4K | – |
| ALPHABET INC | CAP STK CL C | 8M | 43K | Cypress Bank & Trust |
| ALPHABET INC | CAP STK CL C | 39K | 214 | – |
| ALPHABET INC | CAP STK CL A | 6M | 34K | Cypress Bank & Trust |
| ALTRIA GROUP INC | COM | 15K | 324 | – |
| ALTRIA GROUP INC | COM | 3M | 72K | Cypress Bank & Trust |
| AMAZON COM INC | COM | 12M | 64K | Cypress Bank & Trust |
| AMAZON COM INC | COM | 775K | 4K | – |
| AMERICAN ELEC PWR CO INC | COM | 69K | 785 | – |
| AMERICAN ELEC PWR CO INC | COM | 3M | 31K | Cypress Bank & Trust |
| AMERICAN EXPRESS CO | COM | 510K | 2K | Cypress Bank & Trust |
| AMERICAN TOWER CORP NEW | COM | 2M | 9K | Cypress Bank & Trust |
| AMERICAN WTR WKS CO INC NEW | COM | 228K | 2K | Cypress Bank & Trust |
| AMERICAN WTR WKS CO INC NEW | COM | 314K | 2K | – |
| AMGEN INC | COM | 4M | 12K | Cypress Bank & Trust |
| AMGEN INC | COM | 297K | 950 | – |
| APPLE INC | COM | 42M | 198K | Cypress Bank & Trust |
| APPLE INC | COM | 3M | 16K | – |
| APPLIED MATLS INC | COM | 274K | 1K | Cypress Bank & Trust |
| APPLIED MATLS INC | COM | 5K | 20 | – |
| ARCHER DANIELS MIDLAND CO | COM | 622K | 10K | – |
| ARCHER DANIELS MIDLAND CO | COM | 539K | 9K | Cypress Bank & Trust |
| AT&T INC | COM | 939K | 49K | Cypress Bank & Trust |
| AT&T INC | COM | 153K | 8K | – |
| ATMOS ENERGY CORP | COM | 228K | 2K | Cypress Bank & Trust |
| ATMOS ENERGY CORP | COM | 618K | 5K | – |
| AUTODESK INC | COM | 479K | 2K | – |
| AUTODESK INC | COM | 186K | 753 | Cypress Bank & Trust |
| AUTOMATIC DATA PROCESSING IN | COM | 1M | 6K | Cypress Bank & Trust |
| AUTOMATIC DATA PROCESSING IN | COM | 600K | 3K | – |
| AVALONBAY CMNTYS INC | COM | 330K | 2K | Cypress Bank & Trust |
| AVERY DENNISON CORP | COM | 243K | 1K | – |
| AVERY DENNISON CORP | COM | 2M | 7K | Cypress Bank & Trust |
| BANK AMERICA CORP | COM | 1M | 29K | Cypress Bank & Trust |
| BANK NEW YORK MELLON CORP | COM | 383K | 6K | – |
| BANK NEW YORK MELLON CORP | COM | 176K | 3K | Cypress Bank & Trust |
| BCE INC | COM NEW | 289K | 9K | Cypress Bank & Trust |
| BECTON DICKINSON & CO | COM | 923K | 4K | Cypress Bank & Trust |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 14M | 35K | Cypress Bank & Trust |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 504K | 1K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | Cypress Bank & Trust |
| BEST BUY INC | COM | 401K | 5K | – |
| BEST BUY INC | COM | 95K | 1K | Cypress Bank & Trust |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 339K | 6K | Cypress Bank & Trust |
| BLACKROCK INC | COM | 610K | 775 | – |
| BLACKROCK INC | COM | 5M | 7K | Cypress Bank & Trust |
| BOEING CO | COM | 489K | 3K | Cypress Bank & Trust |
| BOOKING HOLDINGS INC | COM | 856K | 216 | – |
| BOOKING HOLDINGS INC | COM | 238K | 60 | Cypress Bank & Trust |
| BOSTON SCIENTIFIC CORP | COM | 99K | 1K | Cypress Bank & Trust |
| BOSTON SCIENTIFIC CORP | COM | 208K | 3K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 4M | 87K | Cypress Bank & Trust |
| BRISTOL-MYERS SQUIBB CO | COM | 515K | 12K | – |
| BROADCOM INC | COM | 6M | 4K | Cypress Bank & Trust |
| BROADCOM INC | COM | 580K | 361 | – |
| BUILDERS FIRSTSOURCE INC | COM | 147K | 1K | Cypress Bank & Trust |
| BUILDERS FIRSTSOURCE INC | COM | 486K | 4K | – |
| BUNGE GLOBAL SA | COM SHS | 256K | 2K | Cypress Bank & Trust |
| BUNGE GLOBAL SA | COM SHS | 676K | 6K | – |
| CADENCE DESIGN SYSTEM INC | COM | 781K | 3K | – |
| CADENCE DESIGN SYSTEM INC | COM | 361K | 1K | Cypress Bank & Trust |
| CADIZ INC | COM NEW | 31K | 10K | Cypress Bank & Trust |
| CAMPBELL SOUP CO | COM | 27K | 601 | – |
| CAMPBELL SOUP CO | COM | 340K | 8K | Cypress Bank & Trust |
| CAPITAL ONE FINL CORP | COM | 218K | 2K | Cypress Bank & Trust |
| CARDINAL HEALTH INC | COM | 485K | 5K | Cypress Bank & Trust |
| CARDINAL HEALTH INC | COM | 875K | 9K | – |
| CARMAX INC | COM | 455K | 6K | Cypress Bank & Trust |
| CATERPILLAR INC | COM | 100K | 300 | – |
| CATERPILLAR INC | COM | 1M | 4K | Cypress Bank & Trust |
| CENCORA INC | COM | 3M | 15K | Cypress Bank & Trust |
| CENCORA INC | COM | 2M | 7K | – |
| CENTENE CORP DEL | COM | 313K | 5K | Cypress Bank & Trust |
| CENTENE CORP DEL | COM | 590K | 9K | – |
| CENTERPOINT ENERGY INC | COM | 165K | 5K | – |
| CENTERPOINT ENERGY INC | COM | 38K | 1K | Cypress Bank & Trust |
| CF INDS HLDGS INC | COM | 119K | 2K | Cypress Bank & Trust |
| CF INDS HLDGS INC | COM | 428K | 6K | – |
| CHEVRON CORP NEW | COM | 698K | 4K | – |
| CHEVRON CORP NEW | COM | 8M | 51K | Cypress Bank & Trust |
| CHIPOTLE MEXICAN GRILL INC | COM | 200K | 3K | Cypress Bank & Trust |
| CHUBB LIMITED | COM | 309K | 1K | Cypress Bank & Trust |
| CINTAS CORP | COM | 3K | 4 | – |
| CINTAS CORP | COM | 682K | 974 | Cypress Bank & Trust |
| CISCO SYS INC | COM | 4M | 75K | Cypress Bank & Trust |
| CISCO SYS INC | COM | 827K | 17K | – |
| CLOROX CO DEL | COM | 358K | 3K | – |
| CLOROX CO DEL | COM | 465K | 3K | Cypress Bank & Trust |
| CME GROUP INC | COM | 6M | 30K | Cypress Bank & Trust |
| CME GROUP INC | COM | 667K | 3K | – |
| COCA COLA CO | COM | 224K | 4K | – |
| COCA COLA CO | COM | 3M | 51K | Cypress Bank & Trust |
| COLGATE PALMOLIVE CO | COM | 929K | 10K | – |
| COLGATE PALMOLIVE CO | COM | 2M | 17K | Cypress Bank & Trust |
| COMCAST CORP NEW | CL A | 376K | 10K | – |
| COMCAST CORP NEW | CL A | 795K | 20K | Cypress Bank & Trust |
| CONAGRA BRANDS INC | COM | 43K | 2K | – |
| CONAGRA BRANDS INC | COM | 436K | 15K | Cypress Bank & Trust |
| CONOCOPHILLIPS | COM | 2M | 18K | Cypress Bank & Trust |
| CONOCOPHILLIPS | COM | 69K | 600 | – |
| CONSOLIDATED EDISON INC | COM | 400K | 4K | Cypress Bank & Trust |
| CONSOLIDATED EDISON INC | COM | 363K | 4K | – |
| CONSTELLATION BRANDS INC | CL A | 136K | 528 | Cypress Bank & Trust |
| CONSTELLATION BRANDS INC | CL A | 148K | 577 | – |
| CONSTELLATION ENERGY CORP | COM | 248K | 1K | Cypress Bank & Trust |
| CORNING INC | COM | 4K | 100 | – |
| CORNING INC | COM | 746K | 19K | Cypress Bank & Trust |
| COSTCO WHSL CORP NEW | COM | 854K | 1K | – |
| COSTCO WHSL CORP NEW | COM | 6M | 7K | Cypress Bank & Trust |
| COTERRA ENERGY INC | COM | 447K | 17K | – |
| COTERRA ENERGY INC | COM | 5M | 174K | Cypress Bank & Trust |
| CROWN HLDGS INC | COM | 362K | 5K | Cypress Bank & Trust |
| CVS HEALTH CORP | COM | 268K | 5K | Cypress Bank & Trust |
| CVS HEALTH CORP | COM | 106K | 2K | – |
| DANAHER CORPORATION | COM | 1M | 5K | Cypress Bank & Trust |
| DEERE & CO | COM | 732K | 2K | Cypress Bank & Trust |
| DEXCOM INC | COM | 160K | 1K | – |
| DEXCOM INC | COM | 79K | 696 | Cypress Bank & Trust |
| DIAGEO PLC | SPON ADR NEW | 432K | 3K | Cypress Bank & Trust |
| DIGITAL RLTY TR INC | COM | 233K | 2K | Cypress Bank & Trust |
| DISNEY WALT CO | COM | 3M | 35K | Cypress Bank & Trust |
| DOMINION ENERGY INC | COM | 634K | 13K | Cypress Bank & Trust |
| DOMINOS PIZZA INC | COM | 191K | 369 | Cypress Bank & Trust |
| DOMINOS PIZZA INC | COM | 657K | 1K | – |
| DOW INC | COM | 1M | 21K | Cypress Bank & Trust |
| DOW INC | COM | 172K | 3K | – |
| DUKE ENERGY CORP NEW | COM NEW | 135K | 1K | – |
| DUKE ENERGY CORP NEW | COM NEW | 3M | 31K | Cypress Bank & Trust |
| DUPONT DE NEMOURS INC | COM | 204K | 3K | Cypress Bank & Trust |
| EATON CORP PLC | SHS | 3M | 9K | Cypress Bank & Trust |
| EATON CORP PLC | SHS | 221K | 705 | – |
| EBAY INC. | COM | 179K | 3K | Cypress Bank & Trust |
| EBAY INC. | COM | 624K | 12K | – |
| ECOLAB INC | COM | 204K | 859 | Cypress Bank & Trust |
| ELECTRONIC ARTS INC | COM | 229K | 2K | Cypress Bank & Trust |
| ELECTRONIC ARTS INC | COM | 524K | 4K | – |
| ELEVANCE HEALTH INC | COM | 125K | 231 | Cypress Bank & Trust |
| ELEVANCE HEALTH INC | COM | 146K | 270 | – |
| ELI LILLY & CO | COM | 46M | 51K | Cypress Bank & Trust |
| ELI LILLY & CO | COM | 5M | 5K | – |
| EMERSON ELEC CO | COM | 1M | 11K | Cypress Bank & Trust |
| EMPIRE ST RLTY OP L P | UNIT LTD PRTNSP | 91K | 10K | Cypress Bank & Trust |
| ENTERGY CORP NEW | COM | 372K | 3K | Cypress Bank & Trust |
| ENTERPRISE PRODS PARTNERS L | COM | 324K | 11K | Cypress Bank & Trust |
| EOG RES INC | COM | 378K | 3K | – |
| EOG RES INC | COM | 239K | 2K | Cypress Bank & Trust |
| EQUINIX INC | COM | 435K | 575 | Cypress Bank & Trust |
| EXPEDIA GROUP INC | COM NEW | 622K | 5K | – |
| EXPEDIA GROUP INC | COM NEW | 198K | 2K | Cypress Bank & Trust |
| EXTRA SPACE STORAGE INC | COM | 363K | 2K | – |
| EXTRA SPACE STORAGE INC | COM | 448K | 3K | Cypress Bank & Trust |
| EXXON MOBIL CORP | COM | 1M | 10K | – |
| EXXON MOBIL CORP | COM | 15M | 131K | Cypress Bank & Trust |
| F5 INC | COM | 173K | 1K | Cypress Bank & Trust |
| F5 INC | COM | 550K | 3K | – |
| FAIR ISAAC CORP | COM | 192K | 129 | Cypress Bank & Trust |
| FAIR ISAAC CORP | COM | 630K | 423 | – |
| FASTENAL CO | COM | 397K | 6K | Cypress Bank & Trust |
| FEDEX CORP | COM | 2M | 8K | Cypress Bank & Trust |
| FEDEX CORP | COM | 195K | 650 | – |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 472K | 27K | Cypress Bank & Trust |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 148K | 9K | – |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 120K | 1K | – |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 818K | 10K | Cypress Bank & Trust |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 946K | 20K | Cypress Bank & Trust |
| FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 1M | 26K | Cypress Bank & Trust |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 254K | 5K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 312K | 8K | Cypress Bank & Trust |
| FIRST TR VALUE LINE DIVID IN | SHS | 26K | 650 | – |
| FISERV INC | COM | 329K | 2K | Cypress Bank & Trust |
| FORTINET INC | COM | 199K | 3K | Cypress Bank & Trust |
| FORTINET INC | COM | 530K | 9K | – |
| GARMIN LTD | SHS | 290K | 2K | Cypress Bank & Trust |
| GE AEROSPACE | COM NEW | 286K | 2K | Cypress Bank & Trust |
| GENERAL DYNAMICS CORP | COM | 767K | 3K | Cypress Bank & Trust |
| GENERAL MLS INC | COM | 100K | 2K | Cypress Bank & Trust |
| GENERAL MLS INC | COM | 122K | 2K | – |
| GILEAD SCIENCES INC | COM | 165K | 2K | – |
| GILEAD SCIENCES INC | COM | 3M | 49K | Cypress Bank & Trust |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 323K | 3K | Cypress Bank & Trust |
| GRAINGER W W INC | COM | 718K | 796 | Cypress Bank & Trust |
| HERSHEY CO | COM | 132K | 716 | Cypress Bank & Trust |
| HERSHEY CO | COM | 276K | 2K | – |
| HEWLETT PACKARD ENTERPRISE C | COM | 637K | 30K | – |
| HEWLETT PACKARD ENTERPRISE C | COM | 189K | 9K | Cypress Bank & Trust |
| HOLOGIC INC | COM | 138K | 2K | – |
| HOLOGIC INC | COM | 89K | 1K | Cypress Bank & Trust |
| HOME DEPOT INC | COM | 8M | 24K | Cypress Bank & Trust |
| HOME DEPOT INC | COM | 219K | 637 | – |
| HONEYWELL INTL INC | COM | 753K | 4K | Cypress Bank & Trust |
| HP INC | COM | 656K | 19K | – |
| HP INC | COM | 325K | 9K | Cypress Bank & Trust |
| HUMANA INC | COM | 132K | 352 | Cypress Bank & Trust |
| HUMANA INC | COM | 165K | 441 | – |
| ILLINOIS TOOL WKS INC | COM | 860K | 4K | Cypress Bank & Trust |
| INNOVATE CORP | COM | 7K | 12K | Cypress Bank & Trust |
| INTEL CORP | COM | 7K | 235 | – |
| INTEL CORP | COM | 3M | 97K | Cypress Bank & Trust |
| INTERNATIONAL BUSINESS MACHS | COM | 3M | 16K | Cypress Bank & Trust |
| INTERPUBLIC GROUP COS INC | COM | 89K | 3K | Cypress Bank & Trust |
| INTERPUBLIC GROUP COS INC | COM | 329K | 11K | – |
| INTUIT | COM | 4M | 7K | Cypress Bank & Trust |
| INTUIT | COM | 568K | 865 | – |
| INTUITIVE SURGICAL INC | COM NEW | 33K | 75 | – |
| INTUITIVE SURGICAL INC | COM NEW | 201K | 451 | Cypress Bank & Trust |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 8M | 86K | Cypress Bank & Trust |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 36K | 375 | – |
| INVESCO QQQ TR | UNIT SER 1 | 2M | 3K | – |
| INVESCO QQQ TR | UNIT SER 1 | 9M | 20K | Cypress Bank & Trust |
| INVITATION HOMES INC | COM | 243K | 7K | Cypress Bank & Trust |
| IRON MTN INC DEL | COM | 290K | 3K | Cypress Bank & Trust |
| ISHARES GOLD TR | ISHARES NEW | 4M | 96K | Cypress Bank & Trust |
| ISHARES INC | MSCI STH KOR ETF | 387K | 6K | Cypress Bank & Trust |
| ISHARES INC | CORE MSCI EMKT | 793K | 15K | Cypress Bank & Trust |
| ISHARES INC | MSCI JPN ETF NEW | 6M | 89K | Cypress Bank & Trust |
| ISHARES SILVER TR | ISHARES | 233K | 9K | Cypress Bank & Trust |
| ISHARES TR | ISHS 1-5YR INVS | 349K | 7K | Cypress Bank & Trust |
| ISHARES TR | IBOXX INV CP ETF | 217K | 2K | Cypress Bank & Trust |
| ISHARES TR | NATIONAL MUN ETF | 2M | 18K | Cypress Bank & Trust |
| ISHARES TR | RUS MID CAP ETF | 2M | 25K | Cypress Bank & Trust |
| ISHARES TR | RUS 1000 ETF | 1M | 5K | Cypress Bank & Trust |
| ISHARES TR | IBOXX HI YD ETF | 48K | 625 | – |
| ISHARES TR | RUS 1000 GRW ETF | 2M | 5K | Cypress Bank & Trust |
| ISHARES TR | INDIA 50 ETF | 118K | 2K | – |
| ISHARES TR | RUSSELL 2000 ETF | 1M | 6K | Cypress Bank & Trust |
| ISHARES TR | CORE S&P SCP ETF | 38K | 358 | – |
| ISHARES TR | CORE S&P MCP ETF | 4K | 75 | – |
| ISHARES TR | RUS MDCP VAL ETF | 207K | 2K | Cypress Bank & Trust |
| ISHARES TR | ISHS 1-5YR INVS | 25K | 495 | – |
| ISHARES TR | IBOXX HI YD ETF | 293K | 4K | Cypress Bank & Trust |
| ISHARES TR | CORE US AGGBD ET | 2M | 16K | Cypress Bank & Trust |
| ISHARES TR | SELECT DIVID ETF | 2M | 14K | Cypress Bank & Trust |
| ISHARES TR | INDIA 50 ETF | 7M | 134K | Cypress Bank & Trust |
| ISHARES TR | SHRT NAT MUN ETF | 1M | 14K | Cypress Bank & Trust |
| ISHARES TR | PFD AND INCM SEC | 450K | 14K | Cypress Bank & Trust |
| ISHARES TR | RUS 2000 VAL ETF | 423K | 3K | Cypress Bank & Trust |
| ISHARES TR | EAFE GRWTH ETF | 892K | 9K | Cypress Bank & Trust |
| ISHARES TR | CORE S&P500 ETF | 618K | 1K | – |
| ISHARES TR | CORE S&P500 ETF | 49M | 90K | Cypress Bank & Trust |
| ISHARES TR | NATIONAL MUN ETF | 719K | 7K | – |
| ISHARES TR | S&P 500 GRWT ETF | 271K | 3K | Cypress Bank & Trust |
| ISHARES TR | CORE S&P TTL STK | 924K | 8K | Cypress Bank & Trust |
| ISHARES TR | RUS MD CP GR ETF | 205K | 2K | Cypress Bank & Trust |
| ISHARES TR | MSCI EAFE ETF | 793K | 10K | Cypress Bank & Trust |
| ISHARES TR | SELECT DIVID ETF | 187K | 2K | – |
| ISHARES TR | CORE S&P SCP ETF | 875K | 8K | Cypress Bank & Trust |
| ISHARES TR | IBOXX INV CP ETF | 140K | 1K | – |
| ISHARES TR | RUS MID CAP ETF | 12K | 150 | – |
| ISHARES TR | CORE S&P MCP ETF | 1M | 23K | Cypress Bank & Trust |
| ISHARES TR | MSCI USA MIN VOL | 227K | 3K | Cypress Bank & Trust |
| ISHARES TR | CORE MSCI EAFE | 771K | 11K | Cypress Bank & Trust |
| JOHNSON & JOHNSON | COM | 11M | 75K | Cypress Bank & Trust |
| JOHNSON & JOHNSON | COM | 838K | 6K | – |
| JPMORGAN CHASE & CO. | COM | 741K | 4K | – |
| JPMORGAN CHASE & CO. | COM | 13M | 67K | Cypress Bank & Trust |
| KENVUE INC | COM | 106K | 6K | – |
| KENVUE INC | COM | 84K | 5K | Cypress Bank & Trust |
| KIMBERLY-CLARK CORP | COM | 171K | 1K | – |
| KIMBERLY-CLARK CORP | COM | 835K | 6K | Cypress Bank & Trust |
| KINDER MORGAN INC DEL | COM | 210K | 11K | Cypress Bank & Trust |
| KLA CORP | COM NEW | 920K | 1K | – |
| KLA CORP | COM NEW | 303K | 367 | Cypress Bank & Trust |
| KRAFT HEINZ CO | COM | 114K | 4K | – |
| KRAFT HEINZ CO | COM | 97K | 3K | Cypress Bank & Trust |
| KROGER CO | COM | 360K | 7K | – |
| KROGER CO | COM | 165K | 3K | Cypress Bank & Trust |
| L3HARRIS TECHNOLOGIES INC | COM | 2M | 10K | Cypress Bank & Trust |
| LAM RESEARCH CORP | COM | 1M | 977 | – |
| LAM RESEARCH CORP | COM | 3M | 3K | Cypress Bank & Trust |
| LENNAR CORP | CL A | 810K | 5K | – |
| LENNAR CORP | CL A | 342K | 2K | Cypress Bank & Trust |
| LINDE PLC | SHS | 678K | 2K | – |
| LINDE PLC | SHS | 3M | 7K | Cypress Bank & Trust |
| LOCKHEED MARTIN CORP | COM | 14M | 31K | Cypress Bank & Trust |
| LOCKHEED MARTIN CORP | COM | 1M | 3K | – |
| LOWES COS INC | COM | 166K | 755 | – |
| LOWES COS INC | COM | 5M | 24K | Cypress Bank & Trust |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 165K | 2K | Cypress Bank & Trust |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 502K | 5K | – |
| MARATHON OIL CORP | COM | 765K | 27K | – |
| MARATHON OIL CORP | COM | 234K | 8K | Cypress Bank & Trust |
| MARATHON PETE CORP | COM | 373K | 2K | Cypress Bank & Trust |
| MARATHON PETE CORP | COM | 700K | 4K | – |
| MARKEL GROUP INC | COM | 219K | 139 | Cypress Bank & Trust |
| MARSH & MCLENNAN COS INC | COM | 399K | 2K | Cypress Bank & Trust |
| MASCO CORP | COM | 455K | 7K | – |
| MASCO CORP | COM | 135K | 2K | Cypress Bank & Trust |
| MASTERCARD INCORPORATED | CL A | 2M | 4K | – |
| MASTERCARD INCORPORATED | CL A | 7M | 17K | Cypress Bank & Trust |
| MCDONALDS CORP | COM | 423K | 2K | – |
| MCDONALDS CORP | COM | 6M | 25K | Cypress Bank & Trust |
| MCKESSON CORP | COM | 715K | 1K | Cypress Bank & Trust |
| MCKESSON CORP | COM | 1M | 2K | – |
| MEDTRONIC PLC | SHS | 392K | 5K | Cypress Bank & Trust |
| MEDTRONIC PLC | SHS | 370K | 5K | – |
| MERCK & CO INC | COM | 389K | 3K | – |
| MERCK & CO INC | COM | 5M | 41K | Cypress Bank & Trust |
| META PLATFORMS INC | CL A | 53K | 105 | – |
| META PLATFORMS INC | CL A | 2M | 4K | Cypress Bank & Trust |
| METTLER TOLEDO INTERNATIONAL | COM | 151K | 108 | Cypress Bank & Trust |
| METTLER TOLEDO INTERNATIONAL | COM | 516K | 369 | – |
| MICROCHIP TECHNOLOGY INC. | COM | 645K | 7K | Cypress Bank & Trust |
| MICROSOFT CORP | COM | 7M | 16K | – |
| MICROSOFT CORP | COM | 31M | 69K | Cypress Bank & Trust |
| MOLINA HEALTHCARE INC | COM | 155K | 521 | – |
| MOLINA HEALTHCARE INC | COM | 83K | 280 | Cypress Bank & Trust |
| MOLSON COORS BEVERAGE CO | CL B | 691K | 14K | – |
| MOLSON COORS BEVERAGE CO | CL B | 249K | 5K | Cypress Bank & Trust |
| MONDELEZ INTL INC | CL A | 228K | 3K | Cypress Bank & Trust |
| MOODYS CORP | COM | 908K | 2K | Cypress Bank & Trust |
| MOODYS CORP | COM | 488K | 1K | – |
| MORGAN STANLEY | COM NEW | 382K | 4K | – |
| MORGAN STANLEY | COM NEW | 356K | 4K | Cypress Bank & Trust |
| NETAPP INC | COM | 817K | 6K | – |
| NETAPP INC | COM | 290K | 2K | Cypress Bank & Trust |
| NETFLIX INC | COM | 780K | 1K | – |
| NETFLIX INC | COM | 872K | 1K | Cypress Bank & Trust |
| NEXTERA ENERGY INC | COM | 35K | 500 | – |
| NEXTERA ENERGY INC | COM | 3M | 44K | Cypress Bank & Trust |
| NORFOLK SOUTHN CORP | COM | 421K | 2K | Cypress Bank & Trust |
| NORTHERN TR CORP | COM | 226K | 3K | Cypress Bank & Trust |
| NORTHERN TR CORP | COM | 348K | 4K | – |
| NOVARTIS AG | SPONSORED ADR | 364K | 3K | Cypress Bank & Trust |
| NUCOR CORP | COM | 316K | 2K | Cypress Bank & Trust |
| NUCOR CORP | COM | 687K | 4K | – |
| NVIDIA CORPORATION | COM | 15M | 120K | Cypress Bank & Trust |
| NVIDIA CORPORATION | COM | 2M | 15K | – |
| OMEROS CORP | COM | 142K | 35K | Cypress Bank & Trust |
| OMNICOM GROUP INC | COM | 171K | 2K | Cypress Bank & Trust |
| OMNICOM GROUP INC | COM | 481K | 5K | – |
| ONEOK INC NEW | COM | 990K | 12K | Cypress Bank & Trust |
| ORACLE CORP | COM | 2M | 13K | Cypress Bank & Trust |
| OREILLY AUTOMOTIVE INC | COM | 309K | 293 | Cypress Bank & Trust |
| OREILLY AUTOMOTIVE INC | COM | 735K | 696 | – |
| OTIS WORLDWIDE CORP | COM | 585K | 6K | – |
| OTIS WORLDWIDE CORP | COM | 243K | 3K | Cypress Bank & Trust |
| PACER FDS TR | PACER US SMALL | 4M | 97K | Cypress Bank & Trust |
| PAYCHEX INC | COM | 5M | 46K | Cypress Bank & Trust |
| PAYCHEX INC | COM | 985K | 8K | – |
| PEPSICO INC | COM | 925K | 6K | – |
| PEPSICO INC | COM | 4M | 26K | Cypress Bank & Trust |
| PFIZER INC | COM | 3M | 108K | Cypress Bank & Trust |
| PFIZER INC | COM | 292K | 10K | – |
| PHILIP MORRIS INTL INC | COM | 5M | 52K | Cypress Bank & Trust |
| PHILIP MORRIS INTL INC | COM | 139K | 1K | – |
| PHILLIPS 66 | COM | 568K | 4K | – |
| PHILLIPS 66 | COM | 9M | 61K | Cypress Bank & Trust |
| PNC FINL SVCS GROUP INC | COM | 997K | 6K | Cypress Bank & Trust |
| PPG INDS INC | COM | 365K | 3K | – |
| PPG INDS INC | COM | 248K | 2K | Cypress Bank & Trust |
| PRICE T ROWE GROUP INC | COM | 421K | 4K | Cypress Bank & Trust |
| PRICE T ROWE GROUP INC | COM | 33K | 283 | – |
| PROCTER AND GAMBLE CO | COM | 508K | 3K | – |
| PROCTER AND GAMBLE CO | COM | 4M | 23K | Cypress Bank & Trust |
| PROLOGIS INC. | COM | 425K | 4K | Cypress Bank & Trust |
| PULTE GROUP INC | COM | 195K | 2K | Cypress Bank & Trust |
| PULTE GROUP INC | COM | 714K | 6K | – |
| QUALCOMM INC | COM | 3M | 16K | Cypress Bank & Trust |
| QUALCOMM INC | COM | 1M | 6K | – |
| QUEST DIAGNOSTICS INC | COM | 150K | 1K | – |
| QUEST DIAGNOSTICS INC | COM | 375K | 3K | Cypress Bank & Trust |
| RALPH LAUREN CORP | CL A | 160K | 913 | Cypress Bank & Trust |
| RALPH LAUREN CORP | CL A | 475K | 3K | – |
| REALTY INCOME CORP | COM | 314K | 6K | – |
| REALTY INCOME CORP | COM | 99K | 2K | Cypress Bank & Trust |
| REGENCY CTRS CORP | COM | 337K | 5K | – |
| REGENCY CTRS CORP | COM | 313K | 5K | Cypress Bank & Trust |
| REGENERON PHARMACEUTICALS | COM | 149K | 142 | – |
| REGENERON PHARMACEUTICALS | COM | 220K | 209 | Cypress Bank & Trust |
| ROSS STORES INC | COM | 591K | 4K | – |
| ROSS STORES INC | COM | 2M | 14K | Cypress Bank & Trust |
| ROYAL BK CDA | COM | 406K | 4K | Cypress Bank & Trust |
| RTX CORPORATION | COM | 141K | 1K | – |
| RTX CORPORATION | COM | 4M | 37K | Cypress Bank & Trust |
| S&P GLOBAL INC | COM | 1M | 2K | – |
| S&P GLOBAL INC | COM | 2M | 3K | Cypress Bank & Trust |
| SALESFORCE INC | COM | 2M | 6K | Cypress Bank & Trust |
| SALESFORCE INC | COM | 233K | 905 | – |
| SBA COMMUNICATIONS CORP NEW | CL A | 785K | 4K | – |
| SBA COMMUNICATIONS CORP NEW | CL A | 230K | 1K | Cypress Bank & Trust |
| SCHLUMBERGER LTD | COM STK | 1M | 28K | Cypress Bank & Trust |
| SCHLUMBERGER LTD | COM STK | 25K | 525 | – |
| SCHWAB CHARLES CORP | COM | 248K | 3K | Cypress Bank & Trust |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 253K | 4K | Cypress Bank & Trust |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 34K | 530 | – |
| SELECT SECTOR SPDR TR | INDL | 333K | 3K | Cypress Bank & Trust |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 10M | 45K | Cypress Bank & Trust |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 157K | 1K | – |
| SELECT SECTOR SPDR TR | INDL | 12K | 100 | – |
| SELECT SECTOR SPDR TR | ENERGY | 151K | 2K | – |
| SELECT SECTOR SPDR TR | ENERGY | 5M | 55K | Cypress Bank & Trust |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 2M | 12K | Cypress Bank & Trust |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 442K | 2K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 921K | 14K | Cypress Bank & Trust |
| SHERWIN WILLIAMS CO | COM | 2M | 7K | Cypress Bank & Trust |
| SHERWIN WILLIAMS CO | COM | 266K | 890 | – |
| SKYWORKS SOLUTIONS INC | COM | 153K | 1K | Cypress Bank & Trust |
| SKYWORKS SOLUTIONS INC | COM | 441K | 4K | – |
| SNAP ON INC | COM | 1M | 4K | – |
| SNAP ON INC | COM | 494K | 2K | Cypress Bank & Trust |
| SOLVENTUM CORP | COM SHS | 1M | 19K | Cypress Bank & Trust |
| SOUTHERN CO | COM | 694K | 9K | Cypress Bank & Trust |
| SPDR GOLD TR | GOLD SHS | 566K | 3K | Cypress Bank & Trust |
| SPDR S&P 500 ETF TR | TR UNIT | 11M | 20K | Cypress Bank & Trust |
| SPDR S&P 500 ETF TR | TR UNIT | 89K | 164 | – |
| SPDR SER TR | S&P DIVID ETF | 37K | 294 | – |
| SPDR SER TR | S&P DIVID ETF | 599K | 5K | Cypress Bank & Trust |
| STANLEY BLACK & DECKER INC | COM | 541K | 7K | Cypress Bank & Trust |
| STANLEY BLACK & DECKER INC | COM | 333K | 4K | – |
| STARBUCKS CORP | COM | 3M | 35K | Cypress Bank & Trust |
| STARBUCKS CORP | COM | 135K | 2K | – |
| STATE STR CORP | COM | 872K | 12K | Cypress Bank & Trust |
| STEEL DYNAMICS INC | COM | 652K | 5K | – |
| STEEL DYNAMICS INC | COM | 208K | 2K | Cypress Bank & Trust |
| STRYKER CORPORATION | COM | 2M | 5K | Cypress Bank & Trust |
| SYSCO CORP | COM | 146K | 2K | – |
| SYSCO CORP | COM | 466K | 7K | Cypress Bank & Trust |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 16K | 90 | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 3M | 19K | Cypress Bank & Trust |
| TAPESTRY INC | COM | 173K | 4K | Cypress Bank & Trust |
| TAPESTRY INC | COM | 648K | 15K | – |
| TARGET CORP | COM | 426K | 3K | Cypress Bank & Trust |
| TARGET CORP | COM | 373K | 3K | – |
| TESLA INC | COM | 555K | 3K | Cypress Bank & Trust |
| TEXAS INSTRS INC | COM | 400K | 2K | – |
| TEXAS INSTRS INC | COM | 3M | 14K | Cypress Bank & Trust |
| TEXTRON INC | COM | 591K | 7K | – |
| TEXTRON INC | COM | 276K | 3K | Cypress Bank & Trust |
| THE CIGNA GROUP | COM | 383K | 1K | Cypress Bank & Trust |
| THE CIGNA GROUP | COM | 714K | 2K | – |
| TJX COS INC NEW | COM | 10M | 87K | Cypress Bank & Trust |
| TJX COS INC NEW | COM | 1M | 10K | – |
| TORONTO DOMINION BK ONT | COM NEW | 304K | 6K | Cypress Bank & Trust |
| TRUIST FINL CORP | COM | 391K | 10K | Cypress Bank & Trust |
| UBER TECHNOLOGIES INC | COM | 206K | 3K | Cypress Bank & Trust |
| UNITED CMNTY BKS BLAIRSVLE G | COM | 223K | 9K | Cypress Bank & Trust |
| UNITED PARCEL SERVICE INC | CL B | 304K | 2K | – |
| UNITED PARCEL SERVICE INC | CL B | 2M | 15K | Cypress Bank & Trust |
| UNITEDHEALTH GROUP INC | COM | 124K | 243 | – |
| UNITEDHEALTH GROUP INC | COM | 5M | 10K | Cypress Bank & Trust |
| VALERO ENERGY CORP | COM | 3M | 19K | Cypress Bank & Trust |
| VALERO ENERGY CORP | COM | 607K | 4K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 7K | Cypress Bank & Trust |
| VANGUARD INDEX FDS | MID CAP ETF | 2M | 6K | Cypress Bank & Trust |
| VANGUARD INDEX FDS | SMALL CP ETF | 413K | 2K | Cypress Bank & Trust |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 18K | 210 | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 480K | 6K | Cypress Bank & Trust |
| VANGUARD INDEX FDS | TOTAL STK MKT | 60K | 225 | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 37K | 200 | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 870K | 5K | Cypress Bank & Trust |
| VENTAS INC | COM | 357K | 7K | Cypress Bank & Trust |
| VERISIGN INC | COM | 392K | 2K | – |
| VERISIGN INC | COM | 118K | 665 | Cypress Bank & Trust |
| VERIZON COMMUNICATIONS INC | COM | 3M | 74K | Cypress Bank & Trust |
| VERTEX PHARMACEUTICALS INC | COM | 442K | 943 | Cypress Bank & Trust |
| VERTEX PHARMACEUTICALS INC | COM | 198K | 422 | – |
| VIATRIS INC | COM | 116K | 11K | – |
| VIATRIS INC | COM | 94K | 9K | Cypress Bank & Trust |
| VICI PPTYS INC | COM | 227K | 8K | Cypress Bank & Trust |
| VISA INC | COM CL A | 2M | 8K | – |
| VISA INC | COM CL A | 17M | 66K | Cypress Bank & Trust |
| WALMART INC | COM | 8M | 119K | Cypress Bank & Trust |
| WALMART INC | COM | 921K | 14K | – |
| WELLTOWER INC | COM | 484K | 5K | Cypress Bank & Trust |
| WILLIAMS COS INC | COM | 266K | 6K | Cypress Bank & Trust |
| WISDOMTREE TR | US QTLY DIV GRT | 205K | 3K | Cypress Bank & Trust |
| XCEL ENERGY INC | COM | 812K | 15K | Cypress Bank & Trust |
| XCEL ENERGY INC | COM | 151K | 3K | – |
| YUM BRANDS INC | COM | 471K | 4K | – |
| YUM BRANDS INC | COM | 156K | 1K | Cypress Bank & Trust |
| ZOETIS INC | CL A | 2M | 14K | Cypress Bank & Trust |
| ZOETIS INC | CL A | 415K | 2K | – |