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
ABBOTT LABS COM 002824100 360,847 2,694 SH SOLE 2,694 0 0
ABBOTT LABS COM 002824100 3,884 29 SH DFND 3 0 29 0
ABBVIE INC COM 00287Y109 431,128 1,862 SH SOLE 1,862 0 0
ABBVIE INC COM 00287Y109 4,168 18 SH DFND 3 0 18 0
ALPHABET INC CAP STK CL A 02079K305 3,890 16 SH DFND 3 0 16 0
ALPHABET INC CAP STK CL A 02079K305 4,678,398 19,244 SH SOLE 19,244 0 0
ALPHABET INC CAP STK CL C 02079K107 39,455 162 SH DFND 2 0 162 0
ALPHABET INC CAP STK CL C 02079K107 1,373,323 5,639 SH SOLE 5,639 0 0
ALPS ETF TR SECTR DIV DOGS 00162Q858 288,623 4,792 SH SOLE 4,792 0 0
ALTRIA GROUP INC COM 02209S103 2,081,398 31,508 SH SOLE 31,508 0 0
AMAZON COM INC COM 023135106 4,651,817 21,186 SH SOLE 21,186 0 0
AMCOR PLC ORD G0250X107 1,314,308 160,673 SH SOLE 160,673 0 0
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 350,237 4,035 SH SOLE 4,035 0 0
APPLE INC COM 037833100 13,213,456 51,893 SH SOLE 51,893 0 0
AT&T INC COM 00206R102 310,872 11,008 SH SOLE 11,008 0 0
AT&T INC COM 00206R102 3,982 141 SH DFND 3 0 141 0
AUTOMATIC DATA PROCESSING IN COM 053015103 212,494 724 SH SOLE 724 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,642 9 SH DFND 3 0 9 0
BANK AMERICA CORP COM 060505104 1,588,561 30,792 SH SOLE 30,792 0 0
BANK AMERICA CORP COM 060505104 5,004 97 SH DFND 3 0 97 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 564,076 1,122 SH SOLE 1,122 0 0
BLACKROCK INC COM 09290D101 415,050 356 SH SOLE 356 0 0
BLACKROCK INC COM 09290D101 3,498 3 SH DFND 3 0 3 0
BOEING CO COM 097023105 484,257 2,244 SH SOLE 2,244 0 0
BROADCOM INC COM 11135F101 1,766,667 5,355 SH SOLE 5,355 0 0
BROADCOM INC COM 11135F101 5,608 17 SH DFND 3 0 17 0
CATERPILLAR INC COM 149123101 492,418 1,032 SH SOLE 1,032 0 0
CHEVRON CORP NEW COM 166764100 2,556,423 16,461 SH SOLE 16,461 0 0
CHUBB LIMITED COM H1467J104 4,516 16 SH DFND 3 0 16 0
CHUBB LIMITED COM H1467J104 2,201,649 7,799 SH SOLE 7,799 0 0
CISCO SYS INC COM 17275R102 4,310 63 SH DFND 3 0 63 0
CISCO SYS INC COM 17275R102 428,708 6,266 SH SOLE 6,266 0 0
CITIGROUP INC COM NEW 172967424 201,985 1,990 SH SOLE 1,990 0 0
COCA COLA CO COM 191216100 271,504 4,094 SH SOLE 4,094 0 0
COCA COLA CO COM 191216100 2,719 41 SH DFND 3 0 41 0
COMFORT SYS USA INC COM 199908104 261,582 317 SH SOLE 317 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,072,914 2,239 SH SOLE 2,239 0 0
DEERE & CO COM 244199105 240,642 526 SH SOLE 526 0 0
DISNEY WALT CO COM 254687106 3,664 32 SH DFND 3 0 32 0
DISNEY WALT CO COM 254687106 412,892 3,606 SH SOLE 3,606 0 0
EATON CORP PLC SHS G29183103 1,497 4 SH DFND 3 0 4 0
EATON CORP PLC SHS G29183103 272,080 727 SH SOLE 727 0 0
ENOVIS CORPORATION COM 194014502 1,827,292 60,227 SH SOLE 60,227 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,829,949 58,521 SH SOLE 58,521 0 0
EVERSOURCE ENERGY COM 30040W108 1,738,381 24,436 SH SOLE 24,436 0 0
EXXON MOBIL CORP COM 30231G102 758,109 6,724 SH SOLE 6,724 0 0
FIRST SOLAR INC COM 336433107 2,323,726 10,537 SH SOLE 10,537 0 0
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 255,536 6,090 SH SOLE 6,090 0 0
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 33740U505 216,262 4,392 SH SOLE 4,392 0 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F722 452,524 8,088 SH SOLE 8,088 0 0
FORD MTR CO COM 345370860 164,368 13,743 SH SOLE 13,743 0 0
GE AEROSPACE COM NEW 369604301 702,415 2,335 SH SOLE 2,335 0 0
GE VERNOVA INC COM 36828A101 351,722 572 SH SOLE 572 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 301,020 378 SH SOLE 378 0 0
HOME DEPOT INC COM 437076102 3,619,256 8,931 SH SOLE 8,931 0 0
HOME DEPOT INC COM 437076102 4,052 10 SH DFND 3 0 10 0
HONEYWELL INTL INC COM 438516106 296,596 1,409 SH SOLE 1,409 0 0
INNOVATOR ETFS TRUST DEFINED WLT SHLD 45783Y855 10,333,054 314,840 SH SOLE 314,840 0 0
INNOVATOR ETFS TRUST EQUITY 1YR JANUA 45784N817 282,537 10,513 SH SOLE 10,513 0 0
INNOVATOR ETFS TRUST EQUITY DEF PROTN 45783Y541 634,255 21,658 SH SOLE 21,658 0 0
INNOVATOR ETFS TRUST EQUITY DEF PROTN 45784N775 496,504 19,892 SH SOLE 19,892 0 0
INNOVATOR ETFS TRUST EQUITY DEFIN 1YR 45784N700 627,048 23,591 SH SOLE 23,591 0 0
INNOVATOR ETFS TRUST EQUITY DEFINED P 45784N726 632,157 24,849 SH SOLE 24,849 0 0
INNOVATOR ETFS TRUST EQUITY DEFINED P 45784N650 647,284 25,783 SH SOLE 25,783 0 0
INNOVATOR ETFS TRUST EQUITY DEFINED P 45784N742 564,377 20,841 SH SOLE 20,841 0 0
INNOVATOR ETFS TRUST EQUITY DEFINED P 45783Y251 638,437 22,222 SH SOLE 22,222 0 0
INNOVATOR ETFS TRUST EQUITY DEFINED P 45783Y111 637,501 24,093 SH SOLE 24,093 0 0
INNOVATOR ETFS TRUST EQUITY DEFINED P 45784N106 630,873 23,815 SH SOLE 23,815 0 0
INNOVATOR ETFS TRUST EQUITY DEFND 1YR 45784N643 643,427 24,294 SH SOLE 24,294 0 0
INNOVATOR ETFS TRUST NASDAQ-100 10 BU 45783Y160 11,339,630 395,040 SH SOLE 395,040 0 0
INNOVATOR ETFS TRUST U S EQ 10 BUFFER 45783Y442 13,596,508 426,490 SH SOLE 426,490 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C839 1,990,620 52,235 SH SOLE 52,235 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C730 1,990,255 54,244 SH SOLE 54,244 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C672 2,096,355 53,333 SH SOLE 53,333 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C292 1,987,986 55,422 SH SOLE 55,422 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C805 2,338,956 72,774 SH SOLE 72,774 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C300 1,588,860 37,717 SH SOLE 37,717 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C375 2,680,415 68,711 SH SOLE 68,711 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BFR 45782C425 2,054,595 57,407 SH SOLE 57,407 0 0
INNOVATOR ETFS TRUST US EQTY BUFR FEB 45782C433 346,862 7,341 SH SOLE 7,341 0 0
INNOVATOR ETFS TRUST US EQTY BUFR MAY 45782C326 248,464 5,670 SH SOLE 5,670 0 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 537,716 12,476 SH SOLE 12,476 0 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C573 338,458 8,243 SH SOLE 8,243 0 0
INNOVATOR ETFS TRUST US EQTY ULTRA B 45782C532 2,997,502 78,121 SH SOLE 78,121 0 0
INNOVATOR ETFS TRUST US EQTY ULTRA B 45782C649 2,805,548 72,551 SH SOLE 72,551 0 0
INNOVATOR ETFS TRUST US EQTY ULTRA B 45782C821 2,373,860 61,771 SH SOLE 61,771 0 0
INNOVATOR ETFS TRUST US EQTY ULTRA BU 45782C565 1,828,687 48,804 SH SOLE 48,804 0 0
INNOVATOR ETFS TRUST US EQUT BUFR AUG 45782C698 420,046 8,574 SH SOLE 8,574 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,045,457 12,140 SH SOLE 12,140 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 474,594 1,682 SH SOLE 1,682 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,232 15 SH DFND 3 0 15 0
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 9,604,055 510,582 SH SOLE 510,582 0 0
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 46138J429 8,793,789 527,205 SH SOLE 527,205 0 0
INVESCO EXCH TRD SLF IDX FD BULLETSHS 31 MUN 46138J411 3,951,139 188,060 SH SOLE 188,060 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 823,442 39,799 SH SOLE 39,799 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI 46138J528 436,913 17,815 SH SOLE 17,815 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 865,999 44,274 SH SOLE 44,274 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 46138J510 437,040 18,499 SH SOLE 18,499 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 9,561,197 485,093 SH SOLE 485,093 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 46138J494 4,354,835 184,059 SH SOLE 184,059 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI 46138J486 4,371,602 186,701 SH SOLE 186,701 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI 46138J478 4,386,364 189,886 SH SOLE 189,886 0 0
INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 46138J445 3,947,656 180,094 SH SOLE 180,094 0 0
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 8,828,756 522,411 SH SOLE 522,411 0 0
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 9,682,292 470,699 SH SOLE 470,699 0 0
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 470,391 3,026 SH SOLE 3,026 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,936,796 3,226 SH SOLE 3,226 0 0
ISHARES TR GLB CNSM STP ETF 464288737 212,872 3,307 SH SOLE 3,307 0 0
ISHARES TR GLOBAL TECH ETF 464287291 809,167 7,840 SH SOLE 7,840 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 7,710,030 16,460 SH SOLE 16,460 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 2,629,365 12,915 SH SOLE 12,915 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 324,521 1,014 SH SOLE 1,014 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 725,077 2,997 SH SOLE 2,997 0 0
ISHARES TR U.S. FINLS ETF 464287788 552,150 4,360 SH SOLE 4,360 0 0
ISHARES TR U.S. TECH ETF 464287721 320,035 1,634 SH SOLE 1,634 0 0
ISHARES TR US HLTHCARE ETF 464287762 595,597 10,143 SH SOLE 10,143 0 0
ISHARES TR US INDUSTRIALS 464287754 624,783 4,283 SH SOLE 4,283 0 0
JOHNSON & JOHNSON COM 478160104 7,231 39 SH DFND 3 0 39 0
JOHNSON & JOHNSON COM 478160104 665,859 3,591 SH SOLE 3,591 0 0
JOHNSON CTLS INTL PLC SHS G51502105 351,400 3,196 SH SOLE 3,196 0 0
JPMORGAN CHASE & CO. COM 46625H100 10,409 33 SH DFND 3 0 33 0
JPMORGAN CHASE & CO. COM 46625H100 6,746,488 21,387 SH SOLE 21,387 0 0
MCDONALDS CORP COM 580135101 2,700,489 8,887 SH SOLE 8,887 0 0
MCDONALDS CORP COM 580135101 3,647 12 SH DFND 3 0 12 0
MERCK & CO INC COM 58933Y105 2,000,577 23,837 SH SOLE 23,837 0 0
MERCK & CO INC COM 58933Y105 2,182 26 SH DFND 3 0 26 0
META PLATFORMS INC CL A 30303M102 4,330,816 5,897 SH SOLE 5,897 0 0
MICRON TECHNOLOGY INC COM 595112103 466,655 2,789 SH SOLE 2,789 0 0
MICROSOFT CORP COM 594918104 7,769 15 SH DFND 3 0 15 0
MICROSOFT CORP COM 594918104 9,645,482 18,621 SH SOLE 18,621 0 0
NATIONAL HEALTH INVS INC COM 63633D104 411,890 5,181 SH SOLE 5,181 0 0
NATIONAL HEALTHCARE CORP COM 635906100 650,322 5,352 SH SOLE 5,352 0 0
NETFLIX INC COM 64110L106 1,721,682 1,436 SH SOLE 1,436 0 0
NEWMONT CORP COM 651639106 3,117,677 36,979 SH SOLE 36,979 0 0
NVIDIA CORPORATION COM 67066G104 7,085,567 37,976 SH SOLE 37,976 0 0
ORACLE CORP COM 68389X105 581,041 2,066 SH SOLE 2,066 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 759,778 4,165 SH SOLE 4,165 0 0
PEPSICO INC COM 713448108 1,264 9 SH DFND 3 0 9 0
PEPSICO INC COM 713448108 204,340 1,455 SH SOLE 1,455 0 0
PHILIP MORRIS INTL INC COM 718172109 237,785 1,466 SH SOLE 1,466 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 3,094,037 169,628 SH SOLE 169,628 0 0
PROCTER AND GAMBLE CO COM 742718109 581,259 3,783 SH SOLE 3,783 0 0
PROCTER AND GAMBLE CO COM 742718109 4,610 30 SH DFND 3 0 30 0
PROSHARES TR PSHS ULTRA INDL 74347R727 759,044 16,332 SH SOLE 16,332 0 0
PROSHARES TR PSHS ULTRA QQQ 74347R206 658,560 4,800 SH SOLE 4,800 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,765,140 26,741 SH SOLE 26,741 0 0
ROYAL GOLD INC COM 780287108 1,629,932 8,126 SH SOLE 8,126 0 0
SALESFORCE INC COM 79466L302 1,825,937 7,704 SH SOLE 7,704 0 0
SCHWAB CHARLES CORP COM 808513105 270,945 2,838 SH SOLE 2,838 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 223,246 1,886 SH SOLE 1,886 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 339,641 1,205 SH SOLE 1,205 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,787,701 8,688 SH SOLE 8,688 0 0
SPDR SERIES TRUST NYSE TECH ETF 78464A102 296,186 1,088 SH SOLE 1,088 0 0
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 209,647 2,006 SH SOLE 2,006 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 311,689 1,116 SH SOLE 1,116 0 0
TESLA INC COM 88160R101 1,781,993 4,007 SH SOLE 4,007 0 0
TILRAY BRANDS INC COM 88688T100 252,696 146,067 SH SOLE 146,067 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,532 6 SH DFND 3 0 6 0
TRANE TECHNOLOGIES PLC SHS G8994E103 3,123,829 7,403 SH SOLE 7,403 0 0
TRAVELERS COMPANIES INC COM 89417E109 233,462 836 SH SOLE 836 0 0
UNION PAC CORP COM 907818108 2,600 11 SH DFND 3 0 11 0
UNION PAC CORP COM 907818108 2,071,971 8,765 SH SOLE 8,765 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,108 9 SH DFND 3 0 9 0
UNITEDHEALTH GROUP INC COM 91324P102 1,322,470 3,830 SH SOLE 3,830 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 207,674 707 SH SOLE 707 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12,881,571 21,035 SH SOLE 21,035 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 285,508 870 SH SOLE 870 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 13,365,500 136,633 SH SOLE 136,633 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 593,856 2,752 SH SOLE 2,752 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 356,522 8,112 SH SOLE 8,112 0 0
VISA INC COM CL A 92826C839 3,072 9 SH DFND 3 0 9 0
VISA INC COM CL A 92826C839 3,258,810 9,545 SH SOLE 9,545 0 0
VISA INC COM CL A 92826C839 14,338 42 SH DFND 2 0 42 0
WALMART INC COM 931142103 5,462 53 SH DFND 3 0 53 0
WALMART INC COM 931142103 3,458,421 33,556 SH SOLE 33,556 0 0
WASTE MGMT INC DEL COM 94106L109 611,206 2,768 SH SOLE 2,768 0 0
WASTE MGMT INC DEL COM 94106L109 2,429 11 SH DFND 3 0 11 0
WISDOMTREE TR US QTLY DIV GRT 97717X669 1,348,010 15,153 SH SOLE 15,153 0 0