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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Company COM 88579Y101   309,937 2,922 SH   SOLE   1,497 0 1,425
A F L A C INC COM 001055102   334,596 3,897 SH   SOLE   3,897 0 0
Abbott Laboratories COM 002824100   1,229,688 10,819 SH   SOLE   2,045 0 8,774
AbbVie Inc COM 00287Y109   9,868,363 54,192 SH   SOLE   47,265 0 6,927
Adobe Systems Inc COM 00724F101   10,211,086 20,235 SH   SOLE   15,006 0 5,229
Advanced Micro Devices Inc COM 007903107   13,806,763 76,495 SH   SOLE   63,117 0 13,378
AGNC Investment Corp COM 00123Q104   158,400 16,000 SH   SOLE   16,000 0 0
Albemarle Corp COM 012653101   296,415 2,250 SH   SOLE   2,250 0 0
Alphabet Inc A COM 02079K305   1,081,413 7,165 SH   SOLE   6,485 0 680
Alphabet Inc C COM 02079K107   16,851,071 110,673 SH   SOLE   88,331 0 22,342
ALPS ETF TR BARRONS 400 ETF COM 00162Q726   203,717 3,000 SH   SOLE   0 0 3,000
Amazon.com Inc COM 023135106   15,706,769 87,076 SH   SOLE   71,086 0 15,990
American Express Co COM 025816109   11,659,094 51,206 SH   SOLE   45,022 0 6,184
American Tower Corp COM 03027X100   1,617,669 8,187 SH   SOLE   4,934 0 3,253
Amgen Inc COM 031162100   355,400 1,250 SH   SOLE   650 0 600
Apple Inc COM 037833100   23,175,376 135,149 SH   SOLE   104,944 0 30,205
Arbor Realty Trust Inc COM 038923108   265,000 20,000 SH   SOLE   20,000 0 0
AT&T Inc COM 00206R102   775,830 44,081 SH   SOLE   33,597 0 10,484
Atrion Corp COM 049904105   231,775 500 SH   SOLE   0 0 500
Automatic Data Processing Inc COM 053015103   2,561,084 10,255 SH   SOLE   4,610 0 5,645
AutoZone Inc COM 053332102   7,286,615 2,311 SH   SOLE   1,958 0 353
BAKER HUGHES CO COM 05722G100   7,153,958 213,551 SH   SOLE   199,070 0 14,481
Balchem Corp COM 057665200   462,216 2,983 SH   SOLE   2,540 0 443
Ball Corp COM 058498106   235,760 3,500 SH   SOLE   0 0 3,500
Bank of America Corporation COM 060505104   4,105,923 108,278 SH   SOLE   82,974 0 25,304
Bank of New York Mellon Corp COM 064058100   270,641 4,697 SH   SOLE   4,597 0 100
Blackstone Group LP COM 09260D107   1,687,973 12,849 SH   SOLE   12,849 0 0
Boeing Co COM 097023105   1,241,934 6,435 SH   SOLE   4,463 0 1,972
BP PLC ADR COM 055622104   324,387 8,609 SH   SOLE   8,609 0 0
BrightSpire Capital Inc COM 10949T109   82,680 12,000 SH   SOLE   12,000 0 0
Bristol-Myers Squibb Company COM 110122108   761,154 14,035 SH   SOLE   12,363 0 1,672
Broadcom Inc Com COM 11135F101   9,252,646 6,980 SH   SOLE   4,227 0 2,753
Caterpillar Inc COM 149123101   956,016 2,609 SH   SOLE   1,709 0 900
CHART INDUSTRIES INC COM 16115Q308   9,071,295 55,071 SH   SOLE   49,776 0 5,295
Cherry Hill Mtg Invt Corp Com COM 164651101   42,480 12,000 SH   SOLE   12,000 0 0
Chevron Corp COM 166764100   4,037,195 25,593 SH   SOLE   20,747 0 4,846
CHIPOTLE MEXICAN GRILL INC. COM COM 169656105   10,528,321 3,622 SH   SOLE   3,194 0 428
Chubb Ltd COM H1467J104   526,271 2,030 SH   SOLE   2,030 0 0
CIENA CORP COM 171779309   3,802,359 76,893 SH   SOLE   68,077 0 8,816
Cigna Corp COM 125523100   306,896 845 SH   SOLE   475 0 370
Cisco Systems Inc COM 17275R102   7,488,382 150,037 SH   SOLE   135,604 0 14,433
Coca-Cola Co COM 191216100   294,459 4,813 SH   SOLE   2,213 0 2,600
Comcast Corp Class A COM 20030N101   762,080 17,579 SH   SOLE   13,427 0 4,152
Commercial Metals Co COM 201723103   870,384 14,810 SH   SOLE   14,810 0 0
SPDR SECTOR COMMUNICATION SERVICES ETF COM 81369Y852   6,166,310 75,512 SH   SOLE   0 0 75,512
ConocoPhillips COM 20825C104   2,538,090 19,941 SH   SOLE   12,126 0 7,815
Consolidated Edison Inc COM 209115104   259,353 2,856 SH   SOLE   2,856 0 0
SPDR SECTOR CONSUMER DISCRETIONARY ETF COM 81369Y407   6,538,209 35,555 SH   SOLE   0 0 35,555
SPDR SECTOR CONSUMER STAPLES ETF COM 81369Y308   3,838,464 50,268 SH   SOLE   0 0 50,268
Corning Inc COM 219350105   353,166 10,715 SH   SOLE   6,740 0 3,975
Costco Wholesale Corp COM 22160K105   1,550,245 2,116 SH   SOLE   1,621 0 495
Coterra Energy Inc COM 127097103   449,983 16,140 SH   SOLE   8,386 0 7,754
CSW Industrials Inc COM 126402106   753,535 3,212 SH   SOLE   3,212 0 0
CSX Corp COM 126408103   9,383,466 253,127 SH   SOLE   217,886 0 35,241
CVS Health Corp COM 126650100   1,037,770 13,011 SH   SOLE   12,286 0 725
Danaher Corp COM 235851102   9,808,003 39,276 SH   SOLE   34,180 0 5,096
Devon Energy Corp COM 25179M103   360,443 7,183 SH   SOLE   6,843 0 340
DIGITAL RLTY TR INC COM 253868103   357,795 2,484 SH   SOLE   2,484 0 0
Dollar General Corp COM 256677105   2,872,440 18,406 SH   SOLE   15,707 0 2,699
Duke Energy Corp COM 26441C204   1,731,203 17,900 SH   SOLE   11,689 0 6,211
DuPont de Nemours Inc COM 26614N102   635,518 8,289 SH   SOLE   8,256 0 33
Eagle Point Credit Co LLC COM 269808101   106,155 10,500 SH   SOLE   10,500 0 0
Eli Lilly and Co COM 532457108   39,980,142 51,391 SH   SOLE   16,843 0 34,548
Emerson Electric Co COM 291011104   1,239,968 10,932 SH   SOLE   9,582 0 1,350
Enbridge Inc Com COM 29250N105   227,475 6,288 SH   SOLE   4,756 0 1,532
Energy Select Sector SPDR ETF COM 81369Y506   3,572,758 37,843 SH   SOLE   100 0 37,743
Etfis Ser Tr I VirtUS Infracap Us Pfd Stk Etf COM 26923G822   251,400 12,000 SH   SOLE   12,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102   421,008 2,864 SH   SOLE   537 0 2,327
Exxon Mobil Corp COM 30231G102   13,499,746 116,136 SH   SOLE   93,670 0 22,466
SPDR SECTOR FINANCIAL ETF COM 81369Y605   8,263,649 196,193 SH   SOLE   0 0 196,193
FLOWERS FOODS INC COM 343498101   825,645 34,764 SH   SOLE   34,764 0 0
FLUOR CORPORATION COM 343412102   7,246,961 171,404 SH   SOLE   154,691 0 16,713
General Electric Co COM 369604301   674,035 3,840 SH   SOLE   1,037 0 2,803
Goldman Sachs Group Inc COM 38141G104   219,287 525 SH   SOLE   525 0 0
SPDR SECTOR HEALTH CARE ETF COM 81369Y209   9,546,608 64,622 SH   SOLE   0 0 64,622
Honeywell International Inc COM 438516106   448,471 2,185 SH   SOLE   1,113 0 1,072
Hubbell Inc Com COM 443510607   373,545 900 SH   SOLE   900 0 0
Illinois Tool Works Inc COM 452308109   515,194 1,920 SH   SOLE   850 0 1,070
Illumina Inc COM 452327109   2,116,101 15,410 SH   SOLE   13,978 0 1,432
SPDR SECTOR INDUSTRIAL ETF COM 81369Y704   6,304,424 50,051 SH   SOLE   0 0 50,051
Intel Corp COM 458140100   1,390,359 31,477 SH   SOLE   26,127 0 5,350
International Business Machines Corp COM 459200101   2,812,650 14,729 SH   SOLE   11,507 0 3,222
Intuitive Surgical Inc COM 46120E602   28,595,198 71,651 SH   SOLE   331 0 71,320
Invesco Exchange-Traded Fd Tr II Cef Income Compos COM 46138E404   296,020 15,704 SH   SOLE   15,704 0 0
Invesco QQQ Trust COM 46090E103   1,742,739 3,925 SH   SOLE   185 0 3,740
iShares 1-3 Year Treasury Bond COM 464287457   3,313,235 40,514 SH   SOLE   0 0 40,514
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND E COM 464288646   9,686,125 188,887 SH   SOLE   0 0 188,887
iShares Core S&P Small-Cap COM 464287804   549,063 4,968 SH   SOLE   0 0 4,968
ISHARES FLOATING RATE BOND ETF COM 46429B655   6,928,434 135,692 SH   SOLE   0 0 135,692
iShares New York Muni Bond ETF COM 464288323   602,672 11,200 SH   SOLE   11,200 0 0
iShares North American Tech COM 464287549   413,664 4,800 SH   SOLE   0 0 4,800
iShares Preferred&Income Securities ETF COM 464288687   323,589 10,040 SH   SOLE   1,140 0 8,900
ISHARES SHORT-TERM NATIONAL COM 464288158   1,006,246 9,608 SH   SOLE   0 0 9,608
ISHARES TR S&P 500 GROWTH ETF COM 464287309   287,096 3,400 SH   SOLE   0 0 3,400
ISHARES TRUST S&P COM 464287200   451,076 858 SH   SOLE   83 0 775
Ishares U S Technology Etf COM 464287721   646,937 4,790 SH   SOLE   0 0 4,790
JM Smucker Co COM 832696405   952,207 7,565 SH   SOLE   7,565 0 0
Johnson & Johnson COM 478160104   2,338,523 14,783 SH   SOLE   11,223 0 3,560
JPMorgan Chase & Co COM 46625H100   17,696,094 88,347 SH   SOLE   70,369 0 17,978
K L A TENCOR CORP COM 482480100   12,266,889 17,560 SH   SOLE   16,136 0 1,424
Lennar Corp COM 526057104   6,641,524 38,618 SH   SOLE   34,732 0 3,886
Lincoln Electric Holdings Inc COM 533900106   7,826,682 30,640 SH   SOLE   27,069 0 3,571
Lockheed Martin Corp COM 539830109   851,972 1,873 SH   SOLE   928 0 945
Marsh & Mclennan Companies Inc COM 571748102   11,135,897 54,062 SH   SOLE   45,196 0 8,866
MASTERCARD INC CL A COM 57636Q104   522,022 1,084 SH   SOLE   1,084 0 0
Materials Select Sector SPDR ETF COM 81369Y100   832,016 8,957 SH   SOLE   0 0 8,957
McDonald's Corp COM 580135101   4,444,623 15,762 SH   SOLE   13,513 0 2,249
Medtronic PLC COM G5960L103   9,167,570 105,193 SH   SOLE   3,071 0 102,122
Merck & Co Inc COM 58933Y105   2,229,772 16,898 SH   SOLE   13,828 0 3,070
META PLATFORMS INC COM 30303M102   5,572,516 11,476 SH   SOLE   9,551 0 1,925
Microsoft Corp COM 594918104   39,547,251 93,998 SH   SOLE   76,794 0 17,204
Mondelez International Inc Class A COM 609207105   4,739,490 67,707 SH   SOLE   58,997 0 8,710
Morgan Stanley COM 617446448   8,049,699 85,489 SH   SOLE   70,829 0 14,660
NextEra Energy Inc COM 65339F101   630,728 9,869 SH   SOLE   5,064 0 4,805
Nike Inc B COM 654106103   652,503 6,943 SH   SOLE   3,375 0 3,568
Norfolk Southern Corp COM 655844108   382,305 1,500 SH   SOLE   1,500 0 0
Northrop Grumman Corp COM 666807102   1,082,729 2,262 SH   SOLE   2,137 0 125
NUCOR CORP COM 670346105   7,367,421 37,227 SH   SOLE   34,314 0 2,913
Nuveen AMT-Free Muni Credit Inc COM 67071L106   127,575 10,500 SH   SOLE   10,500 0 0
Nuveen AMT-Free Quality Muni Inc COM 670657105   264,241 23,870 SH   SOLE   23,870 0 0
Nuveen Muni High Inc Opp COM 670682103   121,440 11,500 SH   SOLE   11,500 0 0
Nuveen Municipal Credit Income COM 67070X101   128,520 10,500 SH   SOLE   10,500 0 0
Nuveen Municipal Value COM 670928100   1,039,853 119,384 SH   SOLE   115,684 0 3,700
NVIDIA CORP COM 67066G104   34,327,148 37,990 SH   SOLE   31,055 0 6,935
Oracle Corp COM 68389X105   2,630,336 20,940 SH   SOLE   20,290 0 650
ORANGE COUNTY BANCORP INC. COM 68417L107   27,704,834 602,279 SH   SOLE   0 0 602,279
Oshkosh Corp COM 688239201   591,500 4,743 SH   SOLE   2,758 0 1,985
PepsiCo Inc COM 713448108   8,091,558 46,234 SH   SOLE   35,624 0 10,610
Pfizer Inc COM 717081103   3,635,951 131,025 SH   SOLE   118,475 0 12,550
Phillips 66 COM 718546104   458,985 2,810 SH   SOLE   1,900 0 910
Pieris Pharmaceuticals Inc COM 720795103   2,565 14,000 SH   SOLE   14,000 0 0
PIMCO ETF ENHANCED SHORT FD COM 72201R833   900,537 8,957 SH   SOLE   0 0 8,957
Platinum Group Metals Ltd Registered Shs Isin#ca72 COM 72765Q882   15,386 13,150 SH   SOLE   0 0 13,150
PNC Financial Services Group Inc COM 693475105   303,000 1,875 SH   SOLE   500 0 1,375
Procter & Gamble Co COM 742718109   3,505,478 21,605 SH   SOLE   17,405 0 4,200
Prologis Inc COM 74340W103   6,645,257 51,030 SH   SOLE   44,317 0 6,713
QUALCOMM Inc COM 747525103   270,880 1,600 SH   SOLE   1,600 0 0
Raytheon Technologies Corp Com COM 75513E101   1,017,238 10,430 SH   SOLE   4,235 0 6,195
Ready Cap Corp Com COM 75574U101   143,341 15,700 SH   SOLE   15,700 0 0
Real Estate Select Sector SPDR COM 81369Y860   706,362 17,869 SH   SOLE   0 0 17,869
REALTY INCOME CORP COM 756109104   404,073 7,469 SH   SOLE   7,469 0 0
ResMed Inc COM 761152107   2,178,330 11,000 SH   SOLE   0 0 11,000
RITHM CAPITAL COM NEW COM 64828T201   196,416 17,600 SH   SOLE   17,600 0 0
Salesforce Inc COM 79466L302   8,243,297 27,370 SH   SOLE   22,077 0 5,293
Schlumberger Ltd COM 806857108   7,006,143 127,826 SH   SOLE   118,726 0 9,100
Shell Plc Sponsored Adr Repstg Ord Sh Isin#us78025 COM 780259305   266,819 3,980 SH   SOLE   3,580 0 400
Sherwin-Williams Co COM 824348106   7,029,959 20,240 SH   SOLE   15,139 0 5,101
Southern Co COM 842587107   1,542,697 21,504 SH   SOLE   21,204 0 300
SPDR S&P 500 ETF COM 78462F103   15,135,554 28,936 SH   SOLE   184 0 28,752
SPDR S&P MidCap 400 ETF COM 78467Y107   3,236,022 5,816 SH   SOLE   0 0 5,816
SPDR Portfolio Intermediate Term Corporate Bond ETF COM 78464A375   31,174,001 953,625 SH   SOLE   600 0 953,025
SPDR Portfolio S&P 400 Mid Cap ETF COM 78464A847   538,041 10,087 SH   SOLE   39 0 10,048
SPDR Portfolio S&P 500 Growth ETF COM 78464A409   519,072 7,096 SH   SOLE   0 0 7,096
SPDR Portfolio S&P 500 Value ETF COM 78464A508   446,140 8,905 SH   SOLE   0 0 8,905
SPDR Portfolio Short Term Corporate Bond ETF COM 78464A474   19,204,984 645,112 SH   SOLE   0 0 645,112
SPDR Series Tr. Portfolio S&P 600 Small Cap ETF COM 78468R853   3,815,238 88,644 SH   SOLE   54 0 88,590
Starbucks Corp COM 855244109   7,706,124 84,321 SH   SOLE   73,011 0 11,310
Sunoco Lp Com Unit Repstg Ltd Partnership Int COM 86765K109   723,480 12,000 SH   SOLE   12,000 0 0
Sysco Corp COM 871829107   902,243 11,114 SH   SOLE   8,650 0 2,464
Technology Select Sector SPDR ETF COM 81369Y803   19,569,882 93,964 SH   SOLE   0 0 93,964
TESLA MTRS INC COM 88160R101   615,968 3,504 SH   SOLE   3,504 0 0
Texas Instruments Inc COM 882508104   201,561 1,157 SH   SOLE   1,157 0 0
The AES Corp COM 00130H105   4,262,452 237,727 SH   SOLE   216,091 0 21,636
The Hershey Co COM 427866108   226,398 1,164 SH   SOLE   419 0 745
The Home Depot Inc COM 437076102   11,100,499 28,937 SH   SOLE   21,534 0 7,403
Thermo Fisher Scientific Inc COM 883556102   11,000,878 18,927 SH   SOLE   15,024 0 3,903
United Rentals Inc COM 911363109   10,993,322 15,245 SH   SOLE   13,200 0 2,045
UnitedHealth Group Inc COM 91324P102   9,315,899 18,830 SH   SOLE   14,510 0 4,320
Utilities Select Sector SPDR ETF COM 81369Y886   1,699,022 25,880 SH   SOLE   775 0 25,105
Valero Energy Corp COM 91913Y100   328,578 1,925 SH   SOLE   0 0 1,925
VANGUARD INDEX FD S&P 500 ETF COM 922908363   230,736 480 SH   SOLE   0 0 480
Verizon Communications Inc COM 92343V104   1,871,198 44,594 SH   SOLE   38,222 0 6,372
Visa Inc Class A COM 92826C839   10,841,700 38,847 SH   SOLE   31,296 0 7,551
W.W. Grainger Inc COM 384802104   6,807,772 6,692 SH   SOLE   6,041 0 651
Wal-Mart Stores Inc COM 931142103   2,647,091 43,993 SH   SOLE   27,793 0 16,200
Walt Disney Co COM 254687106   1,064,539 8,700 SH   SOLE   6,901 0 1,799
Webster Finl Corp Com COM 947890109   3,059,806 60,268 SH   SOLE   60,268 0 0
Weyerhaeuser Co COM 962166104   5,518,002 153,662 SH   SOLE   137,935 0 15,727