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 CO COM 88579Y101   1,217,835 9,434 SH   SOLE   9,434 0 0
ABBOTT LABS COM 002824100   11,581,324 102,390 SH   SOLE   101,544 0 846
ABBVIE INC COM 00287Y109   12,364,544 69,581 SH   SOLE   68,933 0 648
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,061,702 3,018 SH   SOLE   3,018 0 0
ADOBE INC COM 00724F101   25,324,526 56,950 SH   SOLE   53,048 0 3,902
AFLAC INC COM 001055102   248,256 2,400 SH   SOLE   2,400 0 0
ALLIANT ENERGY CORP COM 018802108   31,410,319 531,118 SH   SOLE   493,497 0 37,621
ALPHABET INC CAP STK CL A 02079K305   41,067,121 216,942 SH   SOLE   205,231 0 11,711
ALPHABET INC CAP STK CL C 02079K107   4,253,968 22,338 SH   SOLE   22,078 0 260
AMAZON COM INC COM 023135106   1,069,307 4,874 SH   SOLE   4,874 0 0
AMERICAN ELEC PWR CO INC COM 025537101   218,216 2,366 SH   SOLE   2,366 0 0
AMERICAN EXPRESS CO COM 025816109   934,295 3,148 SH   SOLE   3,148 0 0
APPLE INC COM 037833100   12,400,854 49,520 SH   SOLE   36,109 0 13,411
APPLIED MATLS INC COM 038222105   357,786 2,200 SH   SOLE   2,200 0 0
ARISTA NETWORKS INC COM SHS 040413205   607,915 5,500 SH   SOLE   5,500 0 0
AUTOZONE INC COM 053332102   224,140 70 SH   SOLE   70 0 0
BANK AMERICA CORP COM 060505104   9,798,081 222,937 SH   SOLE   222,937 0 0
BECTON DICKINSON & CO COM 075887109   290,902 1,282 SH   SOLE   1,282 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   17,734,580 39,125 SH   SOLE   35,144 0 3,981
BLACKROCK INC COM 09290D101   14,395,680 14,043 SH   SOLE   14,043 0 0
BLACKSTONE INC COM 09260D107   373,117 2,164 SH   SOLE   2,164 0 0
BROADCOM INC COM 11135F101   75,119,657 324,015 SH   SOLE   296,007 0 28,008
CANADIAN NATL RY CO COM 136375102   221,596 2,183 SH   SOLE   2,183 0 0
CARLISLE COS INC COM 142339100   2,720,210 7,375 SH   SOLE   7,375 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   211,346 3,096 SH   SOLE   3,096 0 0
SCHWAB CHARLES CORP COM 808513105   26,891,089 363,344 SH   SOLE   343,117 0 20,227
CHUBB LIMITED COM H1467J104   24,669,446 89,285 SH   SOLE   84,268 0 5,017
CISCO SYS INC COM 17275R102   809,560 13,675 SH   SOLE   13,675 0 0
CME GROUP INC COM 12572Q105   28,685,746 123,523 SH   SOLE   118,011 0 5,512
COCA COLA CO COM 191216100   990,432 15,908 SH   SOLE   15,908 0 0
COLGATE PALMOLIVE CO COM 194162103   1,467,651 16,144 SH   SOLE   8,145 0 7,999
CONOCOPHILLIPS COM 20825C104   274,602 2,769 SH   SOLE   2,769 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   500,610 2,231 SH   SOLE   2,231 0 0
CORTEVA INC COM 22052L104   265,434 4,660 SH   SOLE   1,894 0 2,766
COSTCO WHSL CORP NEW COM 22160K105   200,663 219 SH   SOLE   219 0 0
DEERE & CO COM 244199105   974,510 2,300 SH   SOLE   2,300 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   363,578 10,511 SH   SOLE   10,511 0 0
DOMINION ENERGY INC COM 25746U109   543,447 10,090 SH   SOLE   10,090 0 0
DONALDSON INC COM 257651109   22,970,122 341,056 SH   SOLE   315,348 0 25,708
DOVER CORP COM 260003108   1,059,752 5,649 SH   SOLE   5,649 0 0
DUPONT DE NEMOURS INC COM 26614N102   297,239 3,898 SH   SOLE   667 0 3,231
EBAY INC. COM 278642103   481,104 7,766 SH   SOLE   7,766 0 0
ECOLAB INC COM 278865100   4,280,089 18,266 SH   SOLE   18,266 0 0
EMERSON ELEC CO COM 291011104   1,173,865 9,472 SH   SOLE   9,472 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   574,892 18,332 SH   SOLE   18,332 0 0
EQUIFAX INC COM 294429105   701,602 2,753 SH   SOLE   2,753 0 0
EVGO INC CL A COM 30052F100   57,769 14,264 SH   SOLE   14,264 0 0
EXXON MOBIL CORP COM 30231G102   298,507 2,775 SH   SOLE   2,775 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   310,037 6,415 SH   SOLE   6,415 0 0
FIRST FINL BANCORP OH COM 320209109   223,937 8,331 SH   SOLE   8,331 0 0
FIRST SOLAR INC COM 336433107   494,529 2,806 SH   SOLE   1,006 0 1,800
FLEX LTD ORD Y2573F102   1,117,802 29,117 SH   SOLE   29,117 0 0
GENTHERM INC COM 37253A103   258,235 6,468 SH   SOLE   6,468 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101   12,694,125 72,542 SH   SOLE   65,680 0 6,862
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   499,682 3,632 SH   SOLE   3,632 0 0
HOLOGIC INC COM 436440101   13,965,852 193,728 SH   SOLE   174,945 0 18,783
HOME DEPOT INC COM 437076102   17,444,036 44,844 SH   SOLE   44,844 0 0
HONEYWELL INTL INC COM 438516106   206,906 916 SH   SOLE   916 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   9,587,771 50,737 SH   SOLE   50,737 0 0
IDEXX LABS INC COM 45168D104   661,504 1,600 SH   SOLE   1,600 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,416,640 5,587 SH   SOLE   5,587 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   325,723 2,472 SH   SOLE   2,472 0 0
INTUIT COM 461202103   367,044 584 SH   SOLE   584 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   348,148 681 SH   SOLE   681 0 0
IRON MTN INC DEL COM 46284V101   2,070,877 19,702 SH   SOLE   19,702 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   14,385,587 143,397 SH   SOLE   141,686 0 1,711
ISHARES TR CALIF MUN BD ETF 464288356   378,334 6,605 SH   SOLE   5,865 0 740
ISHARES TR CORE S&P500 ETF 464287200   710,630 1,207 SH   SOLE   1,207 0 0
ISHARES TR CORE S&P MCP ETF 464287507   764,481 12,269 SH   SOLE   12,266 0 3
ISHARES TR MSCI USA QLT FCT 46432F339   1,110,197 6,234 SH   SOLE   6,232 0 2
ISHARES TR MBS ETF 464288588   19,439,369 212,035 SH   SOLE   209,607 0 2,428
ISHARES TR MSCI INTL QUALTY 46434V456   296,143 7,978 SH   SOLE   7,972 0 6
ISHARES TR NEW YORK MUN ETF 464288323   2,629,973 49,417 SH   SOLE   49,417 0 0
ISHARES TR RUS 1000 ETF 464287622   283,823 881 SH   SOLE   881 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   240,948 600 SH   SOLE   600 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   18,026,005 170,895 SH   SOLE   169,167 0 1,728
JEFFERIES FINL GROUP INC COM 47233W109   223,440 2,850 SH   SOLE   2,850 0 0
JOHNSON & JOHNSON COM 478160104   5,607,416 38,773 SH   SOLE   38,068 0 705
JPMORGAN CHASE & CO. COM 46625H100   16,746,533 69,862 SH   SOLE   69,041 0 821
KEYSIGHT TECHNOLOGIES INC COM 49338L103   24,707,946 153,819 SH   SOLE   145,731 0 8,088
LAMB WESTON HLDGS INC COM 513272104   200,490 3,000 SH   SOLE   3,000 0 0
ELI LILLY & CO COM 532457108   1,119,400 1,450 SH   SOLE   1,292 0 158
LIQUIDITY SVCS INC COM 53635B107   275,918 8,545 SH   SOLE   8,545 0 0
LOCKHEED MARTIN CORP COM 539830109   622,489 1,281 SH   SOLE   1,281 0 0
LOWES COS INC COM 548661107   3,897,219 15,791 SH   SOLE   15,791 0 0
MARATHON PETE CORP COM 56585A102   1,169,429 8,383 SH   SOLE   8,383 0 0
MASTERCARD INCORPORATED CL A 57636Q104   17,339,123 32,928 SH   SOLE   32,928 0 0
MCDONALDS CORP COM 580135101   921,850 3,180 SH   SOLE   3,180 0 0
MERCK & CO INC COM 58933Y105   825,954 8,303 SH   SOLE   8,303 0 0
META PLATFORMS INC CL A 30303M102   45,932,088 78,448 SH   SOLE   71,680 0 6,768
MICROSOFT CORP COM 594918104   51,119,814 121,281 SH   SOLE   112,803 0 8,478
MUELLER INDS INC COM 624756102   215,224 2,712 SH   SOLE   2,712 0 0
NATIONAL BANKSHARES INC VA COM 634865109   202,549 7,055 SH   SOLE   7,055 0 0
NIKE INC CL B 654106103   279,676 3,696 SH   SOLE   3,696 0 0
NORFOLK SOUTHN CORP COM 655844108   24,589,050 104,768 SH   SOLE   99,407 0 5,361
NOVA LTD COM M7516K103   584,154 2,966 SH   SOLE   2,966 0 0
NOVO-NORDISK A S ADR 670100205   325,945 3,789 SH   SOLE   3,789 0 0
NVIDIA CORPORATION COM 67066G104   217,281 1,618 SH   SOLE   1,618 0 0
ONEOK INC NEW COM 682680103   241,060 2,401 SH   SOLE   2,401 0 0
ORACLE CORP COM 68389X105   571,575 3,430 SH   SOLE   3,430 0 0
ORANGE CNTY BANCORP INC COM 68417L107   789,094 14,200 SH   SOLE   14,200 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   41,104,571 34,664 SH   SOLE   32,144 0 2,520
PEPSICO INC COM 713448108   638,817 4,201 SH   SOLE   4,201 0 0
PFIZER INC COM 717081103   328,053 12,365 SH   SOLE   12,365 0 0
PROCTER AND GAMBLE CO COM 742718109   2,057,568 12,273 SH   SOLE   12,273 0 0
PUBLIC STORAGE OPER CO COM 74460D109   22,931,115 76,580 SH   SOLE   71,191 0 5,389
RELX PLC SPONSORED ADR 759530108   14,204,515 312,737 SH   SOLE   289,547 0 23,190
ROPER TECHNOLOGIES INC COM 776696106   3,041,123 5,850 SH   SOLE   5,850 0 0
RTX CORPORATION COM 75513E101   13,970,938 120,731 SH   SOLE   119,593 0 1,138
SANOFI SPONSORED ADR 80105N105   272,789 5,656 SH   SOLE   5,656 0 0
SAP SE SPON ADR 803054204   201,177 817 SH   SOLE   817 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   3,068,866 112,330 SH   SOLE   112,330 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   13,395,593 518,606 SH   SOLE   513,350 0 5,256
SEMPRA COM 816851109   12,590,276 143,528 SH   SOLE   143,528 0 0
SOUTHERN CO COM 842587107   14,963,545 181,773 SH   SOLE   164,482 0 17,291
SPDR SER TR PORTFOLIO S&P500 78464A854   3,168,551 45,961 SH   SOLE   25,880 0 20,081
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   627,758 6,866 SH   SOLE   6,866 0 0
SPDR SER TR PORTFOLIO INTRMD 78464A375   33,685,306 1,028,245 SH   SOLE   1,015,464 0 12,781
SPDR SER TR PORTFOLIO SH TSR 78468R101   492,010 16,960 SH   SOLE   16,960 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   397,362 678 SH   SOLE   678 0 0
STANLEY BLACK & DECKER INC COM 854502101   369,655 4,604 SH   SOLE   4,604 0 0
STRYKER CORPORATION COM 863667101   31,169,529 86,570 SH   SOLE   84,121 0 2,449
PRICE T ROWE GROUP INC COM 74144T108   1,088,604 9,626 SH   SOLE   9,626 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   758,945 3,264 SH   SOLE   3,264 0 0
TESLA INC COM 88160R101   1,095,214 2,712 SH   SOLE   2,712 0 0
TEXAS INSTRS INC COM 882508104   943,738 5,033 SH   SOLE   5,033 0 0
TRAVELERS COMPANIES INC COM 89417E109   310,989 1,291 SH   SOLE   1,291 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   759,536 1,460 SH   SOLE   1,460 0 0
THOR INDS INC COM 885160101   10,348,739 108,126 SH   SOLE   95,343 0 12,783
TJX COS INC NEW COM 872540109   521,054 4,313 SH   SOLE   4,313 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   6,141,713 115,359 SH   SOLE   113,180 0 2,179
TRACTOR SUPPLY CO COM 892356106   14,951,247 281,780 SH   SOLE   281,780 0 0
UFP TECHNOLOGIES INC COM 902673102   505,402 2,067 SH   SOLE   2,067 0 0
ULTA BEAUTY INC COM 90384S303   26,850,404 61,735 SH   SOLE   56,733 0 5,002
UNION PAC CORP COM 907818108   1,188,316 5,211 SH   SOLE   2,095 0 3,116
UNITEDHEALTH GROUP INC COM 91324P102   34,201,700 67,611 SH   SOLE   63,020 0 4,591
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   398,540 6,942 SH   SOLE   6,942 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   526,738 8,299 SH   SOLE   8,299 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   11,872,994 245,208 SH   SOLE   241,898 0 3,310
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   51,270,660 881,242 SH   SOLE   872,072 0 9,170
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   15,666,176 312,511 SH   SOLE   310,569 0 1,942
VANGUARD INDEX FDS TOTAL STK MKT 922908769   541,945 1,870 SH   SOLE   1,870 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   25,934,306 648,520 SH   SOLE   614,830 0 33,690
VIRTU FINL INC CL A 928254101   269,027 7,540 SH   SOLE   7,540 0 0
VISA INC COM CL A 92826C839   23,033,311 72,881 SH   SOLE   66,826 0 6,055
WALGREENS BOOTS ALLIANCE INC COM 931427108   431,979 46,300 SH   SOLE   46,300 0 0
WALMART INC COM 931142103   848,206 9,388 SH   SOLE   9,388 0 0
BERKLEY W R CORP COM 084423102   394,659 6,744 SH   SOLE   6,744 0 0