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
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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 2,437,759 9,319 SH SOLE 7,875 0 1,444
ADVANCED MICRO DEVICES INC COM 007903107 559,148 914 SH SOLE 401 0 513
ALPHABET INC CAP STK CL C 02079K107 2,599,846 7,630 SH SOLE 5,804 0 1,826
ALPHABET INC CAP STK CL A 02079K305 11,270,587 32,756 SH SOLE 26,389 0 6,367
AMAZON COM INC COM 023135106 7,829,278 31,424 SH SOLE 27,280 0 4,144
AMERICAN ELEC PWR CO INC COM 025537101 1,603,418 13,515 SH SOLE 9,143 0 4,372
AMERICAN EXPRESS CO COM 025816109 271,944 894 SH SOLE 803 0 91
AMGEN INC COM 031162100 401,277 952 SH SOLE 653 0 299
AMPHENOL CORP CL A 032095101 2,103,285 24,950 SH SOLE 24,164 0 786
ANALOG DEVICES INC COM 032654105 2,101,373 5,297 SH SOLE 5,174 0 123
APPLE INC COM 037833100 19,503,241 58,565 SH SOLE 48,724 0 9,841
APPLIED MATLS INC COM 038222105 1,004,281 1,964 SH SOLE 1,803 0 161
ARK ETF TR NEXT GEN TECH 00214Q401 1,858,265 11,604 SH SOLE 11,562 0 42
AT&T INC COM 00206R102 490,293 20,094 SH SOLE 0 0 20,094
AUTOMATIC DATA PROCESSING IN COM 053015103 240,686 933 SH SOLE 923 0 10
BANK OF AMER CORP COM 060505104 374,029 6,872 SH SOLE 6,146 0 726
BERKSHIRE HATHAWAY INC DEL CL A 084670108 747,005 1 SH SOLE 1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,485,992 11,017 SH SOLE 10,054 0 963
BEST BUY INC COM 086516101 279,366 3,166 SH SOLE 0 0 3,166
BLACKROCK INC COM 09290D101 1,266,772 1,197 SH SOLE 1,179 0 18
BROADCOM INC COM 11135F101 3,087,758 8,792 SH SOLE 7,197 0 1,595
BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 238,577 6,711 SH SOLE 0 0 6,711
CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT 14019W109 29,868,669 871,061 SH SOLE 859,507 0 11,554
CARDINAL HEALTH INC COM 14149Y108 1,269,075 5,704 SH SOLE 5,704 0 0
CATERPILLAR INC COM 149123101 563,972 696 SH SOLE 684 0 12
CHARLES SCHWAB CORP (THE) COM 808513105 822,173 8,412 SH SOLE 8,087 0 325
CHEVRON CORPORATION COM 166764100 559,127 2,738 SH SOLE 937 0 1,801
CINCINNATI FINL CORP COM 172062101 474,922 2,980 SH SOLE 0 0 2,980
CINTAS CORP COM 172908105 607,807 3,116 SH SOLE 0 0 3,116
CISCO SYS INC COM 17275R102 336,989 3,131 SH SOLE 2,373 0 758
CITIGROUP INC COM NEW 172967424 1,805,515 13,944 SH SOLE 10,552 0 3,392
CITIZENS FINL GROUP INC COM 174610105 2,120,403 33,256 SH SOLE 24,561 0 8,695
COCA COLA CO COM 191216100 3,490,814 40,553 SH SOLE 35,246 0 5,307
CORNING INC COM 219350105 891,153 5,796 SH SOLE 5,786 0 10
COSTCO WHOLESALE CORPORATION COM 22160K105 1,437,997 1,580 SH SOLE 860 0 720
CROWDSTRIKE HLDGS INC CL A 22788C105 772,011 2,916 SH SOLE 2,775 0 141
CSX CORP COM 126408103 365,616 7,861 SH SOLE 6,468 0 1,393
DEERE & CO COM 244199105 1,112,450 1,657 SH SOLE 1,654 0 3
DELL TECHNOLOGIES INC CL C 24703L202 230,426 428 SH SOLE 396 0 32
DOMINION ENERGY INC COM 25746U109 243,412 4,022 SH SOLE 0 0 4,022
EATON CORP PLC SHS G29183103 2,260,863 5,261 SH SOLE 5,167 0 94
EDISON INTL COM 281020107 286,703 5,336 SH SOLE 0 0 5,336
ELI LILLY & CO COM 532457108 2,684,419 2,320 SH SOLE 2,253 0 67
ENTERGY CORP NEW COM 29364G103 297,979 3,002 SH SOLE 0 0 3,002
EQUINIX INC COM 29444U700 939,758 929 SH SOLE 909 0 20
EVA LIVE INC COM NEW 298892209 46,750 25,000 SH SOLE 25,000 0 0
EVERSOURCE ENERGY COM 30040W108 298,021 4,645 SH SOLE 0 0 4,645
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 749,276 4,604 SH SOLE 3,979 0 625
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 1,107,337 10,462 SH SOLE 10,462 0 0
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 9,675,520 32,245 SH SOLE 31,877 0 368
FIDELITY NATL FINL INC COM SHS 31620R303 366,029 9,470 SH SOLE 5,215 0 4,255
FIFTH THIRD BANCORP COM 316773100 437,317 8,646 SH SOLE 0 0 8,646
FIRSTENERGY CORP COM 337932107 220,248 5,083 SH SOLE 0 0 5,083
FORD MTR CO COM 345370860 341,876 28,348 SH SOLE 0 0 28,348
GE VERNOVA INC COM 36828A101 2,903,785 3,055 SH SOLE 2,977 0 78
GILEAD SCIENCES INC COM 375558103 1,310,465 8,792 SH SOLE 7,287 0 1,505
GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 428,826 4,729 SH SOLE 4,729 0 0
GLOBAL X FDS CYBRSCURTY ETF 37954Y384 1,258,451 27,251 SH SOLE 27,121 0 130
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 1,638,935 46,521 SH SOLE 46,486 0 35
GOLDMAN SACHS GROUP INC COM 38141G104 531,967 591 SH SOLE 540 0 51
GRAHAM HLDGS CO COM CL B 384637104 459,483 405 SH SOLE 405 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 301,312 4,665 SH SOLE 4,665 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 918,786 6,444 SH SOLE 6,409 0 35
HARTFORD INSURANCE GROUP INC COM 416515104 304,676 2,490 SH SOLE 0 0 2,490
HCA HEALTHCARE INC COM 40412C101 346,087 811 SH SOLE 0 0 811
HOME DEPOT INC COM 437076102 1,653,304 5,811 SH SOLE 4,446 0 1,365
INTERNATIONAL BUSINESS MACHS COM 459200101 258,641 1,176 SH SOLE 0 0 1,176
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 36,310,266 119,191 SH SOLE 117,813 0 1,378
INVESCO QQQ TR UNIT SER 1 46090E103 1,728,113 2,336 SH SOLE 2,336 0 0
IQVIA HLDGS INC COM 46266C105 1,034,266 3,847 SH SOLE 3,847 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 349,230 7,377 SH SOLE 7,368 0 9
ISHARES INC MSCI JAPAN ETF 46434G822 826,852 8,484 SH SOLE 0 0 8,484
ISHARES INC MSCI EURZONE ETF 464286608 1,563,406 23,220 SH SOLE 0 0 23,220
ISHARES INC MSCI CDA ETF 464286509 470,660 8,062 SH SOLE 0 0 8,062
ISHARES INC MSCI EMRG CHN 46434G764 8,637,028 87,172 SH SOLE 85,471 0 1,701
ISHARES INC MSCI PAC JP ETF 464286665 345,037 6,270 SH SOLE 0 0 6,270
ISHARES TR SHRT NAT MUN ETF 464288158 281,736 2,695 SH SOLE 0 0 2,695
ISHARES TR RUSSELL 2000 ETF 464287655 577,733 2,079 SH SOLE 0 0 2,079
ISHARES TR IBOXX HI YD ETF 464288513 445,811 5,774 SH SOLE 0 0 5,774
ISHARES TR CORE S&P US GWT 464287671 2,264,243 11,686 SH SOLE 11,686 0 0
ISHARES TR CORE S&P SCP ETF 464287804 9,510,579 69,910 SH SOLE 69,022 0 889
ISHARES TR 0-5YR HI YL CP 46434V407 1,505,214 36,490 SH SOLE 0 0 36,490
ISHARES TR U S EQUITY FACTR 46434V282 963,861 12,381 SH SOLE 12,381 0 0
ISHARES TR RUS MID CAP ETF 464287499 854,215 8,005 SH SOLE 0 0 8,005
ISHARES TR CORE MSCI EAFE 46432F842 255,666 2,639 SH SOLE 0 0 2,639
ISHARES TR EXPANDED TECH 464287515 1,076,193 10,107 SH SOLE 9,984 0 123
ISHARES TR MSCI ACWI EX US 464288240 272,988 3,610 SH SOLE 3,610 0 0
ISHARES TR ESG MSCI USA ETF 46436E767 210,782 3,097 SH SOLE 3,097 0 0
ISHARES TR TRUST ISHARE 0-1 464288679 366,042 3,318 SH SOLE 0 0 3,318
ISHARES TR S&P MC 400GR ETF 464287606 286,533 2,614 SH SOLE 2,614 0 0
ISHARES TR CORE S&P MCP ETF 464287507 14,810,133 205,839 SH SOLE 202,195 0 3,644
ISHARES TR S&P 100 ETF 464287101 246,060 644 SH SOLE 644 0 0
ISHARES TR CORE DIV GRWTH 46434V621 2,271,721 30,133 SH SOLE 29,945 0 188
ISHARES TR ESG EAFE ETF 46436E759 215,519 2,546 SH SOLE 2,546 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,675,130 21,357 SH SOLE 21,357 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 271,330 1,688 SH SOLE 0 0 1,688
ISHARES TR RUS 2000 GRW ETF 464287648 206,288 578 SH SOLE 578 0 0
ISHARES TR NATIONAL MUN ETF 464288414 6,686,552 66,138 SH SOLE 66,138 0 0
ISHARES TR S&P SML 600 GWT 464287887 351,350 2,191 SH SOLE 2,167 0 24
ISHARES TR RUS MD CP GR ETF 464287481 291,744 2,119 SH SOLE 2,119 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 40,000,331 281,178 SH SOLE 277,481 0 3,697
ISHARES TR CORE MSCI TOTAL 46432F834 2,479,340 26,101 SH SOLE 26,101 0 0
ISHARES TR USD INV GRDE ETF 464288620 267,418 5,490 SH SOLE 0 0 5,490
ISHARES TR MSCI USA QLT FCT 46432F339 468,740 2,109 SH SOLE 2,109 0 0
ISHARES TR S&P 500 VAL ETF 464287408 2,283,560 10,003 SH SOLE 10,003 0 0
ISHARES TR NEW YORK MUN ETF 464288323 2,063,186 40,839 SH SOLE 40,839 0 0
ISHARES TR JPMORGAN USD EMG 464288281 433,395 4,771 SH SOLE 0 0 4,771
ISHARES TR CORE S&P500 ETF 464287200 8,872,020 11,585 SH SOLE 11,530 0 55
ISHARES TR MSCI UK ETF NEW 46435G334 324,223 6,968 SH SOLE 0 0 6,968
ISHARES TR US TREAS BD ETF 46429B267 253,821 11,606 SH SOLE 0 0 11,606
ISHARES TR ISHARES BIOTECH 464287556 254,952 1,211 SH SOLE 1,211 0 0
ISHARES TR MSCI USA MIN ETF 46429B697 307,350 3,154 SH SOLE 2,659 0 495
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 32,727,416 582,131 SH SOLE 567,774 0 14,357
J P MORGAN EXCHANGE TRADED F NEW YORK TAX FRE 46654Q476 9,496,980 201,556 SH SOLE 199,279 0 2,277
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 624,538 12,399 SH SOLE 7,417 0 4,982
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 218,205 3,562 SH SOLE 3,518 0 44
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 289,532 3,524 SH SOLE 0 0 3,524
JOHNSON & JOHNSON COM 478160104 1,105,171 4,175 SH SOLE 3,674 0 501
JPMORGAN CHASE & CO COM 46625H100 4,792,059 14,485 SH SOLE 11,375 0 3,110
KLA CORP COM NEW 482480100 201,170 1,032 SH SOLE 0 0 1,032
LINDE PLC SHS G54950103 320,864 676 SH SOLE 372 0 304
LOCKHEED MARTIN CORP COM 539830109 293,839 577 SH SOLE 0 0 577
LOWES COS INC COM 548661107 336,882 1,828 SH SOLE 1,733 0 95
M & T BK CORP COM 55261F104 914,933 4,205 SH SOLE 4,205 0 0
MARATHON PETE CORP COM 56585A102 658,374 1,665 SH SOLE 0 0 1,665
MARKEL GROUP INC COM 570535104 231,181 135 SH SOLE 135 0 0
MARVELL TECHNOLOGY INC COM 573874104 324,530 1,228 SH SOLE 1,228 0 0
MASTERCARD INCORPORATED CL A 57636Q104 919,853 1,668 SH SOLE 381 0 1,287
MCDONALDS CORP COM 580135101 1,355,036 5,867 SH SOLE 4,754 0 1,113
MERCADOLIBRE INC COM 58733R102 838,337 485 SH SOLE 468 0 17
MERCK & CO INC COM 58933Y105 1,926,146 13,255 SH SOLE 10,584 0 2,671
META PLATFORMS INC CL A 30303M102 5,542,772 7,643 SH SOLE 7,090 0 553
METLIFE INC COM 59156R108 395,660 4,202 SH SOLE 0 0 4,202
MICRON TECHNOLOGY INC COM 595112103 1,752,367 1,645 SH SOLE 1,301 0 344
MICROSOFT CORP COM 594918104 9,681,009 18,875 SH SOLE 14,140 0 4,735
NETFLIX INC. COM 64110L106 237,059 3,407 SH SOLE 3,388 0 19
NVIDIA CORPORATION COM 67066G104 11,536,524 50,515 SH SOLE 42,872 0 7,643
OIL DRI CORP AMER COM 677864100 349,134 3,854 SH SOLE 3,854 0 0
PALO ALTO NETWORKS INC COM 697435105 3,938,932 9,914 SH SOLE 9,772 0 142
PARKER-HANNIFIN CORP COM 701094104 1,332,811 1,395 SH SOLE 1,355 0 40
PEPSICO INC COM 713448108 512,329 4,043 SH SOLE 2,921 0 1,122
PHILIP MORRIS INTL INC COM 718172109 615,395 3,225 SH SOLE 0 0 3,225
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 288,277 2,867 SH SOLE 0 0 2,867
PROCTER & GAMBLE CO COM 742718109 453,273 3,120 SH SOLE 1,399 0 1,721
PROLOGIS INC. COM 74340W103 484,433 3,731 SH SOLE 0 0 3,731
PROSHARES TR SP500 EX ENRGY 74347B581 356,163 4,336 SH SOLE 4,336 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 225,994 3,356 SH SOLE 0 0 3,356
QUANTA SVCS INC COM 74762E102 311,618 485 SH SOLE 0 0 485
REGIONS FINANCIAL CORP NEW COM 7591EP100 270,061 10,047 SH SOLE 0 0 10,047
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,459,142 1,582 SH SOLE 568 0 1,014
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 1,340,906 27,534 SH SOLE 27,194 0 340
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 507,384 2,592 SH SOLE 2,592 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 1,958,205 31,841 SH SOLE 31,103 0 738
SERVICENOW INC COM 81762P102 2,862,588 21,361 SH SOLE 20,756 0 605
SOUNDHOUND AI INC CLASS A COM 836100107 100,516 16,697 SH SOLE 16,697 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 513,377 3,403 SH SOLE 3,315 0 88
SPDR GOLD TR GOLD SHS 78463V107 366,749 963 SH SOLE 956 0 7
SPDR SERIES TRUST ST STR SP BIOT 78464A870 252,135 1,599 SH SOLE 1,477 0 122
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 365,827 3,992 SH SOLE 0 0 3,992
SPDR SERIES TRUST ST STR P500VAL 78464A508 251,061 4,107 SH SOLE 4,107 0 0
SPDR SERIES TRUST ST STR P400MID 78464A847 1,055,928 16,750 SH SOLE 16,630 0 120
SSGA ACTIVE ETF TR ST STR BL LN ETF 78467V608 249,045 6,166 SH SOLE 0 0 6,166
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 742,483 1,460 SH SOLE 1,460 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,165,181 4,150 SH SOLE 4,150 0 0
STRYKER CORPORATION COM 863667101 756,772 2,748 SH SOLE 2,710 0 38
TARGET CORP COM 87612E106 209,336 1,336 SH SOLE 0 0 1,336
TESLA INC COM 88160R101 845,510 2,383 SH SOLE 1,911 0 472
THERMO FISHER SCIENTIFIC INC COM 883556102 2,124,384 3,147 SH SOLE 2,479 0 668
TOMPKINS FINL CORP COM 890110109 381,920 3,968 SH SOLE 3,968 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 478,647 1,059 SH SOLE 0 0 1,059
TRINITY CAP INC COM 896442308 205,573 11,714 SH SOLE 11,714 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,485,571 21,684 SH SOLE 21,319 0 365
UNITED PARCEL SVCS INC CL B 911312106 362,116 3,875 SH SOLE 3,409 0 466
UNITEDHEALTH GROUP INC COM 91324P102 338,080 921 SH SOLE 0 0 921
UNUM GROUP COM 91529Y106 266,962 3,043 SH SOLE 0 0 3,043
US BANCORP COM NEW 902973304 455,208 7,881 SH SOLE 0 0 7,881
VANECK ETF TRUST URANI NUCLE ETF 92189F601 873,306 8,441 SH SOLE 8,343 0 98
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 787,930 9,218 SH SOLE 9,218 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 248,224 5,296 SH SOLE 0 0 5,296
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 311,719 833 SH SOLE 833 0 0
VANGUARD INDEX FDS MRNGSTR SML CP V 922908611 335,917 1,454 SH SOLE 0 0 1,454
VANGUARD INDEX FDS MRNGSTR MD CP VA 922908512 444,636 2,274 SH SOLE 0 0 2,274
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 529,827 2,452 SH SOLE 2,317 0 135
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,536,986 2,193 SH SOLE 1,249 0 944
VANGUARD INDEX FDS MRNGSTR MD CP GR 922908538 847,385 2,901 SH SOLE 1,189 0 1,712
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 364,430 1,562 SH SOLE 1,562 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 545,589 3,515 SH SOLE 3,515 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 813,839 6,476 SH SOLE 6,472 0 4
VANGUARD WORLD FD MRNGSTR MEGA CAP 921910816 607,600 6,558 SH SOLE 0 0 6,558
VANGUARD WORLD FD MRNGSTR VAL ETF 921910840 380,014 2,359 SH SOLE 0 0 2,359
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 249,703 790 SH SOLE 790 0 0
VISA INC COM CL A 92826C839 3,978,502 11,072 SH SOLE 9,601 0 1,471
WALMART INC COM 931142103 3,739,855 35,988 SH SOLE 30,750 0 5,238
WILLIAMS COS INC COM 969457100 395,246 5,815 SH SOLE 0 0 5,815