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
ABBVIE INC COM 00287Y109 2,325,405 9,241 SH SOLE 7,806 0 1,435
ADVANCED MICRO DEVICES INC COM 007903107 412,445 710 SH SOLE 401 0 309
ALPHABET INC CAP STK CL C 02079K107 2,749,614 7,782 SH SOLE 5,956 0 1,826
ALPHABET INC CAP STK CL A 02079K305 11,481,107 32,127 SH SOLE 26,117 0 6,010
ALTRIA GROUP INC COM 02209S103 285,859 3,973 SH SOLE 0 0 3,973
AMAZON COM INC COM 023135106 7,333,948 30,771 SH SOLE 26,872 0 3,899
AMERICAN ELEC PWR CO INC COM 025537101 1,827,098 13,355 SH SOLE 8,983 0 4,372
AMERICAN EXPRESS CO COM 025816109 305,042 902 SH SOLE 811 0 91
AMGEN INC COM 031162100 333,512 921 SH SOLE 653 0 268
AMPHENOL CORP CL A 032095101 2,059,770 11,682 SH SOLE 11,416 0 266
ANALOG DEVICES INC COM 032654105 2,060,121 5,187 SH SOLE 5,058 0 129
APPLE INC COM 037833100 17,118,670 59,160 SH SOLE 49,510 0 9,650
APPLIED MATLS INC COM 038222105 1,359,583 1,880 SH SOLE 1,817 0 63
ARK ETF TR NEXT GNRTN INTER 00214Q401 1,648,507 11,380 SH SOLE 11,338 0 42
AT&T INC COM 00206R102 441,906 21,348 SH SOLE 0 0 21,348
AUTOMATIC DATA PROCESSING IN COM 053015103 206,633 923 SH SOLE 923 0 0
BANK OF AMER CORP COM 060505104 433,635 7,610 SH SOLE 6,145 0 1,465
BERKSHIRE HATHAWAY INC DEL CL A 084670108 748,850 1 SH SOLE 1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,488,856 10,969 SH SOLE 10,006 0 963
BEST BUY INC COM 086516101 246,533 3,249 SH SOLE 0 0 3,249
BLACKROCK INC COM 09290D101 1,145,218 1,191 SH SOLE 1,184 0 7
BROADCOM INC COM 11135F101 2,574,470 6,815 SH SOLE 5,677 0 1,138
BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 244,885 6,711 SH SOLE 0 0 6,711
CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT 14019W109 30,347,311 876,583 SH SOLE 864,793 0 11,790
CARDINAL HEALTH INC COM 14149Y108 1,354,973 5,704 SH SOLE 5,704 0 0
CATERPILLAR INC COM 149123101 746,893 701 SH SOLE 683 0 18
CHEVRON CORPORATION COM 166764100 339,146 2,046 SH SOLE 0 0 2,046
CINCINNATI FINL CORP COM 172062101 551,717 2,980 SH SOLE 0 0 2,980
CINTAS CORP COM 172908105 563,987 3,316 SH SOLE 0 0 3,316
CISCO SYS INC COM 17275R102 359,193 3,058 SH SOLE 2,373 0 685
CITIGROUP INC COM NEW 172967424 1,939,948 13,861 SH SOLE 10,469 0 3,392
CITIZENS FINL GROUP INC COM 174610105 2,304,181 32,884 SH SOLE 24,140 0 8,744
COCA COLA CO COM 191216100 3,246,376 39,946 SH SOLE 34,665 0 5,281
CORNING INC COM 219350105 1,480,239 5,795 SH SOLE 5,785 0 10
COSTCO WHOLESALE CORPORATION COM 22160K105 1,470,936 1,572 SH SOLE 859 0 713
CROWDSTRIKE HLDGS INC CL A 22788C105 525,803 689 SH SOLE 680 0 9
CSX CORP COM 126408103 373,634 7,861 SH SOLE 6,468 0 1,393
DEERE & CO COM 244199105 1,039,920 1,639 SH SOLE 1,635 0 4
DOMINION ENERGY INC COM 25746U109 290,849 4,259 SH SOLE 0 0 4,259
DUKE ENERGY CORP NEW COM NEW 26441C204 300,753 2,376 SH SOLE 0 0 2,376
EATON CORP PLC SHS G29183103 2,225,036 5,222 SH SOLE 5,128 0 94
EDISON INTL COM 281020107 371,282 4,987 SH SOLE 0 0 4,987
ELI LILLY & CO COM 532457108 2,791,068 2,327 SH SOLE 2,265 0 62
ENTERGY CORP NEW COM 29364G103 350,323 3,050 SH SOLE 0 0 3,050
EQUINIX INC COM 29444U700 951,703 913 SH SOLE 893 0 20
EVA LIVE INC COM NEW 298892209 65,750 25,000 SH SOLE 25,000 0 0
EVERSOURCE ENERGY COM 30040W108 328,756 4,549 SH SOLE 0 0 4,549
EXELON CORP COM 30161N101 213,520 4,580 SH SOLE 0 0 4,580
EXXON MOBIL CORP COM 30231G102 589,516 4,312 SH SOLE 3,971 0 341
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 1,079,926 10,462 SH SOLE 10,462 0 0
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 10,149,830 35,541 SH SOLE 35,141 0 400
FIDELITY NATL FINL INC COM SHS 31620R303 443,411 9,402 SH SOLE 5,215 0 4,187
FIFTH THIRD BANCORP COM 316773100 487,374 8,646 SH SOLE 0 0 8,646
FIRSTENERGY CORP COM 337932107 246,402 5,183 SH SOLE 0 0 5,183
FORD MTR CO COM 345370860 395,443 28,449 SH SOLE 0 0 28,449
GE VERNOVA INC COM 36828A101 3,566,922 3,036 SH SOLE 2,949 0 87
GILEAD SCIENCES INC COM 375558103 1,138,691 9,013 SH SOLE 7,106 0 1,907
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 1,709,425 45,056 SH SOLE 45,021 0 35
GLOBAL X FDS CYBRSCURTY ETF 37954Y384 1,115,606 29,212 SH SOLE 29,082 0 130
GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 418,517 4,729 SH SOLE 4,729 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 598,567 592 SH SOLE 541 0 51
GRAHAM HLDGS CO COM CL B 384637104 461,833 405 SH SOLE 405 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 212,351 4,665 SH SOLE 4,665 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 329,976 2,490 SH SOLE 0 0 2,490
HCA HEALTHCARE INC COM 40412C101 334,135 857 SH SOLE 0 0 857
HOME DEPOT INC COM 437076102 1,726,570 4,896 SH SOLE 3,559 0 1,337
INTERNATIONAL BUSINESS MACHS COM 459200101 395,940 1,408 SH SOLE 0 0 1,408
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 37,221,186 122,854 SH SOLE 121,425 0 1,430
INVESCO QQQ TR UNIT SER 1 46090E103 1,642,182 2,230 SH SOLE 2,230 0 0
IQVIA HLDGS INC COM 46266C105 727,473 3,765 SH SOLE 3,765 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 245,283 7,368 SH SOLE 7,368 0 0
ISHARES INC MSCI JAPAN ETF 46434G822 625,935 6,711 SH SOLE 0 0 6,711
ISHARES INC MSCI CDA ETF 464286509 455,354 7,900 SH SOLE 0 0 7,900
ISHARES INC MSCI EMRG CHN 46434G764 9,586,267 93,707 SH SOLE 92,420 0 1,287
ISHARES INC MSCI PAC JP ETF 464286665 309,707 5,815 SH SOLE 0 0 5,815
ISHARES INC MSCI EURZONE ETF 464286608 1,293,957 18,618 SH SOLE 0 0 18,618
ISHARES TR S&P 500 GRWT ETF 464287309 39,590,164 287,866 SH SOLE 284,075 0 3,791
ISHARES TR CORE MSCI EAFE 46432F842 262,892 2,722 SH SOLE 0 0 2,722
ISHARES TR S&P MC 400GR ETF 464287606 302,690 2,576 SH SOLE 2,576 0 0
ISHARES TR EXPANDED TECH 464287515 938,163 10,355 SH SOLE 10,232 0 123
ISHARES TR MSCI UK ETF NEW 46435G334 306,278 6,638 SH SOLE 0 0 6,638
ISHARES TR S&P 500 VAL ETF 464287408 2,211,639 9,740 SH SOLE 9,740 0 0
ISHARES TR U S EQUITY FACTR 46434V282 936,375 12,381 SH SOLE 12,381 0 0
ISHARES TR CORE S&P MCP ETF 464287507 15,621,295 202,585 SH SOLE 198,937 0 3,648
ISHARES TR RUS 1000 GRW ETF 464287614 2,651,851 21,357 SH SOLE 21,357 0 0
ISHARES TR RUS MD CP GR ETF 464287481 303,362 2,072 SH SOLE 2,072 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,103,748 13,802 SH SOLE 0 0 13,802
ISHARES TR CORE S&P500 ETF 464287200 8,673,249 11,581 SH SOLE 11,527 0 54
ISHARES TR S&P SML 600 GWT 464287887 392,264 2,196 SH SOLE 2,172 0 24
ISHARES TR MSCI USA MIN ETF 46429B697 322,011 3,338 SH SOLE 2,659 0 679
ISHARES TR CORE S&P US GWT 464287671 2,093,254 11,129 SH SOLE 11,129 0 0
ISHARES TR CORE S&P TTL STK 464287150 260,503 1,586 SH SOLE 1,579 0 7
ISHARES TR S&P 100 ETF 464287101 235,620 644 SH SOLE 644 0 0
ISHARES TR CORE DIV GRWTH 46434V621 2,287,775 30,186 SH SOLE 29,998 0 188
ISHARES TR RUS MID CAP ETF 464287499 761,759 6,905 SH SOLE 0 0 6,905
ISHARES TR JPMORGAN USD EMG 464288281 477,184 4,948 SH SOLE 0 0 4,948
ISHARES TR ESG EAFE ETF 46436E759 215,899 2,552 SH SOLE 2,552 0 0
ISHARES TR US TREAS BD ETF 46429B267 277,505 12,182 SH SOLE 0 0 12,182
ISHARES TR NEW YORK MUN ETF 464288323 395,555 7,338 SH SOLE 7,338 0 0
ISHARES TR USD INV GRDE ETF 464288620 253,529 4,943 SH SOLE 0 0 4,943
ISHARES TR RUS 2000 GRW ETF 464287648 228,891 581 SH SOLE 581 0 0
ISHARES TR MSCI ACWI EX US 464288240 274,757 3,610 SH SOLE 3,610 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 2,291,419 24,009 SH SOLE 24,009 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 246,341 1,123 SH SOLE 1,123 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 277,844 1,688 SH SOLE 0 0 1,688
ISHARES TR 0-5YR HI YL CP 46434V407 1,570,783 37,038 SH SOLE 0 0 37,038
ISHARES TR CORE S&P SCP ETF 464287804 10,265,782 69,218 SH SOLE 68,322 0 896
ISHARES TR ESG MSCI USA ETF 46436E767 222,657 3,206 SH SOLE 3,206 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 289,066 2,715 SH SOLE 0 0 2,715
ISHARES TR ISHARES BIOTECH 464287556 230,320 1,211 SH SOLE 1,211 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 566,048 1,884 SH SOLE 0 0 1,884
J P MORGAN EXCHANGE TRADED F NEW YORK TAX FRE 46654Q476 12,730,902 253,686 SH SOLE 251,409 0 2,277
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 31,134,101 551,241 SH SOLE 536,981 0 14,260
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 308,513 3,740 SH SOLE 0 0 3,740
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 274,090 4,460 SH SOLE 4,460 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 525,234 10,386 SH SOLE 7,661 0 2,725
JOHNSON & JOHNSON COM 478160104 1,059,500 4,172 SH SOLE 3,691 0 481
JPMORGAN CHASE & CO COM 46625H100 4,750,161 14,512 SH SOLE 11,330 0 3,182
KLA CORP COM NEW 482480100 325,848 1,080 SH SOLE 0 0 1,080
LINDE PLC SHS G54950103 331,083 638 SH SOLE 372 0 266
LOCKHEED MARTIN CORP COM 539830109 295,487 580 SH SOLE 0 0 580
LOWES COS INC COM 548661107 409,891 1,859 SH SOLE 1,722 0 137
M & T BK CORP COM 55261F104 1,003,536 4,216 SH SOLE 4,216 0 0
MARATHON PETE CORP COM 56585A102 425,690 1,665 SH SOLE 0 0 1,665
MARKEL GROUP INC COM 570535104 257,797 132 SH SOLE 132 0 0
MASTERCARD INCORPORATED CL A 57636Q104 927,560 1,806 SH SOLE 483 0 1,323
MCDONALDS CORP COM 580135101 1,520,335 5,624 SH SOLE 4,506 0 1,118
MCDONALDS CORP COM 580135101 54,062 200 SH Call SOLE 0 0 0
MERCADOLIBRE INC COM 58733R102 785,892 463 SH SOLE 459 0 4
MERCK & CO INC COM 58933Y105 1,714,761 13,344 SH SOLE 10,673 0 2,671
META PLATFORMS INC CL A 30303M102 4,408,841 7,827 SH SOLE 7,402 0 425
METLIFE INC COM 59156R108 355,531 4,202 SH SOLE 0 0 4,202
MICRON TECHNOLOGY INC COM 595112103 1,276,906 1,106 SH SOLE 1,031 0 75
MICROSOFT CORP COM 594918104 6,692,076 17,940 SH SOLE 13,379 0 4,561
NETFLIX INC. COM 64110L106 243,260 3,407 SH SOLE 3,388 0 19
NVIDIA CORPORATION COM 67066G104 9,649,862 48,228 SH SOLE 42,023 0 6,205
OIL DRI CORP AMER COM 677864100 393,917 3,854 SH SOLE 3,854 0 0
PALO ALTO NETWORKS INC COM 697435105 4,461,564 13,083 SH SOLE 12,956 0 127
PARKER-HANNIFIN CORP COM 701094104 1,485,764 1,519 SH SOLE 1,469 0 50
PEPSICO INC COM 713448108 565,701 4,178 SH SOLE 2,916 0 1,262
PHILIP MORRIS INTL INC COM 718172109 577,102 3,190 SH SOLE 0 0 3,190
PROCTER & GAMBLE CO COM 742718109 457,370 3,119 SH SOLE 1,396 0 1,723
PROLOGIS INC. COM 74340W103 505,982 3,735 SH SOLE 0 0 3,735
PROSHARES TR SP500 EX ENRGY 74347B581 357,405 4,429 SH SOLE 4,429 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 288,604 3,556 SH SOLE 0 0 3,556
PURPLE INNOVATION INC COM 74640Y106 3,570 10,000 SH SOLE 10,000 0 0
QUANTA SVCS INC COM 74762E102 349,218 485 SH SOLE 0 0 485
REGIONS FINANCIAL CORP NEW COM 7591EP100 303,420 10,047 SH SOLE 0 0 10,047
SALESFORCE INC COM 79466L302 1,045,693 6,675 SH SOLE 6,240 0 435
SCHWAB CHARLES CORP COM 808513105 752,712 8,158 SH SOLE 7,833 0 325
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,687,785 1,749 SH SOLE 767 0 982
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 1,366,463 26,883 SH SOLE 26,543 0 340
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 1,673,753 31,515 SH SOLE 30,777 0 738
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 493,828 2,592 SH SOLE 2,592 0 0
SERVICENOW INC COM 81762P102 9,928 100 SH Call SOLE 0 0 0
SERVICENOW INC COM 81762P102 2,000,194 20,147 SH SOLE 19,748 0 399
SOUNDHOUND AI INC CLASS A COM 836100107 108,030 16,697 SH SOLE 16,697 0 0
SPDR GOLD TR GOLD SHS 78463V107 355,118 964 SH SOLE 958 0 6
SPDR SERIES TRUST ST STR SP BIOT 78464A870 253,048 1,599 SH SOLE 1,477 0 122
SPDR SERIES TRUST ST STR P500VAL 78464A508 249,665 4,107 SH SOLE 4,107 0 0
SPDR SERIES TRUST ST BLOO HIGH ETF 78468R622 278,992 2,895 SH SOLE 0 0 2,895
SPDR SERIES TRUST ST STR P400MID 78464A847 1,003,063 14,847 SH SOLE 14,727 0 120
SSGA ACTIVE ETF TR ST STR BL LN ETF 78467V608 248,186 6,160 SH SOLE 0 0 6,160
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 779,928 1,493 SH SOLE 1,493 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,037,375 4,067 SH SOLE 4,067 0 0
STRYKER CORPORATION COM 863667101 820,788 2,607 SH SOLE 2,569 0 38
T-MOBILE US INC COM 872590104 205,638 1,226 SH SOLE 0 0 1,226
TESLA INC COM 88160R101 964,015 2,292 SH SOLE 1,904 0 388
THERMO FISHER SCIENTIFIC INC COM 883556102 1,549,203 3,090 SH SOLE 2,418 0 672
TJX COS INC NEW COM 872540109 262,250 1,731 SH SOLE 0 0 1,731
TOMPKINS FINL CORP COM 890110109 375,055 3,968 SH SOLE 3,968 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 520,139 1,059 SH SOLE 0 0 1,059
UBER TECHNOLOGIES INC COM 90353T100 1,429,706 19,813 SH SOLE 19,448 0 365
UNITED PARCEL SVCS INC CL B 911312106 405,274 3,770 SH SOLE 3,384 0 386
UNITEDHEALTH GROUP INC COM 91324P102 421,865 1,015 SH SOLE 0 0 1,015
UNUM GROUP COM 91529Y106 272,046 3,043 SH SOLE 0 0 3,043
US BANCORP COM NEW 902973304 474,865 7,862 SH SOLE 0 0 7,862
VANECK ETF TRUST URANI NUCLE ETF 92189F601 1,019,464 8,790 SH SOLE 8,692 0 98
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 761,567 9,218 SH SOLE 9,218 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 274,986 5,678 SH SOLE 0 0 5,678
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,521,285 2,215 SH SOLE 1,246 0 969
VANGUARD INDEX FDS TOTAL STK MKT 922908769 308,221 833 SH SOLE 833 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 426,938 1,757 SH SOLE 0 0 1,757
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,153,526 3,766 SH SOLE 1,189 0 2,577
VANGUARD INDEX FDS VALUE ETF 922908744 531,095 2,437 SH SOLE 2,295 0 142
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 476,217 2,410 SH SOLE 0 0 2,410
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 369,600 1,562 SH SOLE 1,562 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 622,782 3,941 SH SOLE 3,941 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 596,206 6,782 SH SOLE 0 0 6,782
VANGUARD WORLD FD INF TECH ETF 92204A702 773,533 6,472 SH SOLE 6,472 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 401,761 2,458 SH SOLE 0 0 2,458
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 236,218 790 SH SOLE 790 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 209,201 4,941 SH SOLE 0 0 4,941
VISA INC COM CL A 92826C839 3,897,157 11,359 SH SOLE 9,832 0 1,527
WALMART INC COM 931142103 4,018,779 35,483 SH SOLE 30,261 0 5,222
WILLIAMS COS INC COM 969457100 441,208 5,935 SH SOLE 0 0 5,935
WISDOMTREE TR US SMALLCAP DIVD 97717W604 343,096 8,434 SH SOLE 0 0 8,434