AGCO CORP COM 001084102 3888 42 SH SOLE 42 0 0 AT&T INC COM 00206R102 540261 19104 SH SOLE 19104 0 0 ABBVIE INC COM 00287Y109 318889 1522 SH SOLE 1522 0 0 AIR PRODS & CHEMS INC COM 009158106 20349 69 SH SOLE 69 0 0 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 2682 70 SH SOLE 70 0 0 ALLISON TRANSMISSION HLDGS I COM 01973R101 10141 106 SH SOLE 106 0 0 ALPHABET INC CAP STK CL C 02079K107 90613 580 SH SOLE 580 0 0 ALPHABET INC CAP STK CL A 02079K305 9812681 63455 SH SOLE 63455 0 0 ALTRIA GROUP INC COM 02209S103 15665 261 SH SOLE 261 0 0 AMAZON COM INC COM 023135106 7028395 36941 SH SOLE 36941 0 0 AMERICAN EXPRESS CO COM 025816109 308331 1146 SH SOLE 1146 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 385322 2612 SH SOLE 2612 0 0 APPLE INC COM 037833100 12028562 54151 SH SOLE 54151 0 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 72785 323 SH SOLE 323 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 5759281 39283 SH SOLE 39283 0 0 ARES CAPITAL CORP COM 04010L103 18548 837 SH SOLE 837 0 0 ARISTA NETWORKS INC COM SHS 040413205 5874998 75826 SH SOLE 75826 0 0 AURORA CANNABIS INC COM 05156X850 119 27 SH SOLE 27 0 0 AUTODESK INC COM 052769106 10472 40 SH SOLE 40 0 0 BICARA THERAPEUTICS INC COM 055477103 2606 200 SH SOLE 200 0 0 BP PLC SPONSORED ADR 055622104 90625 2682 SH SOLE 2682 0 0 BANCO SANTANDER S.A. ADR 05964H105 3350 500 SH SOLE 500 0 0 BANK AMERICA CORP COM 060505104 1257575 30136 SH SOLE 30136 0 0 BLACKROCK UTILS INFRASTRUCTU COM 09248D104 272 12 SH SOLE 12 0 0 BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 247 7 SH SOLE 7 0 0 BLOCK H & R INC COM 093671105 946923 17245 SH SOLE 17245 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 24396 400 SH SOLE 400 0 0 BROADCOM INC COM 11135F101 1842 11 SH SOLE 11 0 0 CECO ENVIRONMENTAL CORP COM 125141101 72618 3185 SH SOLE 3185 0 0 CME GROUP INC COM 12572Q105 258127 973 SH SOLE 973 0 0 CSX CORP COM 126408103 32373 1100 SH SOLE 1100 0 0 CVS HEALTH CORP COM 126650100 136 2 SH SOLE 2 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 323508 1272 SH SOLE 1272 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 7812 400 SH SOLE 400 0 0 CISCO SYS INC COM 17275R102 1604 26 SH SOLE 26 0 0 COCA COLA CO COM 191216100 379156 5294 SH SOLE 5294 0 0 COLGATE PALMOLIVE CO COM 194162103 363556 3880 SH SOLE 3880 0 0 CONOCOPHILLIPS COM 20825C104 1155 11 SH SOLE 11 0 0 CONSTELLATION ENERGY CORP COM 21037T109 10485 52 SH SOLE 52 0 0 CORNING INC COM 219350105 940871 20552 SH SOLE 20552 0 0 CORTEVA INC COM 22052L104 99492 1581 SH SOLE 1581 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 9350422 26520 SH SOLE 26520 0 0 CUMMINS INC COM 231021106 523758 1671 SH SOLE 1671 0 0 DEERE & CO COM 244199105 7040 15 SH SOLE 15 0 0 DELL TECHNOLOGIES INC CL C 24703L202 7815201 85740 SH SOLE 85740 0 0 DISNEY WALT CO COM 254687106 26965 273 SH SOLE 273 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 34396 282 SH SOLE 282 0 0 DUPONT DE NEMOURS INC COM 26614N102 15011 201 SH SOLE 201 0 0 DYNATRACE INC COM NEW 268150109 615638 13057 SH SOLE 13057 0 0 EATON VANCE ENHANCED EQUITY COM 278277108 312 14 SH SOLE 14 0 0 EATON VANCE TAX ADVT DIV INC COM 27828G107 49891 2144 SH SOLE 2144 0 0 EATON VANCE TAX MNGED BUY WR COM 27828X100 17267 1265 SH SOLE 1265 0 0 EMERSON ELEC CO COM 291011104 1079077 9842 SH SOLE 9842 0 0 ENBRIDGE INC COM 29250N105 11255 254 SH SOLE 254 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 4404 129 SH SOLE 129 0 0 EQUINIX INC COM 29444U700 9784 12 SH SOLE 12 0 0 EXXON MOBIL CORP COM 30231G102 118335 995 SH SOLE 995 0 0 META PLATFORMS INC CL A 30303M102 137750 239 SH SOLE 239 0 0 FEDEX CORP COM 31428X106 244 1 SH SOLE 1 0 0 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 169 2 SH SOLE 2 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 898 15 SH SOLE 15 0 0 FOOT LOCKER INC COM 344849104 39325 2789 SH SOLE 2789 0 0 GABELLI DIVID & INCOME TR COM 36242H104 121 5 SH SOLE 5 0 0 GAP INC COM 364760108 772319 37473 SH SOLE 37473 0 0 GE VERNOVA INC COM 36828A101 18012 59 SH SOLE 59 0 0 GENERAC HLDGS INC COM 368736104 6552808 51739 SH SOLE 51739 0 0 GENUINE PARTS CO COM 372460105 12033 101 SH SOLE 101 0 0 GERMAN AMERN BANCORP INC COM 373865104 338 9 SH SOLE 9 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1811498 3316 SH SOLE 3316 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 619 67 SH SOLE 67 0 0 AMERICAN HEALTHCARE REIT INC COM SHS 398182303 55813 1842 SH SOLE 1842 0 0 HCA HEALTHCARE INC COM 40412C101 6435869 18625 SH SOLE 18625 0 0 HERSHEY CO COM 427866108 272451 1593 SH SOLE 1593 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 266939 17300 SH SOLE 17300 0 0 HIMS & HERS HEALTH INC COM CL A 433000106 3508412 118728 SH SOLE 118728 0 0 HORIZON BANCORP INC COM 440407104 603 40 SH SOLE 40 0 0 HOWMET AEROSPACE INC COM 443201108 5823709 44891 SH SOLE 44891 0 0 INTEL CORP COM 458140100 2766 121 SH SOLE 121 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 76668 463 SH SOLE 463 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2090485 8407 SH SOLE 8407 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 4921498 9937 SH SOLE 9937 0 0 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 21534 1508 SH SOLE 1508 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 139225 3473 SH SOLE 3473 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123 69388 584 SH SOLE 584 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 119179 2753 SH SOLE 2753 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP FINL 46138E156 121996 2303 SH SOLE 2303 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP STAP 46138E172 6370 181 SH SOLE 181 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP DISC 46138E180 10589 114 SH SOLE 114 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP MATL 46138G201 73639 1103 SH SOLE 1103 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP UTIL 46138G409 41132 724 SH SOLE 724 0 0 INVESCO EXCH TRADED FD TR II S&P SMALLCAP ENE 46138G474 70138 1673 SH SOLE 1673 0 0 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 442441 23877 SH SOLE 23877 0 0 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 148474 7296 SH SOLE 7296 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 1125726 57464 SH SOLE 57464 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 1199539 61577 SH SOLE 61577 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 658844 31859 SH SOLE 31859 0 0 IRON MTN INC DEL COM 46284V101 953495 11082 SH SOLE 11082 0 0 ISHARES TR S&P 100 ETF 464287101 1354 5 SH SOLE 5 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1149019 12377 SH SOLE 12377 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1963 13 SH SOLE 13 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 7410 29 SH SOLE 29 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 276697 1387 SH SOLE 1387 0 0 ISHARES TR U.S. FINLS ETF 464287788 372 3 SH SOLE 3 0 0 ISHARES TR US HOME CONS ETF 464288752 552 5 SH SOLE 5 0 0 ISHARES SILVER TR ISHARES 46428Q109 9669 312 SH SOLE 312 0 0 ISHARES INC CORE MSCI EMKT 46434G103 25852 479 SH SOLE 479 0 0 ISHARES TR CORE DIV GRWTH 46434V621 3274 53 SH SOLE 53 0 0 ISHARES TR CORE MSCI INTL 46435G326 28727 417 SH SOLE 417 0 0 JPMORGAN CHASE & CO. COM 46625H100 6574 26 SH SOLE 26 0 0 JOHNSON & JOHNSON COM 478160104 1161 7 SH SOLE 7 0 0 KELLANOVA COM 487836108 330 4 SH SOLE 4 0 0 KEURIG DR PEPPER INC COM 49271V100 1185791 34652 SH SOLE 34652 0 0 KIMBERLY-CLARK CORP COM 494368103 14222 100 SH SOLE 100 0 0 LAKELAND FINL CORP COM 511656100 1070 18 SH SOLE 18 0 0 ELI LILLY & CO COM 532457108 5751637 6964 SH SOLE 6964 0 0 LOCKHEED MARTIN CORP COM 539830109 2234 5 SH SOLE 5 0 0 MARSH & MCLENNAN COS INC COM 571748102 523932 2147 SH SOLE 2147 0 0 MARRIOTT INTL INC NEW CL A 571903202 277265 1164 SH SOLE 1164 0 0 MCDONALDS CORP COM 580135101 312 1 SH SOLE 1 0 0 MERCK & CO INC COM 58933Y105 838448 9341 SH SOLE 9341 0 0 MICROSOFT CORP COM 594918104 80709 215 SH SOLE 215 0 0 MORGAN STANLEY COM NEW 617446448 1750 15 SH SOLE 15 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 13572 31 SH SOLE 31 0 0 FLAGSTAR FINANCIAL INC COM NEW 649445400 88626 7627 SH SOLE 7627 0 0 NEXTERA ENERGY INC COM 65339F101 378765 5343 SH SOLE 5343 0 0 NVIDIA CORPORATION COM 67066G104 5895438 54396 SH SOLE 54396 0 0 OCCIDENTAL PETE CORP COM 674599105 6102179 123626 SH SOLE 123626 0 0 ORACLE CORP COM 68389X105 247464 1770 SH SOLE 1770 0 0 PPG INDS INC COM 693506107 382725 3500 SH SOLE 3500 0 0 PACCAR INC COM 693718108 229209 2354 SH SOLE 2354 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 9021263 106887 SH SOLE 106887 0 0 PALO ALTO NETWORKS INC COM 697435105 2389 14 SH SOLE 14 0 0 PAYCHEX INC COM 704326107 1133649 7348 SH SOLE 7348 0 0 PAYPAL HLDGS INC COM 70450Y103 9983 153 SH SOLE 153 0 0 PEPSICO INC COM 713448108 1349 9 SH SOLE 9 0 0 PFIZER INC COM 717081103 684 27 SH SOLE 27 0 0 PHILIP MORRIS INTL INC COM 718172109 1832062 11542 SH SOLE 11542 0 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 11880 594 SH SOLE 594 0 0 PROCTER AND GAMBLE CO COM 742718109 57602 338 SH SOLE 338 0 0 PULTE GROUP INC COM 745867101 4882897 47499 SH SOLE 47499 0 0 QUALCOMM INC COM 747525103 181413 1181 SH SOLE 1181 0 0 QVC GROUP INC COM SER A 74915M100 7 36 SH SOLE 36 0 0 REGENERON PHARMACEUTICALS COM 75886F107 19027 30 SH SOLE 30 0 0 ROBINHOOD MKTS INC COM CL A 770700102 5090875 122318 SH SOLE 122318 0 0 ROKU INC COM CL A 77543R102 5601107 79516 SH SOLE 79516 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1678 3 SH SOLE 3 0 0 SPDR GOLD TR GOLD SHS 78463V107 855060 2967 SH SOLE 2967 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4370 111 SH SOLE 111 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 22756 625 SH SOLE 625 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 12642 165 SH SOLE 165 0 0 SPDR SER TR S&P SEMICNDCTR 78464A862 562 2 SH SOLE 2 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 1620 17 SH SOLE 17 0 0 SALESFORCE INC COM 79466L302 107344 400 SH SOLE 400 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5809 232 SH SOLE 232 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 28866 1086 SH SOLE 1086 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 793634 9230 SH SOLE 9230 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 121493 832 SH SOLE 832 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 376082 4024 SH SOLE 4024 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2249711 45165 SH SOLE 45165 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 786453 6000 SH SOLE 6000 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 266828 1292 SH SOLE 1292 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 540516 5604 SH SOLE 5604 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 455957 10895 SH SOLE 10895 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1731 21 SH SOLE 21 0 0 SHERWIN WILLIAMS CO COM 824348106 52379 150 SH SOLE 150 0 0 SHOPIFY INC CL A 82509L107 5818690 60967 SH SOLE 60967 0 0 SMITH A O CORP COM 831865209 9543 146 SH SOLE 146 0 0 SNDL INC COM 83307B101 378 268 SH SOLE 268 0 0 SOLVENTUM CORP COM SHS 83444M101 3802 50 SH SOLE 50 0 0 SOUNDHOUND AI INC CLASS A COM 836100107 123716 15236 SH SOLE 15236 0 0 STARBUCKS CORP COM 855244109 452195 4610 SH SOLE 4610 0 0 STEEL DYNAMICS INC COM 858119100 69920 559 SH SOLE 559 0 0 STERLING INFRASTRUCTURE INC COM 859241101 88530 782 SH SOLE 782 0 0 STURM RUGER & CO INC COM 864159108 9823 250 SH SOLE 250 0 0 SYNOPSYS INC COM 871607107 1287 3 SH SOLE 3 0 0 TJX COS INC NEW COM 872540109 238972 1962 SH SOLE 1962 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10458 63 SH SOLE 63 0 0 TARGET CORP COM 87612E106 2922 28 SH SOLE 28 0 0 TESLA INC COM 88160R101 80858 312 SH SOLE 312 0 0 3M CO COM 88579Y101 1689918 11507 SH SOLE 11507 0 0 TOAST INC CL A 888787108 4395987 132529 SH SOLE 132529 0 0 TOYOTA MOTOR CORP ADS 892331307 353 2 SH SOLE 2 0 0 TREX CO INC COM 89531P105 3486 60 SH SOLE 60 0 0 UDR INC COM 902653104 3072 68 SH SOLE 68 0 0 UGI CORP NEW COM 902681105 3009 91 SH SOLE 91 0 0 US BANCORP DEL COM NEW 902973304 338140 8009 SH SOLE 8009 0 0 UBER TECHNOLOGIES INC COM 90353T100 7670701 105280 SH SOLE 105280 0 0 UNITED AIRLS HLDGS INC COM 910047109 3522 51 SH SOLE 51 0 0 UNITY SOFTWARE INC COM 91332U101 5877 300 SH SOLE 300 0 0 V F CORP COM 918204108 77460 4991 SH SOLE 4991 0 0 VALERO ENERGY CORP COM 91913Y100 20735 157 SH SOLE 157 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 25618 504 SH SOLE 504 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 6798 27 SH SOLE 27 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8756 47 SH SOLE 47 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 58219 157 SH SOLE 157 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 39730 230 SH SOLE 230 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 181 4 SH SOLE 4 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 665658 1373 SH SOLE 1373 0 0 WK KELLOGG CO COM SHS 92942W107 374963 18814 SH SOLE 18814 0 0 WALMART INC COM 931142103 527 6 SH SOLE 6 0 0 WASTE MGMT INC DEL COM 94106L109 17132 74 SH SOLE 74 0 0 WELLS FARGO CO NEW COM 949746101 5782397 80546 SH SOLE 80546 0 0 WILLIAMS COS INC COM 969457100 326708 5467 SH SOLE 5467 0 0 ZIMVIE INC COM 98888T107 97 9 SH SOLE 9 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 6476075 94458 SH SOLE 94458 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 10865 96 SH SOLE 96 0 0 FABRINET SHS G3323L100 45625 231 SH SOLE 231 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 3602 190 SH SOLE 190 0 0 SHARKNINJA INC COM SHS G8068L108 70148 841 SH SOLE 841 0 0 ALCON AG ORD SHS H01301128 5221 55 SH SOLE 55 0 0 GARMIN LTD SHS H2906T109 523500 2411 SH SOLE 2411 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 5296789 9630 SH SOLE 9630 0 0 BIRKENSTOCK HOLDING PLC COM SHS M2029K104 9583 209 SH SOLE 209 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1325 2 SH SOLE 2 0 0 CNH INDL N V SHS N20944109 3733 304 SH SOLE 304 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 1015901 4945 SH SOLE 4945 0 0