The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 1,266,317 8,318 SH SOLE 8,318 0 0
ABBVIE INC COM 00287Y109 1,471,141 7,926 SH SOLE 7,926 0 0
ADVANCED MICRO DEVICES INC COM 007903107 356,311 2,511 SH SOLE 2,511 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 396,935 3,500 SH Call SOLE 0 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 224,892 1,983 SH SOLE 1,983 0 0
ALPHABET INC CAP STK CL A 02079K305 7,589,838 43,068 SH SOLE 43,068 0 0
ALPHABET INC CAP STK CL C 02079K107 1,644,690 9,272 SH SOLE 9,272 0 0
ALTRIA GROUP INC COM 02209S103 1,799,602 30,694 SH SOLE 30,694 0 0
AMAZON COM INC COM 023135106 7,900,673 36,012 SH SOLE 36,012 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303 871,540 23,722 SH SOLE 23,722 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 313,827 2,256 SH SOLE 2,256 0 0
AON PLC SHS CL A G0403H108 433,107 1,214 SH SOLE 1,214 0 0
APPLE INC COM 037833100 21,872,049 106,605 SH SOLE 106,605 0 0
APPLIED MATLS INC COM 038222105 823,591 4,499 SH SOLE 4,499 0 0
ARCHER AVIATION INC COM CL A 03945R102 503,440 46,400 SH SOLE 46,400 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 282,111 5,345 SH SOLE 5,345 0 0
AT&T INC COM 00206R102 2,392,785 82,681 SH SOLE 82,681 0 0
BANK AMERICA CORP COM 060505104 6,722,748 142,070 SH SOLE 142,070 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,073,989 10,445 SH SOLE 10,445 0 0
BLACKROCK CORPOR HI YLD FD I COM 09255P107 113,379 11,629 SH SOLE 11,629 0 0
BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 132,724 12,569 SH SOLE 12,569 0 0
BLACKROCK MUNIHLDGS NY QLTY COM 09255C106 832,646 84,791 SH SOLE 84,791 0 0
BLACKROCK N Y MUN INCOME TRU SH BEN INT 09248L106 1,072,292 110,889 SH SOLE 110,889 0 0
BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 10,680,406 662,967 SH SOLE 662,967 0 0
BLACKSTONE INC COM 09260D107 7,420,913 49,612 SH SOLE 49,612 0 0
C3 AI INC CL A 12468P104 491,646 20,010 SH SOLE 20,010 0 0
CAMECO CORP COM 13321L108 248,522 3,348 SH SOLE 3,348 0 0
CATERPILLAR INC COM 149123101 3,157,358 8,133 SH SOLE 8,133 0 0
CHEVRON CORP NEW COM 166764100 256,606 1,792 SH SOLE 1,792 0 0
CHEWY INC CL A 16679L109 261,346 6,132 SH SOLE 6,132 0 0
CISCO SYS INC COM 17275R102 693,911 10,002 SH SOLE 10,002 0 0
CITIGROUP INC COM NEW 172967424 4,298,165 50,495 SH SOLE 50,495 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 190,000 25,000 SH SOLE 25,000 0 0
CLOUDFLARE INC CL A COM 18915M107 296,291 1,513 SH SOLE 1,513 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 317,894 907 SH SOLE 907 0 0
COLGATE PALMOLIVE CO COM 194162103 433,939 4,774 SH SOLE 4,774 0 0
CONSOLIDATED EDISON INC COM 209115104 372,880 3,716 SH SOLE 3,716 0 0
CONSTELLATION ENERGY CORP COM 21037T109 2,100,589 6,508 SH SOLE 6,508 0 0
COREWEAVE INC COM CL A 21873S108 1,646,906 10,100 SH SOLE 10,100 0 0
COREWEAVE INC COM CL A 21873S108 163,060 1,000 SH Call SOLE 0 0 0
CURIS INC COM 231269309 137,353 59,204 SH SOLE 59,204 0 0
DEERE & CO COM 244199105 152,547 300 SH Call SOLE 0 0 0
DEERE & CO COM 244199105 90,473 178 SH SOLE 178 0 0
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 335,749 5,010 SH SOLE 5,010 0 0
DISNEY WALT CO COM 254687106 1,532,984 12,362 SH SOLE 12,362 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 218,792 1,854 SH SOLE 1,854 0 0
EATON CORP PLC SHS G29183103 456,233 1,278 SH SOLE 1,278 0 0
EATON VANCE TAX-MANAGED BUY- COM 27828Y108 172,692 12,451 SH SOLE 12,451 0 0
EATON VANCE TAX-MANAGED DIVE COM 27828N102 177,190 11,454 SH SOLE 11,454 0 0
EATON VANCE TAX-MANAGED GLOB COM 27829F108 4,802,022 548,803 SH SOLE 548,803 0 0
ELI LILLY & CO COM 532457108 545,723 700 SH SOLE 700 0 0
EXXON MOBIL CORP COM 30231G102 2,634,432 24,438 SH SOLE 24,438 0 0
FASTLY INC CL A 31188V100 110,072 15,591 SH SOLE 15,591 0 0
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 2,978,202 37,181 SH SOLE 37,181 0 0
FIRST SOLAR INC COM 336433107 248,310 1,500 SH Call SOLE 0 0 0
FORD MTR CO COM 345370860 140,099 12,912 SH SOLE 12,912 0 0
FORTINET INC COM 34959E109 321,389 3,040 SH SOLE 3,040 0 0
FORTINET INC COM 34959E109 211,440 2,000 SH Call SOLE 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 194,346 4,483 SH SOLE 4,483 0 0
FREEPORT-MCMORAN INC CL B 35671D857 108,375 2,500 SH Call SOLE 0 0 0
GE AEROSPACE COM NEW 369604301 2,790,066 10,840 SH SOLE 10,840 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 221,966 2,997 SH SOLE 2,997 0 0
GE VERNOVA INC COM 36828A101 1,358,903 2,568 SH SOLE 2,568 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,732,029 5,273 SH SOLE 5,273 0 0
GOLUB CAP BDC INC COM 38173M102 165,686 11,310 SH SOLE 11,310 0 0
HOME DEPOT INC COM 437076102 404,340 1,103 SH SOLE 1,103 0 0
HONEYWELL INTL INC COM 438516106 1,529,773 6,569 SH SOLE 6,569 0 0
INTEL CORP COM 458140100 123,200 5,500 SH Call SOLE 0 0 0
INTEL CORP COM 458140100 2,294,510 102,433 SH SOLE 102,433 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,969,339 13,465 SH SOLE 13,465 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 227,145 418 SH SOLE 418 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 163,023 300 SH Call SOLE 0 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 12,864,407 70,785 SH SOLE 70,785 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 95,866,530 173,785 SH SOLE 173,785 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,103,280 2,000 SH Call SOLE 0 0 0
ISHARES GOLD TR ISHARES NEW 464285204 256,362 4,111 SH SOLE 4,111 0 0
ISHARES INC CORE MSCI EMKT 46434G103 388,992 6,480 SH SOLE 6,480 0 0
ISHARES TR IBONDS 26 TRM TS 46436E858 436,757 19,047 SH SOLE 19,047 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 233,629 550 SH SOLE 550 0 0
ISHARES TR S&P 100 ETF 464287101 410,376 1,348 SH SOLE 1,348 0 0
ISHARES TR IBONDS 27 TRM TS 46436E841 465,952 20,718 SH SOLE 20,718 0 0
ISHARES TR IBONDS 25 TRM TS 46436E866 785,004 33,605 SH SOLE 33,605 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718 25,692,477 255,164 SH SOLE 255,164 0 0
ISHARES TR NATIONAL MUN ETF 464288414 239,259 2,290 SH SOLE 2,290 0 0
ISHARES TR MSCI USA MMENTM 46432F396 1,325,789 5,517 SH SOLE 5,517 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 2,396,305 25,021 SH SOLE 25,021 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 1,213,207 11,019 SH SOLE 11,019 0 0
ISHARES TR CORE S&P MCP ETF 464287507 241,872 3,900 SH SOLE 3,900 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,293,189 2,083 SH SOLE 2,083 0 0
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 1,056,325 19,418 SH SOLE 19,418 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 4,984,228 87,673 SH SOLE 87,673 0 0
JANUS DETROIT STR TR HENDERSON MTG 47103U852 10,796,560 239,657 SH SOLE 239,657 0 0
JOHNSON & JOHNSON COM 478160104 1,047,269 6,856 SH SOLE 6,856 0 0
JPMORGAN CHASE & CO. COM 46625H100 3,104,111 10,707 SH SOLE 10,707 0 0
KIMBERLY-CLARK CORP COM 494368103 512,415 3,975 SH SOLE 3,975 0 0
KINDER MORGAN INC DEL COM 49456B101 1,820,970 61,938 SH SOLE 61,938 0 0
KOPIN CORP COM 500600101 165,388 108,097 SH SOLE 108,097 0 0
LOWES COS INC COM 548661107 218,602 985 SH SOLE 985 0 0
MAIN STR CAP CORP COM 56035L104 262,603 4,443 SH SOLE 4,443 0 0
MCDONALDS CORP COM 580135101 233,736 800 SH Call SOLE 0 0 0
MCDONALDS CORP COM 580135101 237,980 815 SH SOLE 815 0 0
MERCK & CO INC COM 58933Y105 587,362 7,420 SH SOLE 7,420 0 0
META PLATFORMS INC CL A 30303M102 7,815,152 10,588 SH SOLE 10,588 0 0
MICROSOFT CORP COM 594918104 5,821,810 11,704 SH SOLE 11,704 0 0
MICROSTRATEGY INC CL A NEW 594972408 768,037 1,900 SH Call SOLE 0 0 0
NBT BANCORP INC COM 628778102 206,587 4,972 SH SOLE 4,972 0 0
NETFLIX INC COM 64110L106 1,059,252 791 SH SOLE 791 0 0
NEXTERA ENERGY INC COM 65339F101 596,525 8,593 SH SOLE 8,593 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 150,920 11,000 SH Call SOLE 0 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 76,832 5,600 SH SOLE 5,600 0 0
NUCOR CORP COM 670346105 1,228,526 9,484 SH SOLE 9,484 0 0
NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 4,634,345 333,887 SH SOLE 333,887 0 0
NUVEEN TAXABLE MUNICPAL INM COM 67074C103 288,141 18,214 SH SOLE 18,214 0 0
NVIDIA CORPORATION COM 67066G104 7,821,231 49,505 SH SOLE 49,505 0 0
ONEOK INC NEW COM 682680103 269,268 3,299 SH SOLE 3,299 0 0
ORACLE CORP COM 68389X105 866,443 3,963 SH SOLE 3,963 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,332,119 9,772 SH SOLE 9,772 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 218,112 1,600 SH Call SOLE 0 0 0
PEPSICO INC COM 713448108 253,140 1,917 SH SOLE 1,917 0 0
PFIZER INC COM 717081103 2,629,357 108,472 SH SOLE 108,472 0 0
PGIM ETF TR PGIM ULTRA SH BD 69344A107 546,597 10,985 SH SOLE 10,985 0 0
PHILIP MORRIS INTL INC COM 718172109 535,028 2,938 SH SOLE 2,938 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775 397,962 4,317 SH SOLE 4,317 0 0
PINTEREST INC CL A 72352L106 663,195 18,494 SH SOLE 18,494 0 0
PROCTER AND GAMBLE CO COM 742718109 524,534 3,292 SH SOLE 3,292 0 0
PROTHENA CORP PLC SHS G72800108 195,023 32,129 SH SOLE 32,129 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 260,369 19,005 SH SOLE 19,005 0 0
QUALCOMM INC COM 747525103 143,334 900 SH Call SOLE 0 0 0
QUALCOMM INC COM 747525103 104,929 659 SH SOLE 659 0 0
REALTY INCOME CORP COM 756109104 456,463 7,923 SH SOLE 7,923 0 0
RHINEBECK BANCORP INC COM 762093102 117,300 10,000 SH SOLE 10,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 281,452 3,006 SH SOLE 3,006 0 0
ROKU INC COM CL A 77543R102 509,938 5,802 SH SOLE 5,802 0 0
ROYCE SMALL CAP TRUST INC COM 780910105 969,051 64,389 SH SOLE 64,389 0 0
SAFETY SHOT INC COM NEW 48208F105 8,661 26,252 SH SOLE 26,252 0 0
SALESFORCE INC COM 79466L302 263,366 966 SH SOLE 966 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 544,026 18,625 SH SOLE 18,625 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 306,657 12,121 SH SOLE 12,121 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1,241,617 46,853 SH SOLE 46,853 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 228,391 8,254 SH SOLE 8,254 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 365,102 2,709 SH SOLE 2,709 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 23,877,850 455,945 SH SOLE 455,945 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 247,820 979 SH SOLE 979 0 0
SERVICENOW INC COM 81762P102 411,232 400 SH Call SOLE 0 0 0
SERVICENOW INC COM 81762P102 80,190 78 SH SOLE 78 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 741,470 6,428 SH SOLE 6,428 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 92,280 800 SH Call SOLE 0 0 0
SOFI TECHNOLOGIES INC COM 83406F102 60,093 3,300 SH Call SOLE 0 0 0
SOFI TECHNOLOGIES INC COM 83406F102 271,311 14,899 SH SOLE 14,899 0 0
SOLITARIO RESOURCES CORP COM 8342EP107 371,085 570,900 SH SOLE 570,900 0 0
SONO TEK CORP COM 835483108 50,066 13,343 SH SOLE 13,343 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 317,531 721 SH SOLE 721 0 0
SPDR GOLD TR GOLD SHS 78463V107 248,817 816 SH SOLE 816 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 711,027 1,151 SH SOLE 1,151 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 926,775 1,500 SH Put SOLE 0 0 0
SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 524,155 12,351 SH SOLE 12,351 0 0
SPDR SERIES TRUST BBG CONV SEC ETF 78464A359 308,247 3,729 SH SOLE 3,729 0 0
SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 314,457 6,008 SH SOLE 6,008 0 0
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 7,576,750 82,598 SH SOLE 82,598 0 0
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 140,321,930 1,472,114 SH SOLE 1,472,114 0 0
SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 294,390 3,931 SH SOLE 3,931 0 0
STARWOOD PPTY TR INC COM 85571B105 4,100,387 204,304 SH SOLE 204,304 0 0
STRYKER CORPORATION COM 863667101 278,987 705 SH SOLE 705 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 1,037,199 21,163 SH SOLE 21,163 0 0
TESLA INC COM 88160R101 7,493,831 23,591 SH SOLE 23,591 0 0
THE CIGNA GROUP COM 125523100 274,229 830 SH SOLE 830 0 0
THE TRADE DESK INC COM CL A 88339J105 333,242 4,629 SH SOLE 4,629 0 0
THE TRADE DESK INC COM CL A 88339J105 107,985 1,500 SH Call SOLE 0 0 0
TOAST INC CL A 888787108 275,528 6,221 SH SOLE 6,221 0 0
TRAVELERS COMPANIES INC COM 89417E109 256,433 958 SH SOLE 958 0 0
UBER TECHNOLOGIES INC COM 90353T100 307,703 3,298 SH SOLE 3,298 0 0
UNION PAC CORP COM 907818108 452,798 1,968 SH SOLE 1,968 0 0
UNITEDHEALTH GROUP INC COM 91324P102 805,342 2,581 SH SOLE 2,581 0 0
US BANCORP DEL COM NEW 902973304 230,063 5,084 SH SOLE 5,084 0 0
VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 338,835 6,748 SH SOLE 6,748 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 3,067,755 7,736 SH SOLE 7,736 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 11,353,401 154,195 SH SOLE 154,195 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 11,656,040 49,186 SH SOLE 49,186 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 713,824 1,257 SH SOLE 1,257 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 1,096,243 2,501 SH SOLE 2,501 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,416,780 4,662 SH SOLE 4,662 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 110,316,579 624,174 SH SOLE 624,174 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 25,427,624 514,105 SH SOLE 514,105 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 37,359,381 450,547 SH SOLE 450,547 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 4,765,543 55,927 SH SOLE 55,927 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 497,010 2,428 SH SOLE 2,428 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 20,614,893 228,749 SH SOLE 228,749 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 27,557,194 206,715 SH SOLE 206,715 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 12,770,515 34,876 SH SOLE 34,876 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 644,791 5,065 SH SOLE 5,065 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 1,064,303 4,286 SH SOLE 4,286 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 10,222,502 15,412 SH SOLE 15,412 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 736,376 17,018 SH SOLE 17,018 0 0
VISA INC COM CL A 92826C839 405,285 1,141 SH SOLE 1,141 0 0
VISTRA CORP COM 92840M102 1,532,876 7,909 SH SOLE 7,909 0 0
WALMART INC COM 931142103 2,475,911 25,321 SH SOLE 25,321 0 0
WELLS FARGO CO NEW COM 949746101 209,579 2,616 SH SOLE 2,616 0 0
WELLTOWER INC COM 95040Q104 208,758 1,358 SH SOLE 1,358 0 0
WILLIAMS COS INC COM 969457100 314,050 5,000 SH Call SOLE 0 0 0
WP CAREY INC COM 92936U109 209,976 3,366 SH SOLE 3,366 0 0
WYNN RESORTS LTD COM 983134107 200,454 2,140 SH SOLE 2,140 0 0
YUM BRANDS INC COM 988498101 325,996 2,200 SH Put SOLE 0 0 0